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Goal 1: Complete email drip 2 for lead follow up (SC, FL, NY leads)Goal 2: Complete workflow academy videos and take CRM Admin (first try) test by EOW Goal 3: Collect info and create calendar for 2023 conference dates
Lead OutreachUpdate: Email Drip 1 sent to all NY, SC and FL leads added to the CRMAll lead records from NY, FL and SC were reviewed and SC were qualifiedOne lead responded with interest: South Bronx Charter, working to schedule connect call. I have sent available times Wednesday with Mixmax and followed up when I didn’t hear back on Friday. 2nd follow-up to occur this week along with Email drip 2 where necessaryCold outreach to Buffalo School Persistence Prep- follow up to occurOutreach to Buffalo Creek was sent- second follow up to occur by EOWAttended Connect call with Suncoast schoolsNo-show and being rescheduled by Sherilyn
CRM AdminUpdate: Completed two series as planned while practicing in Sandbox/on Forms & SurveysForms WunderkindSurvey SeriesBusiness Development GeneralDrafted and completed Q4 goal document for Allison to share with BillCariina Product demo scheduled for today (11/7/22)
Lead OutreachAction 1: Analyze data around open rate for schools with email drip 1Send Email Drip 2 within 7 days of when Email drip 1 was sent to follow-up with NY, SC, FL leadsLA Conference PrepAction 1: Create a list of individuals and schools to meet with during time in LA for lead generationReach out to a few of my LA friends to see up and coming charters and expansions that may be on the horizon. Identify strong candidates to cold out reach prior to conference so that we can schedule some introduction time at conferenceReview budget sent by Adam for this year’s 2022 conference expenses and fill in data summary snapshot that I started for 2022 conferences.TeamAction: Compile essential dates related to conferences for 2023 and add to all team members calendarsSend invites for conference dates so that time can be marked on everyone’s calendarAction: Schedule Virtual CRM onboarding for Marketing (Before end of November), and in-person Onboarding for Joe and RichInitial outreach sent and follow-up will be sent today/tomorrowPersonalAction: 90 day review- complete my portion when template is ready and assist with scheduling where necessary
This week Courses to Complete:Coding first CRM FunctionSetting up Zoho AnalyticsAnalytics Dashboard set upComplete: CRM Admin Certificate ExamCompleted Courses: Intro to Zoho OneBecoming a Zoho CRM AdminCreating Your High-Level Zoho PlanBuilding Your Zoho Statement of WorkZoho CRM DemigodDesigning Sales BlueprintZoho Froms WunderkindSmartest Ways to Gather Survey DataDeciding if Zoho One is a fit for your organization
Question 1: For Conference calendar- do you want me to only send and share conferences that have been planned and scheduled for 2023. If date not available- would you like there to be a place holder for the week it likely would be based on this year’s dates?Question 2: For our “BizDev Conference Strategy Doc” am I still tasked with that? Wasn’t sure next steps after the discussion/emails from Sherilyn.Question 3: The week of Thanksgiving I was planning to work from Richmond and try to come to DC for a day or two. Would you like me to come the Sunday before and stay through Monday or Come Monday and Tuesday? What are your DC plans- I’d love to coordinate with you and make use of being so close to DC. What are your thoughts on this?Question 4: Are you thinking the 90 day review will be this week, should block off time to complete the 90 day review document or are you thinking of pushing to next week sometime? Question 5: Not a priority- but I sent a document with some Old Navy items- thoughts on any of them. Are you thinking that the three of us would need to get the same items? My fave was the button down at the beginning (cute and could be worn with a skirt!) or even the end dress. I’d love to get something with our logo before LA conference but no big deal if too rushed :) Question 5: Sciotoville Community Schools- tasks set to follow up with Sherilyn about meetings scheduled with school. As per Dru’s request the school was introduced to Rich by Sherilyn since OH not a priority market. Should I make Rich the lead owner for this lead record and make note of the introduction?
Mixmax is great- I love that I can see how often someone opens my email. Especially with lead outreach. There are a few who have opened them 3 times which makes me think that a second or third email drip will really hook them instead of thinking I only got 1 response from all lead outreach.
LA/AS Check In 11/7/22
This week will be successful if:
Key Updates from Last Week
Action Items This Week
Workflow Academy Apprenticeship
Items for Allison Input
Lessons Learned
On Back Burner/Not Getting to Yet (FYI)
View 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
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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