We are working on a new feature that will allow advisors from entrepreneur centers to create an intake form through a public link. The client can enter information and upload photos. Furthermore, they can add details about their staff, revenue, and profits/losses.
The new feature will allow you to enter the following:
Below, you can see the first mock-ups of what it will look like.
#1 Add client information
Upload simple information and upload a photo.
#2 Add business info
If your client is currently in business, more information will be available. You can track revenue, profits/losses and number of employees.
#3 Have client sign the intake form
After the client downloads the intake form, they can sign it an upload it to GrowthWheel Online.
#4 Schedule interactions
You can schedule many types of interactions. This helps keep track of your progress with your client.
#5 Download the client intake form
The form will have a simple design that allows you to get a quick idea of what your client is working on.
#6 Upload the signed form to GrowthWheel Online
Your client can easily download the form, sign it and upload it to GrowthWheel Online.
Please share your comment below, and take part in the development of the upcoming page.