800-348-5194 (Toll Free in WY)

How to Prepare for a Government Matchmaking Session

Feb 16, 2018



If you are interested in doing business with the government and planning to set up a meeting with a contracting officer, you need to ask yourself one question: are you prepared?


This question is vital, as you only have one chance to create a good first impression.  How do you create a good first impression? You go into a matchmaking session with an understanding of the agency’s mission and goals and a way to solve their needs for goods and services. You can achieve this by doing two things:


  1. Complete agency research
  2. Create marketing material


Let’s take a look at the specific goals for each of those two items


Agency Research

  • Know the agency (What is their mission? What are their goals? Etc.)
  • Explore bids they have put out and past projects.
  • Nail down what their needs for goods and services are and come with solutions.
  • Find any available forecasts that outline the agency's procurement goals for the year.


Marketing Materials

  • Present yourself as a professional by coming to your matchmaking session with quality business cards (the cards should include your DUNS and CAGE code numbers).
  • Have a professional website ready.
  • Bring a capability statement.


Don’t get overwhelmed, PTAC can help you prepare for your matchmaking session! Here are some of the ways we lend a hand, all at no-cost to you:

  • Research help
  • Review of marketing materials (including an in-depth website analysis)
  • Assistance with the creation of a Capability Statement
  • Help registering in SAM and obtaining a DUNS number


Once you have done the work and are prepared for a matchmaking session, you can attend one of our government matchmaking events. Our largest event is the annual GRO-Biz Conference and Idea Expo. This year’s event is in Rock Springs on February 21st and 22nd.



Andi Lewis is our PTAC Government Procurement Specialist.  She has been doing PTAC work for over 6 years and enjoys helping business owners navigate the “bureaucratic quagmire” so that they can register and find government work.  She has a background working for large Primes within the Department of Defense and is a former Lieutenant in the Naval Reserve. 


When Andi isn’t busy helping small businesses work with the government:

She enjoys training young horses.  You can reach Andi at or by phone at (307)772-7372.


Nick Giraldo

Please add a comment

Leave a Reply

(Your email will not be publicly displayed.)

Captcha Code

Click the image to see another captcha.