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LA/AS 2/6/23

This week will be successful if:

Goal 1: Complete Market Research document (Focus: SC, NY, DC | PA, NJ)

Goal 2: Have all BHRE resync with Zoho IMAP

Goal 3: Identifying and managing next steps with GASC deal

Key Updates from Last Week

Lead Management

Lead conversions

GASC moved to accounts and a deal: Lead → Deal :

BASIS: moved from Lead→ Account and is prospective lead

Lead outreach

Card to Boys Latin sent with gift card

Connected on Linkedin

Will send out an email follow up a week after card sent 2/10/23

Mariposa

Dru had initial outreach and updated details in lead record

Currently waiting on responses from lending agencies related to BH offering credit enhancement

Lead connect calls

Basis Introduction made

Possible PM and Financing deals with their future growth

Go-No-Go

Global Academy of SC

Meeting with CEO 1/31/23 9:00-11:00AM

Details gathered for Go No Go

Meeting with Limestone Authorizer completed

Questions about enrollment and funding discussed/answered

She’s open to further communication about SC to help our market research

Go No Go Document Completed

Go No Go meeting occurred 2/1/23

GASC moved to assess for further due diligence

Prospecting

Buffalo TFA

Meeting rescheduled to following week

Will meet in person for coffee 2/7/23

PCE

Thank you card sent with Gift card

CRM Onboarding & Trainings

Signed up for Campaign training for February 27 & 28

Zoho Campaigns for Email Marketers (Virtual Classroom Training )

12:00 PM - 3:00 PM

Signed up for Demand Curve: Own your inbox training

Will perform 30 minutes each morning of training to create SOP

Action Items This Week

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Global Academy of South Carolina⁠

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Introduction call to BHRE president

Discussion related to Go No Go reservations from team

2. Connect Meetings

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

3. Market Research

a. Meeting scheduled with Public Charter School Alliance of SC

Questions related to charter market to help guide market research

4. SOP and Workflow

a. Meeting with BHF President to outline procedures for BHF deals

Will help inform Deal record

5. Prospecting

Meeting with TFA ED rescheduled for 2/6/23 at 2PM

Spot Coffee in Buffalo

6. CRM Updates

Ensure all BHRE team has reset their email syncing

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

Processes can be fluid

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

View 2 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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