New Features

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.

 

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. 

Add Partners to the Business Profile

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New Partner Page in the Business Profile: 
Let clients show they don't work alone

We continue to improve the Business Profile on GrowthWheel Online and with this monthly release you can now 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 another great piece of information that is useful for banks, lenders, investors, and also yourself as you are helping the business grow.

Under the new submenu "Partners" you — or your clients themselves — can add four different kinds of partners:

  • Professional Service Providers

  • Supplier / Service Providers

  • Channel Partners

  • Technology Providers

Of course we have made a list of the type of partners the clients might have in each category, so it's very easy to add, and be inspired for adding more.


In details:
See all your client companies' partners in the Business profile

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#1 Adding partners

Add partners and indicate all the necessary information such as description, logo and partnership start/end date.

The partner types can be used as inspiration for your clients to list their partners.

 

 

#2 The Business Profile

In the Business Profile you can see an overview of all your client's partners.

Both you and your client can add the information and the page can be printed individually or together with the rest of the profile. 

 

 

See your Clients Market Potential with a Visual Chart

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New Visual Chart for Market Share
The “Markets” page in the Business Profile now looks a little bit more interesting

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

Just  add estimated numbers for Market size, Market potential, and Current Market in the client’s Business Profile. And of course the chart also show up in the PDF Business Profile.

With the visual chart of market share and potential you can:

  • Motivate your clients to fill out the market information to see instant charts.

  • make an even more attractive document for a bank or lender.

  • Start a conversation about what the market potential is and how to reach it.


The Details: Better visual overview of your client companies' market potential

 
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#1 See the Market Potential

Fill out the forms: Market Size, Market Potential, and their Current Market to see the visual chart of your client companies’ market potential.

As you and your clients fill out how big is the market, what is their potential and current market, a visual chart will reflect the numbers.

 

#2 Choose to show the market chart by customers or by revenue

For each market you can choose for to show the market numbers by revenue or number of customers . In some cases you or the client might not know the market size by revenue, but can more easily estimate by number of clients.

 

#3 To showcase in a nice presentation

The chart will be added to your printable Business Profile ready to showcase other advisors, new partners, investors, bankers and more.

E-mail Templates

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New feature: E-mail Template
—Save time when you invite new clients

In this March release, we give you a new e-mail template. It is the first one in a series of e-mail templates and the new feature is based entirely on your suggestions.

Instead of writing an e-mail from scratch every time you invite a client to the platform, you now have a ready-made e-mail.

It is easy for you to edit all the information in the template and the invitation e-mails will by default be send from you.

Whenever you want to invite a client, either when you first create the account or when you want to invite a new team member, you will be able to use this template.

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Track Your Clients' Profit with Charts

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New additions to the Business Profile
—Get a better overview with Profit Charts

In our January release, we are adding profit charts to the Business Profile. This gives you and your clients a more comprehensive and complete financial view of the business.
 
You can now more easily report profits for your entire client portfolio and quickly download it as a nice-looking PDF file.

The data contain all the key profitability numbers such as gross profit, operating profit and net profit. If you are a manager you can also see the aggregated data for your entire organization or network.


New Features — Track client profit quarter by quarter

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#1 Get instant charts of your clients' profit
Add profit on the financials page and get an instant overview of your clients' growth.

 

 

 

#2 Add profit charts to the business profile
With the new profit charts, your clients can get a more extensive business profile to show lenders, financial partners or investors. 

 

 

#3 Use your clients' profit for reporting
Use profit charts for reporting in terms of growth for your entire client portfolio or network. 

Employee Counts and Charts

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Monitor Employee Count
— New page on the Business Profile + Analytics

In our November release, we have added a new feature to the Business Profile: Employee count.

Now you can see charts and tables of how your clients are progressing in hiring new employees.

Your Client List has an Employee Count View, which gives you a full overview of all your clients' employees for each quarter in the current year.

Network Managers also have an overview of the employee count from each organization in their network.


Improve the Business Profile with Employee Counts and Charts

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#1 Get an instant chart of your client's employee count

Improve the Clients' Business Profile with charts and tables of the employee count.

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#2 See Employee count on your Client list

Get a full overview of your clients' employee count progress. Now you can compare counts from previous quarters or years and easily report it.

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#3 Employee analytics for the network

If you are a Network Manager, you can see the big picture of job creation trends for the entire network. You can easily print PDF reports to bring to your team meetings. 

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#4 Employee count for network managers

As a network manager, you can see the employee count by each center that belongs to the network. This gives you an overview of the jobs created across the network.


What is Next?
A sneak peek of what we are working on...

In GrowthWheel, we are committed to making continuous and never-ending improvements of the software in collaboration with our users.

Every month, we release new features, and we have hundreds of upcoming features in our road map.

Here are a few of the most exciting ones:

  • Create job descriptions and employee profiles

  • Use email templates to streamline your communication

  • Assign Decisions and Actions to team members


NEW RELEASE: Better Sharing Features

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Monitor Employee Count
— New page on the Business Profile + Analytics

In our November release, we have added a new feature to the Business Profile - employee count. Now you can see charts and tables of how your clients are progressing in hiring new employees.

Your Client List has an Employee Count View, which gives you a full overview of all your clients' employees for each quarter in the current year.

Network Managers also have an overview of the employee count from each organization in their network.


Improve the Business Profile with Employee Counts and Charts:

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#1 Get an instant chart of your client's employee count

Improve the Clients' Business Profile with charts and tables of the employee count.

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#2 See Employee count on your
Client list


Get a full overview of your clients' employee count progress. Now you can compare counts from previous quarters or years and easily report it.

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#3 Employee analytics for the network

If you are a Network Manager, you can see the big picture of job creation trends for the entire network. You can easily print PDF reports to bring to your team meetings. 

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#4 Employee count for network managers

As a network manager, you can see the employee count by each center that belongs to the network. This gives you an overview of the jobs created across the network.


More Improvements
Based on your suggestions

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See your top 10 clients in a chart

You can now see a chart of the 10 clients you spend the most time on
If you are a manager, you can see your organization's or network's top 10 clients as well. 


What is Next?
A sneak peek of what we are working on...

In GrowthWheel, we are committed to making continuous and never-ending improvements of the software in collaboration with our users.

Every month, we release new features, and we have hundreds of upcoming features in our road map.

Here are a few of the most exciting ones:

  • Manage mentors on GrowthWheel Online
  • Use Email Templates to streamline your communication 
  • Assign Decisions and Actions to team members

NEW RELEASE: Now Financials on GrowthWheel Online

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Track Your Clients' Progress
—Print a one-page PDF with financials

It is our vision that GrowthWheel Online can be used to gather all the information that clients, advisors, and lenders need, and that it can be printed as a great-looking PDF with a single click. 

With this release we are happy to introduce Financials. This new feature helps you track the revenue, export, profit, and funds for each client.

Financials are part of the Business Profile, that you can download as a professionally looking PDF file, or export as an Excel file. But it is also a way to keep track of clients and their progress. 

Your clients can also make a Business Profile on their own. Less typing work for you, more time to help your clients grow. 

In Analytics, you can see revenue charts and tables for all your clients that you can use for reporting. If you are a manager you can see aggregated data for the whole organization. 


New Feature: Financials
Track clients' revenue quarter by quarter

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#1 Add information

You only need to add the information that is relevant for each client. You can choose to add years to the tables and customize them to only show it for the tables your client needs.

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#2 Automatic visual analytics

All info you add to financials will automatically show up as graphs, that will help you analyze the numbers. 

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#3 Client revenue view

Now you can see the revenue for each of your clients in the Client List by switching to the new Client Revenue View. 

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#4 Analytics for all clients

In "Analytics", you can get a quick overview of all your clients' aggregated financials with graphs and tables. 


New Feature: Take Your Data and Walk Away
—Export the Business Profile in Excel

If you need to import data from the Business Profile to another system, all data is good to go. You can easily download one or more clients' Business Profiles as Excel files that you can upload to another system, or you can print the data as visual PDF reports. And your clients can do the same.

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More Improvements
Based on your suggestions

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Employee count

The employee count has been improved and moved to "Team" in the Business Profile, where you can now create a table with the number of all employees. 

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Completed decisions and actions

We have added the completion date to the 30-60-90 Action Plan. You can now see a list of all completed decisions and actions sorted by completion date. 
 


What is Next?
—A sneak peek of what we are working on...

In GrowthWheel, we are committed to making continuous and never-ending improvements of the software in collaboration with our users.

Every month, we release new features, and we have hundreds of upcoming features in our road map.

Here are a few of the most exciting ones:

  • Add competitor page and board member page to the Business Profile 
  • Improved 30-60-90 Action Plan with assigned tasks
  • Improved notification system (gamification) with more reminders and notifications

New Release: GrowthWheel Online 3.0

Announcing: GrowthWheel Online 3.0
—Help you clients grow in the cloud

The last year we have invested a lot of time developing the new GrowthWheel Online platform. Hundreds of beta testers have helped us test and improve the new features, and we are happy to announce that it's now ready to go live!

With GrowthWheel Online 3.0 you can work with your clients online and produce reports that track client progress like never before. The new features will help you attract clients, create better results, and be more productive. 

In this release we have also reorganized the menus and improved the design with new icons. This will make it much easier and faster for you to navigate on the platform, share tools, and work with clients online.

 

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In the menu "My Toolbox" you can (like always) find all tools as writable PDF's, that you can download or email to clients. You can also upload your own tools, save favorites, and search for tools in the search bar. 

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In the new menu "My Clients" you can work with clients online: Write a business profile, track ambitions and outcomes, do screenings and action plans, and manage your client relation. All features have visual analytics and can be printed as PDF reports. 


10 Ways to use GrowthWheel Online
—Try all the new features

#1 Work with your clients online

In "My Clients" you can manage your clients, share them with your colleagues, or invite them to work with you online. More...

#2 List client ambitions

List your client's ambitions and mark with a traffic light indicator if they are on track, in progress, or a challenge. More...

 

#3 Get a 360° view on focus areas

Do a 360° screening of each client's progress or opportunities and save it in the cloud, or invite your clients to do a screening themselves. More...

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#4 Download or email visual tools

Download GrowthWheel tools for decision making as writable PDF files or make custom packages that you can email to your client. More...

 
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#5 Share your own tools

You and your client can upload and share files, including your own personal tools, legal forms, spreadsheets and more. More...

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#6 Create a 30-60-90 Action Plan

List, prioritize, and keep track of all actions and decisions you and your client have agreed to work on. More...

 

#7 View instant visual analytics

Get the big picture of what you work on: Your clients’ activities, their progress, and your client portfolio. Then download all analytics as visual PDF reports. More...

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#8 Track outcomes and metrics

Keep track quarterly of both quantitative results and qualitative achievements you and your client have created together. More...

 
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#9 Log interactions

Log each meeting, phone call, or workshop you have with your client and track time spent, along with action-oriented meeting minutes. More...

#10 Print a Business Profile

Make a visual Business Profile with all info about the business and print it as visual PDF report. Back it up with the company's financials. Then you got everything a lender could wish for. More...


New release: Print a Business Profile with a few clicks

First Item for the Lending Package:
—A good-looking business profile in PDF

Today, we are happy to launch the new Business Profile where advisors can quickly write and print a good-looking PDF report with a description of the client's business.  

This 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 with a click.


Below you can download a sample business profile to get an idea about what it could look like:

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.


Business Profile
—Add all information about the company

#1 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. 

 
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#2 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. 

 

#3 Add Key Market/Customer Segment

What are the company's key markets and customer segments? List top 5 clients and market share. 

 

#4 Print 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.


What is Next?
—A sneak peek of what we are working on...

GrowthWheel Road Map

We are committed to making continuous and never-ending improvements of the software in collaboration with our users. Every month we release new features. Here you can see what is on top of the list:

  • A simplified menu design where you can easily manage tools and clients
  • Improved business profile with competitor info and board members 
  • Create standard email templates to use when writing clients

 

New release: Share 5 new good-looking PDF reports

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Now, all visual analytics are available as PDF reports, so you can share them with your colleagues, managers, and stakeholders. 

The analytics show big data that will help you see trends from a few or hundreds activities for a large client portfolio over a year. 

  • What are your client's ambitions? 
  • Which results and achievements have you accomplished together? 
  • What type of clients are you working with? 
  • How many actions and decisions have clients completed?
  • How many results and achievements have clients accomplished? 

Because the reports are in PDF you can easily email them, use them in a presentation, or upload them to any other CRM system you might be using.

If you are a manager you can also get reports with analytics of all clients and advisors in your organization or network.
 

Take a look at this 3 min. video with David showing the new features: 


5 New PDF reports
—Share with colleagues, managers, and stakeholders

#1 Your Client Portfolio

What types of clients are you working with? Get a report of your client portfolio by life stage, company size, and engagement time and use it for reporting. 

 

#2 All Decisions and Actions

How many actions and decisions have your clients completed? Get a report of all clients' decisions and actions.  

 

#3 All Outcomes

How many results and achievements have your clients accomplished? Get a report of all your clients' outcomes and share it with your manager or stakeholders. 

 

#4 Ambitions

What are your client's ambitions? Get a report of each client's ambitions and share it with your colleagues. 

 

#5 Outcomes

What are your client's outcomes? Get a report of each client's results and achievements and upload it to your CRM system.


If You Are a Manager
—Analytics for the entire organization or network

If you are a manager, you can see analytics of what the clients and advisors are working on, and get reports with aggregated data for the entire network or organization. 

Get manager access

 


More Improvements:
—Add descriptions to ambitions and outcomes

You and your clients can now add descriptions to ambitions and outcomes. This information will show on the page.

When you create a new result you can also add an amount. 

 


What is Next?
—A sneak peek of what we are working on...

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We are committed to making continuous and never-ending improvements of the software in collaboration with our users. Every month we release new features. Here you can see what is on top of the list:

  • A new Client Business Profile in PDF 
  • Share tools as links instead of emailing PDF files
  • Create standard email templates to use when writing your clients
  • More analytics and reporting
  • More notifications and reminders

New Release: Email integration with "Mailbox"


All Your Emails in One Place
—Email Integration with Mailbox


Today, we are happy to announce that GrowthWheel Online is now a full CRM system, as we are releasing the new feature Mailbox on GrowthWheel Online.

A Customer Relations Management system is used to track not only information about clients, but also the correspondence you have with them. This way you have all the information in one system.

In your Mailbox , you can get an overview of all emails you send to clients from GrowthWheel Online or from your own email account.

Emails sent from GrowthWheel Online are saved automatically. If you would like to copy emails from your own email account all you need to do is add mailbox@growthwheel.net to the "bcc" field when you send an email to your client. The system will recognize your client's email address and copy the email to your client Mailbox. 

In GrowthWheel, we aim to make your life easier by helping you work smarter. With the new Mailbox, you can keep all information about your clients in GrowthWheel Online. For some advisors, this means that you will no longer need to pay for an expensive CRM system. GrowthWheel Online may work as your primary CRM system –and it is all included in your license. 


#1 New Menu
See all emails in your Postbox

Select a client and go to that client's Mailbox under the menu "Interactions". Here you will find the emails you send to this client. You will have a Mailbox for each client. 


#2 Get the Full Overview
See all emails sent from GrowthWheel Online

All the emails you send to clients on GrowthWheel Online are from now on automatically saved in your client Mailbox. The only requirement is that the client must be in your client list on GrowthWheel Online. 


#3 Email Integration
Copy emails from your own email account

If you would like to copy an email you are sending from your own email account you can add mailbox@growthwheel.net to the "bcc" field. Note that emails cannot be sent directly to your Mailbox. You must always add your client's email in the "to" or "cc" field.


Improvement: 
Customized Client Profile

You can now get a Customized Client Profile that fits the needs of your country or organization. We already did this for South Africa, and you can get it too. Just let us know which information you would like us to add.


What is Next?
- A sneak-peak of what we are working on...

In GrowthWheel, we are committed to making continuous and never-ending improvements of our software in collaboration with our users. We have hundreds of upcoming features in our backlog, and here you can see what is on top of the list:

  • Download all client data as PDF and Excel files.
  • Mark clients as favorites to filter them.
  • Managers can upload tools that can be used by all advisors in the organization.
  • Further improvements to Ambitions and Outcomes with PDF reports and more visual analytics.
  • Interaction analytics of your work with clients.