GrowthWheel empowers entrepreneurs to build and grow their businesses with essential tools and resources available in the Client Portal.
Create a Business Profile
Build a complete profile that defines your business’s mission, vision, and identity. This helps you clarify what makes your business unique and communicate effectively with customers and partners.
Make a GrowthPlan
Assess your business readiness, set goals, outline actions, and track results to keep your business moving forward. The GrowthPlan helps you focus on what matters most and measure progress along the way.
Showcase your Financials
Present your financial data in an organized way, making it easy to understand your business’s financial health. Clear financials help you make informed decisions and share your progress with stakeholders.
Budget for the future
Plan your spending to support both short-term needs and long-term goals. You can do it monthly or quarterly. Budgeting helps you use resources wisely and stay flexible in case things change.
Access youR Tool Library
Upload your own tools and get access to the variety of tools your business advisor will share with you, designed to support each stage of business growth. The Tool Library provides practical resources to tackle challenges and find opportunities.
Collaborate with your advisor
Work closely with your advisor for insights and support. Collaborating with an advisor helps you make the most out of every meeting, make well-informed choices, and stay on track with your goals.
Interested in learning more about The GrowthWheel Client Portal? – Watch some tutorials!