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AS/LA 12.11/23

This week will be successful if:

Goal 1: Louisiana Conference | Attend conference, generate 7 warm leads + community build

Goal 2: Sea Island | Gain clarity on next steps forward with LOI & Lease for church

Goal 3: South Carolina | Enter all leads into CRM and follow-up

Allison’s Input

Sherilyn & SC Impact schools

Based on her comments in return on Horse Creek she gave greenlight to reach out

I am going to enter notes for Greenville tech & tag Sherilyn.

Context: I had met board member, Chris Loewer before Impact and at conference we discussed scheduling time to meet to catch up on their progress with their possible reno site (Possible BHF/Rich needs) since we didn’t have time to connect at conference.

Dry Creek

Any support needed?

Should we switch you as deal owner?

CRM & Support next week while you are OOO

Let me know how I can be supportive of work moving forward with BD and CRM while you are OOO

I will plan to review and update accounts and contacts that may have missing data

LA Conference

Is there anyone you would like me to specifically connect with?

Do you approve for printing the Marketing case study? (Karen + Suzuk have given thumbs up)

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Kenilworth Case Study | Final⁠

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Action Items This Week

Sea Island - Clarity on next steps with Church

LA Conference

Meeting plans with:

Mr. Suzuk- visit school Wednesday

Caroline Roemer- game time decision of drinks Wednesday or coffee Friday (she’s traveling and needs flexibility)

Ken Campbell- Meet at Conference

Michelle Gieg- Coffee Friday

Kathy Padian - Coffee at conference

CRM

SC Lead entry

Lead Meetings

Apprentice Academy | NC

Connect call with Rich

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