Quick context: “We’re building GrantFinder AI to help K-12 districts discover, qualify, and manage grants faster. We’re talking to experts who see many organizations to learn what actually works.”
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Goal: learn how prospecting/qualification really happens, especially for school districts vs. other sectors.
A) Role & Pattern Recognition (3–4 min)
Client mix & vantage point
“Which types of organizations do you most often support (districts, nonprofits, higher ed, city agencies) and where do you see the most repeatable patterns in grant prospecting/qualification?”
What “good” looks like
“Across your clients, what does a high-performing grants operation do differently in discovery and eligibility—what are the non-negotiables?”
B) Prospecting & Qualification: Cross-Sector vs. School Districts (6–7 min)
Prospecting workflow you recommend
“Walk me through your ideal prospecting workflow—from need definition → longlist → shortlist → go/no-go. Where do tools help vs. get in the way?”
School districts specifically
“Where do K-12 districts struggle most vs. other sectors—finding opportunities, interpreting eligibility, assembling data, approvals, or post-award?”
Assumption: Over programmed, how do i fit something new in here.
Signals of fit (go/no-go) up front
“What 3–5 criteria should a district check immediately to avoid wasting weeks on a misfit opportunity?”
Probe if helpful: seasonal timing (school calendar), match requirements, allowable costs, evaluation burden, reporting cadence.
C) Tools & Data: What Works, What Fails (6–7 min)
Prospecting tools
“Which prospecting tools/databases do you actually trust for relevance? Where do they fall short for K-12 (taxonomy, filtering, stale data, state-level nuance)?”
Eligibility clarity
“If you could redesign one step, how would a tool translate dense RFP language into a clear, district-profile-awarego/no-go with rationale?”
Data assembly & evidence
“For districts, what datasets (enrollment, FRPL, assessment, attendance, program outcomes, equity indicators) are always needed—and where does the data wrangling burn time?”