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Lauren Weekly Check-in
Lauren Allen
Biz Dev Q4 OKRs
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LA/AS Check In 11/21/22

This week will be successful if:

Goal 1: Assist with Onboarding of CEO
Goal 2: Qualify all Prospects currently in the Lead module
Goal 3: Add 15 Prospects from NJ to the CRM

Key Updates from Last Week

Lead Record Updates
Lead Email Drip Updates
Lead Status
10/31-11/4
11/7-11/11
11/14-11/18
Conference Leads Email Drip 1 Sent
16
0
0
Conference Leads Email Drip 2 Sent
0
15
0
Conference Leads: Email Drip 3 Sent
0
0
15
Conference Lead Resonses
1
0
0
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Prospecting Updates
Name
10/31-11/4
11/7-11/11
11/14-11/18
Prospects added
0
7
14
Prospects Qualified
0
0
3
Connect Calls
0
0
2
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Chart Totals:
15 Qualified Conference leads (NY, FL, SC)- all have received Email drip 1-3
One response with email drip 1 from Bronx Charter, follow- up sent but no response
21 Total Prospects added from NY, NJ and LA
3 qualified and email drip 1
NJ will be the focus of the coming week prospecting
Email drips will be sent after Thanksgiving break
2 Connect calls with Suncoast Charter (organized by Sherilyn) and Constellation Charter (FL)
Both meetings have been added with notes to the CRM
2.
Calendar for 2023 Conferences
⁠
⁠
Update: Calendar updated based on recommendations
Update: Georgia Conference Contacted for details on Sponsorship
Response received with costs over weekend and will be added as options to the Calendar document
CRM Onboarding Training
Knowledge Builder Updated to reflect layout changes
Record Counter updated
Screenshots updated
Text and definitions adjusted to match screenshots
Step by step guides, updated to match layout changes
CRM Admin
Completed the Admin Assessment with proficient score

Action Items This Week

Lead Management
Action 1 Qualify all prospects from last week
Prospecting
Action 1: Dig further into NJ charter schools
Action 2: Add and qualify 10 prospects from NJ region
90 Day review
Action: Complete 90 day review meeting document by Tuesday EOD
CRM Onboarding
Action: Attend session with CEO Onboarding and assist where needed
Conference Details
Collect and contact for details related to Charter Conferences for 2023 to determine sponsorship opportunities available

Workflow Academy Apprenticeship

Continue with CRM onboarding and assisting with admin duties where needed.
Passed and completed CRM Admin Certificate Assessment
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


Lessons Learned

School leads we have from conferences are not fully prepared for facility related decisions- they are not at the buying stage and are either not answering emails or misunderstand the process for facilities and financing

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
View 3 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
⁠
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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