Active Clients
Open Leads
Grant Opportunities
Active Projects
Recent Leads
Active Projects
Grant Pipeline
Client Overview
Leads by stage
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New
0
Qualified
0
Proposal Sent
0
Negotiating
0
Won
0
| Contact | Organization | Service | Source | Score | Status | Actions |
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Quick Start
Pre-fills generator
Saved Proposals
| Title | Type | Investment | Status | Created | |
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What the Proposal Generator Includes
🎨
Cover Page
Branded with client name, type, total investment
📋
Executive Summary
Challenge, solution, and Why ECG grid
⚙️
Scope of Work
Numbered cards with deliverables
💰
Investment + Timeline
Pricing table and phased roadmap
✍️
Terms + Signatures
7 standard clauses and dual signature blocks
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| Project | Client | Service | Due Date | Status | Progress |
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Total Invoices
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Outstanding
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Paid
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Total Billed
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| Invoice # | Client | Description | Amount | Due Date | Status | Actions |
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Total Pipeline
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Open / Active
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Submitted
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Awarded
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Questions
20
Dimensions
5
Score Range
0–100
Time
~8m
Output
Report+PDF
5 Readiness Dimensions
🏗️
Infrastructure
Technology stack, cloud tools, security, integrations
👥
Staff Capacity
Tech comfort, AI training, dedicated capacity, leadership mindset
📊
Data Systems
Data collection, quality, decision-making, privacy policies
🧭
Leadership
Strategic plan, budget, board engagement, documentation
⚙️
Processes
Admin burden, automation, reporting, communications
Completed Assessments
No assessments yet
Click Start New Assessment to run your first readiness assessment.
Consultation notes, action items, and summaries
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Sections Available
8
Writing Tones
4
Avg. Generation
~2m
Export
PDF
Quick Start — Pre-fill from Client
Launches full tool with data
Fill in the key details below, then click Launch — the full Grant Writer will open pre-loaded and ready to generate.
What the Grant Writer Generates
📋
Executive Summary
Compelling 3-4 paragraph overview tailored to the funder
❗
Statement of Need
Data-driven need documentation with local context
🎯
Goals & Objectives
SMART goals with measurable outcomes
⚙️
Program Description
Detailed activities, timeline, and staffing
📊
Evaluation Plan
Process and outcome measures with data collection methods
🌱
Sustainability Plan
Post-grant funding strategy and capacity building
💰
Budget Narrative
Justified line-item explanations for each budget category
🏛️
Organizational Capacity
Track record, qualifications, and partnership strength
Your virtual consulting team. Each agent has a defined role, mission, and can run live tasks powered by Claude.
📋 Combined Agent Summary
No brief compiled yet
Run individual agents below, then click "Compile Daily Brief" to have the Executive Assistant summarize everything into one report.
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