Log interactions with time-tracking
Log each meeting, phone call, or workshop you have with your client and track time spent, along with action-oriented meeting minutes.
The best way to track your work with your clients is to engage in the menu “Interactions” on GrowthWheel Online. There is a unique interaction menu for each client. 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.
In the list you can see the interactions you have had with your clients. You can arrange the items in the list after the headlines e.g. type, title, status, date, etc.
Go to the interaction menu
You can 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 find the menu “Interactions".
Create a new interaction
It is easy to create a new interaction: Just name the interaction, select type, and set the date and time. 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.
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.
Share the interactions with your client
You can choose to share the interactions with your client, so they can keep track on how much time you spend on them and their business.
This way the client will also be able to add decisions and actions to each interaction.