RJ GrowthOS — AI funnels, CRM, follow-up, compliance controls and conversion intelligence in one platform.

The First Real Build

Business Readiness Passport
+ Evidence Vault

Not another landing page. The trusted data engine powering every contract, grant, funding application, website and operating company in the RJ Business Solutions ecosystem. Collect once — verify — reuse everywhere.

15

Passport data groups

17

Vault document types

6

Human approval roles

Master Verified-Business Intake

One Business Readiness Passport per entity — the single source of truth behind every registration and application.

Legal name and DBA

EIN, UEI and CAGE

SAM.gov status and renewal date

Grants.gov roles

SC vendor registration

NAICS, PSC, NIGP and UNSPSC codes

Ownership and certification eligibility

Licenses, insurance and bonding

Services, prices, capacity and geography

Revenue and financial statements

Past-performance projects

References and testimonials

Resumes and key personnel

Funding request and use of funds

Documents with expiration dates

Why verified matters: SAM.gov's official checklist requires verified identity, taxpayer, banking, ownership and entity information for an All Awards registration. SAM.gov checklist

Grants.gov organizational applicants must first complete SAM registration and assign authorized organizational roles. Grants.gov registration

Evidence Vault

Every claim needs a receipt. A controlled document room — this is what prevents AI from inventing credentials or recycling expired information.

Document types

Formation documents

W-9

IRS letters

Licenses

Insurance certificates

Bank letters

Tax returns

Financial statements

Contracts and purchase orders

Invoices and completion records

Client references

Staff resumes

Certifications

Policies and procedures

Photos and project evidence

Grant and proposal history

Signed attestations

Required metadata per item

  • Owner
  • Version
  • Effective date
  • Expiration date
  • Confidentiality level
  • Verification status
  • Where AI may use it

Human Approval & Signature System

AI accelerates the work. Humans own the signatures, the pricing and the submissions.

THE AI CAN

  • Find opportunities
  • Extract requirements
  • Score eligibility
  • Draft narratives
  • Populate approved information
  • Build compliance matrices
  • Produce checklists
  • Send deadline reminders

THE AI SHOULD NOT INDEPENDENTLY

  • Certify eligibility
  • Sign legal representations
  • Submit banking information
  • Accept contract terms
  • Set final pricing
  • Guarantee results
  • Sign grant assurances
  • Agree to personal guarantees
  • Submit sensitive filings without authorization

Required roles (assign per entity)

Opportunity reviewer

Proposal manager

Financial reviewer

Legal/compliance reviewer

Authorized signer

Final submission owner

What We Need From Rick Jefferson Now

The master intake package — 18 items that unlock the entire build sequence.

  1. 1Full legal name and approved public biography
  2. 2Exact legal entities currently active
  3. 3EINs and formation documents
  4. 4Existing domains and social accounts
  5. 5Existing logos, photos and videos
  6. 6Current licenses and certifications
  7. 7SAM, UEI, CAGE and SC vendor status
  8. 8Housing nonprofit/IRS status
  9. 9Trucking authority and fleet status
  10. 10Daycare license, capacity and ABC Quality status
  11. 11Credit-services contracts and disclosures
  12. 12Current software and payment systems
  13. 13Staff and partner list
  14. 14Existing customers and past performance
  15. 15Revenue, budget and launch priorities
  16. 16Documents that may be publicly displayed
  17. 17Authorized signer for each entity
  18. 18Desired launch date for the first platform

Intake request email (send to Rick Jefferson)

Subject: RJ Business Solutions ecosystem — master intake package (18 items)

Rick Jefferson,

To power every registration, grant, proposal and funding application across the portfolio, we build ONE verified data engine first: the Business Readiness Passport + Evidence Vault. To start it, we need the master intake package:

1. Full legal name and approved public biography
2. Exact legal entities currently active
3. EINs and formation documents
4. Existing domains and social accounts
5. Existing logos, photos and videos
6. Current licenses and certifications
7. SAM, UEI, CAGE and SC vendor status
8. Housing nonprofit/IRS status
9. Trucking authority and fleet status
10. Daycare license, capacity and ABC Quality status
11. Credit-services contracts and disclosures
12. Current software and payment systems
13. Staff and partner list
14. Existing customers and past performance
15. Revenue, budget and launch priorities
16. Documents that may be publicly displayed
17. Authorized signer for each entity
18. Desired launch date for the first platform

Every document goes into a controlled Evidence Vault with owner, version, effective/expiration dates, confidentiality level, verification status and AI-usage permission. Nothing is published or submitted without your designated authorized signer's approval.

Once received, execution follows the recommended order: governance → brand system → shared CRM/identity/evidence vault → RJ Contracting Systems rebuild → the rest of the fleet.

— RJ GrowthOS team

Start Your Passport

Request the guided intake. We'll send the Passport worksheet and Evidence Vault checklist, and schedule the verification session.

WHAT HAPPENS NEXT

  1. 1Passport worksheet + Evidence Vault checklist delivered
  2. 2Document collection with metadata (owner, version, expirations)
  3. 3Verification pass — every claim gets a receipt
  4. 4Approval roles assigned (reviewer → signer → submission owner)
  5. 5Passport powers registrations, grants, proposals and funding apps across the fleet

🚦 RISK TIER: 🟢 Planning and architecture. Legal filings, entity formation and tax structure require licensed professional review.