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Goal 1: Connect with E3 and Schedule Rochester visitGoal 2: Complete Initial connect calls with Basis & Sisu Enviornmental SchoolGoal 3: Ensure that all prospected leads have had initial 3 drip outreach
Lead ManagementUpdate: Any leads that were qualified prior to the holidays secondary email was sent out along with LA conference leadsOne response so far from LNFO who will be talking with board to see what they need to assist with facilityLead connect callsIdaho Science and Technology Charter School- Blackfoot, IDInitial outreach call happened last week, school sent additional data for dilligenceFollow-up email to occur this weekSisu Environmental School- contacted school and set up an initial introduction this week, Thursday 1/19/23ProspectingOutreach to E3 done, I shared the Feb.2-3 dates. No response from Brian after initial email at beginning of week and follow-up at end of the weekI can try to call this week to touch base with him or should I send another follow-up this week to see if he wants to push to after he returns from his Europe vacationConnected with PCE after approval of Bronze sponsorship levelScott will be setting up a school visit on Friday morningWe need to identify who is attending with their organizations full name (4 spots) by Tuesday, January 17 (today)CRM OnboardingOnboarding with Leda completed on 1/10/23We went through Zoho One, CRM and Knowledge BuilderShe was excited for available dataShe needs an account made and I want to walk through once with you I can create an account and set up a training time with Tim once we’ve done one together.Performance ReviewCompleted self evaluationCurrent ProspectSchool visit to Ocali to see learning and school culture
Connect with E3 to determine a date for visitShould I call or do you think I should email and ask for dates after Brian returns? March seems too lateLead Follow-upSend an Email Drip 3 to any initial outreach emails from last weekIncludes both cold outreach prospects and webform outreachNot sure but timeline in the application shows that it was due Nov. 11, 2022 but top says that it is due Nov. 25, 2023 I can reach out to see if they are still receiving proposals.Connect MeetingsBasis scheduled for TuesdayIn our initial conversation, Roberto was interested in Development deal/Lease to Purchase optionOur first connect call will be to introduce our two teams and determine the growth plan for Basis Sisu EnvironmentalShared details from webform with Robin when initial receivedHe said small bridge loans can be hard in new market but would like me to learn more about school and their needsCreate an initial “Connect Call” Question checklist prior to Sisu environmental to use for every meeting as a templateProspectingMeeting with Fredericka Wicker was rescheduled to this week due to a conflictShe previously worked for LDOE and then was independent contractor helping schools in LA with charter apps (such as Geo Prep)Now she has her own company Center for Sustainable Leadership and is based in BrooklynConnecting with her for schools who may be possibly growing
Perform onboarding where needed with servicesAs stated before- Onboarding with Sherece and Leda completed, see above for detailsCreate accounts for Leda and TimPossible onboarding with TimAll required courses completedRequired exam completed and passedCompletion Certificate receivedContinue submitting Apprenti Timesheets
Question 1: Should I call Brian about E3 visit, He has opened emails but not respondedQuestion 2: Would you like me to set up a quick onboarding call with Tim to show him the CRMQuestion 3: Do we have anyone else attending the PCE luncheon besides us. I need to submit names today.
Schools can have “soul” but struggle with instruction
LA/AS 1/17/23
This week will be successful if:
Key Updates from Last Week
Action Items This Week
Workflow Academy Apprenticeship
Items for Allison’s Input
Lessons Learned
Personal
On Back Burner/Not Getting to Yet (FYI)
View 10 of Next Steps (Lauren Owned Action items and deadlines)
Next Step
Deadline
Notes
Task Completed
Submit October Expense Report
10/31/2022
Open
EOD 11.02.22 Send email to all leads not contacted from NY, FL conferences
11/2/2022
Open
Create “Connect Call Checklist”
11/3/2022
Open
Create a google sheet for goals
Open
Complete goals on 11.2.22 by 4 PM ET
Open
Complete 90-day review document by 11/18/22
Open
Decision on Conferences with Budget and Schedule by EOW (11/4/222)
Open
Email Sherilyn for 2022 Conference budget and conferences 2022 attended to inform review process.
Open
Set up Cariina Product demo
Open
Coordinate with Marketing for CRM onboarding for 11/28, 11/29 or 11/30
Open
Lead Nurturing Campaign Exemplars and research
Open
Schedule in person CRM training with Rich & Joe
Open
Follow-up with Robin on branded pitch deck options
Open
Zoho courses: Forms Wunderkind and Survey data
Open
Zoho Courses: Coding first CRM Function, Setting up Zoho Analytics, Analytics Dashboard set up
Open
Update main page to have Q4 goals
Open
Email Drip Document Examples (1, 2, 3) Conference, cold email, Staff lead, webform
Open
Initial research on new market tax credits
Open
90 day tentative 11/28/22
Open
Conference Analysis Document: Proposed 2023 calendar taking Sherilyn’s events and state conferences we’ve discussed.
Open
Marketing + Amabassador Emails, titles, managers for CRM training
Open
Add LA contacts to CRM
Open
Set up Prospecting calls: Dr. Beck & Michelle Gieg
Open
Update Knowledge builder/remove BHRE content for marketing and Services training by Friday 11/18
Open
Add Cariina and Matthew into CRM
Open
Collect costs, registration information and presenter deadlines for conferences
Open
Email Drip 3 for SC, NY and FL conferences
Open
Update Forza + schools associated
Open
Add prospect: FLACS sent by Allison
Open
Sequence Zoho template- plan (ensure wont go to spam-google options)
Open
Contact Dru about CA conference setup
Open
Contact Ken about warm intro to Key Academy- include Intro draft
Open
Format meetings to create clarity for Presidents/board in CRM
Open
Update meeting notes in CRM based on Allison suggestions
Open
Contact E3 with possible dates for visit
Open
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