This month 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.
As business advisors, you need to track all kinds of outcomes from your work with clients – and show them their progress.
However, by not having a good place to keep track of them, this often gets overlooked, and you miss out on recognizing your client’s progress
That's why it’s important to have a place where both the advisor and the client can systematically track outcomes on a quarterly basis.
With our recent update to the outcome feature, you will now be able to:
Track both quantitative results and qualitative achievements
Add economic impact like jobs created, business started, or sustained.
Have a new and improved design of the page which works on your phone.
You can also download the outcome directly from the pop-up dialogue, and as usual, decide to share it with your clients with one click on the share button!
With these updated features you can now easier track both general progress and economic impact from your work with clients and as a bonus the opportunity to remind clients of all the things they have achieved through the year.
In this short video, Elizabeth Binning will show you how to use this new update:
