Explore

AS/LA 11.14.23

This week will be successful if:

Goal 1: Community Group | Set up follow-up discuss pathway forward

Goal 2: Sea Island | Site tracker finish + project timeline email

Goal 3: Democracy Prep | finalize and send proposal

Allison’s Input

Sea Island

Memo input

Updated schedule created

Need updated budget/project plan

IMPACT Call

Would you like me to create deals/records in CRM from leads shared in call yesterday

Call Friday with Sherilyn about CRM— she referenced one with you too should we merge our conversations so that we can have open dialog

Dry Creek

Next steps and support

CRM Leads

How do we mark unresponsive or NTQ or junk?

Do we include converting prospecting leads who never responded?

Are we only including those who have expressed interest?

What if expressed interest with initial webform but then never respond to emails sent?

If they expressed interest (i.e. Webform/conference) but are junk (too small, not viable, poor academics, etc) Do you still want them in as accounts?

Do we just mark in notes that they’re junk/non responsive

Can we add drop down to bizdev section for the qualification component?

DP Proposal

Sea Island update email

CRM

3rd drip to NY leads

Convert leads and create complete accounts + contact records

BES leader account updates

Unique Meetings

All Hands

Dry Creek

IMPACT with Sherilyn + leaders

CRM with Sherilyn

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