Best Way to Start Using Grant Frog
Learn the best way to start using Grant Frog
You might be used to using single or multiple spreadsheets to track your grant proposals, funders, and clients.
It can be difficult to jump between all of your information and find what's most important.
With Grant Frog, everything is connected.
Everything is Connected
In Grant Frog, everything is connected to one another.
Example: Your Grant Proposals are connected to a Funder. On your Grant Proposal page, you can see the connected or linked Funder.
On the Funder record, you can see *all* Grant Proposals related to that Funder. This makes it easy to see how many proposals you've sent to the Funder, the amount, and total proposals pending response.
Each time you create a new Grant Proposal, you will choose a Funder from your Funder list or create a new Funder if you've never sent a proposal to them before.
Once you create a Funder record, you'll only have to do it once! Now, every time you create a Grant Proposal, you'll just choose that Funder.
You won't create a new Funder record each time if that Funder is already in your Funder list. Where in a spreadsheet, you have to write out the Funder every time.
Adding Your Grant Information
As you start planning your grants calendar, you can start entering it into Grant Frog.
Create a Funder record
Create a Client record (if applicable)
Create a Grant Proposal record
As you start entering in Grant Proposals, you can put the Due Date of each one. These will start showing up on your Dashboard and you'll start receiving Due Date Reminder Emails.
Watch this video on planning your Yearly Grants Calendar
Use the Grant Frog Dashboard
The Dashboard is a great way to start your day or your week. You can see your Grant Proposals Due in 90 Days, Open Task, and Grant Proposals Pending Response.
Last updated
Was this helpful?