2022 was yet another year with monthly software updates — as always based on requests from the community of GrowthWheel Certified Business Advisors.
In 2022 we released 9 new features and services in addition to various backend features in the software. Check them out below or see them in action on GrowthWheel Online.
Release overview
Continued Education Program for Certified Advisors at no additional cost!
The GrowthWheel Continued Education (CE) program offers Certified Advisors - at no cost - to continue their professional development every month as often as they wish, and get proof of a higher skill level.
“5-packs” - The Decision Sheets packed with all 5 tools under each Focus Area.
With this update you can now send more tools faster, so when the clients would like to focus on “Marketing”, “Financing” or “Employees”, you just send them the whole stack to work on with one click.
With this update you can now select multiple or all clients from your client’s list and choose the option in the bulk action menu ‘Send Email’. You’ll get a template with all the clients’ emails for you to just add the message and click send!
Share clients with any other advisor from other organizations in your network!
From the team member's page of a Client Company, you can now quickly search by email, name or center and find any GrowthWheel Certified advisor from other centers who are part of your network.
Register SBA 888 trainings with aggregated or participants data.
Advisors with SBA-funded agencies in the US are now 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.
Export SBA 641 & 888 Forms – Error-free reports to upload on EDMIS NG.
SBA-funded agencies (US) can now submit error-free reports to upload on SBA’s EDMIS NG! Thanks to our upfront data validation and conditional logic, business advisors will have all data entered correctly into GrowthWheel Online.
Easily add Quarterly or Monthly budgets!
Decide to plan budgets by quarter or now – with most of our recent update – by month! The easiest way to get the big picture of future financials with the specification the client needs.
OnDemand Recorded Training to your clients on a co-branded LMS platform
Now you can at no cost offer 7 OnDemand Training for clients delivered effortlessly. Direct from GrowthWheel’s Elizabeth Binning to your clients!
Migration to GrowthWheel CRM from current CRM systems.
With this technology you are now able
to switch to GrowthWheel as your new CRM-system with a fast and easy data migration.
We have designed a 7-step process to customize the platform, import data,
and get your team onboarded to start using GrowthWheel as a new CRM & Client Collaboration platform
That's all for 2022!
We will continue in 2023 with more updates from our community to help you be the best business advisors you can be.