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Your monthly check-in call

What to expect from your monthly call with your bid writer and how to make the most of it.

Every managed plan includes a monthly check-in call with your bid writer. It is your dedicated time to review progress, discuss priorities, and make sure we are focused on the right things.

The monthly call is optional. If you prefer to keep communication over email or WhatsApp, that works just as well — just let your bid writer know.

What we cover

Calls typically run between 10 minutes and an hour depending on what needs discussing. Your bid writer will use the time to:

Review your pipeline — go through what is in progress, what is coming up, and the status of any submitted applications.

Discuss priorities — make sure the order of your pipeline still reflects your funding priorities and adjust if anything has changed.

Review strategy — look at whether your funding strategy is working and whether there are any new opportunities worth pursuing.

There is no fixed agenda — if there is something specific you want to cover, bring it to the call and your bid writer will make time for it.

How to book your call

Your bid writer will be in touch to arrange your first call. After that, it is up to you to book in each month. Contact your bid writer directly by email or WhatsApp to agree a time.

💡 It is worth booking your next call at the end of each one so it does not slip. A regular rhythm means nothing falls through the cracks.

If you need to reschedule

Just let your bid writer know as soon as possible and they will find an alternative time.

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