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  • Initiate is available in English and Spanish.

  • Yes, it is fully functional on mobile devices.

  • No, you can also download and print all materials as needed.

  • As a subscriber you will be able to invite customers to create an account. People can only gain access to Initiate through an invite link.

  • The number of licenses varies based on the subscription selected. View our pricing page for more details.

  • Training for Initiate consists of four sessions carried out over a 4-5 week period. Once you decide to move forward, we’ll meet with your core team to discuss in detail the most effective path for training your advisors. This includes teaching  the advisors the navigation of  Initiate itself and implementing a proven “blended learning” approach. Blended learning combines Initiate’s resource paths with an ongoing advising plan for business owners (learners).

  • Yes. Advisors and Admins can view a user's activity just as they would see it in their profile – showing open and done action items.

    Reporting is also available which allows you to filter by advisor and time. All data can be exported to a csv to allow for further analysis or upload into your customer relationship management system. Application Programming Interface is also available to premium subscribers to seamlessly integrate reports into your CRM.

  • We have a team that manages resource creation and maintenance.  Our content team ensures that resources are updated regularly and reviews subscriber feedback to provide the most relevant new resources.wing open and done action items.

  • You will be able to add your logo. Therefore when users are logged in it will be clear they are tied to your organization.  The premium and network subscriptions also offer an optional add-on that allows you to add custom videos and downloads.

  • Many of our subscribers use Initiate with assistance offered to learners that is also tied to grant funded programs. This allows for a part or all of the subscription fees to be covered by grant funding.

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