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Features & Benefits

Initiate’s trusted tools build knowledge and confidence in your borrowers and increase capacity for your organization.

CONTENT

Initiate provides advisors with the tools and resources needed to help customers as they launch and grow their businesses. We know that no two businesses are alike. No two advisors are either.

  • Resources cover Startup, Money, Marketing, and Management -  the topics small business owners need most.

  • The blended learning model makes Initiate flexible and adaptable to different learning and teaching styles. 

  • All resources are available in English and Spanish/Todos los recursos están en inglés y español.

FUNCTIONALITY

Developing a plan and tracking progress of your small businesses is important for their success.

  • The NEWLY integrated Business Self-Assessment helps you understand where business owners need support and sets a baseline for their learning .

  • Assigning Action Items and creating Action Plans with due dates helps learners stay on track to achieve to their specific goals.

  • Digital task tracking allows advisors to see what's been completed and what areas they can follow up with their learners on.

REPORTING AND USER MANAGEMENT

  • Advisors can easily invite learners to the platform and track their activity. 

  • Org Admins can access and export utilization data for all users of Initiate including when resources are viewed or completed, action items assigned/completed, time spent on platform, etc.

  • Premium subscription offers API features that integrate directly into your CRM to streamline your organization's workflow.

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.

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