On July 14-15 we were in the Beirut for the first ever GrowthWheel Certification Course in Lebanon. The course was organized in partnership with Berytech and with stakeholders from the entire vibrant Beirut entrepreneurship eco-system, including incubators, accelerators, small business support offices, business angels, and entrepreneurship educators.
New Release: Keep Track of Client Meetings
Log and share all client interactions
- Track decisions and actions. Share with clients.
This month we are happy to introduce a new way to track your work with clients. Today you will find a new menu called “Interactions”. Here you can track each interaction you have with your clients, and add decision and actions discussed during your meeting. When ready you can download all interactions as a PDF that you can upload to your CRM-system.
Log in to GrowthWheel Online today to see:
- The new menu “Interactions” under each of your clients
- A new way to invite clients you created as draft
- New visual icons for decisions, actions, and notes
- Edit decisions and actions directly in the 30-60-90 Day Plan
Step 1: Go to the new interaction menu
You can now log all interactions with your clients, and keep track of the decisions and actions you discuss during your meeting. Go to the the client’s menu and you’ll see the new menu “Interactions".
Step 2: Create a new interaction
It is easy to create a new interaction: Just name the interaction, select type, and set the date and time. Like with the Online 360° Screening tool, you can decide to keep the interaction as a draft or save and share it with your client. If you share it your client will be able to see a PDF of the interaction.
Step 3: Add Decisions and Actions
You can log any decisions or actions you and your client have discussed during your meeting. The decisions and actions from your shared interaction will also be visible for your clients in the 30-60-90 Day Plan.
Second Course in Norway
2000 advisors certified since 2008
The course in Copenhagen on June 21-22 was a milestone for GrowthWheel as we passed advisor no. 2000 to be certified since the first business advisor had a GrowthWheel Certificate in 2008.
By an appropriate coincidence advisor no. 2,000 was a business advisor from Væksthus Syddanmark (GrowthHouse Southern Denmark) where also the first ever group of advisors was certified back in 2008.
A great welcome to the new GrowthWheel Certified Advisors in Columbus
On June 9-10 we visited Columbus, OH for another Certification Course. This course was evenly split between new advisors coming in for a certification and advisors coming in for a re-certification. Ohio SBDC is ramping up - adding another 10 advisors, and the state now has 41 GrowthWheel Certified Advisors in the SBDC network.
New Release: Big Data
Monitor clients' progress month by month
- Use big data to make your own decisions
With our June release, it is now possible to track your clients’ progress in a way that has never been possible before!
We are introducing two new charts in the Dashboard Menu so you can monitor all your clients’ completed decisions and actions, whether they are added to the cloud by you or your clients. With the latest features in GrowthWheel Online Beta you can see this on the updated dashboard:
• Decisions and actions completed per month for each client
• Aggregated data for all your clients, your organization, and your entire network
• Amount of work completed for each of the four main work areas in the business
With a bird's eye view on how many decisions and actions clients are executing you can make better decisions on which clients to spend your time on, and also see if some areas are in need of more attention.
New Menu: All Clients Dashboard
- Follow your clients' progress
In the new menu, "All Clients Dashboard", you can see the total amount of completed decisions and actions each month for all your clients.The two charts show the decisions and actions grouped by work area so you can easily see within which areas you have been working and when.
The monthly charts that you find in the "All Clients Dashboard" show the aggregated data of all your clients. You can also see monthly charts for each individual client. Choose a client from your client list and click on Client Dashboard.
Get GrowthWheel certified in Oklahoma!
GrowthWheel visits the Middle East
We are exited to be back in the Middle East for the first time in several years. We are proud to organize this course in partnership with the leading incubator in Lebanon - Berytech.
We expect participants from several countries in the Middle East for this course, including Kuwait, Egypt and Lebanon.
GrowthWheel in South Africa once again
Happy to welcome 10 Canadian advisors
On May 12-13 we were back in Toronto for the second Certification Couse in Canada this year. We were very proud to partner up with Enterprise Toronto and the first three centers in their network in the Greater Toronto Area.
GrowthWheel speaks Norwegian
New Release: Add Decisions And Actions To Worksheets
Add decisions and actions to shared tools
- Let your client do it or add them yourself
This week we are launching 4 new exciting beta features on GrowthWheel Online:
- Your clients can see the list of tools you share with them in a new menu called Shared Tools
- You can add and manage clients without giving them access to GrowthWheel Online
- You can download PDFs of the 360° Screening and the 30-60-90 Day Plan with an updated design
- You can add decisions and actions on tools that you have shared with your client
These features will help you and your clients work together and share tools online.
Shared Tools
- Both you and your clients can see shared tools
When you have shared a tool or file with your client, that client is now able to see them in the Shared Tools menu.
Add decisions and actions to shared tools
- Find them in the 30-60-90 Day Plan
In the Shared Tools menu, you can now add decisions and actions to each of the tools that you and/or your client has filled out and shared. The decisions and actions are automatically transferred to the 30-60-90 Day Plan.
#1 Choose a shared tool
When you have emailed the tool or file to your client, go to the menu Shared Tools in the client's interface and choose the shared tool to which you want to add decisions and actions.
#2 Add decisions and actions
When you enter the tool in the menu Shared tools, you can hit the button "New action" and create a new decision or action that is related to that tool.
#3 Find decisions and actions in the 30-60-90 Day Plan
As soon as you add decisions and actions to a tool, you will be able to see them in the client's 30-60-90 Day Plan.
Here you can plan when to make the decisions and carry out the actions.
Invite clients or just create them
You can now add clients to your client list without inviting them to join GrowthWheel Online. This is useful, if you want to use the platform only to keep track of your clients, or if you simply would like to explore the features a bit more before inviting them.
PDFs of your client's decisions and actions
- Updated design of PDF files you create
We have updated the design of the PDFs you create from the 360° Online Screening and the 30-60-90 Day Plan. The PDFs will have key information about the tool, the company, and the team. This will enable you to easily print the decisions and actions you and your clients make to have them handy whenever you need them.
GrowthWheel in Mexico for the first time
On April 26-27 we had a Certification Course in Mexico for the first time ever. In partnership with SEDECO, 17 new advisors got certified in the state of Campeche.
With help from the skilled interpreter Abner Anaya Mejía and his colleague Rodrigo Rodriquez González, the Spanish version of the GrowthWheel Toolbox and the Online Platform were presented.
There was a very strong commitment from many stakeholders in Campeche, and we welcome all the new Certified Advisors from Gobierno Del Estado De Campeche, Secretaria De Desarrollo Economico and MPM Group to our GrowthWheel Community.
Certification Course in Columbus, Ohio on June 9-10
In partnership with the Ohio SBDC Network, we will be back in Columbus on June 9-10.
We welcome a new group of advisors in Ohio to be certified, as well as advisors who will join us for a free re-certification. The course is open for participants from all other organizations too.
Participants from the following organizations are already signed up for the course:
- SBDC at Zane State College
- Oakland County Business Center
- Hispanic Business Center
- Ohio Small Business Development Centers
- Ohio SBDC at Summit Medina Business Alliance
- Goshen County Economic Development Corporation
- KDDK Legacy Group LLC
- SBDC at Kent State University
- Lorain County Community College-SBDC
- Ohio University SBDC
- Greater Cincinnati Urban League
Certification Course in Toronto for the second time this year
On May 12-13 we are back in Toronto for the second time this year. We are looking forward to the Certification Course, this time in partnership with our new partner Enterprise Toronto.
Enterprise Toronto will host the course and seats are still available. Participants from other organizations are welcome.