Features & Benefits
Initiate’s trusted tools build knowledge and confidence in your borrowers and increase capacity for your organization.
Business Assessment
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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
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.
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Resources cover Startup, Money, Marketing, and Management - the topics small business owners need most.
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The blended learning model makes Initiate flexible and adaptable to different learning and teaching styles.
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All resources are available in English and Spanish/Todos los recursos están en inglés y español.
Reporting and User Management
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Advisors can easily invite learners to the platform and track their activity.
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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.
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Optional API features integrate directly into your CRM to streamline your organization's workflow.
Functionality
Developing a plan and tracking progress of your small businesses is important for their success.
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The integrated Business Self-Assessment helps you understand where business owners need support and sets a baseline for their learning.
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Assigning Action Items and creating Action Plans with due dates helps learners stay on track to achieve to their specific goals.
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Digital task tracking allows advisors to see what's been completed and what areas they can follow up with their learners on.
