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LA/AS 3/27/23

This week will be successful if:

Goal 1: Complete SC trip and foster stronger relationship in State and gain clarity on GASC project (SC Leadership Conference + East Link, “Mountain view” intros + GASC site visit

Goal 2: Get a response from ICA to continue to push deal forward

Goal 3: Complete ClickUp Training

Allison Input

Idaho has been standing still (brought up by Lizzie) would you like me to take on (I know in your region- so let me know)

Key Updates from Last Week

Introduction calls with Barack Obama + ICA

Proposals + Facility workbook sent to ICA

Connect Calls with Dale (no charter) + Richard Wright

Dale- Still way to early hasn’t event pinpointed a city/location for a charter

Richard Wright early in process (past client) looking to expand to Richmond

Follow-up sent and CRM record updated to Hot lead

Follow-up and intro to Robin Montessori

Waiting on school to respond to follow- up with deliverables to inform next steps for BHF

DNS Authentication

SPF, DKIM, DMARC set up

Takes time to be set, should be good this week

DNS working on determining if BIMI possible

Action Items This Week

SC Visit

Leadership summit

Gather and enter any leads into the CRM

Send communication within 24 hours of interaction

East Link + “Mountain View” introduction from Rich

GASC clarity

Determine go no go by this Friday

ICA

Follow up email sent by EOD monday

Need to get response for deliverables + best time for property assessment on Wednesday

Barack Obama

Ensure Communication of next steps

Jerry + Justin will send- I will be included in communication

Idaho ST

Lizzie has requested for Brady her and I to connect to establish a process and next steps with this project

Getting lost in the mix - would you like me to take this or would you like to meet with the 3 of them

Let me know.

5. Leads

a. MECCA Business Institute- Anapolis Connect Call Today 3/27

b. RCMA- waiting on details from Robin (task for Wednesday)

c. Aramdillo- Medford, OR complete outreach and set up intro meeting with Robin

6. Campaigns

a. Create overview to guide Dana

Share draft with Allison

7. Click-up

a. Review tutorial videos

b. Continue using + adding tasks

Personal

Moving into Richmond apartment this weekend

On Back Burner/Not Getting to Yet (FYI)

View 6 of 2023 Next Steps Checklist (Lauren Owned Action items and deadlines)

View 6 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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