Health and Value Assessments
Launching a Pending Company From a Health and Value Assessment
Last Updated: October 13, 2025Launching a Pending Company from a Health & Value Assessment You can convert a finalized Health & Value Assessment into a pending company instance directly from your dashboard. This step allows you to move a prospect into the sales pipeline while maintaining all their assessment data. Step 1: Locate the Completed Assessment Step 2: Launch...
Linking A Health and Value Assessment To An Existing Company Instance (Pending or Active)
Last Updated: October 13, 2025Linking a Health & Value Assessment to a Company Instance If you have an existing pending or active company in Propel Your Business and want to connect a completed Health & Value Assessment to it, follow these steps: Step 1: Locate the Assessment Step 2: Edit the Assessment Step 3: Link to the Company
Sharing A Health and Value Assessment With A Member Of The Firm
Last Updated: October 13, 2025Sharing a Health & Value Assessment You can share a completed or in-progress Health & Value Assessment with other team members within your firm directly from your dashboard. Step 1: Open the Assessment Step 2: Choose Who to Share With Step 3: Share Automatically Upon Sending When you send out a new Health & Value...
Health and Value Campaign Reporting
Last Updated: October 13, 2025Health & Value Assessment Campaign Reporting The Health & Value Assessment Dashboard now includes reporting functionality for all campaigns you’ve created, allowing you to track engagement, performance, and client conversion stages. Accessing Campaign Reports You can also choose to view assessments that were sent outside of any campaign (listed under No Campaign). Viewing Campaign Details...
Health and Value Assessment Dashboard
Last Updated: October 13, 2025Health & Value Assessment Dashboard Overview The Health & Value Assessment Dashboard helps you track and manage assessments across all client stages—from initial outreach to active engagement. Accessing the Dashboard Understanding Assessment Stages Category Description Prospect Anyone who has been sent a Health & Value Assessment, regardless of status. Pending An assessment linked to a...
Editing A Completed Health And Value Assessment
Last Updated: October 13, 2025Editing a Completed Health and Value Assessment If you need to make changes to a completed Health & Value Assessment in Propel Your Business, you can edit both the report details and the answers directly from the dashboard. Step 1: Navigate to the Assessment Step 2: Edit Report Details Click Save once updates are complete....
How Does The Prospect or Client Recieve The Health and Value Report?
Last Updated: August 22, 2025The client or prospect receives the Health & Value report directly at the email address they used when they started the report. If the report has been finalized, click on the company to see which email address the report was sent to. If that email address is incorrect, you can either regenerate the report to...
How Do I Create A Company Instance From A Health and Value Assessment?
Last Updated: August 22, 2025Step 1: Start with a Finalized Assessment Step 2: Go to Pending Clients Step 3: Enter Initial Information Step 4: Revenue & Profit Details Step 5: Revenue Multiples Step 6: Input Value Driver Answers Step 7: Finalize the Instance Step 8: Continue LearningTo get the most out of this tool, visit the Support Section for...
Viewing The Health and Value Assessment Report From Dashboard (Firm Users)
Last Updated: August 22, 2025Script: Sharing a Health & Value Assessment Step 1: Understand Access Step 2: Confirm RoleWhen you log in, look for the navy navigation bar on the left side of your screen. Step 3: Open Health & Value Step 4: Locate a Finalized Assessment Step 5: Share the Assessment Step 6: Verify SharingOnce shared, the selected...
Sharing A Health And Value Assessment With A Firm User
Last Updated: August 22, 2025Who can share assessments? Step 1: Confirm AccessWhen you log in, check for the navy navigation bar on the left side of your screen. Step 2: Open Health & Value Step 3: Locate a Finalized AssessmentYou can only share an assessment once it is finalized. Step 4: Share the Assessment Step 5: Verify SharingOnce shared,...
Creating Health And Value Assessment Campaigns
Last Updated: October 13, 2025Using Campaigns with the Health & Value Assessment Campaigns allow you to track groups of Health & Value Assessments (HVAs) sent for a specific purpose—such as a conference, referral source, or marketing event. This helps you identify where assessments originated and monitor engagement by campaign. Step 1: What a Campaign Is A campaign lets you...
My Prospect has not recieved the invitation for take the Health and Value Assessment.
Last Updated: February 28, 2025If a prospect hasn’t received the health and value assessment email, here’s what to do:
How To Send A Health And Value Assessment
Last Updated: February 28, 2025Here are the steps to send a health and value assessment: