New CRM feature: Email with Meeting Minutes Generated Automatically!

This month we made it easier to send meeting minutes to clients after each meeting - automatically

You might have been asking yourself if there was an easy way to put items from the 30-60-90 Action Plan into an email with a summary of the meeting.

Well, now there is!

Take a look at any of the meetings you have recorded with a client and you will see a new section with an email template ready to send to the client with one click!

This email template will automatically populate meeting information like the meeting date, location, topic of discussion, purpose, next meeting, and — not the least – the decisions and actions added to the action plan and marked as shared with the client.

You will be able to edit the template before sending it to your client, so you can add a personal note. 

With this new update, it will be much easier to share meeting minutes with clients. And if you are using a back-end CRM system you can even send the mail bcc so your meeting minutes are automatically recorded in all the places you need.

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In this short video, you will see how to use this new feature:

New update: Option for Monthly Budgeting

Decide to plan budgets by quarter or – with our upcoming update – by months! The easiest way to get the big picture of future financials.

Now you – and your clients – can decide to switch to add budgets data by quarters or by months.

By having the option available on each page where you usually track budget data by quarter, you can now switch to a monthly tracking page, for an more detailed view of the future numbers.

The page will adjust table entry and graphs to a monthly view. Here you can enter numbers distributed differently than on the quarters view.

You can always go back to the quarter and get an overview of the numbers you added before, if that’s the case.

As always you can print these pages as a nice PDF file to share with the client.

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Easily Track Budgets by Month or by Quarters
— With Beautiful Autogenerated Graphs!

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New: OnDemand Training for Entrepreneurs

You can now offer – at no extra cost – OnDemand Training for clients. Delivered effortlessly. Direct from GrowthWheel to your clients on a co-branded eLearning platform with your logo

Each workshop covers the topics of one of the 20 GrowthWheel focus areas and when taking the course, participants will get access to the frameworks, decision sheets, and articles.

We will design a customized and co-branded e-learning platform for your center, with your logo, links to one or more pages on your website, and of course, with a custom intake form so you can gather the information about participants that you need.

It is your decision to charge - or not - for the GrowthWheel OnDemand Workshops (terms apply if you charge). And also, we can host your own recorded content for a small monthly fee.

It takes us less than seven days to get your new ondemand course platform up and running!

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Example of e-learning site
— With GrowthWheel and Own Content

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New: Easy migration from other CRMs!

It has never been so easy to change to GrowthWheel as your new CRM system! We have a migration team ready to help you with the transition from an old system to GrowthWheel.

Getting your historic data to be migrated into GrowthWheel is now an easy task. We have designed a 7-step process to get data and team ready and onboarded to start using GrowthWheel as a new CRM system, and Client Collaboration Platform 

You will have a stress-free migration process to GrowthWheel, usually in 2 weeks, and with full support from the GrowthWheel Migration Team.

New update: Share clients with advisors from other centers

Now you can easily share clients with any other advisor from other organizations in your network!

From the team member's page of a Client Company, you can quickly search by email, name or center and find any GrowthWheel Certified advisor from other centers who are part of your network.

You can revoke access to the advisors you have shared the clients with at any time!

This is an easy and simple way to share your clients with other colleagues that may not be part of your organization, but are working with this client too.

Contact us if you are working closely with other centers and are not already set up as a network.

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New update: Report Form 641 & 888 data to EDMIS NG (for SBA-funded Agencies in the US)

Don’t worry any more about long error reports when uploading your 641 and 888 forms. You can now make error-free reports from GrowthWheel Online to upload on EDMIS NG!

Thanks to our upfront data validation and conditional logic, business advisors will have all data entered correctly into GrowthWheel Online. By the time you are required to report your 641 or 888 forms data to the SBA, with just a few clicks you will be able to export an XML file without errors to upload on EDMIS NG.

This is the easiest and fastest way to get your reporting ready to avoid delays, extra work and stress on the team.

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New: GrowthWheel 888 Training Form – (For SBA-funded Agencies in the US)

We added the last piece for being EDMIS compatible, with the implementation of the 888 Training form on GrowthWheel Online!

Advisors are able to register training sessions on GrowthWheel Online with all the required fields and validations to get an error-free report to upload on EDMIS NG.

With this new feature you’ll be able to:

• Fill out a 888 form for all your training sessions to report back to SBA.

• Register participants by individual or aggregated registration.

• Make an export of an XML file with the 888 training sessions of your organization.

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Add Training Registration by Participants
— and easily add demographic information

Using this method you will add training participants with their demographic specifications and get calculated the aggregated data required for the reporting.

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Update: Email multiple clients at once!

Share events, courses invites, tools and much more to multiple – or all  – clients with just a few clicks. The easiest way to communicate with all your clients.

Select multiple or all clients from your client company’s list and choose the option in the bulk action menu ‘Send Email’. This will generate a template with all the clients’ emails for you to just add the message and click send!

It is fast and easy to reach all your clients whenever you need – it will help you reduce time and efforts.

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Update: Download the new '5-Packs' of Decision Sheets

This month we are releasing “5-packs” - The Decision Sheets you already know but packed with the 5 tools under each Focus Area.

This means you can send more tools faster, so when the clients would like to focus on “Marketing”, “Financing” or “Employees”, you just send them the whole stack.

Remember the best way to share tools? Just share them! They are self explanatory and comes with videos for the client. You just have to say "Take a look at this stack and pick any tools that looks useful to you."

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In this short video, Elizabeth Binning will show you how this feature works:

New GrowthWheel Continued Education Program for Certified Advisors!

We are launching a new Continued Education Program for GrowthWheel Certified Business Advisors this year at no additional cost!

The GrowthWheel Continued Education (CE) program offers Certified Advisors to continue their professional development every month as often as they wish, and get proof of a higher skill level.

After the initial GrowthWheel Certification Course advisors can obtain up to four higher levels of certification.

To obtain your next level advisors must complete three qualifying “Continued Education Workshops” (2 hours) along with an annual Re-Certification (4 hours).

This program will help you:

• Advise clients with confidence

• Build a career path with Certificates

• Get up to 48h of Professional Development

Certification Workshops are available every month Live Online and later On Demand.

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Update: New EDMIS Error Dashboard & 641 Intake Form for your website

We keep improving GrowthWheel NG (Next Generation) for SBA-funded agencies with a new simple way to get an overview of errors on the 641 form — before you submit to EDMIS!

With the new “EDMIS view” you can now see any errors all your clients 641 data including the intake form and the counseling sessions.
With a list of error count it’s very easy for all advisors to check missing client information or wrong data and make the updates needed.

In this way you always know — in advance — when your client's records are ready to be reported to SBA.

You will also have a new “Last Updated” date indicator that will turn red after 90 days without any update on the client’s 641 information. This way you can make sure your clients' information is up-to-date.

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In this short video, Elizabeth Binning will show you how this feature works:

Updated 641 Intake form sharing settings
— Share or embed in your website your 641 intake form 

You can now share the 641 intake form with your clients online.

Find your custom link sharing on the new "Intake Form" submenu under your “Profile Settings” menu. Each advisor on GrowthWheel Online will have a unique link to share. 

You can also embed the 641 intake form on your website. Copy the embed code from your intake form settings page and copy it to your webpage. 

We continue our work with GrowthWheel NG (Next Generation) to be EDMIS (SBA) Compatible...

What is coming next?

• Register your 888 training sessions with aggregated numbers

What is coming later?

• Simple Export: All 641 and 888 report files in XML format for upload on EDMIS NG.

• Easy migration: Seamless import of your historic 641 and 888 data

• Register your 888 training sessions with individual participants

Update: Improved design for tracking “Interactions”

This month we re-designed the interaction’s dialog so you now have an even better experience when you invite clients for a meeting or make meeting notes.

It is easier now to focus on the separate sections throughout the meeting with clients. You can open or close the different sections on the pop-up to add information through the meeting.

Now you can download the interaction directly from the pop-up. And as usual, decide to share with your clients with one click on the share button!

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In this video, Elizabeth Binning will show you the recent upgrade to the “Interactions”:

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Instant updated interaction’s drafts
— All added information is automatically saved!

All interactions are automatically saved as Drafts, that means your clients will not see anything until you share the interaction with them.

We also added an “auto-save” functionality, so every time you make a change or add some new information, it is automatically saved without the need to click the save button.

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New update: Google Address Lookup

With our newest addition of the Google Address Lookup you and your clients will have an easier, faster and accurate way to enter a business address. 

You now can:

• Quickly lookup for your client’s address information using Google’s database

• Have your clients search for their address when filling out their intake form

• Add a second address; personal, P.O. Box, or any other address in a separate field

We hope that this upgrade helps make sure your address information is always correct.

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In this short video, Elizabeth Binning will show you how to use this new feature:

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It could not be easier to find your client’s address
— Use the Google Address Lookup function!

Start typing your client’s address and select an option from Google’s suggestions. The rest of the fields like, county, city, state, and postal code will automatically be calculated!

Remember you can add any alternative as a second address in a separate field.

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New feature: Advisors’ Personal Notes + Zoom links for meetings

With our brand new Personal Advisors’ Notes, you can now add unlimited notes on all your clients on GrowthWheel Online.

We are stepping up our Notes feature so you — and your advisory team — can add notes about your clients on the following 3 pages:

• Engagement

• Demographics

• Interactions

You will be able to add, edit, and see who added the notes from your team with the “last updated” date. You can only edit your own notes. If other advisors have added notes you will see who created the note and when. 

In the future, we will continue adding notes on many different pages and records across the system.

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In this quick video, David Madié will show you how it works:

View on VidGrid

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Advisory Team Personal Notes
— Take notes of your clients under Client Relation

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Save default personal Video Conference links
— Access directly from the interactions page

Add all your custom Video Conference links and choose the one you want to use for each meeting. You can also add a new specific link for a one-time interaction.

Click the “Go” green button to go straight to the meeting or click the “Copy” icon to share it.

• Under “Account Settings” add a personal video conference link

• Add custom names to identify each conference link

• Access, copy and delete any link

New feature: Add Tags and Filter Your Client List

This month, we are happy to introduce our new tagging feature, which will help you to quickly filter and find your client companies by categories that you define yourself.

With the new Tags feature, you can easily add as many tags as you like to your client companies. Tags can be added on the “Engagement” page or in a new “Tag View” on the “Client List” page.

It’s very simple. Just select your client, type any word you want, click enter, and the tag will be added to your client.

You can also filter your clients by tags. Click the filter icon and search for a tag, select it, and you will see a list filtered by your selection. You can select more tags to narrow down your search.

In the future, we will make it possible to add tags on many different records across the system, including mentors, advisors, resource partners, files, tools, interactions, and more.

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In this quick video, David Madié will show you how it works:

View on VidGrid

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Client Companies Listed by Tags
— Print it as a PDF

As always, you can download this tag view as a PDF file, filtered or unfiltered. Just click on the download button. This will give you a great overview of your client portfolio.

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