DGS
Grant Strategy & Solutions
CLIENT INTAKE PORTAL
Complete Form 1 to build your organizational profile, then request your Strategy Session in Form 2. All information is kept strictly confidential.
📌 What We're Asking For — Form 1: Organizational Intake
This form helps DGS Consulting LLC build your complete grant eligibility profile. Answer every question as accurately as possible. Fields marked * are required. Here is what each section covers and why it matters:
- Business Information — Legal name, EIN, entity type, and ownership structure verify eligibility for federal, state, and private grants.
- Registrations & Certifications — SAM.gov, UEI, CAGE codes, and certifications (MBE, WBE, etc.) determine which opportunities you qualify for.
- Services & Operations — A clear picture of what you do and who you serve lets us match you to funders whose priorities align with your mission.
- Programs & Impact — Funders want to know what problem you solve and what results you've achieved. Even early-stage data helps.
- Financial Overview — Revenue size and sources help us target appropriately sized grants and identify gaps funders can fill.
- Team & Capacity — Staffing information demonstrates your ability to manage and execute a funded project.
- Compliance & Systems — Policies, audits, and data systems are required by funders. This section flags gaps early.
- Government Contracting — Past performance and procurement registration are key qualifiers for federal and municipal funding.
- Partnerships — MOUs and strategic partnerships strengthen applications and expand fundable activities.
- Equity & Community Focus — Many funders prioritize underserved populations. Your answer shapes how we position your narrative.
- Technology & Infrastructure — Systems signal your operational readiness and inform capacity-building grant strategy.
- Funding Goals — Type of funding, amount, and timeline help us build the right pipeline and prioritize opportunities.
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⚡ Monetized Advisory Layer — DGSC Differentiator
Strategy Session Request
The Strategy Session is where DGS Consulting LLC provides its highest-value advisory work. Unlike Form 1 — which collects facts — this session requires interpretation, competitive positioning, and strategic restructuring. Complete this form to tell us where you need the deepest focus.
📌 What We're Asking For — Form 2: Strategy Session Request
This form is your pre-session brief. It tells your DGSC consultant which strategic areas require the most attention so we arrive prepared. Each section corresponds to a deep-dive advisory domain:
- Services & Operations (Deep Dive) — Walk through your delivery model step-by-step, assess true operational capacity vs. stated capacity, and identify bottlenecks limiting scaling.
- Programs & Impact (Positioning) — How your program should be framed competitively for funding, what outcomes can realistically be quantified and defended, and what data gaps weaken your application.
- Financial Strategy — Whether your revenue streams are sustainable, how funding requests align with actual burn rate, and what financial risks could disqualify or weaken applications.
- Team & Scaling — Whether your current team can handle a funded contract or grant, what hires are required immediately upon funding, and who is accountable for compliance and reporting internally.
- Compliance & Infrastructure — Whether policies are actually compliant or just present, current audit risks, and what must be built to pass monitoring or site visits.
- Government Contracting Readiness — Whether you are actually positioned to win contracts or just registered, whether you can meet insurance and reporting requirements, and prime vs. subcontracting strategy.
- Partnership Strategy — Whether partnerships are strategic or informal, which partners strengthen funding competitiveness, and whether MOUs need formalization or restructuring.
- Equity Positioning — Position your work within funder priorities (not just your intent) and align with current federal/state equity language and scoring criteria.
- Technology & Data Strategy — Whether current systems can support grant reporting, whether you need HMIS/CRM upgrades, and what data infrastructure must be built for credibility.
- Funding Strategy (Critical) — What opportunities you are actually competitive for, whether to prioritize grants vs. contracts vs. hybrid revenue, how to allocate funds for maximum approval probability, and your realistic funding ceiling.
10 Strategy Session Focus Areas
Services & Operations
Delivery model, true capacity, scaling bottlenecks
Programs & Impact
Competitive framing, quantifiable outcomes, data gaps
Financial Strategy
Revenue sustainability, burn rate alignment, risk factors
Team & Scaling
Grant readiness, immediate hires, accountability structure
Compliance & Infrastructure
Policy depth, audit risk, monitoring readiness
Gov't Contracting
Win readiness, prime vs. sub strategy, requirements
Partnership Strategy
Strategic vs. informal, competitive value, MOU structure
Equity Positioning
Funder priorities, equity scoring criteria
Technology & Data
Reporting systems, CRM needs, data infrastructure
Funding Strategy
Competitive opportunities, revenue model, funding ceiling
🏗️ How DGSC Uses This Information
1
Filters unqualified clients early — Your responses help us determine readiness level and assign the right consultant before the session begins.
2
Speeds up proposal development — Pre-session intelligence means we spend session time on strategy, not information gathering.
3
Positions DGSC as a strategic operator, not just a grant writer — The advisory layer is where our value is differentiated and where clients see the highest ROI.