Re-designed Client Profile Page with additional information

When you click on a team member's name, a pop-up will appear with a new layout of your client profiles.

The pop up will show the data your client team members added to their profile and some additional data. In this way, there is always easy access to the data about your clients. 

With the new client profile page you will be able to add the following: 

  • adding notes
  • download pdf team member profile
  • add job responsibilities 
  • professional skills

Please share your comment below, and take part in the development of the upcoming page.


We want to provide you with the best product possible, but it takes a good idea, so please send us your suggestions via the GrowthWheel Suggestion Form and become a GrowthWheel Co-creator. 

For managers: Save your organization time and upload the tools at once

We have a new feature in the pipeline for managers. As a manager, you will soon be able to upload tools to the entire organization or some of your employees on GrowthWheel Online. The feature will help managers customize a program to the advisors they can use with clients and more.

  • Make it easier to manage the agenda for the entire organization,  when you take the decisions they get more time to focus helping client companies.
  • Increase the productivity of the team by uploading the tools at once. 
  • Provide your organization with homework, if you would encourage that your employees get greater insight into specific tools.  You could e.g. send them an article to read every week. 

Please share your comment below, and take part in the development of the upcoming page.

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We want to provide you with the best product possible, but it takes a good idea, so please send us your suggestions via the GrowthWheel Suggestion Form and become a GrowthWheel Co-creator. 

In the making: Add Partners to the Business Profile

We are working on a new feature for the Business Profile so your clients can add partners and see them on a new additional page.

A business can have many different partners, which is why the new menu consists of four overall categories:

  • Profession Service Provider (bank, CPA, attorney, designer etc)
  • Supplier / Service Provider
  • Channel Partner (distributor, agent, reseller etc.)
  • Technology Provider (hosting, equipment etc.)

When a new partner is added clients can see a list of the types so they are inspired to add more current partners or think about new ones.

For you as an advisor it might also be useful when clients share this information. It will be a chance for you to help list Decisions and Actions to help the business get more and better partners.

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We would like to provide you with the best product possible, but it takes a good idea, so please send us your suggestions via the GrowthWheel Suggestion Form and become a GrowthWheel Co-creator. 

Coming soon: Assign Decisions and Actions on the 30-60-90 Day Plan to team members

Soon you and your clients will be able to assign decisions and actions on the 30-60-90 Day plan to other team members than the primary contact person.

The idea behind the new feature is:

  • Clients will be able to use the platform to delegate tasks which come up during the dialogue with their business advisor
  • Advisors will be able to work more efficiently with a group of founders/founder who bring their team into the process.
  • That the individual team member will be able to filter a list of decisions and actions that they are able to execute.

Please share your comment below, and take part in the development of the upcoming page.

Balance Sheet page coming to the Business Profile

We're working on a balance sheet page to be a part of the Business Profile. This will supplement the financial pages we already have on Revenue and Profit.

As always the balance sheet will be simple and visual, taking up one page and including a chart to showcase the distribution of assets and liabilities. It will contain categories (because you should already know them!) so it's easy to create, even for clients who lack fluency in accounting.

The Balance Sheet will also be 'smart' in the way Total Assets will always be equal to Total Liabilities. When an asset is added automatically, an uncategorized liability will be added to make the balance sheet stabilize until a liability is added to provide a specification.

We hope this upcoming page will make the Business Profile even more useful as a supplement to the lending applications for clients.

Please share your comments below, and take part in the development of the upcoming page.

 


We want to provide you the best product possible, but it takes a good idea, so please send us your suggestions via the GrowthWheel Suggestion Form and be a GrowthWheel Co-creator.