"
Initiate has been a great tool for our technical assistance program. We send clients curated content based on their needs which reinforces concepts we covered during our coaching sessions. Best of all, as a bilingual business coach, I can pull from content in English and Spanish!
- Aldo Medina Martinez, Business Services Program Lead, Craft3
Subscription Plans
Initiate subscriptions include:
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Access to all Initiate resources on starting a business, marketing, money, and management
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Ability to customize Initiate with your organization's logo
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Ability to assign and review progress towards action items for your learners
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Easy invitations for users that link them to an advisor
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Reports on utilization and progress of your learners
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Downloadable reports on learner activity that can be pulled into your current crm and reporting systems
Starter
Premium
Annual Fee
$10,000
$20,000
1
1
Organizations
Users
Advisor peer network and events
Learners can upload their progress
Ability to add your own content
65
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Unlimited
Optional Add-On*
Application Programming Interface
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Features & Benefits
Engaging more users, improving organizational efficiency
Learning Community
Training and peer events to share best practices and drive future enhancements.
Collaboration
Track progress of action items for tasks inside and outside of the platform. Integrate directly into your CRM to access reports and streamline your workflow.
Guided Learning
Modules to guide learners through understanding cash flow, creating a business plan, and more.
Practical Tools
Interactive tools, templates, videos, and guides on the topics that matter most to business owners available in English & Spanish.