Here are the steps to send a health and value assessment:
- Log in to Propel Your Business.
- Go to your portfolio page.
- Click on “Health and Value Assessments” in the left toolbar.
- This will take you to the dashboard, where you’ll see a list of assessments.
- To send a new assessment, you have two options in the right-hand corner:
- Copy the unique invite link to paste into your own email.
- Click “Send an HVA” and enter the client’s first name, last name, email address, and other information.