GrowthWheel NG Onboarding
GrowthWheel NG is the Next Generation CRM system for SBA-funded agencies – It's here to make reporting easier and error-free for everyone! To get started please fill out this form to the best of you abilities.
Your first name
Your last name
Your email
Your Organization name
Are you currently reporting to SBA through EDMIS/NEXUS?
Yes
No
Will start soon
Migration
What system are you using now?
Please Select
NeoSerra
Center IC
Outcome Tracker
Salesforce
SourceLink
Paper forms
Excel
Manually through EDMIS/NEXUS
Other
Specify which system
Do you have any custom fields in your system?
Yes
No
Do you wish to transfer historic data from your existing system?
Yes
No
Maybe
Are you able to provide us a data export with sample data?
Yes
No
Not sure at this point
When do you intend to use GrowthWheel Online for your first reporting?
Which date do you plan to start tracking client data in GrowthWheel Online?
Please share links to any current 641 signup forms you are using
Training Sessions
Are you currently offering training sessions for clients?
Yes
No
Will start soon
What platform/software are you using to publish and manage the courses (registrations and payments if applicable)?
Do you ask clients for the 641 or 888 only for training registrations?
Please Select
641
Just 888
Other questions
Would you like to see any integration with other systems that you are using?
Yes
No
Which systems?
Reporting
Do you need to report to other entities than SBA? Specify.
Who will be responsible for your reporting to SBA?
First name of who will be responsible for your data migration
Last name of who will be responsible for your data migration
Email address of who will be responsible for your data migration
Please upload an exported file with test data from your current system (can be done later)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Advisor Access
In GrowthWheel advisor usually only have access to their own clients but we could set up so they have access to all clients from all team members. Please fill out the question(s) below according to your needs.
Does some advisors needs access to all clients?
Yes
No
List the advisors who should have access to all clients?
Submit
Should be Empty: