GrowthWheel 5-Day Email Course
Learn more about how your workflow as an advisor can be supported, with our short videos.
The intent for this course is to explain you in 5 short videos how GrowthWheel can improve your workflow with clients.
The videos cover the following topics:
Intake Process
Client Assessment
Custom Toolbox
Relationship Management
Reporting and Analytics
#1 Making an Easier Intake Process
This video will focus on saving the advisor time by simplifying the client intake process, in different ways.
Key topics include:
Invite clients to enter business information
Print Business Profiles
Give clients a free online account to self-service
#2 Making a Holistic Assessment of Clients
This video will focus on how you and your clients can make the best possible assessments of a business. Start defining your most important scope of work.
Key topics include:
A protocol to ask questions
360° Screening to find Scope of Work
Scoreboard for Ambitions and Outcomes
#3 Giving Every Client a Custom Toolbox
This video will focus on creating and sharing a personal toolbox for every client. To do so, you can choose from hundreds of GrowthWheel tools and upload your personal files.
Key topics include:
300+ GrowthWheel tools to share
Adding and sharing your Personal Tools
Making a custom package for every client
#4 Managing Client Relationships Better
This video will focus on how GrowthWheel can help logging interactions and time spent with clients, and manage different types of data or information.
Key topics include:
Client Master Data
Interactions/Time Tracking
E-mail integration
Mentor Management
#5 Improving your Analytics with new Metrics
This video will focus on creating reports and analytics in GrowthWheel Online, that will help you identify client succes. As a manager, you will always have an overview of what your organization is working on.
Key topics include:
Viewing real-time analytics for clients
How managers can drill down to advisors and clients
Full transparency of activities and execution