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Lauren Allen
Biz Dev Q4 OKRs
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2022

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LA/AS Check In 12/12/22

This week will be successful if:

Goal 1: Attend LA conference and find 10 viable leads
Goal 2: Complete Blueprint for email drip
Goal 3: Connect with Philadelphia QB (Philadelphia Charters for Excellence) and Buffalo TFA

Key Updates from Last Week

Lead Record Updates
Update:
View 2 of Lead Email Drip Updates
Lead Status
10/31-11/4
11/7-11/11
11/14-11/18
11/18-12/5
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
0- Marked as non-responsive
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View 2 of Prospecting Updates
Name
10/31-11/4
11/7-11/11
11/14-11/18
11/18-12/5
12/5-12/12
Total
Prospects added
0
7
14
5
2
28
Prospects Qualified
0
0
3
16
0
19
Connect Calls
0
0
2
1
0
3
There are no rows in this table
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Prospecting
E3 next steps email sent- awaiting response
Emails sent to Buffalo TFA ED, NY charter association, NJ Association
NJ charter association introduction meeting scheduled for this week
Secondary follow-up will be sent to E3, and TFA Buffalo
Conference Prep
Communication sent to NSBR, NSNO, Tyler from NSVF, Caroline Roemer, Angela Beck, Kathy Padian and KST
Meetings set up with Tyler, Kathy, Kenilworth
Awaiting replies from Ken at NSBR (Multiple follow-ups sent)
Caroline and Angela are non-responsive
NSNO leader, Dana Peterson, is unable to meet while in LA and will set up a time with us to meet in New Year
Internal Communication
Internal Memo for Project Managers completed upon request
Zoho One team email created upon request
Rochester Analysis has started- 5 school profiles are in progress- school summaries are final component to complete
CRM Configuration
Blueprint has been started and will be completed this week
Blue print will automate email drip campaigns for each lead owner
Professional Development
L&D webinar on story telling
Notes created-need the video link to share with staff

Action Items This Week

Example:
LA Charter Conference
Attend Conference on Thursday
Will try to connect with Caroline to see if she’s busy or ghosting me
Kathy and I will meet prior to her session and/or sit at lunch together
Attend Kathy’s facility financing session
Attending Caroline Roemer and Cade Brumley chat
Attend the reception
Friday meetings:
Tyler Coffee in BR
Kenilworth in BR
NSBR Lunch tentative?
Follow-up with Ken for NSBR meeting
Prospecting
Amani virtual school tour (Mt. Vernon School)
Organized by NY Charter Association
First one I’ll be attending so not sure the set up yet
Follow-up with E3 and TFA Buffalo
Follow-up with Collegiate, Roberto of Basis and Dana of NSNO for January virtual meetings
Attend NJ charter association meeting today
Use information to inform prospecting for NJ
Add 10 NJ prospect schools
Complete Blueprint to start drip campaigns in the New Year
Team
Ocali- assist where needed on Forms and Data collection
Attend Ocali discussions be started after the holidays so that emails don’t get lost in the mix of mid-terms and break?
Working out how to organize so that we can have different criteria to signal different email drips.
I have set now so that blue print connected to lead owner- My leads will get different email then yours initially- going to see if I can create another blue print for when criteria has “conference” as a source then it goes to a different email drip. Thinking we’d have a seperate one for when there is a webform as well- each blueprint will match source so initial email going out makes sense.

Questions for Allison

Question 2: Today I can contact some schools to meet in LA- but I focused more on community leaders because I know last time we spoke you had signaled we need to have NSBR strategy rather than just contacting schools. Not sure if you want me to contact school leaders or not- I figured today I can send follow-up to a few I contacted weeks ago, letting them know I’ll be in town. Just not sure how to proceed here.
Question 3: You had asked me to manage
Info@Bhope.org
⁠
but it seems that others are managing as well. I noticed Ellie forwarded an email from it this morning to Trisha saying that JJ manages the Info inbox but that she was this week while he is out...
Question 4: Do you want me to register for Georgia- I talked to Justin about it in DC and not sure if it was decided that we are managing conferences/if I should be setting up a booth for us at this event? Will I go to CA with you now since Anthony will not be?

Lessons Learned

On Back Burner/Not Getting to Yet (FYI)

View 6 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
⁠
Read Financial Fluency Workshop Deck
⁠
⁠
Open
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