Future feature: Company Events

Users can now describe the history of the company with records of specific company events. Founded. New location. New management, new investors, and others are examples of types of events.

With this new feature you’ll be able to:

• Keep track of the historic company events.

• Download as part of the Full business profile Report PDF file.

Below, you can see the first mock-ups of how it will look like.

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1. See a list of your Client’s Company Events

As part of your business section, you can add and see a list of your client’s company events. Each event has a visibility option, to be included or not on the reports.

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2. Create new Events

You can add a description, select the type of event from our dropdown options, add a date and a picture.

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3. Print as PDF file as part of your Business Profile Report

In the PDF there is a Visual timeline showing the events. The records show up on the summary page.

Please share your comment below, and take part in the development of the upcoming page.

Add Value Propositions soon under your client’s Business Profile.

Our Business menu will soon have one more option where you can add “Value Propositions” to your client’s profile.

With this update you will be able to:

• Create a Value Proposition plan.

• Describe current customer pains.

• Determine potential customer gains.

• Print a visual PDF report.

With this new feature, as an advisor, you will be able to create a plan with alternatives and solutions using our system to manage your client’s needs and pains.

Below, you can check out the first mock-ups of how it will look like.

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1. Add Value Proposition information

In this new section of the Business Profile you will be able to add different offerings to improve your client’s business with tools provided by GrowthWheel, besides of planning their promise of value to be delivered.

You and your client can view or edit any Value Proposition on GrowthWheel Online at any time.

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2. View all the information in your list

The Value Proposition section gives you and your client a visual overview of how the organization could stand out from their competitors or just make improvement in their statement of benefits to customers.

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3. Download as PDF

All the new information about your client’s value proposition can be printed as a PDF file — ready to be shared with colleagues or used for reporting at your center.

Please share your comment below, and take part in the development of the upcoming feature.

Manage Your Clients’ Accounts

We are working on a new feature that will make it easier for you to manage your clients’ accounts on GrowthWheel Online.

Under the “Team” menu you will find a new column where you can see the status of your client: invited, not invited, or not logged in yet. If your client hasn’t logged in yet, you can re-invite your client. If you no longer wish that your client has access to the company profile you can archive your client.

With the new features you will be able to:

• View your client’s status

• Manage your client’s information

• Archive clients

Below, you can see the first mock-ups of how it will look like.

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#1 View your client’s status
In the “Team” menu you can now see for all clients if they have been invited or not, and you can choose to re-invite a client if he or she didn’t log in.

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#2 Manage client information
You can now add more detailed information about every client, such as responsibilities, professional and personal skills, and notes, or you can manage user settings.

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#3 Archive clients
If you no longer want a client to be visible on the team members page, you can now archive that client.

Please share your comment below, and take part in the development of the upcoming page.