Build your technical assistance capacity with Initiate, the online learning platform that provides small businesses with specially curated resources, all in one place!
Use the Business Self-Assessment to engage your small businesses. Features include:
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Dashboard prompts to complete the initial assessment (and to reassess every 3 months)
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Ability for learners to save responses addressing Money, Marketing and Management skills
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Tailored resource recommendations based on calculated growth and strength areas
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Recommended resources featured on learners' "Discover" tab
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Ability for advisors to track and review responses in the “Activity” tab
Features & Benefits
Engaging more users, increasing organizational capacity
Learning Community
Training and peer events to share best practices and drive future enhancements.
Collaboration
Track progress of action items for tasks inside and outside of the platform. Integrate directly into your CRM to access reports and streamline your workflow.
Guided Learning
Modules to guide learners through understanding cash flow, creating a business plan, and more.
Practical Tools
Interactive tools, templates, videos, and guides on the topics that matter most to business owners available in English & Spanish.