GrantHero

Thirty minutes with someone who’s already read your project

Your bid-writer comes to the call with your project and eligibility answers already read. It’s a go / no-go point, not a sales call: if the bid isn’t worth making, you hear it here, and there’s no pressure to continue.

1 Before the call

No introductions needed

Everything you’ve already told GrantHero, company profile, eligibility answers, project brief, any documents you’ve dropped in, is in front of your bid-writer before you speak. You don’t re-explain the business. You get into what the funder will care about.

Documents
↑ Upload
Mark has your brief, eligibility answers and previous work.
DOC
Project briefv2
You · edited 1 Sep · opens in GrantHero
CO
Company profilelive
Always current · opens in GrantHero
✓
Eligibility answers3/3
You · qualified 28 Aug
XLS
5-year financial forecast.xlsxXLSX
You · 4 Sep
2 On the call

A go / no-go, not a pitch

Thirty minutes with a grant expert on the things that decide a bid: the team gaps an assessor will spot, whether the numbers hold, where costs look high against benchmarks. It ends with a straight answer, go, or don’t, and nothing is charged until you say go.

SEP2
Scoping call with Mark
Tue 2 Sep · 10:00-10:30 · video call · 29 min
✓ Call held · notes in Documents

Mark has written up the call, the notes are in Documents and the next step is filling the gaps in Information gathering.

What you covered
›The team plan, two delivery roles are unnamed; he will want names or a recruitment route.
›Affordability, the 5-year forecast that shows you can service the loan.
›Subcontractor costs, quotes look high against IUK benchmarks.
3 If it’s a go

Written up for you, so nothing gets lost

Your bid-writer writes the call up inside the workspace, what was covered and the few things only you can supply, usually two or three. Most of the rest is already in hand. This is the kick-off for information gathering, and nothing lives in someone’s notebook.

Sections
3 things only you can supply
Named delivery roles or recruitment route
To doT
Affordability: 5-year forecast
UploadedT
Subcontractor quotes vs IUK benchmarks
To doP
Flagged for Mark: Subcontractor quotes. Mark wants the benchmark comparison before drafting.