Build your organization’s capacity to support small business clients with this online learning platform that provides small businesses with specially curated resources, all in one place!
How Can Initiate Build Capacity for your Organization?
Its content, functionality and reporting capability offers:
1. Scalability: Standard content and analytics let organizations expand reach without the need for additional staff.
2. Improved Efficiency: Comprehensive self-paced content, actionable templates, digital task tracking and integrated reporting frees up staff time and streamlines workflows.
3. Consistent Quality: Standardized content and learning modules ensure stability in service delivery across clients and locations.
4. Measured Impact: Activity and usage metrics can inform your business support strategy, highlight core business challenges, and to make the case for program funding with real data.
5. Professional Development: Any staff member with an advisor role can access all content to grow their own knowledge and skills supporting small businesses.
6. Continuous Development: Initiate’s peer learning and feedback opportunities with other subscribing organizations improve both platform functionality and utilization supporting your advisors’ needs and keeping your organization up-to-date, relevant, and efficient.
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.

