We know it can take time to learn how to use AI effectively—from writing prompts to asking the right questions. Now, GrowthWheel makes this easier for you!
By uploading a 360º Business Canvas into GrowthWheel Online, you give the AI a complete big-picture view of any business, along with all the information it needs to serve you well.
Once uploaded, the system can generate three types of business documents of your choice:
Discovery Questionnaire – Suggested questions for each focus area to guide client conversations.
Business Goals – A list of potential goals to help clients identify their next priorities.
Business Profile – A structured overview of the business, covering products, customers, marketing, finances, and more.
Additional business document options will be available soon.
Each uploaded file is saved as a record under the new “360º Canvas” page in the client’s GrowthPlan menu. You can also download a .docx file to edit or share.
With the 360º Business Canvas, you provide AI with the context it needs to deliver great results. This feature gives advisors a simple way to use AI in business planning—helping them work more efficiently with clients.