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LA/AS 3/6/23

This week will be successful if:

Goal 1: 100% 2023 BHRE and BHF active deals will be in CRM by Wednesday 3/8/23 Barack Obama Green Introduction Meeting set & setup of Go/No Go document

Goal 2: Barack Obama Green Introduction Meeting set & setup of Go/No Go document

Goal 3: Next steps for Campaigns and SOPs will be clearly identified

Key Updates from Last Week

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Campaigns & Deliverability SOPS Outline⁠

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Campaigns Notes⁠

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Demand Curve Deliverability Notes⁠

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SOPs Folder⁠

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SOPS | Internal Referral⁠

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SOPs | Creating a contact⁠

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SOPs | Creating an Account⁠

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GA Association + Facilities

Details in Meeting notes

Market research content added to market report

NC Association

Notes related to meeting in CRM

Market related content in market report

PCE

Notes related to meeting in CRM

Market related content in market report

Barack Obama

Meeting internal to determine go no next steps

Tasks assigned to deal and updated content

SC Facilities

Meeting set up next week with Alliance

Meeting set up next week with Paul Mussman

NC based architect but experienced in SC charter facilities

Follow up for facilities rep

GASC: Submitted ticket in SCDOE OSF but have to receive DOT traffic study before they can move into site acquisition process

Asked for details related to faculties and that was all Ilya shared- no documents/details that authorizer provided

Action Items This Week

Deals (tasks in CRM):

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Global Academy of South Carolina⁠

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Seller agreed to Aug. 31 closing + lease option

Document in Deal record

Need to connect with Jerry related to Next steps

Forza

New broker assigned- task updated

Working with Jerry/Andrew for pitch to prospective client

2. Zoho Deals BHRE + BHF

a. All active deals in CRM by Wednesday

4. Barack Obama

Set up/Start go/no go document

Intro do school

Determine timeline/date for go no go

6. SOPs

a. Understand next steps/vision

b. Continue documents based on feedback

Allison Input

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Updated record for Montessori of Camden: Very small, 10 year financials until 250.⁠

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Too small for PM deal $1.2

Loan $1.2 hard unless we do credit enhancement (which saved for specific states + projects that are development or lead to other projects)

Should I send details to Robin so he’s in the loop? Or say junk too small and share optional resources with them to meet their financing goals.

Summary document created from merge that could be shared.

Personal

Funeral Saturday (still being planned/set)

Surgeon meeting Wednesday+ Possible surgery for Andy this week or next

May effect attendance at funeral

On Back Burner/Not Getting to Yet (FYI)

View 5 of 2023 Next Steps Checklist (Lauren Owned Action items and deadlines)

View 5 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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