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Goal 1: Update all CRM records with notes, meeting related to’s, etc. + Lead follow up for email drip 2Goal 2: Set up meetings with E3, Collegiate, Basis and PCEGoal 3: Complete Performance Review
Lead ManagementUpdate: Any leads that were qualified prior to the holidays an initial email was sent outThree webforms were submitted, all were inputted and contacted accordinglyJW Academy - Junk Surprise, AZ Charter application still in development, did reach out and connected with themIdaho Science and Technology Charter School- Blackfoot, IDISTCS is a K-8 charter school. We are interested in building an elementary building. We currently have 15 acres of land and a middle school building that is 26,545 square foot. We are approved for a $5 million loan from USDA, but building costs have increased substantially since we were approved. I'm interested in talking about options for our school.Email sent after receiving webform but no responseSisu Environmental School- St. Paul, MN. Start-up, Interested in Bridge Loans- will connect school leader in the next coming weeks to learn more about the school and loan needsProspectingOutreach to E3 done, we need to decide on possible date so that I can share with them. Brian is going to be out from Feb. 8-23 on vacation- so best if we can do it 1/19-20, 1/26-27 or 2/3-4Initial Philadelphia Charter for Excellence meeting completed Really positive conversation Friday 1/6/2380 of 83 charters members of their organization1/3 student population of Philly in charter schools (65,000) with 23,000 on waitlistPCE has 50% attendance at their weekly meetings + 60% newsletter open rate and Scott visits 2-3 schools weekly to ensure full sector engagementOpen to working with us and introducing to schools Likely start with a survey to school for needs + educational webinar led by us to gauge interest and educate schools (similar to what we discussed doing with E3)He thought this would be greatPCE hosting a that we could attend on 1/27 and Scott said we could visit a school site while there as well. Event Time: 12 PM- 2PMLuncheon Sponsor Base level: $5002 event ticketsIndividual name/company logo listed in the printed event program as Blue Level SponsorCould be an easy down and back trip for myself and possibly Jerry/Justin?Think this will be an important partnership and could be a good start to build relationship and be part of their 10 year celebration.Contacted KenSent Ken Campbell from NSBR an email to request warm intro to Key Academy in Baton RougeIncluded a pre-written warm intro for him to useCRM OnboardingOnboarding with Sherece completed on 1/5/23We went through Zoho One, CRM and Knowledge BuilderI had her share here screen while showing her where to clickThis was easiest method and she was really excited about all the content in CRMShe has bookmarked all the links and I will follow up next week on her progress and any areas that she needs help inZoho CampaignsCreated a template as a starting point for campaignsMeetingsWeekly PipelineContinued your trend of picking out priority schools to discuss based on overdue or upcoming tasks that needed to be completedPipeline Notes from the meeting for your referenceUpdated notes and asked PM’s to update next steps where necessary (not sure if this expectation has been set within their team)Mandatory Staff Training on Performance ReviewsI attended and took notes for you as a summary of the meeting
Contact both E3 and PCE to let them know our plans for visitsVisit to Rochester datesIf we will participate in PCE luncheon and possible school visitLead Follow-upSend an Email Drip 2 to any initial outreach emails from last weekIncludes both cold outreach prospects and webform outreachSet up meeting with Sisu to learn more about their financial needsPerformance ReviewComplete Performance review by 1/13/23Connect MeetingsNeed to coordinate with Allison for availability in 3rd and 4th week for meetings with Collegiate in Louisiana and Basis in Texas Ocali VisitBook Ocali flight/hotel once confirmed by Allison to do so.
Perform onboarding where needed with servicesAs stated before- Onboarding with Sherece completed, see above for detailsAll required courses completedRequired exam completed and passedCompletion Certificate receivedContinue submitting Apprenti Timesheets
Question 1: Most important is to find dates- I don’t want to assume all of your time unblocked is available.Need to find time for E3 visit so I can suggest and confirm with themNeed to find time to meet with Collegiate and BasisStill waiting to hear back from Michelle Gieg (sent follow up this past week) at DPQuestion 2: What are your thoughts on PCE Luncheon- I believe it will be important to attend and will be an easy down and back for myself & Jerry/JustinCould be a good way to bring myself into the FACTS lead and introduce me to the school team in person while in Philly
I feel really prepared for self reviews since we continually talk about SMART goals and performance
Andy is likely starting a new job! No major changes for us, but will tell you more about it in check in.
LA/AS 1/9/23
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 9 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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