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LA/AS 2/24/23

Next week will be successful if:

Goal 1: Complete first draft of Campaigns SOP based on webinar training

Goal 2: Complete first draft of Inbox/Email SOP based on Demand Curve sprints

Goal 3: Complete market research introductions for GA & NC charter associations

Items for Allison’s Input

Question 1: Am I now over FL region? I realized with question about Burns that I’m unsure if I now am over FL again.

Question 2: Can you share SOP document as guide for campaigns?

Question 3: Do you have training video series for Sales Navigator that you wanted me to complete?

Question 4: City research: if MSA/CSA data isn’t directly available related to student enrollment + charters how should I proceed?

BHF call Scheduled for Monday while you are in NV- Do we need to push this meeting to following Monday?

Key Updates from Last Week

BHRE IMAP

Waiting on: Jerry to return from vacation then back on the chase.

Market Research

State market research as full as possible

NC demographic data has been requested from the state

City research has begun and corrections will be made accordingly

SC Office of School Facilities was contacted

Details of email in CRM record notes

Working to set up a call to gain more clarity

Buffalo TFA meeting was great

Notes related to meeting in CRM

Next steps: warm intro to schools + future in person lunch/coffee

Lead Management

CRM

CA Conference travel booked

Action Items This Week

Deals (tasks in CRM):

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Global Academy of South Carolina⁠

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Follow-up related to seller response

Contact about OSF resources and timeline

Forza

Follow-up regarding site search (ensure sent to Will at Forza)

College Achieve

Jerry follow up (I sent 2 emails after warm intro and no response)

3. Zoho Campaigns for Email Marketers

a. Virtual trainings Monday & Tuesday

b. Create SOP draft Wednesday/Thursday

4. Demand Curve Sprints

Complete Sprints

Create SOP Document Thursday/Friday

6. Market research

a. NC & GA association intros

b. PCE catch-up + couple questions related to Market research

c. Correct/Finish records for cities where needed (fill in anything learned from intro meetings as well)

Lessons Learned

Personal

On Back Burner/Not Getting to Yet (FYI)

View 4 of 2023 Next Steps Checklist (Lauren Owned Action items and deadlines)

View 4 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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