Clients / Add client

Add client

Set up the account, then add the people who will log in.

The client

Company name
Industry
Status
Engagement
Growth strategist
Growth manager
Cancel

Modules they will see

Design preset
  • 1-Page Growth Plan
  • Assessments
  • Engine Score
  • Action Plans
  • Meetings

Change any of these later on the client's Engagement tab or on Modules by client.