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.
âť“ 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.
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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
November — Measuring Success in Your Organization
- Moving beyond revenue: what metrics actually matter
- Setting KPIs for programs, projects, and customer relationships
- Tools and tracking methods for small teams
- Using your data to make better decisions going into the new year
December — Is This My Customer? (The Year-End Audit)
- Revisiting who you served this year — and who you should have
- Identifying your best customers and understanding why
- Letting go of clients/programs that aren't a fit
- Setting your customer strategy for 2027