These are exclusively for our VIP tier, and we want to make sure you have everything on your radar. As a reminder, these are a 1/2 day virtual workshop. A heads up: topics are current and confirmed, but may shift slightly as we get closer. We'll keep you posted. ⚡ Q3 Quarterly Intensive | July Building an AI Proposal Reviewer — In Real Time - We're going hands-on with AI tools to build a live proposal review process. If you're writing grant proposals, government contracts, or client pitches, this session will change how you prep and submit. Come ready to work. 🔁 Q4 Quarterly Intensive | August Automating Your Responses + Prepping for End-of-Year Rest - We're setting up automated DM and messaging responses so your business keeps running while you step back. We'll also walk through how to actually prepare for end-of-year — not just slow down, but intentionally wind down and reset.

Just a reminder that our Monthly Q&A is a regular part of your membership — and it’s happening every month. This is your dedicated time to bring real questions, get direct answers, and work through what’s actually happening in your business or organization. No slides, no fluff — just focused conversation. ❓ What to bring: - Questions from the monthly training topic - Challenges you’re navigating right now - Anything you need a second set of eyes on 🎟️ Who has access: This session is available to both our Premium and VIP tier members. --------------------------------------------------------------------------------------------------------------------------------------------------------------------- June — How to Research and Write an Unsolicited Proposal - What an unsolicited proposal is and when to use one - How to identify the right agency or funder to target - Research methods: pain points, budget cycles, priorities - Structuring your proposal for impact and response July — Getting Your Codes Together (NAICS, NIGP & More) - Why codes matter for government and grant opportunities - How to identify the right NAICS and NIGP codes for your work - Where and how to register (SAM.gov, vendor portals, etc.) - Common mistakes that cost you opportunities August — Why Your Team Needs PM Training - The real cost of unmanaged projects for small businesses and nonprofits - What project management training actually looks like (it's not just for PMs) - How PM skills improve delivery, communication, and client trust - Options: PMI-aligned training, in-house vs. cohort models September — Customers, Customers, Customers… Oh My - Who your customer actually is (vs. who you think they are) - Mapping customer segments for small businesses and nonprofits - Aligning your offer to real customer needs and pain points - Building a simple customer profile you can actually use October — Customer Outreach That Works - Outreach strategies that fit small teams and lean budgets - Email, phone, social, and in-person — what works for which audience - How to follow up without being annoying - Turning cold contacts into warm relationships

As we come up with workshops, would love your feedback on what we should prioritize here in the group?

https://us02web.zoom.us/j/84850901929?pwd=HyyGEZFNNXfthbZkHAzxOx6Trk120A.1

How are you all doing with testing prep? For everyone who has not been able to do our study group calls; this is what the others are doing: - Brain Dump 2x a day (all processes, knowledge areas and key items you may need memorized like formulas, acronyms, etc.). - 30 questions daily - Full practice exam weekly - Flashcards daily - try to do 100 a day if you can Do you feel good? Anyone need a bonus lesson on anything? As a reminder - the recordings are in the classroom.