Pro For Pro members
Pro playbooks
Practical guides for climate and sustainability funding: how to reach the people who decide, write proposals and tender responses that score, and run your pipeline with AI tools. Each one has the steps, templates and prompts to copy, and a checklist.
21 playbooks in 3 sections. Anyone can read the introductions; the full guides are part of Pro.
Find the people who decide at foundations, family offices, climate funds and buyers, and start conversations that get replies.
- The funder outreach playbook: start with the people who already know you8 minBuild a weekly outreach routine that starts with your own network, opens every message with something useful and tracks every reply.
- The six kinds of climate capital, and who signs at each7 minMap the six main sources of climate capital, the seat that decides at each, what they read first and how to approach them.
- Finding family offices that fund climate and nature6 minFind family offices and their foundations that fit your climate or nature project, reach the person who decides and write a first message for them.
- Find your next funder through organisations like yours6 minUse public award data to find the funders and buyers that already backed organisations like yours, then write to them citing that award.
- Turn your LinkedIn connections into a warm-introduction map6 minScore your LinkedIn connections, find the shortest warm path to each target funder and ask for introductions with a blurb people can forward.
- Reaching the programme officer or buyer before the call opens7 minSpot grants and tenders months before they open, take part in market engagement properly and shape your bid while you still can.
- Bid or no-bid: deciding what not to apply for7 minScore every grant and tender on six factors, apply hard stops and spend your bid time only where you have a real chance of winning.
Proposals and tender responses that score, impact numbers that hold up, and a profile funders and buyers trust.
- Writing a grant proposal reviewers can score7 minBuild a climate grant proposal around the scoring criteria, with a theory of change, logframe and budget that a reviewer can mark line by line.
- Writing tender responses that score7 minAnswer each tender question so evaluators can award full marks: compliance matrix, evidence, social value, limits, clarifications and a review cycle.
- Stating climate impact numbers funders will trust6 minPresent tCO2e, hectares and household figures with units, baselines, conservative assumptions and sources, kept consistent in one numbers master sheet.
- A LinkedIn profile that wins funders and buyers6 minRebuild your LinkedIn profile section by section so a programme officer, investor or buyer understands what you deliver and how to engage you.
- Posting on LinkedIn that funders and buyers read6 minPlan a weekly LinkedIn rhythm of useful posts and comments that programme officers, investors and buyers keep, and turn replies into conversations.
- The one-page capability statement and landing page6 minWrite a one-page capability statement and a simple landing page that tell a funder or buyer what you deliver, prove it and make contact easy.
- Running delivery, bids and fundraising at the same time6 minSet a weekly time budget, a bid calendar fed by saved searches and a reusable content library so delivery, bids and fundraising all move each week.
Connect Raise Lens to your AI assistant, keep a pipeline current and set up a weekly funding routine once.
- Connect Raise Lens to your AI assistant7 minMint a Pro key, add Raise Lens to Claude or another MCP client in ten minutes and ask it for new, ranked climate opportunities in plain English.
- A funding pipeline tracker that keeps itself current7 minSet up one board for every grant, tender and investor conversation, feed it from Raise Lens and keep it current with a weekly assistant review.
- Brief an AI assistant on your organisation: the context file7 minWrite one context file that tells any AI assistant who you are, what you are eligible for and how you write, so every draft starts from your facts.
- Rank every opportunity against your organisation6 minBuild a rubric with hard eligibility stops and weighted criteria, then have an assistant rank a batch of grants and tenders so you read the best first.
- Read a tender pack in an hour, and what still goes to a lawyer7 minTurn a 200-page tender pack into a compliance matrix, a scoring map and a red-flag list in an hour, and know which clauses need a lawyer before you sign.
- A weekly funding routine you set up once6 minSet up a Monday-to-Friday routine to find, qualify, write and chase funding, with scheduled assistant prompts and a 30-minute version for busy weeks.
- Build funder lists from public records, without buying one7 minUse free public registers of grants, aid and contract awards to build a list of funders that back work like yours, and find the right people ethically.
Read every playbook with Pro
Work from our playbooks: step-by-step guides to reaching funders, writing proposals and tender responses, and AI tools for your pipeline. Pro opens the full text of all 21 playbooks: the steps, the templates and prompts you can copy, and the checklists, alongside alerts, funder names and the funding flows log.
Pro is £50 per month.