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Lauren Allen
Biz Dev Q4 OKRs
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January

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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
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Memo | Business Development Role Change
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Action Items This Week

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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