Launching a Pending Company From a Health and Value Assessment

Launching 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.

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Step 1: Locate the Completed Assessment #

1. Navigate to the Health & Value Assessment Dashboard using the left-hand navigation bar.
2. Find the assessment for the company you’d like to launch.
3. Ensure the Health & Value Assessment is finalized — only finalized assessments can be launched.

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Step 2: Launch the Pending Company #

1. On the right-hand side of the assessment row, click the rocket ship icon 🚀.
2. This begins the launch process to create a Pending Company Instance.
   • “Pending” means the prospect is now in the sales process but not yet an active client.

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Step 3: Review and Confirm Company Data #

1. Review all fields for accuracy, including company name, contact, and financial data.
2. Add seasonality details if applicable.
3. Double-check responses within the assessment.
4. Wait for the platform to calculate and trend the data — the spinning indicator is normal.
5. Once complete, you’ll see a confirmation message indicating the launch was successful.

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Step 4: Verify in Pending Companies #

After the launch:

• The company will appear under Pending Clients or Pending Company Instances.
• The company will remain in this status until the client signs and becomes active.
• Once signed, their instance automatically transitions from Pending to Active.