Small Business Advisor Platform
A digital client-management platform for small-business incubators, advisory centres, and economic development offices that need to move from paper-and-spreadsheet intake to relationship-based engagement with ministry-ready reporting. Built around the advisor workflow with automated KPI dashboards aligned to provincial reporting templates.
The Problem
Fully manual client intake and tracking via paper or spreadsheets
No centralized client history or relationship timeline
Ministry and funder reporting requires manual data gathering every quarter
No visibility into advisor workload or client lifecycle
Email and calendar disconnected from client records
The Solution
Centralized client management with full lifecycle tracking
Meeting and consultation tracking with advisor assignment
KPI dashboards aligned to ministry reporting (key metrics, chart views)
Ministry-ready reporting suite (Overview, Clients, Meetings, Demographics)
One-click CSV and Excel export for quarterly funder submissions
Document storage for client files, business plans, attachments
Pipeline Kanban view of the client journey (Inquiry through Graduated)
Follow-up dashboard (overdue, today, upcoming)
Demographics reporting with privacy-regulation-aligned design
Role-based access (Admin and Advisor)
Email ingestion auto-linking inbound messages to client records
Bidirectional calendar sync
Integrations
These are systems we have already integrated. If your stack uses a different tool in the same category, we scope it during discovery.
Or comparable:Google Workspace
Or comparable:SharePoint, Google Drive
Or comparable:Custom report templates
Don't see your tool? We can scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
Phased Rollout
Timing is tailored to your scope and tooling. We confirm duration in the discovery call.
Foundation
Core Development
Advanced Features & Launch
Outcomes
All active clients digitized and accessible from a single advisor view
First ministry-ready report exported without manual data gathering
Real-time advisor performance visibility and follow-up tracking
Email and calendar synced for every advisor on day one
Staff fully self-sufficient by the end of the rollout
