New Release: Schedule Future Meetings on GrowthWheel Online

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Our February release brings an update to the Interactions menu so you will be able to schedule and invite clients in addition to keeping track of past interactions.

Starting today, you can schedule interactions like meetings, phone calls, and workshops in the “Interactions” menu on GrowthWheel Online — and invite one or more clients to join you.

When you invite a client for a meeting you can use our new customizable email templates that list all the practical details and allow you and your client to copy the meeting to your personal calendar.

In the Interactions menu you will be able to filter planned interactions from past interactions, manage all interactions, and generate analytics.

You can also print all planned and past interactions as a visual PDF you can use for reporting.


On GrowthWheel Online you and your clients will be able to:

  • Schedule interactions like meetings, phone calls and workshops and add practical details and purpose of the interaction.

  • Copy new meetings to your Google, iCal or Outlook calendar

  • View and download all past or planned Interactions on GrowthWheel Online


3 Easy Steps to Plan Interactions

#1 Schedule a new interaction

Fill in all relevant information about the new interaction, such as type, date and time, location, and purpose.



#2 Invite one or more clients

The customizable email templates make it easy to invite your client to join you for a  meeting. You and your client can also copy the meeting to a Google, iCal, or Outlook calendar.


#3 Manage and download interactions

You can manage all past and scheduled interactions on GrowthWheel Online and download the list as a visual PDF that you can use for reporting.



 

New Release: An easy way to put customer references on display

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For our first release of 2019, we are launching an update to the Business Profile that makes it possible to display the customers that can serve as your client’s references.


With Customer References your clients can easily show their customer references to lenders or others who receive the company’s business. These references may have positive stories they can share about your client’s products or services.

This feature will be available in the new menu “Customer References” and allows you and your clients to add more detailed information about your client’s customers — in addition to the market and customer segment in the Business Profile.


On GrowthWheel Online you and your clients will be able to:

  • Create new Customer References and add details about them

  • Download all Customer References as a visual PDF

  • View all Customer References on GrowthWheel Online


3 Easy Steps to Show Customer References

#1 Create a new reference

Add all the details about each of your client’s customers, such as name, status, description, and the year the customer was acquired.

You can also upload an image or the customer’s logo.


#2 Download PDF overview

Get a visual overview of your client’s customer references by downloading them as PDF file.

Now you can easily print or share the references with other stakeholders.


#3 Manage references online

You and your client can view or edit all customer references on GrowthWheel Online in the new menu.



 

2018 in Review: New Releases on GrowthWheel Online

Over the course of 2018 we have improved and added new features on GrowthWheel Online thanks to the valuable feedback from our users!

We are committed to making continuous and never-ending improvements of the software in collaboration with our users. We release new features on a monthly basis, and we have hundreds of upcoming features on our road map.

In 2018 we released 10 new features. Check them out below or on GrowthWheel Online.


Release overview

January: Track Your Clients' Profit with Charts

In our first release of 2018, we added profit charts to the Business Profile. This gives you and your clients a more comprehensive and complete financial view of the business.


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March: E-mail Templates

Save time when you invite new clients with our new e-mail templates brought to you in March.

Instead of writing an new e-mail every time you invite a client to the platform, you now have a ready-made e-mail that you can edit to your wishes.


April: Manage Mentor Relationships

With our April release we created the option to manage your relationship with external mentors on GrowthWheel Online.

In the menu "My Network" you can add mentors, create mentor profiles and download them as good-looking PDFs.


June: See your Clients Market Potential with a Visual Chart

With our June release you can see a visual chart that shows the market potential of your client companies.

Simply add estimated numbers for Market size, Market potential, and Current Market in the client’s Business Profile.


July: Add Partners to the Business Profile

With this release you can add a list of your client companies' partners and see them on a new page in the PDF.

Showing who the client is working with is important information that is useful for banks, lenders, investors, and also yourself.


August: Add the Client's Legal Documents to the Business Profile

Share Legal Information with Stakeholders.

This release makes it possible for advisors and client companies to upload legal documents to GrowthWheel Online and include them in the Business Profile. 


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September: Assign Decisions and Actions on the 30-60-90 Days Plan

Execute on your ideas by assigning and follow-up.

Our september release brought a substantial improvement to the 30-60-90 Days Plan that allows advisors and their client companies to assign decisions and actions directly to team members.


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October: Video tutorials for all Decision Sheets

With this release, you and your clients can watch short video tutorials that explain the 100 GrowthWheel Decision Sheets.

Find the Decision sheets on GrowthWheel Online, and look for the video icon!


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November: Plan your workshops with GrowthWheel

In November, we released ready-made workshop programs that you can use to plan, promote, and execute your own workshops.

All materials can be tailored to fit your exact needs.


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December: Save and share links on GrowthWheel Online

Our December release enables you to add links to your Personal Tools for each stage of your service: Intake forms (PDF links), Information to register a business, Links to instruction videos, Online sign up forms for your organization’s workshops, and so on.


 

Amazing Year for GrowthWheel South Africa

2018 is quickly coming to an end, but what a year! For GrowthWheel South Africa 2018 has been a very special year that we couldn’t have anticipated.

GrowthWheel Certification Course

GrowthWheel Certification Course

We have run 8 Certification Courses hosted by Alexander Forbes and with the Brian Simelane as instructor and welcomed more than 60 new GrowthWheel Certified Business Advisors.

It’s been 6 years since the first business advisors from the South African entrepreneurship development support eco-system were certified.

Today, more than 250 business development service organizations, accelerators, and incubators use GrowthWheel to create jobs and help small businesses grow.

This year, we have also participated in several key conferences, roundtables, international study trips, pitch competitions, award ceremonies and hundreds of meetings.

Our masterClass at the AfriLabs Annual Gathering was an epic milestone, and it was a huge privilege to be part of the African community.


Signing of the MOU with IBASA

Signing of the MOU with IBASA

We could have not anticipated that after the South African Business Conference 2018 we finally would sign a landmark agreement with The Institute of Business Advisors Southern Africa (IBASA)  that aims to enable over 2000 business advisors to enhance their impact with the GrowthWheel Framework and cloud platform.

Or that we would collaboratively join Small Enterprise Development Agency (SEDA) and the YES initiative  that was launched by President Cyril Ramaphosa in 2018 to help SMMEs throughout South Africa to create sustainable jobs.

Also, we would not have anticipated that in 2019 the Seda Incubation eco-system might turn out to be completely paperless due to our co-creation partnership with SEDA and Incubation Partners.


We are looking forward to what the new year will bring, continue to strengthen and grow our collective impact, partnerships with our stakeholders, empower the business advisors and incubators to support the ecosystem in South Africa.



NEW: Save and share links on GrowthWheel Online

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Now you can share links to YouTube videos, PDF-files, your organization’s website and more with your clients the same way you share tools on GrowthWheel Online.

This release makes it easier to add and organize information that needs to be shared between you and your client — keeping everything in one place.

You can add links to your Personal Tools for each stage of your service: Intake forms (PDF links), Information to register a business, Links to instruction videos, Online sign up forms for your organization’s workshops, and so on.

To get started, login to GrowthWheel Online, and go to the menu Personal Tools.

You will be able to:

  • Save website or video links that you can later share on GrowthWheel Online with your clients.

  • When saving the link in Personal Tools, you can add it to your favorite tools, share it with clients by email, or add it to the tool basket (if you want to share multiple tools and links).


Add links to your Personal Tools in 2 easy steps

#1 Add links you want to share

Go to the menu Personal Tools to add a new link. Add a name, choose “link” in the category, and add the URL of the link you want to share.

You can also add a thumbnail of the information you want to show.


#2 Share links with your client

After adding a new link, you can share it by email with your client, add the link to your Favorites, or the Tool Basket.

You can also add the link directly to the advisor/client files so the link is automatically shared with that person.



 

NEW: Plan Your Workshops with GrowthWheel

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In November, we are happy to release ready-made workshop programs that you can use to plan, promote, and execute your own workshops.

The workshop programs on GrowthWheel Online, make it easier than ever before to set up and organize your own training. All materials can be tailored to fit your exact needs.

To get started, login to GrowthWheel Online, select a workshop topic, and download the template description and slidedeck.

In the footer menu Workshop Programs you will find:

  • 20 new workshop descriptions that you can use for inspiration or as templates

  • 20 new slidedecks with outlines for workshops including presenter notes

  • 2 brand new Decision Sheets that will help you plan the training

  • Examples of workshops run by GrowthWheel Certified Advisors

If you would like more ideas for how to plan you own workshop program join our OnTrack Webinar on December 14th.


4 steps to prepare your own workshop program

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#1 Decide what you would like to offer your clients

You can use the 2 new Decision Sheets to decide what you would like to offer your clients and which focus areas your workshops will cover.


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#2 Plan each workshop

You can use the 20 new workshop descriptions - one for each focus area - as inspiration to plan your own workshops.

The workshop descriptions are available as PDF’s and as template PowerPoint slides.


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#3 Promote your workshops

You can use the marketing slides or workshop descriptions to promote your workshops. All are available as template PowerPoint slides.

You can also see examples of how other GrowthWheel Certified Advisors are promoting their programs.


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#4 Get ready for kick-off

You can use the 20 new template slidedecks as an outline for your own presentation.

All slides have presenter notes to make it even easier for you!


 

GrowthWheel at EBN Techcamp in Noordwijk, the Netherlands on November 22-23

We are exited to be back at the 8th annual EBN Techcamp in the Netherlands next month.

The EBN TechCamp is the main EBN technical event where incubation and acceleration practitioners from EU|BICs all over Europe and beyond come together for mutual learning, experience exchange and enhancement of technical know-how.

Make sure to come see our presentation of the GrowthWheel visual Toolbox on the first day of the conference, presented by Oliver Mika between 12:30 and 13:00, November 22. During this half an hour participants to the TechCamp will have the chance to discover the tools that are available for support organisations to improve the quality of their job.

Also, don’t forget to drop by our booth for a quick demo of how our online platform can help business advisors and their clients grow in the cloud.

We look forward to seeing you there!

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NEW: Video Tutorials for all Decision Sheets

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With our October release, you and your clients can now watch short video tutorials that explain the 100 GrowthWheel Decision Sheets.

As an advisor you can watch the video tutorials under My Toolbox on GrowthWheel Online — just look for the video icon!

Each video tutorial explains the Decision Sheet in 1-2 minutes: the job to be done, how to do it, and next steps.

When you email or share a Decision Sheet, your client will be able to watch the video tutorial if he or she has been invited to work with you on GrowthWheel Online. So all you have to do is invite your client and start sharing!

More than ever before the video tutorials allow for clients to better self-serve, giving them an improved digital experience when working with you.


Below you can watch the video tutorial for the Decision Sheet Staff Cost Benefit


3 steps to share tutorial videos with your clients

#1 Look for the video icon

Log in on GrowthWheel Online, go to the Toolbox, find one or more Decision Sheets, and look for the video icon.

Click on the video icon to watch the tutorial.

 

#2 Share Decision Sheets with clients

Select one or more Decision Sheets and send them to your client.

When you share a Decision Sheet, your client can click on the video icon in the email and will be directed to the menu Advisor Files on GrowthWheel Online, where he or she can watch it.

 

#3 Your clients can watch the shared video tutorials on GrowthWheel Online

You client can always find video tutorials for shared Decision Sheets in the menu Advisor Files on GrowthWheel Online.

 

Meet GrowthWheel at the GCEC Conference in Chicago, Illinois on October 18-20

We look forward to seeing you at the 2018 Global Consortium of Entrepreneurship Centers (GCEC) annual conference in Chicago, hosted by DePaul University and Illinois Institute of Technology.

The GCEC is the premier academic organization addressing the emerging topics of importance to the nation’s university-based centers for entrepreneurship. It has become the vehicle by which the top, established entrepreneurship centers, as well as emerging centers, can work together to share best practices, develop programs and initiatives, and collaborate and assist each other in advancing, strengthening, and celebrating the role of universities in teaching the entrepreneurs of tomorrow.

Join our session - Turn students into entrepreneurs

Date & Time: Saturday, October 20, 1:00-2:00 PM

Location: Illinois Tech Campus Concurrent Sessions - Siegel #118 Auditorium

Description
Join us to learn how using visual and interactive tools help students take a deeper dive and instantly see the visual data regarding the progress of decisions and actions they are working on as well as the outcomes they have achieved in their project. We will discuss how the absolute flexibility of the toolbox means that it can be fully adapted to an existing curriculum or center service protocol.

Presented by

Elizabeth Binning
Product & Learning Specialist
GrowthWheel, NY

Michael Sanderson, Saint Mary’s University

Matt MacPhee, Saint Mary’s University


Drop by our booth for a quick demo of how our online platform can help you give your studens a digital experience.

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GrowthWheel is attending the annual AWBC Conference in Tampa, Florida on September 25-27

We are happy to be a sponsor of the 2018 Women's Business Centers Leadership Conference presented by the Association fo Women's Business Centers (AWBC) this month in Tampa. 

This year's conference will focus on leadership, capacity building, and sustainability for WBCs through training and presentations from U.S. Small Business Administation. It provides the opportunity to expand your network of key advisors or mentors, and to increase your toolbox of resources to grow your revenue and your clients.

Drop by our booth for a quick demo of how our online platform can help advisors work smarter.

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GrowthWheel joins the NACCE 2018 Conference in Fort Worth on October 7-10

We are looking forward to join the NACCE2018 conference in Fort Worth, Texas next month.

The 16th annual conference of the National Association for Community College Entrepreneurship (NACCE) revolves around “The Entrepreneurial ecosystem revolution." Panels and breakout sessions featuring NACCE members from across the United States will share best practices for entrepreneurial leadership and experiential teaching across academic disciplines.

Join our session

Date & Time: Monday, October 8, 9:45 AM - 11:00 AM

Room: Texas Ballroom A

Track: Academic Programs

Level: Intermediate

Description
Have you found it difficult keeping students accountable efficiently? Want to create efficiencies while managing large numbers of students? Engage in an active learning experience designed to solve problems you experience in their classroom settings. Share frustrations and leave with solutions!

Learning Objectives
Learn how other educators are solving common challenges in the classroom.

Apply some innovative ways to keep students engaged and accountable using online learning systems.

Walk away with new connections from the active learning and networking activities planned.


Presented by

Elizabeth Binning
Product & Learning Specialist
GrowthWheel, NY

Dr. Andy Gold
Assistant Professor, Entrepreneurship & Management
Hillsborough Community College, FL



GrowthWheel is happy to be a sponsor of the conference. Drop by our booth for a quick demo of how our online platform can help you give your studens a digital experience.

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Assign Decisions and Actions on the 30-60-90 Days Plan

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Execute on your ideas by assigning and follow-up

We are happy to release this long wished-for improvement of the 30-60-90 Days Plan that allows advisors and their client companies to assign decisions and actions directly to team members.

With the 30-60-90 Days Plan on GrowthWheel Online it's easy for you and your team to list all the nice-to's and need-to's, sort them as decisions or actions, and produce an actionable timeline. But who makes sure it actually gets done? 

With this release you can:

  • Assign tasks to team members and colleagues

  • Filter tasks by assignee

  • Print a visual PDF that show who is in charge of each task

When everyone knows who is in charge getting things done is somehow much easier. You no longer have to worry about all the tasks on the list, but can focus your time and energy on the tasks that you are actually responsible for. 

If you are an advisor who work with founder teams, this will help you work more efficiently with your clients. Turn talk into action by making sure that all the tasks that come up during your meeting are listed, prioritized, and delegated. 

After your meeting you can print the 30-60-90 Days Plan as a visual PDF-report and send it to your client and other team members. Or you can use it as a follow-up before your next meeting. 


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#1 Assign tasks to team members and colleagues

Decide which team member should be responsible for each decision or action. 

You can filter by focus area, type, who is responsible, and priority. 

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#2 Get an overview of all decisions and actions

Print a visual PDF report to get a quick overview of all the tasks and who is responsible for what. 

Share the PDF with your clients and colleagues after a meeting, and use it to follow-up before your next meeting. 

Add the Client's Legal Documents to the Business Profile

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Share Legal Information with Stakeholders

This release makes it possible for advisors and client companies to upload legal documents to GrowthWheel Online and include them in the Business Profile. 

You can already add legal information like company registration number, founding date, and legal entity, in the Business Profile.

However, you might also need to communicate additional legal information to stakeholders like banks, investors, or advisors.

Legal documents can be anything from by-laws and shareholder agreements to permits and certificates, and anything else you need to share.

This release enables you to upload the legal documents and print the company's entire Business Profile as a visual PDF report. Lenders and other stakeholders will be very impressed! 

Also, we’re introducing a brand new feature called "visibility button." It allows you to decide which documents should be visible on the printed Business Profile.

 


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#1 Upload legal documents

You can upload legal documents like by-laws, shareholder agreements, permits, and certificates. 

Choose a type of document, add title and description, and upload the document. 

 
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#2 Select which documents should be visible

You can decide which documents should be visible when the Business Profile gets printed as a PDF report. 

Turn visibility on or off by clicking on the icon. 

 
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#3 Print a visual PDF report

You can upload the legal documents, select visibility, and print the entire Business Profile as a visual PDF report that you can present to stakeholders. 

GrowthWheel at America’s SBDC Annual Conference in Washington, DC on Sep 4-7

We are looking forward to join the ASBDC conference next month in Washington. 

The theme of this year’s conference is “Connect & Protect" - focusing on how professionals and small businesses can make the right connections and protect their businesses from internal and external fraud, hackers and other cyber threats.

Again, GrowthWheel is happy to sponsor the conference. Drop by our booth for a quick demo of how our online platform can help advisors work smarter.

If you would like to become a GrowthWheel Certified Advisor, join our pre-conference Certification Course in Washington, DC on September 3-4.

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