GrowthWheel Workflow and Daily Practices

Find out how you can best use GrowthWheel in one-on-one meetings and get the most out of our tools.

In this monthly OnTrack Webinar, you’ll learn more about how GrowthWheel supports your workflow as an advisor and how you can use GrowthWheel for your client meetings.

Find out more what can you do as an advisor before, during and after a meeting with a client. GrowthWheel makes preparing for meetings faster and easier thanks to our tools that can be shared with clients. The best way to prepare your client for a meeting is to share the right tools, that you can find on GrowthWheel Online with our new improved search function.

Depending on how much you will use GrowthWheel to work with clients, you will learn what tools are most useful and can increase your productivity as an advisor.

You can see the outline of the webinar below.

OnTrack Webinar Content

Introduction
Program for this OnTrack Webinar

GrowthWheel around the one-to-one meeting
Before (Prepare the client)

• Send GrowthWheel decision sheets before meeting

• Send GrowthWheel Frameworks

• Search for other useful tools you can share

During

• Focus areas of the 360 Screening

• Break down into actions

After

• Email tools

• GrowthWheel articles

Watch this OnTrack Webinar on-demand

Can’t make it for our live webinar? Register below to view our OnTrack Webinar immediately. You will receive a unique link to access our webinar; so you can watch the video whenever you would like.

Join an OnTrack Webinar

Below you can see all upcoming OnTrack Webinars. Choose a date and register for the webinar. Or, if you can’t make it, sign up anyway and get the recording.

For GrowthWheel Certified Business Advisors:

If you already are a GrowthWheel Certified Business Advisors you can also:

• Download all the slides from the presentation on GrowthWheel Online

• See recordings of other OnTrack Webinars on GrowthWheel Academy.