Updated feature: 360° Assessment Pop-up With Suggested Tools

You asked for it: Now you can assess client needs and share relevant tools at the same time in GrowthWheel Online.

We’ve redesigned the 360° Assessment and linked it with the Tool Library, so you can easily work with clients on what matters most by assessing their needs and sharing tools—all within the same dialog.

The updated 360° Assessment now opens as a pop-up with sections, making it easier to navigate. We’ve also added an auto-save feature, ensuring that your updates are saved in real-time.

When you create an assessment and select a focus area—up to five areas at a time—suggested tools will now appear directly below in the new Tool Suggestions section, allowing you to quickly find decision sheets, frameworks, and articles that match your client’s needs.

You also now have a new Email section, where client details, a suggested title, and your signature will be pre-filled automatically. Any selected tools will also be included, and you can easily remove them before sending.

Lastly, we have added an Action Plan section where you can input decisions and actions for follow-up, as well as a Notes section, that you can choose to share with clients—or keep them private.

We hope this update makes it even easier to assess clients needs and share resources all in one place.

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

Updated feature: Existing clients are recognized on Intake Forms

Avoiding duplicate clients in your CRM system has never been easier.

Clients often fill out multiple forms when requesting counseling or signing up for training sessions, leading to duplicate entries in the system.

With this recent update to the intake forms in GrowthWheel Online, the system will recognize if users are already registered, eliminating the need for them to re-enter their information.

Clients will still be able to see their point of contact, ensuring they can easily reach out if needed.

Business Advisors will receive an email notification every time a new or existing client submits an intake form, whether it's for a counseling request or training registration.

Existing counseling clients who register using the training intake form will remain in their current client list, ensuring that counseling and training-only clients are kept separate and organized.

If a training-only client registers for counseling, they will be automatically transferred from the training menu to the pre-client tab, allowing an advisor to contact them regarding their counseling request. Advisors can reach out to clients directly after they've submitted their intake forms.

We hope this feature update will make it easier for clients to register for counseling or training without creating duplicates or having to fill out multiple intake forms.

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

New feature: New Training Intake Form for SBA Advisors

If you are a WBC or a SBDC reporting to the SBA, accurately reporting your client’s 641 information during training is essential.

With the new training intake forms, you can now effortlessly collect client information when they register for a training session.

This feature introduces a new training menu under your client list, allowing advisors to easily identify clients who have registered only for training services.

If any existing counseling clients also register using the training intake form, they will remain in the client list they currently are. This ensures that counseling clients and training-only clients are not mixed up in your client list.

Whether a training or counseling client submits a training intake form, a ‘Training’ tag will automatically be associated with their profile.

And if a training-only client registers for counseling, they will automatically be transferred from the training menu, to the pre-client tab so an advisor can contact them about their counseling request. 

We hope this update helps business advisors collect all necessary information for training clients and properly identify them on their client list.

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New feature: Change the Primary Advisor for clients

From time to time, clients move from one advisor to another, and you want to keep track of this on GrowthWheel Online.

Now, you can change the Primary Advisor for each client with a click.

You can do it from the client's profile, on the Team page under the Business Profile menu.

In the Advisor Team section, search for the advisor you want to add to this client. Now, simply click the three-dot menu and choose ‘Make Primary Advisor’.

This will automatically assign this advisor as the new primary advisor for your client.

We have also added the option to revoke access if you no longer want this advisor to see this client on their advisor list.

If you choose this option, you are revoking the advisor's permissions for these clients, so they will not be able to view or add any information.

If you are part of a network, changing the primary advisor for your clients can transfer the client from center to center, depending on which center the advisor is associated with.

We hope you find this update helpful when changing the primary advisor for your clients.

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

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We made a User Guide PDF for you to access at any time. Download it below and learn how this new feature works:

Introducing: Business Advisor Certificate (BAC)

We are launching a new GrowthWheel Professional Development Program for Business Advisors focused on interpersonal skills to become a trusted advisor!

As business advisors, you may already have access to training in technical skills for business advising. However, is a challenge also getting training in interpersonal skills.

A fact is, all business advisors would like to be a trusted advisor to their clients!

Therefore, it is important that professional development programs also offer training focused on developing or enhancing interpersonal skills.

Our new educational program, The Business Advisor Certificate (BAC), is an additional certificate available for $750, that business advisors can earn by completing three certified workshops. 

This training is designed specifically to help business advisors build trust and lasting relationships with clients.

This new training program is available to all business advisors, whether they're GrowthWheel Certified or not.

Being GrowthWheel Certified grants advisors access to our monthly Continued Education workshops without any additional cost. These workshops are focused on enhancing technical skills on how to be the best business advisor they can be.

Advisors can get higher certification levels annually by completing the required three workshops for each level, alongside an annual Re-Certification to keep the knife sharp!

All GrowthWheel Certified Business Advisors, get a special 50% discount on The Business Advisor Certificate (BAC) using the code “GW50” at checkout.

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Outlined below are the different educational program paths offered by GrowthWheel, catering to both GrowthWheel Certified and Non-Certified Business Advisors around the world

How the Business Advisor Certificate (BAC) Works

The workshop program currently consists of six certificate workshops, covering all the key skills to become a trusted advisor to clients and build lasting client relationships.

3 workshops are required to earn the certificate, which can be taken monthly Live Online, or In-Person at selected industry events throughout the year.

Pricing Details here.

The Business Advisor Certificate (BAC) is valid for one year. 

This gives an opportunity to stay committed to ongoing professional development during the year and keep your skills updated to date. Continuously learning with and from other advisors. 

Every year advisors can take 3 new workshops or re-take and refresh previous training topics! It’s up to the advisor how they want to design their professional development path with the workshop offerings we have.