Client Onboarding

The Contracting Preacher · 90-Day Roadmap

Vol. 04 · OnboardingVersion 1.0 · July 2026

From day one — to day 90.

Every client, every engagement, walks the same trusted path. Signable checkpoints. Named owners. No surprises.

Client Name

Engagement Start Date

Package

0/0Tasks Complete

0/0Phase 1 · Days 1-30

0/0Phase 2 · Days 31-60

0/0Phase 3 · Days 61-90

Phase 1 · Foundation

30Days · Registration & Intake

Welcome call & kickoff (30 min)

Introductions · engagement scope · communication cadence · confirm goals.

Dr. McKnight

Send & receive completed Client Intake Form

All 9 sections completed · flagged missing fields · encrypted vault access set up for sensitive data.

Client + Ops

Verify business identity documents

Articles of formation · EIN letter · state Good Standing certificate · operating agreement.

Ops

SAM.gov entity registration (or renewal)

Complete SAM.gov registration · UEI issued · CAGE code assigned · banking/EFT confirmed matches IRS records.

Dr. McKnight

NAICS code optimization

Primary + up to 5 secondary codes selected · size standards confirmed · PSC/FSC codes cross-mapped.

Dr. McKnight

Ownership + certification eligibility screen

Determine 8(a) / HUBZone / WOSB / SDVOSB eligibility · document supporting evidence.

Dr. McKnight

First capability statement draft delivered

One-page federal-buyer-ready capability statement · reviewed with client · revisions incorporated.

Proposal Team

Data room provisioned

24-folder taxonomy set up · initial documents uploaded · access rights configured · sensitive vault segregated.

Ops

30-day check-in call

Review progress · surface blockers · confirm Phase 2 targets.

Dr. McKnight

Phase 2 · Pipeline

60Days · Certifications & Targeting

Certification applications submitted

Applicable certs (8(a) / WOSB / HUBZone / SDVOSB) filed · SBA acknowledgments received · timeline confirmed.

Dr. McKnight

SC state registrations

SC MBE · SCDOT DBE/SBE · county/municipal vendor registrations · local chamber outreach.

Ops

Grants.gov organization profile complete

EBiz POC + AOR designated · profile matches SAM data · practice grant workflow validated.

Dr. McKnight

Opportunity scanning live

Daily search across SAM.gov, Grants.gov, GSA eBuy, state portals · deduplication + tagging active.

Ops · AI Engine

First shortlist scored & delivered

5-8 top opportunities scored via Bid/No-Bid engine · client walk-through call · priorities ranked.

Dr. McKnight

Proposal content library built

Executive summary · technical approach · management approach · QC · cybersecurity · past performance narratives drafted.

Proposal Team

Teaming outreach opened

Prime-contractor introductions · JV opportunities · mentor-protégé prospects · at least 3 conversations started.

Dr. McKnight

60-day check-in call

Review pipeline · confirm first-bid target · unblock any pending items.

Dr. McKnight

Phase 3 · First Bid

90Days · Submission & Growth

Bid/No-Bid decision recorded

Target opportunity scored + logged · pursuit team + roles confirmed · authorized rep briefed.

Dr. McKnight + Client AOR

Compliance matrix built

Every RFP requirement mapped to volume/section · owner assigned · status tracked.

Proposal Mgr

Draft proposal internal review (color review)

Pink → Red → Gold-team reviews complete · client SME sign-off on technical content.

Proposal Team

Pricing volume finalized

Cost build-up · subcontractor quotes · margin review · client authorized-rep price approval.

Client AOR

Authorized-rep final sign-off & submission

Owner or AOR signs certifications · package uploaded through required portal · confirmation captured.

Client AOR

Post-submission follow-up scheduled

Debrief request queued · CO clarification response ready · timeline for award notification tracked.

Dr. McKnight

90-day review & renewal / retainer conversation

Full engagement retrospective · lessons captured to memory · ongoing pipeline plan agreed.

Dr. McKnight + Client

Engagement Sign-Off

Both parties confirm receipt of this 90-day roadmap and acknowledge the responsibilities outlined above.

Client Authorized Representative

Date

The Contracting Preacher · Dr. McKnight

Date