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Goal 1: Warm introduction to Key Academy is completedGoal 2: Finish Rochester School summariesGoal 3: Complete and Qualify all LA conference leads
Lead Record UpdatesUpdate:3 leads where directly generated with individuals from LA conference interested in learning more about Finance and BHRE services.Email drip 1 sent to those three individuals on Friday after the conferenceConnecting with Ken and Caroline will lead with warm intros and connection with schools who need our servicesKen referenced Key Academy as a possible lead for BR work. I had already added them to the system but school leader I knew has left. Will reach out today to remind/request a warm intro for the two of us. Further there will be more schools that Ken will want to connect us to (Schools not in the New School portfolio, schools outside of EBR)Caroline had some concerns at beginning of conversation- voiced all her concerns (Some just echoing Kathy...) but after conversation I feel she left in a more positive light and that she will call when she hears “issues” related to BHI think Caroline may be just at her end with Charter schools/performances. She spent every session/lunch speech lecturing about how Charters need to stop just “sucking less than the district” Seems like she may be burned out a bit on charter work...Financing/Facility session only had a few schools and majority attending were industry competitorsAll meetings + Leads have been documented and added to the CRM I attended the first NY critical visit- great exposure to NY school, Amani prep and really thoughtful and in-depth conversations among school leaders to improve performance for the school in MathNo follow-up sent to protect trust as the only non-school entity participatingThe next visit is at Discovery, a school that E3 discussed. Visit on registration page says it is in person- will confirm if that is true. Update: Response received that they are in the middle of prepping for board meetings and creating a strategic planPlan to share information with me when updated/completed and send out a surveyThey’re more interested in us visiting schools than an E3 intro- I think we can coordinate to have a little of both with a Rochester visit.
LA ConferenceAction 1: Ensure all lead records generated are completed and qualifiedAction 2: Follow-up with KenFriday was their holiday party at his home so I know he was busy- follow up sent via text to thank him done, but more formal thanks + request for warm intro to Key academy will be sent today.Rochester DiligenceAction 1: Complete school summaries for Rochester School analysisLead BlueprintAction 1: Continue work on blueprint to match needs of Allison and Lauren for pushing lead work forwardReceive feedback for email dripsMeetings/OutreachAction 1: Reschedule meeting with Tyler for this week or post New Years to connect about NSVF
Question 1Question 2
LA/AS Check In 12/19/22
This week will be successful if:
Key Updates from Last Week
View 3 of Lead Email Drip Updates
Lead Status
10/31-11/4
11/7-11/11
11/14-11/18
11/18-12/5
12/6-12/19 (LA conference)
Conference Leads Email Drip 1 Sent
16
0
0
-
3
Conference Leads Email Drip 2 Sent
0
15
0
-
0
Conference Leads: Email Drip 3 Sent
0
0
15
-
0
Conference Lead Resonses
1
0
0
0- Marked as non-responsive
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View 3 of Prospecting Updates
Name
10/31-11/4
11/7-11/11
11/14-11/18
11/18-12/5
12/5-12/12
12/6-12/19
Total
Prospects added
0
7
14
5
2
3
28
Prospects Qualified
0
0
3
16
0
0
19
Connect Calls
0
0
2
1
0
0
3
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2. LA Conference Update/Summary
3. Prospecting
4. Followed up with E3
Action Items This Week
Example:
Items for Allison’s Input
Lessons Learned
On Back Burner/Not Getting to Yet (FYI)
View 7 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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