Agile Vanguards — New Client Onboarding

Welcome.

Glad you're here. A few quick questions so we can tune your federal contracting copilot to your business before our kickoff call.

Before you start. Have your SAM.gov UEI handy. Not registered yet? Book a call and we'll walk you through it.

Identity

Enter your UEI and we'll pull the rest from SAM.gov via HigherGov. Faster than typing it all out.

Why this matters. SAM.gov is the source of truth for federal eligibility — certifications, NAICS codes, registration status. We mirror what's there instead of asking you to retype it.

Your UEI 12-character Unique Entity Identifier from SAM.gov

Don't have a UEI yet? You'll need an active SAM.gov registration to bid on federal contracts — and to use Agile Vanguards' platform. Start registration at SAM.gov, then come back here when you have your UEI.

Confirm your record

Pulled from SAM.gov via HigherGov.

Read-only on purpose. We don't edit SAM data — that's the official federal record of your business. If anything below is wrong, update it at SAM.gov and come back. We pull live, so changes show up within 24 hours.

Is everything above correct?

Capability scope

In your own words. This is what SAM.gov can't tell us.

Why this matters. The "what you DON'T do" answer is the single biggest filter that stops us from chasing wrong-fit opportunities. Be honest — every "no" saves you an hour of reviewing bad cards.

What services do you provide? List 3 to 8 things you do — one per line. Examples: "HVAC work for federal buildings"; "Wheelchair ramp construction"; "IT and network support for government offices." What do you NOT do? Things you won't take on, no matter what. Examples: "No work outside the United States"; "No projects requiring security clearances"; "No design-only work (we always build what we design)"; "No contracts where the lowest bidder automatically wins." Where do you want to work? Pick the option that best fits your business. If you have specific states in mind, choose "Specific US states only" and we'll let you check them off.

Bonding capacity Construction businesses only. Two dollar amounts: the largest single project your surety will bond, and the total of all your bonded projects at the same time.

Typical contract size — minimum Typical contract size — maximum

Biggest project you've completed (commercial OR government) Other certifications or qualifications Anything that's not already in your SAM record. Examples: state-level minority-owned (MBE) or disadvantaged-business (DBE) certifications, quality standards like ISO 9001, industry credentials, or security clearances.

Past performance

Used in your proposal drafts so you don't re-type this on every bid.

Why this matters. Past performance is one of the heaviest-weighted evaluation factors in federal proposals. Fill this out once here, and Thea will reuse it across every bid you write — saving you hours per proposal.

Have you completed any past projects (federal OR commercial)?

Any current active contracts you can list as ongoing performance? CPARS history

Teaming posture

Drives the Prime / Sub / Both decision on every opportunity.

Why this matters. Sometimes you can win as a Prime, sometimes you're better off as a sub on a larger team's bid. Thea uses this to decide which path to recommend on each opportunity — and to suggest the right partners.

Default bidding posture Partners you'd team with again 2–3 names. These get auto-added to your teaming candidate list. Companies you will NOT team with Competitors, prior bad experiences — Thea filters them out of suggestions.

Outreach posture

Drives how Thea drafts and delivers your outbound emails.

Why this matters. Thea drafts teaming and capability emails on your behalf — never sends automatically. You always review. We strongly recommend a dedicated outreach mailbox (not your personal email) so Thea isn't reading your private correspondence.

Outbound email sender We strongly recommend a dedicated mailbox (e.g. bd@yourdomain.com) — not your personal email. We'll walk you through generating a 16-char Google App Password on the kickoff call. How should outreach be sent? Email signature block Paste exactly as you want it on outbound emails — name, title, phone, etc.

Brand primary color Brand accent color

Logo upload For templated DOCX proposal output

Schedule & contacts

Who we work with day-to-day, when we ping you, and how.

Primary contact for proposals

This is the person we'll work with directly. Often the same as your SAM POC, sometimes not.

Name Title

Email This becomes your bdEmail — signs your outreach.

Phone

Backup / escalation contact

For when your primary is out of office.

Name Email

Working preferences

Time zone Daily briefing time When your morning opportunity scan lands. Default is 7:00 AM in your time zone.

Response time tier Lite tier (included): responses take 5–10 minutes. Growth tier (+$20/mo): faster, prioritized queue.

Telegram

New to Telegram? It's a free messaging app — download from the App Store / Play Store. We'll walk you through connecting on the kickoff call. We use Telegram for briefings and alerts because notifications are faster and threads stay organized.

Telegram username(s) for everyone who should see daily briefings e.g. @cj_geraldizo, @kyle_av — list all team members who need access. Who has bid/no-bid authority? One person, or a committee? Drives how we phrase recommendations. Expected response hours on Telegram Sets expectations both ways. e.g. "M–F, 8am–6pm ET"

Source materials

All optional on the first pass. Send what you have; we'll request the rest later.

Why this matters. The more material you give Thea up front, the more she sounds like you on the first proposal draft instead of a generic AI. Capability statement and a prior proposal are the two highest-leverage uploads.

Capability statement (PDF) SAM.gov profile extract / PDF Best 1–2 prior proposals (redact if needed) Thea learns your voice and format from these. PDF or Word. Proposal templates / boilerplate (.docx) Insurance certificates (GL, WC, professional) Anything else we should see

Optional — personality / working-style

A 5-minute personality assessment helps Thea tailor her tone to how you actually like to be communicated with. Totally optional.

Send me the personality assessment link

Review & submit

Last chance to catch typos. We'll review within 2 business days and follow up before the kickoff call.

Any final notes for the Agile Vanguards team? I confirm the information above is accurate to the best of my knowledge.