The first step in leveraging Insights is to invite your Client Businesses to use the tool and create their space within Insights. We have a companion guide that can be sent to your Client Businesses to help them with the sign-up process but first we need to get them invited. That work starts with you as the Partner.

1. Navigate to the My Portfolio page via your left navigation bar. 
    
    
   
2. Click “Add Business”. 
    
    
   
3. First, provide information about the Business Owner that you want to invite as the first User for the Business; click “Continue” when done. We hope you’re able to provide most of this information, but some fields are optional should you not know the exact situation from your client. 
    
    
   
4. Next, provide information about the Location of the Business in question, click “Continue” when done. 
    
    
   
5. Now provide information about the Business’s Industry, Size, and Goals 
    
    
   
6. Finally, we suggest creating the first Action for this business. This could be a coaching engagement, a loan, or a grant being given to the business. Click “Create Action” and fill out the following form. This is a requirement for unlocking the “Impact Report” features, but not required if you’ve not worked with this client yet. 
    
   

 
 
Once done, click “Create” 

7. Click “Continue” 
 
 

8. Finally you’ll have a chance to review all of your inputs and send your invitation. Once you’re happy with the information, click “Continue” to send the invite to your client. 
 

CRF will also provide your teams with a Client Manual, so you can coach your clients through the process should they have questions. That will be attached in another document to ensure audience continuity.