Become Beta Tester
- Get access to the new features
Become Beta tester to get access to the beta version of the new client management menu, the Online 360° Screening, and Online 30-60-90 Day Plan.
As Beta tester, you will find a new menu called "My Clients" On GrowthWheel Online. Click on it to get started right away - or follow the step-by-step instructions below.
Use the tools with your clients for a real-life feedback right away!
#1: Getting started
Go to the new top menu "My Clients" and select "My Client List". Here you will find all your clients with access to GrowthWheel Online.
#2: Invite your first client
To invite a new client select "New Company" and fill out the information.
We suggest that your start by inviting yourself (e.g. your personal email) or a colleague. This will give you a better understanding of how it works.
#3: View the client
Select one of your clients. In "Client Profile" you can see all current information on the client. In "Team members" you can add more members. In "Client 360° Screenings" you can view old screenings or create a new.
#4: Create your first screening
Go to the menu "Client 360° Screenings" to create a new screening. Start by naming the screening. Then select one of the 3 types of screenings and complete the screening.
#5: Add comments and discuss ideas
If you have any ideas, decisions or actions you would like to remember or discuss with your client you can add comments to the Focus area. Your client will be able to respond.
#6: Choose Focus Areas to work on
Select the top 3 Focus Areas you would like to work on the next 30, 60 or 90 days.
#7: Share the 360° Screening with your client
When the 360° Screening is done your can choose to save it as a draft for your own use. Or you can save it and share it with your client, who will be able to see it and reply on your comments.