Explore

LA/ DD 05.22.2023

This week will be successful if:

Goal 1: Complete initial draft Memo Island Heritage | SC

Goal 2: Complete desert orders to current clients

Goal 3: Train intern on data entry in CRM

Dru’s Input

JKAF + Idaho school in planning year

Key Updates from Last Week

ICA

Civil Engineer + timeline discussion had with Sandy

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Memo | Civil Engineer Project⁠

shared outlining details on the school’s options

School chose Kimley horn to move forward

Met with school team to identify concerns in financial model

School updated model last Friday

Still major concerns over accuracy

Meeting with Brian Falkowski set to share issues prior to intro to school

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BO Memo Completed⁠

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Lead Follow up

Non responsive and additional email drips sent to remaining leads from CE inquiry

Connect Meetings

Richard Wright

Discussed future Lab school and progress

No details were sent from Dr. Clark after our conversation

Likely that he is still in really early stages based on Lab school timeline document.

Glacial Hills |MN

Shared that cannot move forward at this time (too small, weak academics)

School leader will follow up when she has more clarity on her project costs + increase in academic outcomes (September)

Sea Island Heritage|St. Helena, SC

Strong canidate

Moving to discovery, starting initial diligence and memo

Will connect this week to set up a follow-up in coming weeks

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Virginia Community outreach⁠

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Document created to start outreach/connections in VA

Connect with Bill on this next week

MVP + South FL International

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Assessment of model + review of applications⁠

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MVP not moving forward with us- she has bond finanicng with BHS and construction covered

South FL- Too early, no budget for rent, no proof of demand and can only afford $3M project at year 5

Meeting scheduled this week to discuss

Allison “vacation” discussion

Move forward as planned this week.

Digest the details

Action Items This Week

Conferences

Connect with Lisa on reception, attendance + share session

Book hotel

Leads

South FL International- meeting

Not $$ viable at this time

Sea Island Heritage

Move to discovery

Pull together initial diligence

EdVenture | connect call

Credit enhancement inquiry

Current Prospects

ICA

Set up call to discuss campus layout

Also discuss bond/PM set up to ensure she understands

Barack Obama

Meeting with brian to review financial model

Share contact with client after conversation

Georgia Relationship building

Meeting with association + intro to Gregg

Surprise Delight

Current client: Cookie/donut delivery

Phillips, Howard, Connor, Connections, Ocali, IMO

Kenilworth delivered

DC office/Zoho

Train new intern on data entry to CRM

Update BHF deals with Details provided by Cecilia

Personal

n/a

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