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LA/AS 1/30/23

This week will be successful if:

Goal 1: Complete diligence for Go-No-Go document by EOD Tuesday & Complete Go-No-Go on Wednesday

Goal 2: Receive clarifying information about SC charters from Limestone Authorizer

Goal 3: Set up introduction meeting date with TFA Buffalo ED

Key Updates from Last Week

Lead Management

Go into CRM

Lead connect calls

Idaho Science and Technology

I created a summary document mail merge from lead record to share with Dru prior to his introductory call on Friday

Go-No-Go

Global Academy of SC

Document in progress

Meeting with CEO occurred on Tuesday 1/24

Document list needed to compete go no go sent on Tuesday

Follow-up sent to request entirety of needed documentation

Prospecting

Philadelphia Trip

Community leaders

Matt Troha (Mastery) & Mike Wang

Conversations with community leaders occurred to help form understanding of the market

PCE Luncheon

Met ED of PCE in person

Sat next to Boys Latin who is looking for finance options.

Note to be sent this week to keep up conversation

CRM Onboarding & Trainings

Zoom with Justin to walk through the deal record including updating fields in the record, note documentation and creating new activities based on actions completed with clients

Jerry Email Syncing

After conversation via phone- entire directions sent to Jerry to reset syncing

Follow-up will occur this week to check status

Action Items This Week

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Global Academy of South Carolina | Go No Go⁠

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Meeting with Authorizer (sent questions prior to meeting)

Continue work on Go-No-Go document- Complete by EOD Tuesday.

Send out Go-No-Go to Team by 8AM on Wednesday

Complete Go-No-Go on Wednesday

Dru sent me an RFP for Cedar Tree in DC⁠

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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 to be confirmed for Friday, February 3.

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 & Training sessions completed with:

Sherece (Onboarding)

Leda (Onboarding)

Tim (Onboarding)

Justin (Deal Record Training)

All required courses completed

Required exam completed and passed

Completion Certificate received

Continue submitting Apprenti Timesheets

Items for Allison’s Input

Question 1:

Question 2:

Lessons Learned

Personal

Due to plans to move- we are planning to spend a month in Richmond (Feb 25-Mar 25) to help with house searching.

No effect other than location that I will work from/easier to get more flights with Richmond airport

On Back Burner/Not Getting to Yet (FYI)

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

View of 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

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