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Lauren Weekly Check-in
Lauren Allen
Biz Dev Q4 OKRs
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LA/AS 2/13/2023

This week will be successful if:

Goal 1: Complete/finalize Market Research
Goal 2: Prospecting: Reconnect with TFA Buffalo & Achieve College prep introduction
Goal 3: Receive and apply feedback from performance review

Key Updates from Last Week

BHRE IMAP
Completed task: Jerry, Lizzie, Brady, Justin, Iliya, Lance
Waiting on: Andrew, Dru, Michael and Vanessa
Email follow up sent to remind them to complete task
If not done by 2PM today- I will send another individual email to each person.
Market Research
Completed states/cities we talked about
Started NC as well.
Let me know if there are additional that you would like me to complete
NY and SC Charter meetings
SC was really positive call- very interested in partnering with us.
They would like to have us as a
Business/Corporate partner
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$500 per year Business ←- I think this could be a good start
$1,500 per year Corporate
SC Expected to substantial growth in the coming years
NY: Also interested in partnering with us
Will share our name when schools speak about needing facility/finance
Opportunity with Charter conference in the fall to do “consulting hours” where school reps can sign up based on what they need rather than just tabling
We can also share webinar/content that we would like to share with NY charters during monthly call and host a presentation (no cost)
As we suspected: Rochester student population shrinking and will effect financing of charters in foreseeable future

Action Items This Week

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Global Academy of South Carolina
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Ensure letter is sent to school from Jerry
Follow up with next steps from meeting with seller + discussion about lease option
2. CRM assistance
Leda needs additional help and is scheduled to meet today 2/13/23
Andrew also needs assistance and will meet today to assist with issue and ensure his IMAP is fixed
3. NJ leads
a. Follow up with Jerry (2nd time) to be connected to Achieve College in NJ
b. Possible facility needs with approved expansion and past client
5. Prospecting
Additional follow up to Reschedule TFA Buffalo meeting
6. Market research
a. Assist where needed and finishing touches on a completed records

Items for Allison’s Input

Question 1:
Question 2:

Lessons Learned

Personal


On Back Burner/Not Getting to Yet (FYI)

View 3 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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Open
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