New: Improved client relations menu and Impact Validation Forms

We are working on a new feature for tracking impact as an advisor on GrowthWheel Online.

Our Client Relations menu will soon have many more options including more advanced Interactions, and two new tabs: Referrals and Impacts.

With the update to client Interactions you will be able to:

  • Add more types of interactions, focus areas and the topic of the interaction

  • Add other advisors present during the meeting

  • Add the clients that participated in the interaction

  • Add referrals to other organizations discussed with your client

  • Add decisions and actions, or outcomes

  • And finally, add an impact

By adding a new impact, you create a verification form that can be used as a succes story of your help to the client’s business, e.g. verification form for Increase in Revenue.

Below, you can see the first mock-ups of how it will look like.

#1 Add new impact
In the “Interactions” menu, create a new impact by choosing a title and the type of impact (revenue, profit, loan, capital, contract, export, start up, jobs, certification, miscellaneous)

Screen Shot 2018-11-30 at 11.52.31 AM.png

#2 Request verification from client
Add more details and request a verification from your client. An email template will appear to request your client to sign the form. You can edit the email.

Screen Shot 2019-01-02 at 4.30.00 PM.png

#3 View all impacts and their status
Find the impact you created in the impact list, where all impacts are categorized on impact type, amount, unit, and quarter. Here you can also view the status of each verification.

Screen Shot 2018-10-02 at 4.50.09 PM.png

#4 Download impact as PDF
Request your client to use their business as a success story and download the impact validation form as PDF.

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