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AS/LA 10.17.23

This week will be successful if:

Goal 1: Lead meetings | Complete 4 lead meetings

Goal 2: NY Charter Conference | Attend + Lead generation

Goal 3: Data Entry | Complete IMPACT + BES Fellow Accounts + Contacts

Allison’s Input

Deal Entry (Finance + Services)

BHRE we enter upon connect meeting

If unsure of need (BHF or BHRE) should I wait to create deal record?

For BHF would it be best to create report from CRM (as previously done) share with robin + then make deal record

Wondering best order to ensure during BHF pipeline calls that there is no confusion when early stage pops up

From now on if we forward a webform to services should I enter account + contact rather than lead

BizDev Section

If a prospect/lead has an initial lead source do we leave it?

Example Discovery charter: listed as prospecting (I believe from NC Conference list) but then we had a client referral + webform submission that has now led to connect call

At what point does BH relationship go from no history to in pursuit?

Lead | Dry Creek Charter, Boise ID

I’m unsure of next steps with exchange with Dru

I have received initial details from school (5 year model, charter app, interest forms, etc)

Should I do initial review + share initial review with Dru and determine if he would like intro + make intro to BLUUM?

EL Haynes Dinner | Washington DC

Am I approved to attend

Last train is 7PM which means I will need to spend the night

Hotel range $280-310 a night

15 minute Uber

Greg Stickel + Chuck Fradley | FL Conference

Before I archive emails wanted to be sure you were able to share invites with them to meet

SST New Braunfels

Do you know if this is campus name? I can’t find anything via google/crm

From Brady: SST New Braunfels - 2025 Delivery. Draft PM Agreement for Jerry review by 10/31/23. Schools court by 11/07/23. Phased Project. 2nd phase 2027

Action Items This Week (not in CRM)

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CSDC Conference Research⁠

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Any updates— should I be planning for travel for this?

NY Conference prep

No list provided— so no campaign but should I send something with booth details to any NY schools in CRM

Purchase Business card holder + Amazon Card

Print graphic with yeti + amazon & small cards for name, org, position, email and phone number

Set up call with BHF

Kenilworth + book travel

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