INTRODUCTION

You can easily download the Business Profile as a PDF so you can bring it to meetings and share it with your client or other interested people. 

HOW TO DO IT

1. Select client

Go to "My clients" and select the client you want to work with.

2. Edit Business Profile

You will automatically be redirected to the Business Profile page. Here you can update contact, business, customer references, team, partners, and legal information.  

3. Make download

Click on the blue "Download" icon at the top right corner. You can choose to either download a full Business Profile or a shorter Business Summary. 

Once reviewed, you will be up-to-date on your client and be prepared to talk to them about how to further improve their business!