—Access all client information in one place
GrowthWheel Online offers a simple way to keep all information about your clients in one place.
In the "Business Profile" menu you can add the clients' contact info, business info, team members, legal info, and financials.
Print the Business Profile as visual PDF report with a description of the client's business. Back it up with the company's financials and a 30-60-90 Action Plan. Then you got everything a lender could wish for.
The Business Profile is a new approach to making a document that advisors and client companies can add to a lender information package. It's different and faster than a conventional business plan because the Business Profile is focused on facts and on the current situation.
This is how it works:
- Build the Business Profile with new records to describe each product or service, key markets, customer segments, team members, and more.
- Add information about the business in predefined fields
- Add images to make the report more visual
- Print the full Business Profile as PDF with a single click.
Of course the Business Profile is not all the lender wants to see. But when combined with a well-prepared and detailed budget in a spreadsheet it might be a sufficient alternative to the conventional business plan, which few clients like to write and few lenders like to read.
#1 Add Contact info
Get an overview of all contact information on your client.
#2 Add Team Members
Keep track of current team members - and their position - in your client's company.
#3 Add Legal information
Add all legal information for the client company.
#4 Add Financials
See your client's financials including the budget for last year, this year and next year.
#5 Make a Business Description
Add all information about the company: it's product and services, and key markets and customer segments
#6 Add Business Description
Here you can tell about the company's history, mission, vision for the future, needs and problems, scalability, and values. Top it up with a nice image.
#7 Add Key Market/Customer Segment
What are the company's key markets and customer segments? List top 5 clients and market share.
#8 Add Product/Service
Describe each of the products or services of the company: Who are the typical buyer, how does it create value for the buyer, and what is the price range and revenue.
#9 Finish by printing the Business Profile
Print the Business Profile as PDF and back it up with the company's financials. Top it up with a 30-60-90 Action Plan. Then you got everything a lender could wish for.