All in One Place: Create assessments, share tools and track outcomes more easily with the latest updates to the Interaction pop-up.
We know your time is precious when advising clients. That’s why we’ve made it easier to access everything you need—all in one place.
We’ve added a new Assessment section so you can quickly create a 360° Assessment during each meeting. The assessment will also appear in the client’s individual Assessment list and can be shared independently.
The Tool Suggestions section now recommends tools based on the focus areas selected in the assessment. Simply choose which tools you’d like to share with your clients.
At the bottom of the email summary, you’ll see attached tools and assessments as clickable links, making it easier to share resources—along with other meeting details.
You can also now create and track outcomes directly within any client interaction. Once shared, these outcomes will automatically appear in the email to your client.
We hope this release helps you streamline your workflow and have even more productive meetings with your clients.
In this short video, Elizabeth will show you how to use this in GrowthWheel Online: