2024 in Review: The Newest Features on GrowthWheel Online

2024 was yet another year with monthly software updates — as always based on requests from the community of GrowthWheel Certified Business Advisors.

In 2024 we released 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.

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Release overview

New Growth Journeys: Digital Transformation & Profitability

We curated this package of Decision Sheets to help clients that are thinking about having a digital transformation on their business.

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Change the Primary Advisor for clients

From time to time, clients move from one advisor to another, and you want to keep track of this on GrowthWheel Online.

Now, you can change the Primary Advisor for each client with a click.

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Existing clients are recognized on Intake Forms

Avoiding duplicate clients in your CRM system has never been easier.

Clients often fill out multiple forms when requesting counseling or signing up for training sessions, leading to duplicate entries in the system.

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New Training Intake Form for SBA Advisors

If you are a WBC or a SBDC reporting to the SBA, with the new training intake forms, you can now effortlessly collect client information when they register for a training session without double entry for counseling clients too.

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New Service Menu with Programs Tracking + longer notes

Tracking time and client’s enrolled in a program is now available.

You can now easily track one or multiple programs that clients are enrolled in, plus track individual session time for each program on GrowthWheel CRM.

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5 New OnDemand Training for Entrepreneurs in SPANISH

We’re thrilled to announce that the first five GrowthWheel OnDemand workshops are now available in Spanish.

This is an ongoing project to get all our OnDemand trainings for Entrepreneurs translated into multiple languages, starting with Spanish.

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New Decision Sheets and Frameworks added to GrowthWheel Online

At GrowthWheel, we are constantly enhancing and expanding our training and tool offerings for our certified business advisors. This year, we’ve developed new workshops and tools to provide even greater support.

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That's all for 2024! We will continue in 2025 with more updates from our community to help you be the best business advisors you can be.

2023 in Review: The Newest Features on GrowthWheel Online

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.

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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.

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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.

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Easier Client Tags with Suggestions

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

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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.

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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!

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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!

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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.

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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!

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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.

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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!

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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.

2022 in Review: The Biggest New Features on GrowthWheel Online

2022 was yet another year with monthly software updates — as always based on requests from the community of GrowthWheel Certified Business Advisors.

In 2022 we released 9 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.

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Release overview

Continued Education Program for Certified Advisors at no additional cost!

The GrowthWheel Continued Education (CE) program offers Certified Advisors - at no cost - to continue their professional development every month as often as they wish, and get proof of a higher skill level.

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“5-packs” - The Decision Sheets packed with all 5 tools under each Focus Area.

With this update you can now send more tools faster, so when the clients would like to focus on “Marketing”, “Financing” or “Employees”, you just send them the whole stack to work on with one click.

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Email all clients at once!

With this update you can now select multiple or all clients from your client’s list and choose the option in the bulk action menu ‘Send Email’. You’ll get a template with all the clients’ emails for you to just add the message and click send!

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Share clients with any other advisor from other organizations in your network!

From the team member's page of a Client Company, you can now quickly search by email, name or center and find any GrowthWheel Certified advisor from other centers who are part of your network.

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Register SBA 888 trainings with aggregated or participants data.

Advisors with SBA-funded agencies in the US are now able to register training sessions on GrowthWheel Online with all the required fields and validations to get an error-free report to upload on EDMIS NG.

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Export SBA 641 & 888 Forms – Error-free reports to upload on EDMIS NG.

SBA-funded agencies (US) can now submit error-free reports to upload on SBA’s EDMIS NG! Thanks to our upfront data validation and conditional logic, business advisors will have all data entered correctly into GrowthWheel Online.

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Easily add Quarterly or Monthly budgets!

Decide to plan budgets by quarter or now – with most of our recent update – by month! The easiest way to get the big picture of future financials with the specification the client needs.

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OnDemand Recorded Training to your clients on a co-branded LMS platform

Now you can at no cost offer  7 OnDemand Training for clients delivered effortlessly. Direct from GrowthWheel’s Elizabeth Binning to your clients!

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Migration to GrowthWheel CRM from current CRM systems.

With this technology you are now able
to switch to GrowthWheel as your new CRM-system with a fast and easy data migration.

We have designed a 7-step process to customize the platform, import data,
and get your team onboarded to start using GrowthWheel as a new CRM & Client Collaboration platform

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That's all for 2022! 

We will continue in 2023 with more updates from our community to help you be the best business advisors you can be.

2021 in Review: New Releases on GrowthWheel Online

Also in 2021, we have updated and added new features on GrowthWheel Online — as always based on requests from the community of GrowthWheel Certified Business Advisors.

In 2021 we released 9 new features. Check them out below or see them in action on the GrowthWheel Online platform.

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Release overview

New feature: New Quick Access & Help menus with shortcuts

We started 2021 with this new feature to make it easier and faster to add new client information.

With our new “Quick Access” and “Help” menus on GrowthWheel Online, you now have shortcuts to create different records for your clients along with accessing our support center and much more.

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Update of the GrowthPlan: Updated 360º Screening Colors

We introduced a nice visual enhancement to the GrowthPlan menu on GrowthWheel Online.  

You can now see different color schemes while making 360° screenings for status, opportunities or skills.

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New update: Framework Videos

We know everyone loves videos! This update added videos to all the Frameworks in GrowthWheel Online.

If you like to use and share GrowthWheel Frameworks to give clients a visual inspiration for making decisions, you now have videos to go with them.

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New update: Google Address Lookup

With the addition of the Google Address Lookup you and your clients will have a faster and more accurate way to enter a business address. 

You can quickly make and select a google address search or add a custom address if needed.

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Update: Improved design for tracking “Interactions”

In this update we re-designed the interaction’s dialog so you now have an even better experience when you invite clients for a meeting or make meeting notes.

It is easier now to focus on the separate sections throughout the meeting with clients.

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New feature: Client Intake Forms Lets Your Clients Self-register

With this update you will love everything about the new way for your clients to self register through the Client's Intake Form.

Having clients sign up to your programs, register for training courses from your website, and immediately have their information in your CRM system has never been easier.

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New feature for SBDC’s: 641 Forms on GrowthWheel NG (beta)

Our biggest news of the year for SBA-funded agencies was to introduce GrowthWheel NG (next generation)as a beta version, and — yes — you can use it to report to SBA in the near future!

Clients fill out their own 641 form in GrowthWheel Online. When you review their information, you will see an indicator if the information is missing or has improper validation.

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New feature: SBA Counseling Sessions

As part of our new GrowthWheel NG features, we introduce the easiest way for SBA-funded agencies to track your Client’s Impact Records on each counseling session.

With the new SBA Counseling Record you will have a pop-up which makes gathering impact information from meetings with clients easy and simple.

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Update: New EDMIS Error Dashboard & 641 Intake Form for your website

We kept improving GrowthWheel NG (Next Generation) for SBA-funded agencies! This time with a new simple way to get an overview of errors on the 641 form — before you submit to EDMIS!

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 That's all for 2021! 

We will continue in 2022 with more updates to help you be the best business advisors you can be.

2020 in Review: New Releases on GrowthWheel Online

Over the course of 2020, we have improved and added new features on GrowthWheel Online thanks to our users' valuable feedback!

We are committed to making continuous and never-ending improvements to the software in collaboration with our users. We release new features every month, and we have hundreds of upcoming features on our road map.

In 2020 we released 10 new features. Check them out below or see them in action on the GrowthWheel Online platform.

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Release overview

January: Update to Financial Overview: Financial Ratios added

We started 2020 with a bang and with a major improvement over the existing Financial Overview menu on GrowthWheel Online.

We added the Ratios feature where you - or your clients - can see all the standard financial ratios automatically calculated as soon as basic financial information is entered on other pages, like the Balance Sheet page or Revenue page.

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February: Geomaps: All your clients. On a map

With this February update to the GrowthWheel Online platform, you now had the ability to get a visual overview of your clients’ locations and easy access to information about them.

On the newly added Geomap, you can see where your clients are located. You can also zoom in on the map or search for cities and postal codes in order to find exactly the area you are interested in.

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March: Update of the GrowthPlan: Improved Mapping of Ambitions

COVID-19 took the world by storm, and the main focus of our March update was to help businesses navigate the challenges that came with the pandemic and rethink their long-term strategies.

We released new features to our Ambitions page, which will support the ongoing process of defining and tracking ambitions, milestones, goals, or visions for the future.

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May: Budgeting Investments

The world was going through turmoil, but our commitment to helping businesses rethink their approach and push through these unprecedented times remained ever so strong.

With this in mind, we released the new investment feature thus aiding businesses in planning and keeping track of current and future investments.

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June: Revenue Budgets. Specified by Products and Markets

We continued developing and improving the GrowthWheel Online platform to help you and your clients cope with the crisis that has affected so many businesses worldwide.

This time, we expanded on our previous update and included the revenue budgets for products and markets feature, thus providing you with an effortless way to budget the revenue per quarter and year.

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July: Improved Budget Feature: Complete Profit and Loss Budget on GrowthWheel Online

For our last update, we released Revenue Budgets broken down by products and markets. We now took this to the finish line and launched a complete budgeting feature to be used by advisors and clients on GrowthWheel Online - the simplest and fastest way to make a budget.

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August: Add Tags and Filter Your Client List

For our August release, we introduced you to the new tagging feature, which will be used to quickly filter and find your client companies by categories that you define yourself.

A very simple feature where you just select your client, type any word you want, click enter, and the tag will be added to that particular client.

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October: Chat with your clients and colleagues

A major feature has been added to the GrowthWheel Online platform - Chat in Real-time.

With this new feature, you can quickly get in touch with a client while simultaneously working on their business.

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November: Advisors’ Personal Notes + Zoom links for meetings

With our November update, we released a brand new Personal Advisors’ Notes feature, where you can now add unlimited notes on all your clients on GrowthWheel Online. 

You can now also add all your custom Video Conference links and choose the one you want to use for each meeting.

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December: Upgraded “Contact View” & new Pre-Clients list

Our December release enabled you to manage your clients more easily via the new and improved menus for all your clients and the new “Pre-Clients” submenu where you can manage potential clients.

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That's all for 2020! Be safe, be well, and stay close by since we will constantly be rolling out new features for the GrowthWheel Online platform and make it better and more productive for you and your clients.

2018 in Review: New Releases on GrowthWheel Online

Over the course of 2018 we have improved and added new features on GrowthWheel Online thanks to the valuable feedback from our users!

We are committed to making continuous and never-ending improvements of the software in collaboration with our users. We release new features on a monthly basis, and we have hundreds of upcoming features on our road map.

In 2018 we released 10 new features. Check them out below or on GrowthWheel Online.

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Release overview

January: Track Your Clients' Profit with Charts

In our first release of 2018, we added profit charts to the Business Profile. This gives you and your clients a more comprehensive and complete financial view of the business.

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March: E-mail Templates

Save time when you invite new clients with our new e-mail templates brought to you in March.

Instead of writing an new e-mail every time you invite a client to the platform, you now have a ready-made e-mail that you can edit to your wishes.

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April: Manage Mentor Relationships

With our April release we created the option to manage your relationship with external mentors on GrowthWheel Online.

In the menu "My Network" you can add mentors, create mentor profiles and download them as good-looking PDFs.

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June: See your Clients Market Potential with a Visual Chart

With our June release you can see a visual chart that shows the market potential of your client companies.

Simply add estimated numbers for Market size, Market potential, and Current Market in the client’s Business Profile.

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July: Add Partners to the Business Profile

With this release you can add a list of your client companies' partners and see them on a new page in the PDF.

Showing who the client is working with is important information that is useful for banks, lenders, investors, and also yourself.

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August: Add the Client's Legal Documents to the Business Profile

Share Legal Information with Stakeholders.

This release makes it possible for advisors and client companies to upload legal documents to GrowthWheel Online and include them in the Business Profile. 

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September: Assign Decisions and Actions on the 30-60-90 Days Plan

Execute on your ideas by assigning and follow-up.

Our september release brought a substantial improvement to the 30-60-90 Days Plan that allows advisors and their client companies to assign decisions and actions directly to team members.

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October: Video tutorials for all Decision Sheets

With this release, you and your clients can watch short video tutorials that explain the 100 GrowthWheel Decision Sheets.

Find the Decision sheets on GrowthWheel Online, and look for the video icon!

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November: Plan your workshops with GrowthWheel

In November, we released ready-made workshop programs that you can use to plan, promote, and execute your own workshops.

All materials can be tailored to fit your exact needs.

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December: Save and share links on GrowthWheel Online

Our December release enables you to add links to your Personal Tools for each stage of your service: Intake forms (PDF links), Information to register a business, Links to instruction videos, Online sign up forms for your organization’s workshops, and so on.

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