
eRateIQ
The intelligence layer for E-Rate sales. eRateIQ scores every Form 470 the moment it is filed, surfaces the renewals competitors miss, and tracks the USAC changes that open the next deal, so sales teams chase the right leads and win faster. Smarter leads, faster wins.
The Challenge
Selling into the federal E-Rate program means drowning in public data. Thousands of Form 470s and 471s are filed every season across tens of thousands of schools and libraries, and the signal that actually matters, which districts are in play, which contracts are about to expire, and which USAC rule changes just opened a door, is buried in it. Sales teams were reading raw filings by hand, chasing stale leads, and finding out about renewals only after a competitor already had. The whole cycle, from a 470 being filed to a contract being renewed, had no single place to see it.
The Solution
I designed and built eRateIQ with Claude Code as the intelligence layer for E-Rate sales, spanning the entire cycle from filing to renewal. An AI engine grades every Form 470 the moment it is filed and ranks the leads worth chasing, with a confidence score on each. It summarizes 470s and 471s into plain-language briefs, tracks contract end dates so renewals surface before they expire, and watches USAC data for the changes that signal a new opportunity. Around that core sit competitive intelligence, territory mapping, E-Rate pricing intelligence, Category 2 budget tracking, CRM integration, and AI-drafted outreach. It ships as a commercial SaaS product, with a marketing site, a free-trial funnel, and the application itself, all built solo with modern AI tooling.
The Impact
eRateIQ turns the flood of public E-Rate filings into a ranked, actionable pipeline. Instead of reading 470s by hand, a sales team sees A-grade leads rise to the top automatically, catches renewals before they lapse, and hears about USAC changes in time to act on them. It grew directly out of fifteen years running the eRate Management System, which is where the domain knowledge behind the scoring came from. eRateIQ launched in 2026 as a commercial product and is live at erateiq.com.
See It Live
eRateIQ is a live commercial product. Explore it at erateiq.com (Smarter Leads. Faster Wins.).
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