Explore

AS/LA 01.02.24

This week will be successful if:

Goal 1: Prospect follow-ups | Set meetings Community group + Renaissance + DP

Goal 2: Sea Island & FACTS| Weekly call to determine progress

Goal 3: BizDev | Role proposal + start strategy plan

Allison’s Input

Community Group

Has any conversation occurred with Civic beyond previous conversations?

iPrep, Trivium, LearnDC

Will I be transitioning to lead?

Any details I should know?

Business Development

⁠

Memo | Business Development Role Change⁠

⁠

Expensify Complete

Prospect follow-up meetings

CRM Updates

Current prospects/leads

FA deals 2021+2020 entry

Dario second set of eyes to check

Odyssey— connect with Lizzie

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