2023 was yet another year with monthly software updates — as always based on requests from the community of GrowthWheel Certified Business Advisors.

In 2023 we released 10 new features and services in addition to various backend features in the software. Check them out below or see them in action on GrowthWheel Online.

Release overview

New CRM feature: Email with Meeting Minutes Generated Automatically!

We made it easier to send meeting minutes to clients after each meeting - automatically

You might have been asking yourself if there was an easy way to put items from the 30-60-90 Action Plan into an email with a summary of the meeting.

Improved Design for Celebrating Client Outcomes!

We re-designed the Outcome feature so you – and your clients – have an even better experience when recording and celebrating small or big wins – or tracking economic impact.

Easier Client Tags with Suggestions

With this update we improved the Client Tags feature so you now have suggestions and standardized tags.

Create Outcomes directly from Ambitions

Now Ambitions can be converted to Outcomes with a click, making it faster than ever before to keep track of the client’s journey and celebrate achievements.

Introducing GrowthWheel AI 30-60-90 Days Plan

With our new GrowthWheel AI, you can now generate 30-60-90 days Action Plans – automatically. It feels like magic!

Introducing: Business Advisor Certificate (BAC)

We are launching a new GrowthWheel Professional Development Program for Business Advisors focused on interpersonal skills to become a trusted advisor!

NEXUS Implementation on GrowthWheel Online for SBA reporting

For the past 6 months, we've been working closely with SBA's NEXUS team to ensure that GrowthWheel NG is compatible and meets the new requirements.

Customize the Client invite email template to GrowthWheel Online

With our recent software update, you can now customize the email template for client invitations to GrowthWheel Online!

New trainings on GrowthWheel Academy for Certified Users

We improved our GrowthWheel Certified OnDemand Academy. With these updates you can have an even better learning experience.

New Growth Journeys: Help Clients Launch Products and Services!

As business advisors you want to help your clients the most in their growth journey.

There is a lot to take care of in a business but the real problem is not having the proper resources ready to use with clients.

So we created 8 different Growth Journeys where clients can expand their business and you can help them do so one tool at a time!

That's all for 2023! 

We will continue in 2024 with more updates from our community to help you be the best business advisors you can be.