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Getting Started

9
  • Company Setting Overview
  • Multiple User Profiles Across Companies or Firms
  • Welcome to the Support Desk
  • My Invititaion Has Expired To Set To Set My Password
  • What if I encoutner an issue with the software?
  • How do I update my user settings?
  • How do I update company settings?
  • Resetting My Password
  • Logging Into Propel Your Business

Annual Planning

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  • Review Meeting Cadences to Support Goals and Initiatives
  • Initiative Planning: Adding In The Details (Micro)
  • Adding Initiatives Company Wide To Propel Your Business
  • Yearly Performance Goals For Departments, Teams or Individuals
  • Inputting Company KPI’s
  • Inputtting Company Goals
  • Revisiting Your Long Term Goal and Path To Achieve It
  • What Is My BHAG Year?
  • Reflect, Update, and Plan This Year’s Goals On Your Health Score
  • Pinning the Pinning the Annual Planning Playbook to Your Resources
  • Building the Annual Planning Initiative

Enterprise Value

8
  • Why are there negative numbers in my Value?
  • I thought my business was worth more.
  • How to I update my Health Score?
  • How do I reset seasonality?
  • How is the estimated enterprise value of my business calculated?
  • How do I edit my multiples?
  • How do I edit the Value Tab of my Company Goals?
  • How Do I Get Started Setting Up Health and Value?

Goals

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  • I can not update the goals on the dashboard/scorecard.
  • Company Goals Edit Permissions For Company User Profiles
  • I am having issues uploading my Company Goals or Macro Plan Dashboards
  • Using the upload/download function for updating Company Goals and Macro Plans
  • Goals Overview
  • How do you use Micro Goals?
  • How do I use the Macro Plan?
  • How do I add additional goals to my Company Goals and Macro Plan
  • I have updated my Value Page but its not updating my Company Goals
  • How do I see previous years performance?
  • Updating Company Goals and Macro Plans
  • What are the different goals types in Propel Your Business and how are they used?

Meetings

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  • Adding a one time meeting to a meeting series.
  • Can I invite a guest participant to a meeting?
  • How do I add a participant to a meeting series?
  • How do I delete a meeting series?
  • How do I set my default video meeting link?
  • I already have recurring meetings in my calendar with video links. How do I make sure both propel Your Business and my calendar video links are the same?
  • Where do I find my video meeting link to input into the meeting series?
  • Does Propel Your Business send a calendar invite to meeting participants’ Google or Outlook calendars?
  • Adding a cadence to an existing Meeting Series
  • How do I edit/change a meeting cadence?
  • What is a Meeting Series?
  • How to create a Meeting Series?
  • Overview: Meeting Dashboard
  • My meeting timezone is incorrect?

Initiatives

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  • Initiative and Roadmap Item Templates
  • I completed an Initiative, how do I save it but remove from my dashboard?
  • Initiatives Overview
  • I can’t assign team members to Initiatives or Roadmap items.
  • How do I filter roadmap items by due date?
  • How do I change the target due date of a roadmap item in a meeting?
  • How do I edit a roadmap item in a meeting?
  • How do I use Initiatives in a meeting?
  • How do I pin an Initiative to a Meeting Series?
  • How do I add a roadmap item?
  • What are the two different places in software to access Initiatives and when do I use each?
  • How do I filter Intiatives?
  • How do I add an Initiative?

Tasks

6
  • How do you pin a task to a meeting series?
  • How do I assign a task?
  • How do I create a task?
  • How Can I View All the Tasks Across My Meetings, Business, or Portfolio?
  • How do I edit a task?
  • Tasks Overview

Resources

5
  • How Do I Archive Or Unpin A Resource From A Meeting Series?
  • How Do I Control Who Has To My Resources ?
  • How do pin a resource to a meeting series?
  • How do I add a resource?
  • Resource Overview

Team

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  • Working Through The Adoption Of Propel Your Business Within The Organization
  • Using Import Function To Quicky Add Team Details
  • Building Departments On Your Company Instance
  • Setting Permissions For Company Users
  • Activating a Company User
  • Adding a User To Your Company Instance
  • Company Instance User Profiles
  • Team Overview

Learning

5
  • Accessing Firm Training Modules
  • Inviting Team Members to Learning Center
  • Inviting Team Members To The Learning Center (Cultivate Advisors Clients)
  • Accessing The Learning Center
  • Learning Overview

Firm Support

35
  • Getting Started: Firms
  • User Profiles at the Firm Level
  • Firm Admins
    • I Have Reached My Maxium Companies Allocated On My Firm Instance
    • Adding A Firm Admin Or Firm User To Propel
    • Changing the Status Of A Company Instance
    • Creating a New Company Instance
    • Removing A Firm User From A Company Instance
    • Assigning A Company To An Advisor
  • Firm Users
    • Firm User: Portfolios
    • Firm User: Meetings
    • Firm User: Tasks
    • Demonstration Company Overview
    • Best Practices and Protips On Adding New Clients or Migrating Client Data To Propel Your Business
    • Checklist Adding New Client TO PYB
    • How do I tranfer my clients company to another advisor in Propel Your Business?
    • Sharing Resources With A New Client
    • Adding A Client To Advisory Meetings
    • Client Logged In For First Time and Updating User Settings
    • New Client Set Up
    • My client can not access Propel Your Business.
    • What if I don’t find one of my clients in the portfolio?
    • How do I assign a new company to a client?
  • Health and Value Assessments
    • Launching a Pending Company From a Health and Value Assessment
    • Creating Health And Value Assessment Campaigns
    • Linking A Health and Value Assessment To An Existing Company Instance (Pending or Active)
    • Sharing A Health and Value Assessment With A Member Of The Firm
    • Health and Value Campaign Reporting
    • Health and Value Assessment Dashboard
    • Editing A Completed Health And Value Assessment
    • How Does The Prospect or Client Recieve The Health and Value Report?
    • How Do I Create A Company Instance From A Health and Value Assessment?
    • Viewing The Health and Value Assessment Report From Dashboard (Firm Users)
    • Sharing A Health And Value Assessment With A Firm User
    • My Prospect has not recieved the invitation for take the Health and Value Assessment.
    • How To Send A Health And Value Assessment

Integrations

1
  • How to Use Webhooks

Vendor Marketplace

1
  • Recommending a Vendor to Vendor Marketplace
  • Home
  • Docs
  • Firm Support
  • Firm Users
  • Checklist Adding New Client TO PYB

Checklist Adding New Client TO PYB

< 1 min read

https://docs.google.com/spreadsheets/d/1uTRanpYd_6UTrcHW7jP4Tt5LpQOwLufS4fDfsSmhngY/edit?gid=0#gid=0

Updated on April 17, 2025

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How do I assign a new company to a client?How do I tranfer my clients company to another advisor in Propel Your Business?

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