SBA certifications (strategy, readiness, and filing support)
Certifications only matter if you (1) qualify, (2) submit clean documentation, and (3) use the certification to drive pipeline. We help you do all three.
How the process runs
| Touchpoint | What happens | Est. time |
|---|---|---|
| First Call | Introduction and starting Screen Share SAM.gov | 10 Mins |
| First Email | SAM.gov Renewal or Assistance | 30 Mins |
| Second Call | Ask questions (below) during SAM.gov assistance for Certification preparation | 10 Mins |
| Second Email | Auto-generate documents for certification | 15 Mins |
| Third Call | Certifications.sba.gov Creation | 10 Mins |
| Third Email | Certification walkthrough | 25 mins |
| Fourth Call | Certification documentation review | 10 Mins |
| Fith Call | Submission & Final Notes | 10 mins |
| Urgent Email | Follow up | 15 mins |
| Last Chance Call | Follow Up & Approval | 15 Mins |
| Last Chance Email | Follow-Up Pitch | 20 Mins |
We start by ensuring SAM.gov is correct, then collect the evidence package, then file the certification (as applicable) with full change control.
Eligibility screening questions
Qualifying questions
- Is the owner 51% Veteran or Women Owned?
- Has there been any major changes in your structure the past 2 years?*
- Do you owe taxes to the IRS?
- Is there any
Preparation checklist
- Grab their articles of incorp. through either online state registration or from them
- Do you have meeting minutes? If not use the GPT Creation
- Do you have an operating agreement?
- Is there any other owners? All owners need a Passport or Birth Certificate
What you get
- Go/no-go eligibility screening with risk flags
- Document checklist with plain-language instructions
- Submission support and documentation archive
- Post-certification plan to monetize the credential