Automating grant consultancy workflows with Grantly
As a grant consultant, your time should go into advising clients, not juggling endless spreadsheets, emails, and deadlines. The good news?
With GRANTLY you have the right automation strategy, you can streamline every step of your own process, from intake to grant submission.
– Jelmer
Why Automation Matters for Grant Consultants
- Reduce manual admin (no more copy-paste and no more endless lists).
- Track all deadlines in one place.
- Improve collaboration between your consultant teams.
- Boost revenue per FTE without hiring more staff.
Steps to automate your intake
- Centralize client intake → Use a CRM built for grant workflows.
- Automate document requests → Let clients upload files via your own customer portal.
- Smart deadline tracking → Automatic reminders for open calls and submissions.
- AI-powered writing support → Draft subsidy applications faster.
- Realtime reporting → Always know conversion rates and team performance.
Essential insights on how to pick the perfect agency
- Request references from past clients who have undergone rebranding projects with the agencies on your shortlist. Reach out to these clients to gather insights into their experiences.
- Discuss the agency’s creative process during your consultations. A great branding agency should be able to articulate their approach to brainstorming, conceptualizing, and executing branding concepts.
- Be upfront about your budget constraints, and ensure that the agency can work within your financial parameters.
- Inquire about the agency’s ability to adapt to these changes and keep your brand relevant in the long term.
Key conclusion
After considering all the practical factors, trust your instincts when making the final decision. Automation with Grantly. doesn’t just save time, It scales your consultancy and positions you as the trusted advisor who delivers faster, with more client focus in the customer journey and less negative hussle.
Ready to see automation in action? Book your demo!
