Explore

LA/AS 4/18/23

This week will be successful if:

Goal 1: Create collateral documents for ICA related to due diligence and site search

Goal 2: Replicate Conference tasks for SC, FL, NY & GA

Goal 3: Complete 2 credit enhancement connect calls

Allison Input

Click up plan created for NC- would you like to review before I begin replicating and placing holds for dates essential to priority states.

Clarifying priority - NC, SC, GA, FL, NY for east coast?

Key Updates from Last Week

ICA

Board meeting and site visit

Strong student culture + learning at site + board passionate about facility project

Overall strong visit and presentation to board

NC Conference/ Click up

Click up created- review needed before replicating

BHF: CE Calls

Midlands Family | Midlands, MI

Not ready- still writing charter application

Plans for an incubation site and may be interested in BHRE services when moving into a larger facility at year 3-4 (2027-2028)

Mi Escuela | Lakeland, FL

Connect call- more likely a BHRE call with acquisition and lease to purchase

School will send current lease, 5 year financial documents

Spring Creek | Spring Creek, FL

Converted to a deal after conversation with bank

CE to be used for portables

CRM

Dan and Brad walked through CRM

GASC

Internal call left more questions that need to be answered- Iliya will connect with Taylor + Rich with financial model

LINK

Lead revisited at end of day on Friday after reaching out

Details shared with team and in CRM

Action Items This Week

ICA

Kick-off meeting needs to be scheduled

Receive details of changes needed to underwriting form from Iliya

Create collateral for school leader related to Due diligence and Site search

Click Up

NC Conference- move forward with sponsorship

Replicate to priority states

Connect Calls

Academy for Science | Nashua, NH

Glacial Hills Elementary | Starbuck, MN

Facility Resource Center | Cameron Quick

Follow Up:

New Schools Alabama if no response- contact Ken.

Lead Follow up

Email drip 3 with rest of CE individuals

Follow up with Maria from LINK

Personal

N/A

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.