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Lauren Weekly Check-in
Lauren Allen
Biz Dev Q4 OKRs
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LA/AS Check In 11/14/22

This week will be successful if:

Goal 1: Complete Email Drip 3 for lead follow up (SC, FL, NY leads)
Goal 2: Prospecting for 10 leads from priority states + Initial cold outreach to Prospecting leads from last week
Goal 3: Prepare for my 90 day review by completing and submitting review document to Allison by EOD 11/18

Key Updates from Last Week

Lead Follow up
Update: Email drip 2 was sent for all cold and conference leads from NY, SC and FL
No responses from any leads or cold outreach to Persistence Prep
Basis lead (Roberto Ramirez) is interested in connecting and I will follow up for a second time to get a meeting scheduled including Allison for post Thanksgiving
He has been delayed in response and will likely get back to me this week
When we spoke in TX- he was most interested in Development deal
Prospecting
Update: Initial start for prospecting started last week
7 prospects added and will be qualified Monday and contacted
They all seem like truly viable prospects
5 of them are LA prospects that I want to reach out to specifically to connect with for LA conference
I will continue research into NY and NJ this coming week
LA outreach started with Dr. Angela Beck (documented in CRM)
She is interested in connecting us to a school about a possible acquisition but needs to speak to her client first
She will keep us in mind for up and coming charters in LA
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Calendar for 2023 Conferences
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Document above started and shared with Allison for team meeting on Tuesday
Once critiques made I will continue to complete if it is what you are envisioning for the document
CRM Onboarding Training
Outreach was made to Joe and Rich for CRM training
Secondary follow up sent as well- both emails went unanswered
Coordinated with marketing (Ellie) for day and time for CRM onboarding
Created document with Marketing and ambassadors list + managers and titles
Reached out to managers to confirm direct reports/titles
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Outreach Examples
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Email drip content started to share with staff and managers for reference

Action Items This Week

Lead Management
Action 1 Qualify all prospects from last week
Action 2 Outreach to all prospects from last week
Action 3 Email Drip 3 for NY, FL, SC leads
Prospecting
Action 1: Dig further into NY and NJ charter schools
Action 2: Add and qualify 10 prospects
90 Day review
Action: Complete 90 day review meeting document by EOW
CRM Onboarding
Action: Update Knowledge builder to take focus of BHRE and include updates to formats within the document
Conference Travel
Complete booking travel upon approval of hotel
Hotel for conference is $159 (over $150 limit) if booked with flexible cancellation
Price is $135 if booked non-refundable
Hotel for BR is $160 - If meetings scheduled will likely be BR school visits with leaders
This TBD this week likely with warm prospect outreach

Workflow Academy Apprenticeship

Action for this week: Take CRM test for second time to pass
First attempt at CRM Admin Certificate Exam completed
All courses have been Completed
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
Zoho Froms Wunderkind
Smartest Ways to Gather Survey Data
Deciding if Zoho One is a fit for your organization Coding first CRM Function
Setting up Zoho Analytics
Analytics Dashboard set up
Zoho Desk

Items for Allison Input

Are we approved to order Old Navy Items? Should I order soon so that they can be possibly completed before I go to LA conference?
Hotel booking approval- see above for details on your opinion + approval of hotels above $150
What time will you be arriving and leaving DC next week? I will be booking a train from Richmond and would like to coordinate with your arrival?
Can you add me as an admin for Zoho Desk, Analytics, and Surveys? A number of questions I got wrong in the Admin exam wanted in detail comparisons or info from the settings of those apps and without admin privilege's I struggled to figure it out. Example: Which of the following data sources can you set up a recurring sync to Zoho Analytics without any custom development (Google spreadsheet, Zoho books, sales force, etc.) I couldn’t actually go into settings to attempt the sync to see if they can occur recurring and had to pause video to try to figure out if it was a one time sync or recurring and struggled to figure it out. Before I retake the test- I think I’ll need the admin privileges’ for the programs to determine answers for the select all that apply for specifically Desk, analytics, and survey.
For Knowledge Builder Updates: I want to be sure that I don’t miss any updates that occurred while I was out. I understand that there are layout changes and field additions to the Accounts module to include: Need more diligence with additional diligence area, clients have additional fields, tags are included for Services and finance deals. From what I can tell deals are still pipeline only for BHRE correct? I know there were a lot of remodels while I was out and I want to be sure that I don’t miss a change- I will look at layout rules and actual modules but is it something we should discuss or would you prefer for me to make changes to knowledge builder or create a doc with outlined changes before making changes to knowledge builder? What do you think would be best practice for this so that I don’t miss anything?
Mixmax Calendar: Are you the person that gets the Zoom pre-approval request for the integration or is it Curtis? I requested pre-approval last week and this week but still can’t integrate the two for when I send the calendar out.

Lessons Learned

Completed first try of admin exam- missed passing by two questions but could review questions I missed.
All CRM questions were a breeze!! Complications came with some of the other platforms that we don’t use as frequently such as analytics, surveys and desk.

On Back Burner/Not Getting to Yet (FYI)

New market tax credit research

Allison Notes

Key updates: Email sent and number of responses
What’s working and what isn’t
Add table for emails sent and response tally chart
Used to show momentum and instead of using anecdotes
Quarterly goals I'm working towards at the top
Prospects added, etc. numbers
Calendar manually in the CRM
Ask Walker to easily get from G Calender into Zoho
Make sure to add calls and meetings manually until added
NSBR and NSNO super important
Wind down or expansion plan
Have to demonstrate as going to them as author of the plans
Ken gets offended if we go outside of NSBR for growth
Out of state authorizers coming in
LA losing kids as a state
Scaling in LA hard- enrollment at minimum needs 500
Hammond/Shreveport can really only have 1 school
Civic: Manhattan/NYC (98% of capital deployed in island/burrows)
Focus on NJ/NY
BES portfolio likely means met with Civic
All new early stage charter in NY in CRM
All new early stage charter in NJ in CRM
Calendar
Colors for names instead of listing
Anything internal in purple
Board meetings/impact awards
Event name + Dates
Buffalo School follow-up
Persistence prep/Buffalo creek pick a day and say I’ll be in Buffalo.
I’ve been in LA- have read about your school and learn more in Buffalo launching.
View 2 of 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
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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
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