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

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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

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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

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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

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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

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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