Full Strategic Business Audit

This is a 10-15 Business Day turnaround time.

1. SAM.gov & Federal Registration Review

• Confirm active SAM.gov registration

• Verify CAGE Code and UEI accuracy

• Check for expiration/renewal deadlines

• Ensure entity name, NAICS codes, and contact info are properly aligned

2. NAICS Code Alignment & Opportunity Targeting

• Review current NAICS codes for relevance and competitiveness

• Recommend additional NAICS codes based on service offerings

• Crosswalk NAICS codes to PSC (Product Service Codes) if applicable

• Identify missed contracting opportunities based on improper coding

3. Certification Status Assessment

• Evaluate current small business certifications (WOSB, HUBZone, SDVOSB, etc.)

• Identify eligibility for additional certifications

• Provide recommendations and action steps for certification gaps

• Review DBE/state/local certifications if applicable

4. Capability Statement Review or Creation

• Audit existing capability statement (branding, formatting, keywords)

• Ensure alignment with agency language and industry best practices

• If unavailable, develop a custom capability statement tailored to target agencies

5. Website & Digital Presence Check

• Scan for government readiness (DUNS/UEI display, core capabilities)

• Assess professionalism, messaging clarity, and responsiveness

• Review LinkedIn business profile and other online assets for consistency

6. Past Performance & Core Competencies Review

• Evaluate existing past performance (commercial, private, or federal)

• Identify gaps and suggest strategic subcontracting to build credentials

• Help define clear core competencies and value propositions

7. Proposal Readiness Evaluation

• Review any past proposals for compliance and structure

• Assess technical writing strength, compliance formatting, and win themes

• Evaluate internal capacity to respond to solicitations (tools, team, templates)

8. Market Positioning & Target Agency Mapping

• Identify best-fit federal, state, and local agencies

• Review forecasts and procurement history (if requested)

• Match client offerings with agencies that align with their goals

9. Tools, Infrastructure & Workflow

• Evaluate internal tools (CRM, email, storage, PM systems)

• Recommend proposal tracking, calendar management, and document storage solutions

• Assess if Monday.com is implemented properly for proposal and lead tracking

10. Custom Strategic Roadmap

• 12–18 month milestone-driven action plan

• Outline proposal development schedule, target contracts, and certification timelines

• Assign quarterly focus areas and deliverables

Deliverables

• Full Business Audit Report (PDF or shared folder)

• Capability Statement (new or revised)

• Strategic Roadmap (12–18 months)

• Recommendations for Certifications, NAICS, and Agency Focus

• Monday.com Dashboard Setup (if applicable)

Add-On’s are optional below (Original product must be purchased in addition to add-ons)