New: Easy migration from other CRMs!

It has never been so easy to change to GrowthWheel as your new CRM system! We have a migration team ready to help you with the transition from an old system to GrowthWheel.

Getting your historic data to be migrated into GrowthWheel is now an easy task. We have designed a 7-step process to get data and team ready and onboarded to start using GrowthWheel as a new CRM system, and Client Collaboration Platform 

You will have a stress-free migration process to GrowthWheel, usually in 2 weeks, and with full support from the GrowthWheel Migration Team.

New update: Share clients with advisors from other centers

Now you can easily share clients with any other advisor from other organizations in your network!

From the team member's page of a Client Company, you can quickly search by email, name or center and find any GrowthWheel Certified advisor from other centers who are part of your network.

You can revoke access to the advisors you have shared the clients with at any time!

This is an easy and simple way to share your clients with other colleagues that may not be part of your organization, but are working with this client too.

Contact us if you are working closely with other centers and are not already set up as a network.

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New update: Report Form 641 & 888 data to EDMIS NG (for SBA-funded Agencies in the US)

Don’t worry any more about long error reports when uploading your 641 and 888 forms. You can now make error-free reports from GrowthWheel Online to upload on EDMIS NG!

Thanks to our upfront data validation and conditional logic, business advisors will have all data entered correctly into GrowthWheel Online. By the time you are required to report your 641 or 888 forms data to the SBA, with just a few clicks you will be able to export an XML file without errors to upload on EDMIS NG.

This is the easiest and fastest way to get your reporting ready to avoid delays, extra work and stress on the team.

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New: GrowthWheel 888 Training Form – (For SBA-funded Agencies in the US)

We added the last piece for being EDMIS compatible, with the implementation of the 888 Training form on GrowthWheel Online!

Advisors are able to register training sessions on GrowthWheel Online with all the required fields and validations to get an error-free report to upload on EDMIS NG.

With this new feature you’ll be able to:

• Fill out a 888 form for all your training sessions to report back to SBA.

• Register participants by individual or aggregated registration.

• Make an export of an XML file with the 888 training sessions of your organization.

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Add Training Registration by Participants
— and easily add demographic information

Using this method you will add training participants with their demographic specifications and get calculated the aggregated data required for the reporting.

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Congratulations to the first GrowthWheel Certified Professional Advisors in 2022!

At the beginning of 2022 we launched a new ‘Continued Education Program’ for GrowthWheel Certified Business Advisors to continue their professional development at no additional cost.

Now we are happy to announce that the first advisors have completed their higher-level certification. Here they are:

Andrea Williams
Jamaica Business Development Corporation

Bc Clark
Nebrska Enterprise Fund

Safura Atan
StratNaviGO Consulting

Vern Richberg
Youngstown Business Incubator/Ohio MBAC

William Eric Linzey
19Seventeen, LLC

Eric Clock
Business Foundations Inc

Marcos Reyes
TruFund Financial Services

Edgardo Rodriguez
Meda/MBDA Minneapolis

Nicolas Mayerhoeffer
Arkansas Small Business and Technology Dev. Center

Steve Bob
​UIC CBA Entrepreneurial Support Program

Cleesia Martin
CUL-MSBRI

Carlos Mendoza
Oregon SBDC

Cheryl Tucker
Roanoke Regional SBDC

Jill Hathaway
Missouri SBDC at University of Missouri-Kansas City

Jeisy Castillo
East Colorado SBDC

Wescar Eliscar
KLAD Consulting & Services (KCS)

Lissette Galloza
Delaware SBDC

April Williams
Mississippi SBDC

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To obtain the new Professional Certification, advisors must complete three qualifying “Continued Education Workshops” (2 hours ea) along with an annual Re-certification (4 hours) and also have been a GrowthWheel Certified Advisors for at least a year. 

We are looking forward to welcoming more advisors in the months to come as GrowthWheel Certified Professional Advisors! Certified Advisors can sign up here:

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The Certified Professional Workshops successfully completed were the followings:

Workshop 1: Your Personal Advisory Style

Advisors learned:

• How to pick the right advisory style for different clients and situations

• How to use GrowthWheel tools as an advisor, coach or facilitator

• How to use coaching principles to empower clients to take ownership

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Workshop 2: Engaging Client Companies

Advisors learned:

• How to make clients realize their needs and the value of having an advisor

• How to engage both clients head and hearts

• How to overcome circumstances that stop your clients from engaging

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Workshop 3: Growth Plans with Impact

Advisors learned:

• How to help clients define their true ambitions and describe them

• How to make GrowthPlans as a better alternative to traditional business plans.

• How to track progress in ways that create value for both client and advisor

Update: Email multiple clients at once!

Share events, courses invites, tools and much more to multiple – or all  – clients with just a few clicks. The easiest way to communicate with all your clients.

Select multiple or all clients from your client company’s list and choose the option in the bulk action menu ‘Send Email’. This will generate a template with all the clients’ emails for you to just add the message and click send!

It is fast and easy to reach all your clients whenever you need – it will help you reduce time and efforts.

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Update: Download the new '5-Packs' of Decision Sheets

This month we are releasing “5-packs” - The Decision Sheets you already know but packed with the 5 tools under each Focus Area.

This means you can send more tools faster, so when the clients would like to focus on “Marketing”, “Financing” or “Employees”, you just send them the whole stack.

Remember the best way to share tools? Just share them! They are self explanatory and comes with videos for the client. You just have to say "Take a look at this stack and pick any tools that looks useful to you."

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In this short video, Elizabeth Binning will show you how this feature works:

New GrowthWheel Continued Education Program for Certified Advisors!

We are launching a new Continued Education Program for GrowthWheel Certified Business Advisors this year at no additional cost!

The GrowthWheel Continued Education (CE) program offers Certified Advisors to continue their professional development every month as often as they wish, and get proof of a higher skill level.

After the initial GrowthWheel Certification Course advisors can obtain up to four higher levels of certification.

To obtain your next level advisors must complete three qualifying “Continued Education Workshops” (2 hours) along with an annual Re-Certification (4 hours).

This program will help you:

• Advise clients with confidence

• Build a career path with Certificates

• Get up to 48h of Professional Development

Certification Workshops are available every month Live Online and later On Demand.

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2021 in Review: New Releases on GrowthWheel Online

Also in 2021, we have updated and added new features on GrowthWheel Online — as always based on requests from the community of GrowthWheel Certified Business Advisors.

In 2021 we released 9 new features. Check them out below or see them in action on the GrowthWheel Online platform.

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Release overview

New feature: New Quick Access & Help menus with shortcuts

We started 2021 with this new feature to make it easier and faster to add new client information.

With our new “Quick Access” and “Help” menus on GrowthWheel Online, you now have shortcuts to create different records for your clients along with accessing our support center and much more.

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Update of the GrowthPlan: Updated 360º Screening Colors

We introduced a nice visual enhancement to the GrowthPlan menu on GrowthWheel Online.  

You can now see different color schemes while making 360° screenings for status, opportunities or skills.

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New update: Framework Videos

We know everyone loves videos! This update added videos to all the Frameworks in GrowthWheel Online.

If you like to use and share GrowthWheel Frameworks to give clients a visual inspiration for making decisions, you now have videos to go with them.

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New update: Google Address Lookup

With the addition of the Google Address Lookup you and your clients will have a faster and more accurate way to enter a business address. 

You can quickly make and select a google address search or add a custom address if needed.

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Update: Improved design for tracking “Interactions”

In this update we re-designed the interaction’s dialog so you now have an even better experience when you invite clients for a meeting or make meeting notes.

It is easier now to focus on the separate sections throughout the meeting with clients.

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New feature: Client Intake Forms Lets Your Clients Self-register

With this update you will love everything about the new way for your clients to self register through the Client's Intake Form.

Having clients sign up to your programs, register for training courses from your website, and immediately have their information in your CRM system has never been easier.

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New feature for SBDC’s: 641 Forms on GrowthWheel NG (beta)

Our biggest news of the year for SBA-funded agencies was to introduce GrowthWheel NG (next generation)as a beta version, and — yes — you can use it to report to SBA in the near future!

Clients fill out their own 641 form in GrowthWheel Online. When you review their information, you will see an indicator if the information is missing or has improper validation.

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New feature: SBA Counseling Sessions

As part of our new GrowthWheel NG features, we introduce the easiest way for SBA-funded agencies to track your Client’s Impact Records on each counseling session.

With the new SBA Counseling Record you will have a pop-up which makes gathering impact information from meetings with clients easy and simple.

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Update: New EDMIS Error Dashboard & 641 Intake Form for your website

We kept improving GrowthWheel NG (Next Generation) for SBA-funded agencies! This time with a new simple way to get an overview of errors on the 641 form — before you submit to EDMIS!

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 That's all for 2021! 

We will continue in 2022 with more updates to help you be the best business advisors you can be.

Update: New EDMIS Error Dashboard & 641 Intake Form for your website

We keep improving GrowthWheel NG (Next Generation) for SBA-funded agencies with a new simple way to get an overview of errors on the 641 form — before you submit to EDMIS!

With the new “EDMIS view” you can now see any errors all your clients 641 data including the intake form and the counseling sessions.
With a list of error count it’s very easy for all advisors to check missing client information or wrong data and make the updates needed.

In this way you always know — in advance — when your client's records are ready to be reported to SBA.

You will also have a new “Last Updated” date indicator that will turn red after 90 days without any update on the client’s 641 information. This way you can make sure your clients' information is up-to-date.

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In this short video, Elizabeth Binning will show you how this feature works:

Updated 641 Intake form sharing settings
— Share or embed in your website your 641 intake form 

You can now share the 641 intake form with your clients online.

Find your custom link sharing on the new "Intake Form" submenu under your “Profile Settings” menu. Each advisor on GrowthWheel Online will have a unique link to share. 

You can also embed the 641 intake form on your website. Copy the embed code from your intake form settings page and copy it to your webpage. 

We continue our work with GrowthWheel NG (Next Generation) to be EDMIS (SBA) Compatible...

What is coming next?

• Register your 888 training sessions with aggregated numbers

What is coming later?

• Simple Export: All 641 and 888 report files in XML format for upload on EDMIS NG.

• Easy migration: Seamless import of your historic 641 and 888 data

• Register your 888 training sessions with individual participants

New feature: SBA Counseling Sessions

As part of our new GrowthWheel NG features, you can now easily track your Client’s Impact Records on each counseling session with our recent update in GrowthWheel Online.

With the new SBA Counseling Record you will have a pop-up which makes gathering impact information from meetings with clients easy and simple.

As on the 641 form you will get instant notifications for missing or invalid data.

This release will help you:

• Add all your SBA required information from each meeting

• Register impact data, if the client has received funding

• Select which sessions are reportable to SBA

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In this short video, Elizabeth Binning will show you how this feature works:

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Track your Client’s funding
— And choose which sessions you will report to SBA

We have integrated conditional logic so you will see the funding specification only if you check that your client has received funding.

Also you get to choose which counseling sessions are reportable to SBA or not. Only reportable sessions will be included in the EDMIS report.

New feature: Client Intake Forms Lets Your Clients Self-register

We think you will love everything about the new way for your clients to selfregister through the GrowthWheel Client's Intake Form, our most recent update.

Having clients sign up to your programs, register for training courses from your website, and immediately have their information in your CRM system has never been easier.

Sharing your custom link with clients to self-register will automatically create a new pre-client on GrowthWheel Online, under your organization, which you can later invite to the platform to continue collaborating.

This release will help you:

• Access your intake form sharing options from your “Profile Settings” page

• Embed the intake form into your website for online registrations

• Open your client's intake form from the “Client Relation” menu to review or make changes

• Each advisor has their intake form custom link, so clients are associated with them

• Clients can accept and give permission to your custom terms at the intake form

We hope that this new user-friendly feature makes gathering data and onboarding your clients into your program simple and easy.

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In this short video, Elizabeth Binning will show you how this feature works:

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Intake form sharing settings
— Share or embed your intake form with just a few clicks

Find your custom link sharing on the new "Intake Form" submenu under your “Profile Settings” menu. Each advisor on GrowthWheel Online will have a unique link to share. This way, all clients signed up using their link will be associated with them immediately.

You can also embed the intake form on your website. Copy the embed code from your intake form settings page and copy it to your webpage. Clients can self-register to your services, courses, programs or else, with the GrowthWheel Intake Form.

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Keep your client’s profiles up to date
— All information is instantly added to GrowthWheel Online!

Once an intake form is received and the new pre-client is created, you will find that the information entered on the intake form will also be saved across the different pages in GrowthWheel Online: the business profile, demographics, engagement, etc. This way, you can keep updating it as you continue working with your clients.

You can also click the intake form button under the client relation menu to reopen the initial intake form for review or make necessary changes.

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New feature for SBDC’s: 641 Forms on GrowthWheel NG (beta)

We are happy to introduce GrowthWheel NG (next generation) for SBA-funded agencies as a beta version, and — yes — you can use it to report to SBA in the near future!

You can now have your clients fill out their own 641 form in GrowthWheel Online. When you review their information, you will see an indicator if the information is missing or has improper validation.

With this release, you will be able to:

• Have your clients fill out their 641 form on their GrowthWheel account

• Fill out the 641 form yourself on GrowthWheel Online under "the “Client Relation” menu

• Share with clients the intake form and see the information on their 641 form

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In this quick video, Elizabeth Binning will show you how it works:

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Instant validations indicators
— Get error-free reports right away!

The system will automatically recognize fields with missing information or wrong validations, show an indicator with the error count, and highlight the field that requires changes.

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And this is just the beginning...

What is coming (very) soon?

• Register your counseling sessions with all SBA requirements.

• Have your clients fill out the 641 form as an intake form.

What's next?

• Register your 888 training sessions. 

• Export the 641 and 888 report files to upload on EDMIS NG.

Update: Improved design for tracking “Interactions”

This month we re-designed the interaction’s dialog so you now have an even better experience when you invite clients for a meeting or make meeting notes.

It is easier now to focus on the separate sections throughout the meeting with clients. You can open or close the different sections on the pop-up to add information through the meeting.

Now you can download the interaction directly from the pop-up. And as usual, decide to share with your clients with one click on the share button!

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In this video, Elizabeth Binning will show you the recent upgrade to the “Interactions”:

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Instant updated interaction’s drafts
— All added information is automatically saved!

All interactions are automatically saved as Drafts, that means your clients will not see anything until you share the interaction with them.

We also added an “auto-save” functionality, so every time you make a change or add some new information, it is automatically saved without the need to click the save button.

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New update: Google Address Lookup

With our newest addition of the Google Address Lookup you and your clients will have an easier, faster and accurate way to enter a business address. 

You now can:

• Quickly lookup for your client’s address information using Google’s database

• Have your clients search for their address when filling out their intake form

• Add a second address; personal, P.O. Box, or any other address in a separate field

We hope that this upgrade helps make sure your address information is always correct.

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In this short video, Elizabeth Binning will show you how to use this new feature:

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It could not be easier to find your client’s address
— Use the Google Address Lookup function!

Start typing your client’s address and select an option from Google’s suggestions. The rest of the fields like, county, city, state, and postal code will automatically be calculated!

Remember you can add any alternative as a second address in a separate field.

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