Track B

AI-Native Prospecting & Research

Find the right funders, faster

5 modules · 22 lessons · ~4h 50m

For experienced grant professionals. Master AI-powered funder discovery, fit evaluation, and pipeline strategy.

Module 1: The Problem with Manual Prospecting

B1-01 Why Tracking Tools Hit a Wall 10 min B1-02 What Fit Really Means — Beyond Keywords 10 min B1-03 The AI Familiarity Bridge — Where ChatGPT Breaks for Research 10 min B1-04 What AI-Native Prospecting Looks Like 10 min

Module 2: AI-Powered Funder Discovery

B2-01 Describing Your Organization to an AI 10 min B2-02 AI Funder Matching — How It Works 12 min B2-03 Evaluating AI-Surfaced Results — Signal vs. Noise 10 min B2-04 Going Deeper — Enriched Funder Profiles 12 min B2-05 Building a Prospect Table You Can Act On 10 min

Module 3: Strategic Fit Assessment

B3-01 Fit Scoring — Criteria That Matter 12 min B3-02 Using AI for Multi-Dimensional Fit Evaluation 12 min B3-03 Opportunity Briefs — Summarizing What Leadership Needs 10 min B3-04 The Go/No-Go Framework With AI Evidence 10 min

Module 4: Pipeline Intelligence

B4-01 From Prospect Table to Active Pipeline 10 min B4-02 Funder Monitoring — Staying Current Automatically 12 min B4-03 Pipeline Analytics — What Your Data Tells You 10 min B4-04 Leadership Briefings — Turning Pipeline Data Into Decisions 10 min

Module 5: Scaling Your Research

B5-01 Multi-Program, Multi-Funder Strategy 10 min B5-02 Delegating Research to AI — What to Trust, What to Verify 10 min B5-03 The Spot-Check Technique for Research Claims 10 min B5-04 Building Institutional Research Memory 10 min B5-05 Common Mistakes and How to Avoid Them 10 min

Certificate

AI-Native Funder Research

Complete all lessons and pass the certification quiz to earn your certificate and share it on LinkedIn.