Use the toolbox to demonstrate significant impact that will make high-talent go-getters come through your door. Clients experience a better service because the tools speak exactly to their needs.

  • Get a 360° view on focus areas

  • Share tools with clients

  • List and monitor client ambitions

  • Create a 30-60-90 Days Plan

Get a 360° View On Focus Areas

Hit the nail every time
With the 360° Screening tool you can define the scoop of work with ease. After 10 minutes of conversation with your client, you'll be able to select Focus Areas for them to work on, clarify alternative options, and define the necessary decisions and actions for your clients to take. 

Businesses experience improved service and greater time effiency because they leave each meeting with an overview and a 30-60-90 Day Plan they can work on to achieve their goals. 

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Share Tools with Clients

Always have a tool to share for every situation
Upload and share files with your clients under the "Advisor Files" tab and even upload your own personal tools. In this way, you can always provide the exact tool your clients need to take the next step when you're not around. Your clients are also able to upload files in the cloud. 

List and Monitor Client Ambitions

Demonstrate real significant impact
Help your clients develop a realistic plan to achieve their ambitions with a concrete and actionable plan. You can keep track of all the actions and decisions you and your client have agreed to work on online. In this way, you will always know when your client needs a motivational speech or push in the right direction.

Create a 30-60-90 Days Plan

Be the hand that push your clients to make things happen
Produce an actionable timeline with the 30-60-90 Day Plan. It helps you and your clients plan the client companies actions for the next 30, 60, 90 days, and beyond. It helps you keep your clients focused on the ambitions they've already defined.