SB Advisors Academy

The Grantbuilder AI Foundation, a full consulting practice built in one engagement

A complete business infrastructure build for a nonprofit AI grant consulting practice, client acquisition system, 6-month retainer framework, 7 custom Claude skill files, 9 automation agents, 4-tier pricing architecture, and a 7-page lead magnet, all shipped in a single consulting engagement.

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The problem

The Grantbuilder AI came in with 6 years of grant writing expertise and a clear vision to help nonprofits build AI-powered grant operations, but no infrastructure to turn that expertise into a scalable, client-ready consulting business: no client acquisition system, no intake or qualification process, no lead magnet, no AI skill infrastructure, and no automation to run client ops without daily manual attention.

What was built

Systems-first consulting methodology: understand the full pipeline before building any single component, then build in correct dependency order, intake form before discovery framework, skills before agents, Cowork agents before Claude Code. Every deliverable evaluated against one question: does this serve a specific function in client acquisition or service delivery? Anything decorative was cut.

Verifiable result or evidence

A turnkey consulting business, not a collection of tools. 6-step intake form with downloadable summary, 7-page lead magnet, 4-tier pricing ($2,500 audit through $12K retainer), 7 Claude skill files that make every deliverable expert-level automatically, 9 automation agents (5 Cowork + 4 Claude Code) saving 3 hours of weekly ops time, and a GHL website restructure plan tying the full pipeline together.

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