Operations Dashboard

Alpine Grants outreach and email tools

Call Prep

Paste an intake, auto-research grants, download the call guide + copy confirmation email

AI research, Claude + web search

Lead Builder

Research leads, import CSV, create email drafts with locked templates

info@alpinegrants.com

Email Drip Sender

Load drafts, send on a randomized timed schedule with daily limits

info@alpinegrants.com

Grant Monitor

Track grant program status changes, get email alerts when programs open or close

Auto-check with alerts

Qualify Form

For cold leads who reply, intake + call booking

alpinegrants.com/qualify/

Pre-Call Intake

For leads who already have a call booked, just qualifying info

alpinegrants.com/intake/

Document Checklist

Send after the call, what you need to start writing applications

alpinegrants.com/checklist/

Email Templates

15 outreach email angles, download CSV for review

Download .csv

Full Admin Panel

Client management, nonprofit search, VA panel, activity feed

Separate login required

Full Outreach Workflow

Phase 1, Cold Outreach

1 Generate lead research prompt in Lead Builder, set location, org type, size, email strategy

2 Paste prompt into Claude, get back a CSV of leads with names + emails

3 Import CSV into Lead Builder, creates Gmail drafts with locked template

4 Load drafts in Drip Sender, sends on randomized schedule with daily limits

Phase 2, Lead Replies

5 Lead replies interested, use the Reply Research Prompt below to do deep grant research for their specific org

6 Reply with personalized grant list, real programs with dollar amounts they actually qualify for

7 Include link to Qualify Form, they fill out org details + book a 5, 10 min call

Phase 3, Onboard

8 Review intake submission at info@alpinegrants.com, org type, size, budget, grant history, what they need funding for

9 Confirm call, you know exactly who they are, what they qualify for, and whether they're worth the time

10 Close the deal on the call, walk in prepared, present the funding strategy, sign them up

Reply Research Prompt

When a lead replies interested, use this to generate the deep grant research for your reply email.

Contact Name

Organization Name

Org Type

Province

Anything extra you know about them (optional)

Reply Email Template

Copy and customize for each lead who replies. Replace the [BRACKETS] with their info.

Hi [NAME],

Great to hear from you! I put together an initial list of programs [ORG NAME] is eligible for:

Provincial ([PROVINCE]):
- [Program Name], [Amount] [brief description]
- [Program Name], [Amount] [brief description]
- [Program Name], [Amount] [brief description]
- [Program Name], [Amount] [brief description]

Federal:
- [Program Name], [Amount] [brief description]
- [Program Name], [Amount] [brief description]

Local:
- [Program Name], [Amount] [brief description]
- [Program Name], [Amount] [brief description]

Some of these you may already be receiving; the value is in the ones you're not. We can dig deeper once we know more about your specific situation.

Here's our intake form - takes about 2 minutes and gives us what we need to match you with the right programs:
https://alpinegrants.com/qualify/

At the end you can book a quick 5-minute call - just enough time to connect, answer any questions, and get things moving.

Best,

Joseph Pineo
Alpine Grants
+1 403 952 9896
alpinegrants.com

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