1. Jayson
1.1. Day to Day
1.1.1. Team
1.1.1.1. Hiring
1.1.1.2. Support the team in their roles
1.1.1.3. Leads Quarterly Meetings
1.1.1.3.1. Sets Rocks
1.1.1.4. Team Health
1.1.1.4.1. 1 on 1's
1.1.1.4.2. Progress Meetings
1.1.1.4.3. Growth Path
1.1.1.5. Updates Roles and Responsibilities
1.1.1.5.1. (Toe stepping is on me)
1.1.2. Product
1.1.2.1. MMT at Home
1.1.2.1.1. Leads Presenter outreach and session preparation.
1.1.2.1.2. Hand off to TK
1.1.2.2. MMThree
1.1.2.2.1. Finalize Placements
1.1.2.3. Exploration
1.1.2.3.1. Listen to recordings and make final curation decision
1.1.2.4. New member orientation
1.1.2.4.1. Lead orientation
1.1.2.4.2. New member strategy calls
1.1.3. Brand Voice
1.1.3.1. Supported by Kandis
1.1.3.2. Awarness / Interest
1.1.3.2.1. Social media
1.1.3.2.2. Emails
1.1.3.2.3. Website Content
1.1.4. Finances
1.1.5. Relationships
1.1.5.1. Navigating Conflicts in the community
1.2. Live Experience
1.2.1. Pre
1.2.1.1. Venue Selection (with Kandis) / Negotiation
1.2.1.2. High-Level Planning (with Kandis)
1.2.1.3. Run of Show
1.2.1.3.1. Co-Creation with Kandis
1.2.1.3.2. Content Focused
1.2.2. Learning and Connection
1.2.2.1. Design Main Sessions
1.2.2.1.1. Speaker Outreach
1.2.2.2. Roundtable Direction / Selections
1.2.3. Assigned Seating
1.2.4. Post
1.2.4.1. Feedback Debrief
2. Kandis
2.1. Day to Day
2.1.1. Online Forum
2.1.1.1. Posting MMT Photo of the week
2.1.1.2. Spotlight Wednesdays
2.1.1.3. Secret Santa
2.1.1.4. Monitoring FB Group
2.1.1.4.1. Monitors and strives to improve key Community Engagement metrics.
2.1.1.4.2. Close monthly asks
2.1.2. MMT Socials (In Person)
2.1.2.1. End to end (Design, logistics, sign ups)
2.1.3. Brand voice
2.1.3.1. Supports Jayson
2.1.4. **Member Profiles / Portal**
2.1.5. Google Photos
2.1.6. Onboarding Emails
2.1.7. Gifting
2.1.7.1. Individual
2.1.7.2. 2 x onboarding
2.2. Live Experience
2.2.1. Venue
2.2.1.1. Sourcing and Contract
2.2.1.2. Relationship (end to end)
2.2.2. Ordering / Ship Tracking
2.2.2.1. Awards
2.2.2.2. Wristbands
2.2.2.3. Books
2.2.2.4. Printwork
2.2.2.4.1. Name Tags
2.2.2.4.2. Question Cards
2.2.3. **Live Experience Budget**
2.2.4. Pre
2.2.4.1. Intake form
2.2.4.2. **Important details Page**
2.2.4.3. Designer / Printwork
2.2.4.4. Content - logistics / location / team involvement
2.2.5. Important Details
2.2.6. Member Experience
2.2.6.1. Activities
2.2.6.1.1. Select / Manage
2.2.6.2. Onsite / Offsite Experiences
2.2.6.2.1. Select / Manage
2.2.6.3. **Profiles**
2.2.6.4. App
2.2.6.5. Gifts
2.2.6.5.1. Sponsored Items
2.2.6.6. Room set ups / Decor
2.2.7. Spouse and Family Integration
2.2.7.1. Design and Manage
2.2.8. Post Event
2.2.8.1. Photos
2.2.9. High-Level Planning (with Jayson)
2.2.10. Team
2.2.10.1. Selection / Onboarding / Training / Logistics
2.2.10.1.1. Videographers
2.2.10.1.2. Photographers
2.2.10.1.3. Execution Team
2.2.10.1.4. AV
2.2.10.2. Run of show
2.2.10.2.1. Ensures Master ROS / AV is up to date
2.2.11. AV - End to End
2.2.12. Speaker / Special performer needs
2.2.13. POST: Ensure video / audio files are stored after the event
3. Jeremy - Revenue
3.1. Day to Day
3.1.1. Exploration
3.1.1.1. Executes all exploration calls with potential new members.
3.1.1.2. Maintains Nurture List and seeks nurturing opportunities (Invitations to dinners, MMT at Home's, etc...)
3.1.1.3. Ensures members we're considering are nurtured (and don't fall off our radar).
3.1.1.4. Maintains our new member consideration list.
3.1.1.5. Lead invitation process to completion
3.1.2. Tracking and Rewarding Nominators
3.1.3. Outbound
3.1.4. FOTC
4. Katelyn - Relationship Manager (Front of House)
4.1. Day to Day
4.1.1. Physical Touchpoints
4.1.1.1. **Onboarding** **Mailers**
4.1.1.2. **Active Member Mailers**
4.1.1.3. Direct Mail of all kinds
4.1.1.4. Gifting (Triggers)
4.1.2. Renewals
4.1.2.1. Full Process to Closure
4.1.3. Collections / Delinquents
4.1.4. Offboarding
4.1.5. Intro requests
4.1.6. Team Systems / Processes
4.1.7. Captures, Processes and Acknowledges all feedback from our Community members.
4.1.8. FOTC
4.1.8.1. Digital
4.1.8.2. Physical
4.2. Live Experience
4.2.1. Sign ups
4.2.2. Deals with all member communication
4.2.3. Manages all speaker outreach
4.2.3.1. Roundtables communication
4.2.3.2. Special Guests Flight and Logistics
5. Dragana - Back of House
5.1. Day to Day
5.1.1. Supports Kandis and Jayson with day to day tasks and small projects
5.1.2. **Tech**
5.1.2.1. Subscriptions of any kind
5.1.2.2. Samcart
5.1.2.3. Hubspot
5.1.2.3.1. Captures Relationship Intelligence
5.1.2.3.2. Hubspot health (Ensuring all records / Deals are up to date)
5.1.2.3.3. Manage and monitor various lists
5.1.2.3.4. Keep email list and mailing list
5.1.2.4. Stripe
5.1.2.5. Passwords
5.1.2.6. Searchie
5.1.3. Luma
5.1.3.1. Monitor sign ups
5.1.3.2. Pages
5.1.4. **Digital Library**
5.1.4.1. Ensures the Members Library is up to date.
5.1.4.2. Communication (N/A)
5.1.5. Finances
5.1.5.1. Credit Reports - Monthly
5.1.5.2. Tech (Subscription) Burn - Monthly
5.1.6. Owns Accounts@
5.1.7. MMThree (End to End)
5.1.8. Captures and Organizes all Testimonials / Customer Wins.
5.1.9. Social support
5.1.9.1. V1 - Creating a depository
5.1.9.2. TBD V2 - Systems and Processes
5.1.10. MMT at Home
5.1.10.1. Creates and Maintains our Content Calendar.
5.1.10.2. Owns sign up pages
5.1.10.3. Ensures MMT at Homes are communicated to the community
5.1.10.4. Monitor signups (and shares warning signs)
5.1.10.5. Sends "Post" email
5.2. Live Experience
5.2.1. Support with event execution
5.2.2. Rooming List
5.2.3. Receiving / allocation of Intake Forms
6. Uncertain To be Claimed
6.1. Communications
6.1.1. Website
6.1.1.1. Kandis?