MOMENTUM MASTERMIND - OFFICIAL SOW RECAP

Date: April 29, 2025
Session: Start of Week (SOW) Call
Duration: 90 minutes (planned 30 mins)
Facilitator: Lacey Madison

CALL INTENTION:

• Confirm critical projects + deliverables for the week

• Triage blockers or clarity gaps

• Allocate CEO Sprint focus correctly

• Keep the session outcome-driven, minimal rambling, and momentum-forward

INDIVIDUAL TASK LISTS + WHERE THEY NEED LACEY'S BRAIN

Alexa Wilkinson

• Top Focus:
  Finalize Message to Money Course

• This Week’s To-Dos:

  • Finish Money Course creation.

  • Send DM conversation screenshots to Lacey.

  • Complete and send worksheet by EOW.

  • Launch £9.99 paid Masterclass.

  • Start Referral Strategy upgrades.

• Where Alexa Needs Lacey:

  • Review her Money Course funnel.

  • Send Masterclass Wireframe + Promotion Story Blueprint.

  • Send Buyer Types + ICP Alignment Trainings.

  • Review VA agreement post-sprint for future hiring protection.

  • Training on asking for referrals (mental/emotional).

Ruby Darcy

• Top Focus:
  Execute full 2-week Content Cadence Calendar

• This Week’s To-Dos:

  • Finalize and submit 2-week content plan.

  • Bank up Story Sets for multi-buyer stages.

• Where Ruby Needs Lacey:

  • Review Content Calendar.

  • Tighten diversification of Story Framework (beyond just one buyer type).

  • Check messaging tone in captions and pitches.

Claire French

• Top Focus:
  Build Quiz Funnel + Boost LinkedIn/Threads Visibility

• This Week’s To-Dos:

  • Map Quiz Funnel (send for Lacey review).

  • Implement 2x/week sales stories + email.

  • Build LinkedIn content calendar (repurposed from Instagram, but polished).

• Where Claire Needs Lacey:

  • Review LinkedIn content batch before next cycle.

  • Confirm Quiz Funnel User Flow once submitted.

Shannon (Shen)

• Top Focus:
  Post-Competitor Content Revamp + Pre-Maternity Sprint

• This Week’s To-Dos:

  • Adjust content strategy: less Problem Aware → more authentic, educational, and dynamic.

  • Hold short-form visibility sprints.

• Where Shen Needs Lacey:

  • Final content plan review (due today).

  • Smart logic tech stack review (Tally/Jotform setup for retreat onboarding).

Jordan (Capital Status)

• Top Focus:
  Client Onboarding + DIY Launch Prep

• This Week’s To-Dos:

  • Formalize marketing calendar.

  • Tighten Sprint Time-Blocking for project and client time.

• Where Jordan Needs Lacey:

  • Review onboarding materials.

  • Send Masterclass Wireframe for pre-reading (future launch planning).

  • (Optional) Look over Bookkeeping Agreement if needed.

Sasha (Sacia Ashe)

• Top Focus:
  Mini Mind Systems + Revenue Focus

• This Week’s To-Dos:

  • Submit mapped Sprints and working calendar.

  • Deliver Mini Mind onboarding flow.

  • Finalize Brand Edit Sales Page (Flowdesk workaround).

• Where Sasha Needs Lacey:

  • Final review of onboarding flow structures.

  • Guidance on CEO Time Management (especially around grandma's visit).

  • Confirm updated working calendar for sprint clarity.

LEFTOVER ACTIONS FROM LAST WEEK (Still Outstanding)

MAJOR THEMES & STRATEGIC CALLOUTS FROM THE SESSION

• Trust + Talent Development:

  • Reinforce trust-building in early hires.

  • Teach autonomy and celebrate micro-failures as part of cultural retention.

  • Lacey to send Hiring Culture Training.

• Content Discipline:

  • Every founder must follow full content cadence (no skipping stages).

  • Clarify visibility expectations: frequency ≠ cadence; cadence moves buyers down funnel predictably.

• Referral Systems:

  • Referrals should be actively sought, not passively hoped for.

  • Timing = catch clients at their dopamine highs.

  • Lacey to send Referrals Mindset and Tactical Scripts.

• Masterclass Promotion:

  • Minimum 2x promotional story sprint per week.

  • Lacey to send Masterclass Wireframe to Alexa and Jordan.

• Time & Sprint Integrity:

  • No more “overflow sprints” → specific day/time blocks required.

  • Track focus for creation vs. client delivery split.

NEXT STEPS BEFORE END OF WEEK

• Alexa: Finish course + worksheet + DM convos + prep masterclass promo

• Ruby: Send final 2-week content plan

• Claire: Send quiz funnel + LinkedIn batch content

• Shan: Send final post-audit content plan

• Jordan: Update onboarding flow + marketing calendar

• Sasha: Submit updated work calendar + sprints

FINAL REMINDERS:

• CEO Clarity > Volume. Focus on impact.

• Use Slack Submission Review Channel for anything needing Lacey’s review.

• No content chaos → full Content Cadence cycle = non-negotiable.

• Prioritize Trust-Based Team Building for those hiring or scaling.