Services
Procurement friendly services with clear deliverables. Built to reduce friction and produce measurable outcomes.
Financial readiness programs
Training and toolkits that prepare small business owners for documentation, underwriting expectations, and funding conversations.
- Workshop series (virtual or on site)
- Participant workbook and templates
- Readiness checklist and action plan
- Replay library and follow up resources
Loan packaging support
Structured intake and packaging support that helps teams receive cleaner submissions and reduces rework.
- Intake and document request structure
- Checklist driven package assembly
- Status updates and missing item follow ups
- Consistency standards for submissions
Automation and workflow systems
Automation supported workflows that streamline intake, reminders, document collection, and internal visibility.
- Forms, portals, and standardized templates
- Email and SMS reminder sequences
- Workflow tracking and basic reporting
- Clean handoff and audit friendly structure
How engagements are typically scoped
Most partners start with a pilot so procurement can validate delivery quality and outcomes.
- Pilot program: one workshop, one toolkit, one defined outcome
- Service agreement: monthly support for packaging or workflow services
- Program expansion: multi-session series with reporting and improvements