Explore

LA/AS 1/23/23

This week will be successful if:

Goal 1: Visit Philadelphia to conduct market research, attend PCE Luncheon and find 3 possible leads

Goal 2: Attend a follow up meeting with Global Outreach Academy CEO to

clarify for Go -No-Go⁠

⁠

Goal 3: Attend an informational meeting with Limestone authorizer in SC

Key Updates from Last Week

Lead Management

New Leads have been contacted and added as leads in the CRM

Webform | Educators for Quality Alternatives | New Orleans, LA

Interested in finding a new space and renovating

3 small alternative schools

Webform | Academy of environmental science | Crystal River, FL

Need financing related to repairs on their facility needed

Small 9th and 10th grade school with a focus on environmental sciences.

Staff Referral | Dru | Mariposa Language & Learning Academy

Reno, NV

possible finance deal

Staff Referral | Karen Swan | NO CONTACT | G.O. B.I.G

Deal has possible conflict of interest

Entered in CRM and left alone

Lead connect calls

Global Academy South Carolina

Initial outreach call happened last week, school sent additional data for diligence

Follow-up email to occur this week

Sisu Environmental School

Lead record updated with information from meeting and school

Information has been passed on to Robin for review, I will follow-up from him by end of next week

Task assigned to follow-up with school by end of month

Go-No-Go

Global Academy of SC

Document in progress

Questions related to school model and authorizing have popped up and will need to be clarified this week

Prospecting

PCE Luncheon Planning

Shared names of attendees and received invoice on Friday

Lauren, Allison and Robin will attend

Invoice passed on to Lance for payment

Frederika Wicker Meeting

Center for Sustainable Leadership co-founder

Organization was created to help schools create succession plans to prevent gaps in leadership if a CEO or ED leaves schools

Geared toward CMO’s but also work with single schools as well

Partners with CSGF

Schools receive funding for services via CSGF, NSNO, Bloomberg and Opportunity 180

Freddi said she is happy to connect any school to us that may be shopping for facilities

CRM Onboarding

Onboarding with Tim completed on 1/20/23

We went through Zoho One, CRM and Zoho Sign

He was really impressed with CRM and interested in the assigned tasks

He stated that he will be using Zoho Sign likely right away and said he expects after audits are complete that he will start using CRM more but is excited for the system

Action Items This Week

Philadelphia Prospecting and Market Research Visit

PCE Luncheon

Mastery Site visit + Lunch with Matt Troha

Coffee with Mike Wang

Global Academy of South Carolina | Go No Go

Meeting with school and authorizer needs to be completed to continue document

Continue work on Go-No-Go document

Idaho Science and Technology School

An introduction meeting between Dru and school to be set up at Dru’s request

Further review of documents shared by school to be completed this week

Dru sent me an RFP for Cedar Tree in DC⁠

⁠

Not sure but timeline in the application shows that it was due Nov. 11, 2022 but top says that it is due Nov. 25, 2023

Want to clarify if I should take any action with this

5. Connect Meetings

Basis meeting needs to be rescheduled due to calendar conflicts

Collegiate Introduction scheduled for February 7. Ok if Allison can’t join- this can be initial conversation to see the status of their school and plans for growth in LA

O.180 and Mariposa meeting on 01.30.23 | Not atttending

Follow up with Dru for next steps resulting from the meeting

Workflow Academy Apprenticeship

Perform onboarding where needed with services

Onboarding sessions completed with:

Sherece

Leda

Tim

All required courses completed

Required exam completed and passed

Completion Certificate received

Continue submitting Apprenti Timesheets

Items for Allison’s Input

Question 1: Should I do anything with the RFP that Dru sent one week ago?

Question 2:

Lessons Learned

Personal

On Back Burner/Not Getting to Yet (FYI)

2023 Next Steps Checklist (Lauren Owned Action items and deadlines)

2023 Next Steps Checklist (Lauren Owned Action items and deadlines)

Next Step

Deadline

Notes

Task Completed

Complete GASC Go-No-Go Document

1/27/2023

Open

Set up Idaho S& T intro to Dru

1/23/2023

Open

Set up call with Ilya of GOCA + Limestone Authorizer

1/23/2023

Open

Create Question document for SC Alliance Call

2/6/2023

Open

BHRE team IMAP reset

2/7/2023

Open

Add approved NJ charter Leads to CRM

2/7/2023

Open

Create question document for NY Charter Association Call

2/8/2023

Open

There are no rows in this table

⁠

Updated Goals for Biz Dev

Goal #1: Develop a detailed product positioning strategy map for the real estate and finance divisions.

Goal #2: Conduct a digital marketing audit to assess how effectively our active media channels drive traffic to our website and influence action. (This is critically important to inform the proposed SOSTAC planning model.)

Goal #3: Establish a

SOSTAC ⁠

planning model to create a comprehensive digital marketing strategy incorporating SEO, email marketing, and improving channel effectiveness.

Goal #4: Create a framework to analyze at least eight metropolitan markets (bolded below) to inform initial market prioritization for Real Estate & Finance.

In the meantime, Business Development will eliminate cold contact efforts so that we have the capacity to identify appropriate firms to support the work outlined above, manage the effort, hire contractors to help with data entry, and continue to provide ongoing client relationship support while managing inbound lead outreach.

Draft SOPs

Assigning Lead Owners

Leads are assigned an owner in the CRM as they are identified. However, current and past school clients will be assigned an owner over time based on who has the strongest relationship.

Context to consider when managing inbound lead outreach.

The CRM is always checked first to identify if there is a previous BH engagement/connection.

Dru Damico is consulted before Connect Calls for all Idaho inbound leads.

Rich Moreno is consulted before Connect Calls for all Florida inbound leads.

Jerry Zayets is consulted before Connect Calls for all DC inbound leads.

We also respect previous relationships and consider adjusting account owners if a previous relationship with a team member outside of an assigned territory will provide a raving-fan client experience.

BD Territories

The list below, effective January 2023, is subject to change at the discretion of the Vice President in partnership with Division Presidents.

We currently have two territories because we have two Business Development team members. There is a priority in 2023 to build pipeline movement in the East region due to the proximity to our home office and talent capacity.

VP, Business Development

Director, Business Development

Alabama

Connecticut

Arizona

Delaware

Arkansas

Georgia

California

Illinois

Colorado

Indiana

Florida**

Kentucky

Idaho**

Maine

Iowa

Maryland

Kansas

Massachusetts

Louisiana

Michigan

Minnesota

New Hampshire

Mississippi

New Jersey

Missouri

New York

Nevada

North Carolina

New Mexico

Ohio

Oklahoma

Pennsylvania

Oregon

Rhode Island

Tennessee

South Carolina

Texas

Virginia

Utah

Washington, DC

Washington

West Virginia

Wisconsin

Wyoming

There are no rows in this table

⁠

*Montana, Nebraska, North Dakota, South Dakota & Vermont are omitted because they don’t have charter schools.

**Alaska & Hawaii are omitted because the list below focuses on the continental 48

INBOUND LEAD MANAGEMENT

Webform |

info@BHope.org⁠

Owner: Director, Business Development

The

info@bhope.org⁠

account is checked daily by 10 am.

The account is checked in the CRM to ensure no duplicates

If it isn’t in CRM, the Lead is entered

The director replies from the

info@bhope.org⁠

inbox within 24 hours with the email below, Bccs VP, and self.

Dear XXXX,

Thank you for getting in touch with Building Hope. Within two business days, a member of our team will contact you to set up a call to discuss the challenge you outlined.

In the meantime, if you are interested in our loan or facility development services, it's a good idea to start pulling together your school accountability data, your financial model through 2026-27, your most recent audited financial statements, and your current financial statements to support an initial diligence review.

Please do not send anything just yet, but we want to ensure the initial diligence request does not surprise you or delay the process.

We look forward to getting to know you,

XXXX

The Owner field in Lead Record is updated with the assigned owner based on the region.

Lead Source is updated to Webform

A task is created (until a workflow rule is built) and assigned to the lead owner. The box is marked to email the assigned task owner.

Task Subject Line:

Schedule Initial Connect Call | Name of Lead

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