Archive · agenda as sent before the call on Tuesday, October 20, 2026

Follow-up: from the list to the first meetings

Goal for today: agree on the New York City pilot, get the answers that unlock outreach, and name who owns each next step.

Who's here

Carter Durham

Co-founder, product · Alegra Learning

Ben Eyre

Sales lead · Alegra Learning

Chris

Global Brand Manager · Alegra Learning

Val Wise

Founder · ValWise

Agenda

  1. 5min

    What we agreed on October 13

    A quick check that we still see it the same way.

  2. 10min

    What we promised, delivered

    A walk through the pieces on the Deliverables page, including the campaign landing page concept.

  3. 10min

    The pilot: New York City elementary schools

    Why NYC first, and the three personas: multilingual learner principals, temporary housing schools, and one classroom first.

  4. 15min

    Eight answers we need from Alegra

    These decide who gets contacted, what we can say, and how it looks.

  5. 5min

    Next steps and owners

    Mutual NDA, the NYC rep, the CRM, and the first outreach drafts.

1

What we agreed on October 13

  • Step one is knowing the list: who Alegra should reach, where they sit, and how to find them from public sources.
  • ValWise works on results: paid per lead or per closed deal, a low-risk test for Alegra.
  • Alegra wins once a rep is in front of the buyer. The hard part is getting the meeting.
  • Cold organizations go into Pipedrive; warmed prospects move into HubSpot.
  • Alegra's marketing lead is part of the work. There is no paid ad budget today.
2

What we promised, delivered

Target audience brief

Ideal buyer, six segments, roles to reach, public sources

District scoring template

Score any U.S. district out of 100, ready for a Pipedrive import

NYC pilot plan

One section, three buyer personas, first outreach pieces

First batch: 70 NYC schools

Scored and sorted into the three personas, from public data

Campaign landing page concept

What an NYC principal would see after the first email

Open the deliverables
3

The pilot: New York City elementary schools

Three of the five buyer lanes from October 13 sit inside one school system, and each removes a usual reason a school says no.

Multilingual learner principals

The AI pause names multilingual learners as an exception. Schools need an allowed tool.

25 schools

Temporary housing schools

STH money already sits in the school budget.

25 schools

One classroom first

No minimum order, running in about three weeks.

20 schools

The proof matches the place: the NYSESLAT result on joyschoolenglish.com comes from an NYC school, and Alegra's STH channel already works there.

4

Eight answers we need from Alegra

  1. Which NYC schools already use Joy School English? Is the NYSESLAT case study school P.S. 32 Belmont in the Bronx?
  2. Has NYC confirmed Joy School fits the AI pause exception for multilingual learners, and is there anything in writing we may cite?
  3. Which temporary housing (STH) schools has Alegra sold to, and what made those sales work: who signed, which fund, which month?
  4. Does Alegra sell to single schools and single classrooms in NYC? What license count makes a deal worth a rep's time?
  5. Is Alegra a registered NYC DOE vendor?
  6. Which rep owns NYC, and does the list go into Pipedrive now or after the NDA?
  7. Which results and customer names may we use in outreach, and which California ELPAC wording is correct (93 points, or 26% higher)?
  8. For Chris: the brand guide, logo files, and who approves outreach copy and landing pages before anything goes live.
5

Next steps

This week

Mutual NDA from ValWise to Alegra

Week of Oct 26

Refresh the data; draft three emails and the NYC principal landing page in Alegra's brand, for Chris and Ben to review

After NDA + CRM access

Load the 70 schools into Pipedrive by persona; sequences run only when a rep tags a contact

Two weeks after first sends

Count replies, meetings booked and opt-outs by persona; grow the one that works

Guardrails: no student data, no personal contact details, no guessed emails, an opt-out on every email, and nothing goes out without Alegra's approval.

ValWise for Alegra Learning · Confidential to Alegra Learning and ValWise