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Lauren Weekly Check-in
Lauren Allen
Biz Dev Q4 OKRs
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LA/AS Check In 10/31/22

This week will be successful if:

Goal 1: Review and understand system changes since time off.
Goal 2: Lead follow up to schedule connect meetings for FL and NY leads.
Goal 3: Connect and align with Anthony on checklist document and documents related to deals.

Key Updates from Last Week

N/A with Time off.
Update:

Update:

Action Items This Week

Example:
Seek understanding in progress and system changes within BH
Review all slack messages and emails sent during time off.
Initial meeting with Anthony to discuss leads from conferences
Initial meeting and discussion with Allison upon return
Lead Follow-up
Review all leads in east division and emails sent to lead contacts
Send emails via Gmail (not Zoho!) to connect with possible leads
Review any leads contacted prior to vacation and mark unresponsive/junk where applicable.
Dru Comments on leads- Complete tasks where applicable to his comments on lead records
Pamela Draper, Gateway charter School, DE
“Lauren Allen, This is interesting from a lending perspective as we have a pocket of money that we rarely deploy from the USDA. In addition, schools like this, are good candidates to convert to ownership as they rarely have the equity to get the money but in this case the enrollment is very low. The development would make sense here if they were buying a building and ramping up to 600 students, as an example.”
Bruce Tanner, Amani Public Charter,
"Lauren Allen, Jerry Zayets, Since this school is in Mt Vernon this is a prime candidate to speak with as we just invested in a school in Mt Vernon called Intellectus Prep. We are considering building them a new school in the next couple of years.”
Academir
“Lauren Allen, Anthony Vallejo, AcadeMir is an existing client and all the information is on the client drive. I believe they are a client of Rich and Robin. Should check with them.”
Team
To connect and align with Anthony, daily huddles at 9:30 EST/8:30CST will continue
Ensure that all details and projects that he needs cognitive lift from me are understood and appropriately addressed
4. Zoho Training
Review layout changes and blueprint progress
Continue with videos and practice projects

Workflow Academy Apprenticeship

This week Courses to Complete:
Zoho Froms Wunderkind
Smartest Ways to Gather Survey Data
Project: Zoho Forms Data Pre-population and Collection
Completed Courses:
Intro to Zoho One
Becoming a Zoho CRM Admin
Creating Your High-Level Zoho Plan
Building Your Zoho Statement of Work
Zoho CRM Demigod
Designing Sales Blueprint

​Items for Allison’s Input

Question 1
Question 2

Lessons Learned

On Back Burner/Not Getting to Yet (FYI)

2022 Next Steps (Lauren Owned Action items and deadlines)
Next Step
Deadline
Notes
Task Completed
Submit October Expense Report
10/31/2022
Open
EOD 11.02.22 Send email to all leads not contacted from NY, FL conferences
11/2/2022
Open
Create “Connect Call Checklist”
11/3/2022
Open
Create a google sheet for goals
Open
Complete goals on 11.2.22 by 4 PM ET
Open
Complete 90-day review document by 11/18/22
Open
Decision on Conferences with Budget and Schedule by EOW (11/4/222)
Open
Email Sherilyn for 2022 Conference budget and conferences 2022 attended to inform review process.
Open
Set up Cariina Product demo
Open
Coordinate with Marketing for CRM onboarding for 11/28, 11/29 or 11/30
Open
Lead Nurturing Campaign Exemplars and research
Open
Schedule in person CRM training with Rich & Joe
Open
Follow-up with Robin on branded pitch deck options
Open
Zoho courses: Forms Wunderkind and Survey data
Open
Zoho Courses: Coding first CRM Function, Setting up Zoho Analytics, Analytics Dashboard set up
Open
Update main page to have Q4 goals
Open
Email Drip Document Examples (1, 2, 3) Conference, cold email, Staff lead, webform
Open
Initial research on new market tax credits
Open
90 day tentative 11/28/22
Open
Conference Analysis Document: Proposed 2023 calendar taking Sherilyn’s events and state conferences we’ve discussed.
Open
Marketing + Amabassador Emails, titles, managers for CRM training
Open
Add LA contacts to CRM
Open
Set up Prospecting calls: Dr. Beck & Michelle Gieg
Open
Update Knowledge builder/remove BHRE content for marketing and Services training by Friday 11/18
Open
Add Cariina and Matthew into CRM
Open
Email Georgia for Conference costs
aturlington@gacharters.org
⁠
470-784-0017
Open
Collect costs, registration information and presenter deadlines for conferences
Open
Email Drip 3 for SC, NY and FL conferences
Open
Update Forza + schools associated
Open
Add prospect: FLACS sent by Allison
Open
Sequence Zoho template- plan (ensure wont go to spam-google options)
Open
Contact Dru about CA conference setup
Open
Contact Ken about warm intro to Key Academy- include Intro draft
Open
Format meetings to create clarity for Presidents/board in CRM
Open
Update meeting notes in CRM based on Allison suggestions
Open
Contact E3 with possible dates for visit
Open
Open
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