Thank you for taking the first step towards a collaborative journey with KBE!

The complimentary session provided the basics to waste no time during this time together. It’s time to dive deeper at our first discovery session. We need to figure out your/our Road Map, so we can plot out what may be needed. Think of this like a road trip I am helping you plan, depending on whether or not I am helpful and your trip turns out great will have to do on how ready you were with snacks, drinks, pit-stops along the way, and comfort of knowing you will not go over budget by eating at fast food restaurants. In earnest— your ideas meet opportunity, and strategy begins to formulate the confidence to exercise your plan.

In this one-on-one session, we’ll explore:

• The Readiness Checklist Items

• Your Project Overview – Share your goals, impact, and timeline

• Funding Goals – Clarify what you need and what success looks like

• Your Grant Writing Experience – Whether you’re seasoned or starting fresh

• Resource Assessment – Let’s evaluate what tools and assets you already have

• Target Funding – Identify grants and opportunities best aligned with your mission

• Matchmaking – Explore connections and opportunities best suited for your growth

• Use of the Grant Easy Managment System (GEMS) system requirements.

Why This Step Matters:

Discovery Sessions are conversations that will clarify expectations, build trust, and start us off with clear accountability. This will lead to crafting a smart, strategic path forward with a “working agreement”. It’s a collaborative conversation meant to build our relationship, setting the tone for future success. Both of these meetings are very important, which urges face-to-face meetings (preferred).