The Process

Nine stages, and a person signs off on each one

Nothing here advances on its own. A staff member reviews your organization at every stage below before it moves to the next.

A facilitator standing and speaking to a small group seated at tables during a workshop
Nine Steps

From the first call to final delivery

1
Learn and connect

Explore our programs, attend a workshop or clinic, or request a consultation with our team.

2
Apply and complete the readiness assessment

Submit the Grant Readiness application and complete the readiness assessment, which identifies missing documents and organizational gaps.

3
Eligibility review

CFGS staff review your application and readiness assessment and record an eligibility decision.

4
Program acceptance and agreement

Accepted organizations complete a participation agreement before any contribution or package-development step begins.

5
Client Services handoff

Your organization is handed off to Client Services, and we build a document inventory and project scope together.

6
Opportunity verification and package development

We verify grant opportunities against authoritative sources and develop your package, with drafts you can review along the way.

7
Internal review

Finance checks the budget. A compliance reader checks the package against the funder's rules. Someone who has not touched the draft reads it cold. Only then does it come back to you.

8
Client review and approval

You read the completed package and approve it. Nothing is final without your sign-off.

9
Final delivery

You receive the final editable package, a customized submission guide, and a written record of what was delivered and when.

What delivery means: We hand you the package. You submit it. CFGS never files an application on your behalf.

CFGS prepares submission-ready grant packages and customized submission instructions. We do not guarantee funding. See our technology use disclosure and contribution policy for more detail.

Where the engagement ends

Submission-ready delivery is the finish line.

CFGS prepares the reviewed package, editable files, and submission instructions. The client controls certifications, signatures, credentials, and submission. Post-award administration is not included.

Review scope and pricing
Ready to Begin?

Start with the first step

Take the seven-question readiness check, or talk to someone first. Either works.

Start Now Request a Consultation