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Lauren Weekly Check-in
Lauren Allen
Biz Dev Q4 OKRs
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LA/AS Check In 12/5/22

This week will be successful if:

Goal 1: Set up 5 meetings in LA with leaders and QBs
Goal 2: Connect and schedule Rochester E3 next steps
Goal 3:Goal 3: Add 15 Prospects from NJ to the CRM

Key Updates from Last Week

Lead Record Updates
View 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 of Prospecting Updates
Name
10/31-11/4
11/7-11/11
11/14-11/18
11/18-12/5
Total
Prospects added
0
7
14
5
28
Prospects Qualified
0
0
3
16
19
Connect Calls
0
0
2
1
3
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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
No response from any of the conference leads- marked as non-responsive
26 Total Prospects added from NY, NJ and LA
2 Connect calls with Suncoast Charter (organized by Sherilyn) and Constellation Charter (FL)
Both meetings have been added with notes to the CRM
2. CRM Onboarding Training
Attended Onboarding training with marketing and completed training notes
3. Quarterback outreach to create warm leads
a. Contacted and scheduled a productive meeting with E3 in Rochester
b. Sent outreach to ED of TFA in Buffalo (a NOLA corp alumni), Contacted head of NY and NJ charter associations
4. Attended internal meetings this week
a. Really helpful to my growth and understanding of projects going forward
5.
Started Strategic plan/outline for Lead Nurturing
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⁠

Action Items This Week

Lead Management
Action 1 Qualify all prospects
Connect with E3 on Rochester leads for warm introduction
Follow up with community leaders in priority states
Prospecting
Action 1: Dig further into NJ charter schools
Action 2: Add and qualify 10 prospects from NJ region
CRM Onboarding

Conference Prep
Follow-up with NSBR and NSNO leaders
Continue my outreach to LA schools to set up meetings with school leaders

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

At E3 meeting we discussed setting up BH introductions to schools via school tour after they send out a survey
I was thinking we could do it mid-January and wondered if this was something you and Jerry could attend.
Really promising market with multiple schools that need new space and looking to grow + demand is present.
I was thinking it could be two days with 3-4 schools first day and then second day 2 schools and you could fly out. Let me know your thoughts because I plan to follow up with E3 so they can get the ball rolling
Collegiate- Kelsey my connection in BR has left but she connected us to Davis Zaunbrecher, Chief Strategy Officer, He will not be at the LA conference but does want to meet with us. When would be best time with your schedule for me to suggest something- should we wait until after holidays?
Should I try to meet with Kathy while in LA? Could that be helpful- or do you think she will just want to yell about BH? 😅
Cold outreach- I noticed that the sequence with MixMax only allows you to have the second and third email be a chain email from your first email instead of new separate ones- will this be an issue?
Do you want to review my email sequence set up before sending? I figure I could start the sequence test with NYC/NJ leads.

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
Connecting with local organizations involved in Charters can be much more beneficial for outreach with leads

On Back Burner/Not Getting to Yet (FYI)

New market tax credit research

Allison Notes


Lessons Learned

On Back Burner/Not Getting to Yet (FYI)

View 5 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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