What are the four Roadmap phases and their steps?

The Roadmap has four phases and 13 Roadmap steps. This table lists each phase and each step.

Written By GovPreneurs

Last updated 21 days ago

The Roadmap has 4 phases and 13 Roadmap steps. The count of steps in a phase is 4, 3, 4 and 2.

Phase	Roadmap step	What the step covers
1. Foundation	LLC Registration	Form the LLC, get a tax number, open a business bank account.
1. Foundation	Digital Compliance	Send the audit form, talk with your mentor, fix website, domain, email, phone and other items.
1. Foundation	Federal Registration	Entity validation, UEI, SAM.gov registration, tax validation and CAGE.
1. Foundation	SLED Registration	State and local registrations. SLED means state, local and education.
2. Visibility & Credibility	Capability Statement	A one-page document for buyers.
2. Visibility & Credibility	SBS Registration	Your SBA profile in the Small Business Search.
2. Visibility & Credibility	CMMC 2.0 Level 1	A cybersecurity self-assessment.
3. Search, Save & Send	Positioning Call	A call with your mentor about how to position your business.
3. Search, Save & Send	Meet Your AI Agents	Watch the videos and use Hunter.
3. Search, Save & Send	Send to Mentor	Send five opportunities that you like to your mentor.
3. Search, Save & Send	Prime Registration	Register on the supplier portals of prime contractors.
4. Execution	Proposal Building	Build the proposal: correct the work details, add past performance and price it.
4. Execution	Review & Submit	Check prices, forms, signature and due date. A mentor reviews before you send.

You do not have to finish every phase before you look at opportunities. Some steps wait for others. See Why is a Roadmap step locked?.

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