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Lauren Allen
Biz Dev Q4 OKRs
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Biz Dev Q4 OKRs

Team OKRs inform individual OKRs.
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Delight Clients
Shepherd Bloom buy-out with PCSD maintaining positive client relations throughout process Handwritten thank you notes after events Partner with division presidents to identify clients for a satisfaction pilot survey by end of year (EOY).
Marketing Partnership
Attend NY, AZ and LA charter conferences (emerging markets) Determine next steps for webform to support lead capturing Design campaign strategy for lead segments
CRM
Design pipeline minimum viable product (MVP) Deal layout for Finance Onboard BHRE Onboard Finance teams Continue Workflow courses 2015-2019 Contacts - Accounts - Deals in CRM Launch Lead Scorecard Launch Lead Drip Blueprint
Grow the Business
Qualify 60 Leads; 20 meet score criteria for Go/No Go 10 submitted forms from NY and FL conference Attend 10 Qualified Lead (QL)/Partner meetings in Arizona Attend 10 QL/Partner meetings in Louisiana 5 Hot Leads approved Go/No Go for Development or Owner's Rep potential deals.
Operating Mechanisms
Launch Go/No Go with BHRE Daily Lead entry and management of Info@Bhope Inbox Finalize BizDev Weekly Check In Format Lead Follow Up with 1 business day
Delight Clients
Person
Description
Shepherd Bloom buy-out with PCSD maintaining positive client relations throughout process
Handwritten thank you notes after events
Partner with division presidents to identify clients for a satisfaction pilot survey by end of year (EOY).
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