Building an Internal Company Instance: Document

Your Internal Company Instance #

Every firm on the Propel platform receives a complimentary internal company instance. This dedicated workspace allows your firm to run its own business inside Propel while gaining firsthand experience with the platform.

Using your internal company not only helps your team adopt the platform more effectively, but also builds the confidence and expertise needed to support clients and referral partners.

Accessing Your Internal Company #

When you first log in, you’ll land on your Portfolio.

Your firm’s internal company will appear in the company list. Simply select your company to open its dashboard and begin building your internal workspace.

Why Use Your Internal Company? #

Your internal company is designed to help you implement the same best practices you recommend to your clients.

Common uses include:

• Managing your firm’s strategic plan and annual goals.
• Running leadership, advisor, and internal team meetings.
• Tracking initiatives and projects.
• Managing scorecards and KPIs.
• Organizing resources and documentation.
• Training your team on how to use Propel.

Whether you’re a solo advisor or a larger firm with multiple departments, your internal company provides a practical environment for learning and daily execution.

A Great Way to Demonstrate Propel #

Many firms also use their internal company to introduce Propel to:

• Advisors
• Consultants
• Referral partners
• Leadership teams

By conducting meetings and managing work inside your own company instance, you create a real-world demonstration of how the platform supports execution.

Follow the Company Build Guide #

To help you get started, Propel provides the Building a Company Instance in Propel guide.

This guide walks through the recommended implementation process step by step and includes links to the supporting videos for each stage.

The implementation sequence has been intentionally designed to:

• Reduce setup time.
• Build your company in the recommended order.
• Make implementation easier as your organization grows.

Working through a little each day is often the fastest way to fully implement the platform.

Invite Your Team #

Once your internal company has been established, begin inviting other members of your firm to participate.

Depending on your organization, this may include:

• Leadership team members
• Advisors and consultants
• Department managers
• Administrative staff
• Referral partners (when appropriate)

As additional users join, you can begin assigning scorecards, initiatives, meetings, and responsibilities throughout the organization.

Next Step #

If your organization includes multiple departments or a larger leadership team, continue with the Implementing Propel Inside Your Company resources on the Support Desk. These guides provide detailed instruction on configuring meetings, scorecards, initiatives, permissions, and organizational workflows for successful company-wide adoption.