A grants consultant juggles different programs, different forms and strict deadlines. A missed deadline can cost a client significant funding.
Centralize programs
For each program you track: agency, eligibility criteria, amounts, submission dates, required documents. One record per program, updated regularly.
One file per application
Each application goes through steps: eligibility confirmed, document collection, writing, submission, response, claim. Deadlines are visible on a calendar.
Automatic alerts
Reminders a few weeks, then a few days before each deadline. Reminders to the client for missing documents.
A portal for the client
The client company sees the progress of its application and the documents to provide (financial statements, project plan, supplier quotes). Fewer emails, more clarity.
After the grant is awarded
Many programs require progress reports and claims. This follow-up is often neglected, yet that's where the final payment is decided.
Stay informed
Regularly check the official websites of funding agencies, as programs often open, close and change.
