INTRODUCTION

With the GrowthPlan you can print a single PDF document with all the information about how your client plans to grow the company. Edit the GrowthPlan according to what you and your clients discuss, and download it for use in meetings, presentations etc.

HOW TO DO IT

1. Find GrowthPlan 

Go to “My clients” and select a client. Click on “GrowthPlan”

2. Make edits

Here you will see four pages; Ambitions, 360° Screenings, 30-60-90 Days Plan, and Outcomes. You can click on each of them and add what you have been working on with your client.

3. Find full GrowthPlan 

When you have completed the relevant parts of the GrowthPlan, you can download the full GrowthPlan by clicking the blue “Download” icon in the top right corner.

4. Focus on certain parts of the GrowthPlan

You also have the option to only download certain parts of the GrowthPlan, simply only check the boxes of the parts you are interested in. You can choose to include a cover page with basic information about your client if you like. 

You are now ready to use the GrowthPlan and take it with you to client meetings!