What you can see
We keep the original messages, files, staff edits, and approval-hold reasons that come in from email, phone, website forms, and WhatsApp, and use them as evidence for next week's improvements.
Consulting & Grant Advisory
When intake inquiries, proposal and project questions, eligibility checks, contracts, and progress reports scatter across channels, Velros AI gathers them so a prospect isn't waiting while you dig through inboxes.
- Eligibility check
- Quote & contract approval
Today's routine
What Velros AI runs
Prepared before approval
We gather signals about intake, proposal and project questions, eligibility checks, and progress reports across every channel, remove duplicates, and set priority.
Eligibility check
Quote & contract approval
Data privacy
Consulting & Grant Advisory
- Eligibility check
- Quote & contract approval
- Data privacy
Here's how an inquiry like this gets handled.
The requests that arrive at Consulting & Grant Advisory every day, kept on one screen along with what to confirm and what to improve next.
The order a person kept by hand, moved over as it was.
- Sort Separates eligibility questions, quote requests, and scope changes, then files each against the right engagement and stage.
- Check Verifies the solicitation's eligibility rules (entity size, prior awards, affiliation limits) against the official notice and the stated budget.
- Draft Writes a reply using the confirmed requirements and the standard rate sheet, spelling out retainer and success-fee terms.
- Approve Sends quote amounts, contract terms, and scope changes to an approval card for the owner to confirm before anything goes out.
What stops
Quotes and contracts, proposal scope, engagement terms, changes to client personal data, and bulk outreach go out only after you or the responsible lead reviews them.
The channels stay. Only the work a person confirms is separated out.
Eligibility check · Quote & contract approval · Data privacy
What a person confirms runs on a single thread.
Rather than adding another screen, we sort the work arriving on the channels you use and separate out only the decisions a person should see.
The same channels
Without adding new tools, we layer Velros AI on top of the email, phone, website forms, and WhatsApp you already use. We build the screens, approval queue, and reports you need, and keep refining them while you operate.
Someone who knows the industry sets the rules with you.
A Velros operations designer and a working practitioner turn your standards for intake, proposal and project questions, eligibility checks, and progress reports into real operating procedures.
The Velros operations design team
Industries rule design and weekly improvement
It keeps improving
Staff edits and the reasons work was held get gathered into next week's operating rule.
A person's time
Less repeat checking, and more of the day on the decisions and the growth that matter.
In depth
While you answer eligibility questions, the next grant deadline passes
For grants and business-support consulting, half your inbound is the same three questions: "Do we qualify?", "What documents do I need?", "When is it due?" While you field that repetition across email, phone, and text, the real calls, like how wide to scope the engagement, what to charge, and whether to take a contingency fee, keep getting pushed to later. Velros gathers the scattered messages into one place, drafts the eligibility check and document list, and sends only the money-and-commitment decisions, like quotes, contracts, and scope, to an approval card.
From first inquiry to close
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Every message in one thread
Email replies, phone notes, and text-message questions line up by client and program. If the same company called yesterday and emailed today, you see one continuous thread.
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Draft eligibility and document list
Velros checks the inquiry against the program's stated requirements and drafts a reply plus an internal checklist covering who qualifies, what to prepare, and when it's due. You confirm the facts and send.
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Only judgment reaches you
Routine answers go out as drafts; fee amounts, contract terms, and engagement scope are split off onto an approval card.
What a person confirms
- The quote
- The fee and any contingency percentage depend on difficulty and hours, so you set them. Velros just pins the terms of similar past engagements alongside.
- Contract terms
- Scope of work, clawback and no-award settlement, confidentiality. A person reviews and signs these.
- Engagement scope
- Where you do the work and where the client takes over differs case by case. You draw that line.
Deadlines and duties you can't miss
- No guaranteed-approval claims
- Advertising a grant award or refund as if it's certain is a deceptive practice. State results with proof; don't promise outcomes.
- Email consent and opt-out
- Commercial follow-ups need a clear sender, an honest subject line, and a working unsubscribe honored within ten business days.
- Put terms in writing
- Scope, fees, contingency triggers, and no-award settlement belong in a signed agreement so nothing is left to dispute later.
FTC Act Section 5 (deceptive advertising) · CAN-SPAM Act of 2003 (16 CFR Part 316)
Common questions
- Texts and emails come in separately. Do you merge them?
- Yes. For the same client and program, channels merge into one flow. Yesterday's call and today's email sit together.
- Do you send quotes and contracts automatically?
- No. Amounts, contracts, and scope are drafted only; every one passes an approval card before it goes out. A person confirms and sends.
- How are program eligibility rules applied?
- Velros compares the inquiry to the program's requirements and drafts eligibility and the missing documents. You confirm the final call and send.
We'll find what to cut first in Consulting & Grant Advisory, together.
Where the inquiries land, the order your staff check them in, and the rules a person applies last, laid out as one day of work.
Talk about our industryWhat comes in
Messaging, phone, search and email, in one place
What gets checked
What your staff decide, and what a person decides
What improves
Fewer repeat inquiries and fewer dropped follow-ups, every week