Client Background
Our client is a California-based grant writing services company dedicated to guiding clients through every phase of the grant lifecycle. Leveraging decades of specialized experience, their selective team approach ensures tailored expertise for each project’s unique needs.
They provide a comprehensive suite of services that begins with in-depth funding research and strategic design, progresses through application development and expert grant writing before continuing with diligent grant management and compliance oversight. Post-award, they maximize the value of each grant through benefits realization and ROI analysis, ensuring their clients achieve their goals and make a meaningful impact. They are committed to driving success by delivering customized solutions that cover every aspect of the grant process and beyond.
The Challenge
As demand for their services increased, both their research and sales teams began experiencing capacity constraints that limited scalability. The client’s operations and research team was spending a significant portion of their day on repetitive administrative tasks. These included creating articles and announcements for newly available grants, publishing content on the company website, and organizing and scheduling LinkedIn posts. While necessary, these activities diverted time and energy away from core responsibilities such as grant research, analysis, proposal development, and overall grant management.
Similarly, the sales team faced a parallel issue. Sales leaders were heavily involved in lead and prospect research—identifying potential clients, finding decision-makers, and gathering contact details. This left them with limited time to focus on outreach, relationship building, and closing deals.
As a growing company, the client needed an affordable and scalable solution that would allow senior team members to focus on high-value work while keeping operational costs under control.
Our Solution
The client partnered with Khened VA Services to delegate both administrative and research-intensive tasks to skilled virtual administrative professionals, allowing their internal teams to focus on higher-value activities.
On the grant operations side, we worked closely with the client’s research team to understand their workflows, content standards, and grant evaluation criteria. Article creation was not a straightforward data-entry task—it required careful review and understanding of multiple aspects of each grant, including eligibility, funding purpose, timelines, and application requirements. Our team analyzed this information and accurately structured it into the client-provided article templates to ensure clarity, consistency, and relevance for their audience.
Once the process was established, our virtual assistants independently managed the creation and publishing of grant announcement articles, along with organizing and scheduling LinkedIn posts, with minimal involvement from the client’s senior team.
On the sales side, we provided dedicated support on an opportunity-by-opportunity basis. Our team conducted in-depth research on leads and prospects, identifying key decision-makers and relevant stakeholders along with verified contact details. This ensured that sales leaders received well-prepared and actionable data, enabling them to focus primarily on outreach, relationship building, and closing deals rather than spending time on research.
Results
By delegating administrative and research-heavy tasks to Khened VA Services, the client achieved a significant improvement in efficiency across both operations and sales functions.
This partnership enabled the client to scale effectively, optimize internal resources, and maintain a strong focus on their core expertise—delivering high-quality grant services to their clients.
