Explore

AS/LA 07.13.2023

This week will be successful if:

Goal 1: NC Conference + lead outreach

Goal 2: Complete Magnolia Public school memo + schedule meeting

Goal 3: Start Fine Arts Assessment

Allison’s Input

Warm Leads from conference

2023 Lead potential

Andrea Anderson, board member- PreEminent Charter Academy

Currently renovating but may need financing support, BHF lead

John Deberry, CEO Blo-Glo Inc- ENTER AS CONTACT

Currently working on facility but need financing support, BHF leadLeland Davis, Community Outreach, Discovery Charter School

Looking for Financing support, subdebt/credit enhancement - BHF Lead

Derec Shuler, CEO - Ascent Classical

BHS/Rich FA potential

2024 Lead potential

Kate Waters, director of operations + Alicia Soto Bazemore, Principal - Telra Institute

Expanding to K-12 in Charlotte, may need facility/financing support for 9-12 expansion space

Other

Anthony Pirrello, CEO East Wake Academy

Knows Sherilyn, send brief nice to meet you/relationship building email

Magnolia Public Schools

How should I best enter info? I have converted lead to account and contacts + added contact details and notes to the account.

I will add 3 beneficiary schools that are being considered.

Not sure deal structure is clear yet to add deal records.

Action Items This Week

Conference

North Carolina

Lead follow up as directed by AS

Texas

Follow up sent by both myself and Adam about cocktail party

Awaiting responses/follow up with Adam next week

Leads

Sea Island Heritage

Send follow up email

Fine Arts Prep | James Dudley

Start Assess Memo Diligence- Complete it by Tuesday and send up follow up email

I already let him know about travel this week as directed

Compass Collegiate

Complete and send slide deck intro of BH + LOI as outlined by Dru

Assess memo complete next week

MVP

Kickoff meeting set for Monday

501c3 meeting set for Monday

FACTS

Need to set internal call for Monday/tuesday with Jerry + Iliya + Myself

Understand project affordability prior to next weeks call

Magnolia Public Schools

Set up meeting + Create memo to Robin, Dru, Allison

Calvin Stamps | Legacy Sports Academy

Met yesterday, details forwarded to AS

Will enter details into CRM

Key Updates from Last Week

Conference

North Carolina

Completed Session prep

Dinner set up for Monday

Texas

cocktail party follow up- no response at the moment

Leads

Compass Collegiate

Connect call

MVP

Determine next steps with Jerry + Lizzie

FACTS

Review financial document sent with Iliya

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