Gale Training

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Welcome in again everyone. Today. We're taking

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a look at the enhancements that we've recently

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made to Gale Business: Plan Builder. My

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name is Amber Winters and I am a senior training

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consultant here at Gale and I'm excited to

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be with you today.

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So our agenda first, I want to talk about the resource

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and just briefly go over kind of the basics

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of the enhancements that we've included in

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this recent launch. Then we're going

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to walk through the platform. We'll spend the majority of the

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time in the walkthrough. So you can really

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see how all of the new features kind of flow together

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and how the platform looks a little bit different and

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is a bit more streamlined for your users.

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And at the end of the session, we will have some wrap

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up time for any questions you all have. And I do

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have some contact information for you as

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well, but we should be able

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to answer questions as we're moving through this session

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today. So don't feel like you need to wait until the end.

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If you have a question, feel free to ask

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it and I can answer it as we move through today.

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So for anyone not familiar with Gale

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Business Plan Builder, just a very brief over

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overview for you. So we can all get on the same page

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here. So Plan Builder is going to be a

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step by step business planning

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tool. So this is going to be for

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your entrepreneurs who are just planning

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on starting a business. This might be for

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current small business owners who

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maybe need to get themselves organized, maybe

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they need to pivot their business. This is

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great for them as well to kind of take stock

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of what they're doing, what they may want to do in the

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future.

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And this is also great for business

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students. If you have business students coming into

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your library or if they have anyone on

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the line from K 12 or academic schools,

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this is great for those students oftentimes

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throughout business curriculums throughout business

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courses, they are required to make business

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plans so they can do that right here on the platform,

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download it and turn it in for whatever

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they're doing. And this resource

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is built to support both for

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profit and nonprofit companies. So if

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you have nonprofits

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companies looking for support from

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you, they will benefit from this resource as

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well. And

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in addition to just the standard business

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planning features, we also have

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some great detailed scenario planning.

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So this really comes in handy for your patrons

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who are just starting off who are, may

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be thinking of maybe two different locations for their

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business or two different business

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models or maybe selling two different things,

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they can create different scenarios

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and fill out their business plans for each of them to kind

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of see how things would pan out, especially

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things like the financial projections,

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the break even analysis and things like that.

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And finally, we do include supplemental

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supporting materials. So as your

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patrons are getting into the resource, starting

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to build their business plan, most likely

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they may run into things they're not quite sure about,

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especially in the financial section.

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We've seen a lot of patrons kind of struggle

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with that, especially if they're new to business.

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So we've included a great learning library that's

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going to help them out. They'll be able to, you

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know, read about key terms, read about

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key topics to really better understand

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how they're going to fund their business, run their business.

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Um work through

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hr processes, things like that.

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Any questions about Gil business plan builder

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just in general before we kind of get

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started on some of the enhancements.

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OK?

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I don't see any. So let's go and get going.

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So first off, even with all of our enhancements,

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we've kept our integration with our other business

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resources. So if your library currently

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has access to gale business entrepreneurship,

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gale, business demographics now or

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gale legal forms, they will automatically

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be integrated into gil business

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plan builders So your patrons using

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the integrated resources button, right at the top

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of the page will be able to navigate into

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any of these three resources or two.

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If you only have access to two or one, if you only

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have access to the one, and we'll be able to

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research in a new tab. So again, if they're

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building out their business plan and they're just

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really stuck on one specific idea,

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maybe they're working through a SWAT analysis

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and they're just really struggling,

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they can click into those integrated resources.

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It'll open in a new tab for them and they'll be able

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to kind of get the information they need, come

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back to plan builder and keep going, keep

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um working on that

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plan there.

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So let's talk a little bit about our recent enhancement.

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So this is the new home page, we call it a dashboard,

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but this is the new layout here. So

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you notice on the left hand side, we've streamlined

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our navigation. It's now just focused here

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on the left and we've done this to

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kind of help your users

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pull to one specific area. We've gotten

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a lot of feedback about our previous

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platform with the multiple

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access points. It was just a little bit cluttered.

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So we've decided to streamline that. Now

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all of the access is going to appear here on the left

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hand side and you'll see that actually

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opens up in the middle here for some

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detailed information about the individual's

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business. So as your patron enters in information,

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they're now going to see that on the dashboard where they

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previously couldn't.

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In addition to that, we have a new pick up where

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you left off section on this dashboard

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or this home page that's going to take

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patrons directly to wherever they were previously.

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So if this is their second time on the resource,

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we don't want them to have to kind of remember where

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they clicked where they were in this list of

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navigation. We want them to get back to where

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they were easily. This was a feature that was

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often requested. So we've added it.

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So they're on the home page, the dashboard,

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they'll be able to go right back to wherever they were previously

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also added onto this home page is

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a download and email tile

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or a square or box or whatever you want to call

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it over here on this right hand

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side and we have always had download

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and email features on the dashboard, but previously,

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they were smaller buttons, sometimes

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a little bit hidden. So we've pulled those on

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the home page and now they're very clearly right

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here. Your patients will be able to choose how

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they want to download or email. They'll be able to choose

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the different file types, the different sections

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and they'll be able to simply download our email right

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here off this page.

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In addition to that we have included

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a learning library. So those supplemental resources,

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we've pulled them all together previously, they

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were found within each individual

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navigation section.

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So entrepreneur profile will

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have its own resources, business ideation,

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things like that. We've decided to pull all

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of those forward now into this great learning

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library. So if your patrons click into

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this button here and it is available on this

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persistent URL. So they are sorry,

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a persistent toolbar. So

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they'll always be able to access that right there.

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And you'll see it pulls forward this option to search

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through some of the different resources we have available

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or just to click directly into some of these different

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resources. And we'll take a look at those

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once we click into the platform today, but what's

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great is not only do we have articles but you'll find

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some video tutorials and things like that. So a

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nice way to engage all of your users

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and these resources will still appear underneath

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the different sections, the

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business plan sections. So they will still be

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able to find them there. But we have again,

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pulled them out separately just to make it as easy as

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possible for your patrons to find what they need.

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Now, I'd prefer just to go ahead and jump right into

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the resource so we can take a look at how all of this

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flows any questions while I'm doing

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that. OK.

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We've got a quiet group today. No problem.

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So let's go ahead and get started here. So I already signed

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into my account. So I already had one created

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here. So this is my dashboard. This is what I'm

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taking to directly when I sign in. So

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first I want to point out before we even start

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anything. Our guide me button,

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which was on a previous

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pre enhancement platform

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has moved along to this new platform.

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So if you have patrons coming in

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using plan builder, who maybe you don't have time

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to speak to directly to kind of direct them

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on how the resource works. This guide

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me button is a really great feature for them.

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Just let them know it's on the home page and

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it's going to walk them through

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this dashboard or this home page.

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So we'll be able to see all of the different sections that they

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can kind of

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navigate to and what they all do.

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So again, that's the guide me, it's found here

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on this dashboard right underneath

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a great feature for anyone who's just

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new to the resource and who may not be able

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to meet with you to kind of go over everything.

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So let's take a look at our dashboard here. So

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right in the middle of the page again, remember we've removed

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the navigation to the different sections

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to allow for this nice your company

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tile here. So I've already entered

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in all of this information just from previous

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sessions, but as your user

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is entering in this information, you'll see it's going

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to start to appear here. They

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don't have to fill it all out. Some things are required

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but lots aren't so a website and email

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not required, but they can put it here

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as they create companies. You'll see this is going

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to show for profit first.

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If I created a nonprofit,

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I would just jump over here.

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Now, this is a nonprofit company,

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but I'll say in for profit businesses

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today.

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So this gives me some brief information. I can also

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edit the information right here,

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so I can change out the basic information

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here. If let's say, um if

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I click into optional here, maybe I have

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a new website they want to include

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or the state I'm in. You see, I can

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do that here as well. What's great is we

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can also put different identi identification

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and license numbers and things like that here.

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So if they have that information, they want to keep

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it all collected, they'll be able to do that right here

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on the home page.

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And then if I want to go back to just seeing the information

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as opposed to editing it, I'll just hit

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view details

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and now it's pulled me right back here. So now again,

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I can see all of this information

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and the business information is also included

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up top here in this top left corner

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and this gives you a little bit more detailed

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information. So, so it is showing what

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company you're currently using. So if

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your patrons maybe have more, more

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than one company built into their plan

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builder, maybe their um

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thinking about opening a bakery versus

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a retail store versus a coffee

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shop, they may have

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different companies. So this is telling them which company

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they're going to be working on and it defaults

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to whatever company they they used last.

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So if they signed off and signed back on, it's

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going to stay with whatever company they were in.

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This is also where it shows what scenario

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is being used. And just quickly,

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I like to mention the difference between a scenario

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versus a company.

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So a a scenario is what's

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going to be happening within the same

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company. So the best way I can think about

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about it is having a best case and a worst

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case scenario.

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So the parent company is still the same,

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it's still a coffee shop, maybe it's a bakery.

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But what's changing is the circumstances

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in which that company is functioning?

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Ok. So maybe it's a different location

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or maybe it's you know, going

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through a pandemic as we've seen a lot

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of companies unfortunately weren't prepared for that.

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So that's a great way for your patrons to prepare

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for something like that is to build a separate

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scenario within a company.

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Again, a different company is just

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like a whole separate instance, a whole

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different thing. They're not really related

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to each other. That would be another company.

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And what's great is I can easily change my company

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or my scenario right up top here.

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And you'll see here the company I have,

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I don't know if I have anymore. I do. I have a

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bakery listed here as well,

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so I can choose a company

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and then you'll see. I've already got a few

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scenarios built out here. So again, a

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best and worst case pandemic

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changes if I want to maybe have

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a larger storefront for my same company,

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I could do

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a scenario for that and

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I can choose what I want and save it

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up top here. This is also where I'll

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edit those things. So clicking

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the edit button, this should look fairly familiar. This

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is kind of a, a pull over from

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the pre enhancement side, but

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there are a few differences.

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So you'll see, this is my active company here.

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I can drop it down and just like on that

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home dashboard page, you'll see, it gives me

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the basic company information,

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but it also lists here those scenarios

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and you'll see I can edit these scenarios so I can

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set it as active. This is the one that's active.

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Now anyways, I can edit the name,

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I can make a copy if I want to. If I kind of

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tweaked a lot of information,

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I want to make a copy and maybe tweak

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a second copy a little bit more. I

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can do that here and I can also delete it.

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This is where I can create a scenario as well.

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When you're creating a scenario, all you're going

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to need is to name the scenario to

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save it for later because it's

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going to kind of roll up directly into your

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business plan. So you're not really worried about

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adding in a new company information

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or things like that because it's the same company just

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functioning a little bit differently

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and scrolling down here. If you have patrons

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who are maybe struggling with that scenario, verse

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company organization, which

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is a little technical, you kind of have to get used

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to it down here. We have this great kind

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of layout of what the difference between a scenario

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versus a company is going to be. So you'll see

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what's tracked attached

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to

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just the company or what's

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attached to a specific scenario.

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So in other words, these things will change

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on a scenario. This is going to stay

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the same for the company as a whole.

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So let's jump back to our dashboard. I can do

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that by just hitting the

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the address bar up top here. I'm

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sorry, the toolbar. I don't know why I keep saying address

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bar when I mean toolbar, I can hit

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the toolbar or I can hit dashboard either

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way it'll launch me back to where I started

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again. On this right hand side, I have my pick

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up where you left off. So this is showing me the

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last time I clicked into this resource

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I landed on companies and organizations

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right below. That is our tile here so

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I can change what I want to download.

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What's great is you can download in different formats.

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This was available on the,

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the pre enhancements platform.

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But again, it was a little bit harder to see. So

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we've pulled it out here. So I could choose if

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I want this profile in a PDF or

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maybe I want to be able to edit it off the platform.

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So it might be better to download it as a word

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doc.

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Some of them you'll see, you can down either download

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either as a picture or as an Excel

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sheet. So again, if they're planning on editing off

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the platform, most likely that Excel

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is going to be better than PNG, which

[00:14:23.330]
is an image file,

[00:14:25.500]
I can click over into email,

[00:14:27.928]
you'll see it on to that information

[00:14:30.070]
and then have the same options down here as

[00:14:32.239]
well. So we're going to attach whatever

[00:14:34.719]
they want to this email and whatever formatting

[00:14:37.288]
and what's great is they can choose none. You'll see they can

[00:14:39.349]
choose that in emails

[00:14:41.149]
or if I jump back to download, they can choose none here

[00:14:43.200]
as well. So maybe they didn't

[00:14:45.279]
work on the break even analysis and they're

[00:14:47.320]
not going to really mess with that right now.

[00:14:49.879]
They can just choose to not download that.

[00:14:52.200]
So it's not kind of cluttering what they have

[00:14:54.210]
downloaded. They're not going to have kind of an empty

[00:14:56.229]
area or an incomplete area. If they

[00:14:58.279]
just started working on it, they'll be able to

[00:15:00.320]
get rid of that.

[00:15:03.710]
And before we click into our different

[00:15:05.729]
options on the left hand side

[00:15:07.769]
here, I do just want to show you in the toolbar.

[00:15:10.009]
As I mentioned, the integrated resources button

[00:15:12.308]
is available here.

[00:15:13.950]
So this dropdown might look different for your

[00:15:16.038]
library depending on what you have access to

[00:15:18.469]
on my account. I do have access to these

[00:15:20.639]
three resources so I can easily click into

[00:15:22.908]
one of them

[00:15:25.058]
and it will load me in on a different tab so I can

[00:15:27.158]
start to kind of navigate through there.

[00:15:30.149]
But again, yours might be different, you may just have one,

[00:15:32.729]
you may not have any and then you won't see this,

[00:15:34.889]
the integrated option here

[00:15:37.989]
right next to that is the full learning library.

[00:15:41.250]
So again, that's where we've decided to house

[00:15:43.330]
all of the supplemental information we have listed

[00:15:45.649]
here.

[00:15:46.940]
As I mentioned, there are things like video tutorials

[00:15:49.500]
and then you'll find just articles about

[00:15:51.658]
a variety of different things you'll see. There's a lot.

[00:15:54.460]
So sometimes it's beneficial to have something in

[00:15:56.500]
mind and to use our search option

[00:15:58.519]
in our learning library that's usually beneficial

[00:16:00.729]
to kind of narrow it down to what they're

[00:16:02.820]
looking for. Exactly.

[00:16:06.649]
And then moving on from the learning library, we

[00:16:08.840]
also have the option to change languages here.

[00:16:11.849]
So this is a really handy feature for any of your patrons

[00:16:14.168]
coming in. whose first language

[00:16:16.298]
is not English.

[00:16:18.058]
Of course, we see a lot of patrons, Spanish

[00:16:20.739]
speaking patrons coming into the library so we can

[00:16:22.830]
change this to Spanish.

[00:16:24.788]
And now you'll see all of my tools, all of my

[00:16:26.908]
navigation here are going to be in Spanish

[00:16:31.379]
and they can change those at the very start of

[00:16:33.798]
their process and it's going to follow them along

[00:16:36.298]
no matter where they click. So they're not going to have to worry

[00:16:38.509]
about, you know, translating every

[00:16:40.599]
single page. It's going to navigate through

[00:16:42.619]
for the duration of the session. Once they sign

[00:16:44.830]
off though, it will default back to English.

[00:16:53.219]
It looks. So I have a question from Amanda is Russian,

[00:16:55.418]
one of the available languages. I do

[00:16:57.440]
not know.

[00:16:59.668]
Mhm mhm.

[00:17:02.619]
It looks like not on the platform

[00:17:04.989]
unless one of, unless this is Russian.

[00:17:08.098]
I know, I don't know Russian. So I can't tell you, but

[00:17:10.140]
I don't believe so. These are the ones

[00:17:12.150]
you'll be able to change to right here.

[00:17:22.019]
But feel free if you get

[00:17:24.219]
feedback, you know, if you have a, a large Russian

[00:17:26.269]
speaking population who are trying

[00:17:28.549]
to utilize this resource, we'd love to hear your feedback.

[00:17:30.920]
So anyone if you have populations

[00:17:33.459]
who are struggling with the resource. Christopher

[00:17:36.140]
does think that's Russian. Thank you.

[00:17:39.979]
Ok, great. I have confirmation

[00:17:42.140]
in the Q and A that Russian was

[00:17:44.299]
listed as one of these here.

[00:17:46.549]
I'm assuming this one.

[00:17:50.380]
OK.

[00:17:51.979]
Yes, this one is Russian. OK. Good

[00:17:54.420]
to know. So Russian is a language

[00:17:56.479]
that you can use here. Um

[00:17:59.390]
But again, if you see that a language

[00:18:01.920]
isn't available and you have a patron base

[00:18:04.108]
who's really in need of that, feel

[00:18:06.410]
free to email us. We'll get you some

[00:18:08.799]
some contact information at the end of the session

[00:18:11.068]
and you can just email us to let us know that it's

[00:18:13.150]
something that's needed. We always try to include as much

[00:18:15.170]
as possible. So if we know that there's a need,

[00:18:17.430]
then we do try to, to make that a priority over

[00:18:19.709]
some of the other things.

[00:18:24.279]
I'm glad I have so many people who do know Russian.

[00:18:26.358]
In fact, that's great.

[00:18:27.949]
Um Beth, I'm not sure about Korean.

[00:18:30.459]
Um Again, go ahead and click into

[00:18:32.539]
this and you can take a look, um most

[00:18:35.170]
likely one of these, but I'm not sure on that one either.

[00:18:37.739]
So go ahead and take a look once we're off the session

[00:18:39.920]
today, ok?

[00:18:43.180]
So let's go ahead and keep going here. Now, let's

[00:18:45.368]
take a look at our navigation. So this is,

[00:18:47.608]
you know, the big, the main

[00:18:49.880]
bulk of the resource. This is what your patrons

[00:18:52.009]
are going to want to start to click through and explore.

[00:18:54.660]
So they are the same as they were previously.

[00:18:57.219]
We've just kind of built them out a little bit differently.

[00:18:59.880]
And if I should mention if your patrons already

[00:19:02.140]
started a, a business plan before

[00:19:04.469]
these enhancements, it did transition

[00:19:06.949]
over. So they don't need to worry about everything being deleted

[00:19:09.299]
and starting over. Just so you all are aware,

[00:19:11.500]
it did already transfer over.

[00:19:14.019]
And so they'll see the same concept they had before.

[00:19:16.549]
The first thing I want to point out are these little icons

[00:19:18.838]
here and these actually change color,

[00:19:21.078]
you'll see. Mine are all green because they've already ran through

[00:19:23.318]
this resource. But if your patrons

[00:19:25.598]
are just starting, if they haven't completed

[00:19:27.709]
anything yet, these are actually going to be white.

[00:19:30.358]
So they're going to see exactly where they are.

[00:19:32.719]
So again, mine are all green because I've done it

[00:19:34.750]
all, but

[00:19:35.750]
they will start off white

[00:19:37.949]
so I can drop these down here and

[00:19:40.068]
we'll see everything I have in this section.

[00:19:42.459]
So we do pull our resources

[00:19:44.489]
out specifically here. So just

[00:19:46.618]
like within this learning library, but we've pulled

[00:19:48.789]
just the entrepreneur ones. So just

[00:19:51.289]
the bits that are going to be related to

[00:19:53.650]
creating this profile

[00:19:55.828]
and you'll notice this first option has a little

[00:19:57.848]
star attached to it.

[00:19:59.680]
And that's true. In a few of these, you'll see the lean canvas

[00:20:02.000]
has a star next to it.

[00:20:05.059]
Our business plan has a star. Those

[00:20:07.189]
stars indicate that this is what we recommend.

[00:20:09.348]
They start their business plan.

[00:20:11.400]
So each of these sections we suggest

[00:20:13.549]
they start with where wherever the star is. So

[00:20:15.660]
if I click into this here,

[00:20:18.588]
this will look very familiar to your patrons.

[00:20:20.630]
If they use this before, it should look familiar

[00:20:22.750]
to you as well. It hasn't changed too much.

[00:20:25.199]
but they'll still be able to click in

[00:20:27.689]
and edit whatever they need to edit here

[00:20:30.420]
and hit save. I want to remind everyone, please

[00:20:32.828]
make sure you do hit the save button.

[00:20:34.789]
Don't just close out. It doesn't save automatically.

[00:20:37.430]
We do need to hit that. I've unfortunately done

[00:20:39.539]
that a few times and it's kind of a bummer. So make

[00:20:41.588]
sure that they hit save. I do want

[00:20:43.739]
to point out we've included some amplifying questions

[00:20:46.328]
and prompts here as well. So if your

[00:20:48.348]
patrons are starting to click through this and they're just,

[00:20:50.368]
you know, are really at a loss for this.

[00:20:52.719]
Um All it's asking is what

[00:20:54.789]
do I know how to do? That is extremely

[00:20:57.219]
vague. It's extremely broad. So

[00:20:59.259]
we're trying to kind of narrow that down

[00:21:01.420]
for them a little bit. So what

[00:21:03.588]
specific skills do I have? Am I a quick

[00:21:05.739]
learner? So this is just helping them kind

[00:21:07.858]
of better understand what they can do

[00:21:09.900]
and how that's going to benefit or

[00:21:11.910]
potentially, you know harm

[00:21:14.400]
their business, some things they may need to look out for

[00:21:19.130]
so they can still fill that out just like previously

[00:21:21.180]
just by hitting that little pencil button

[00:21:23.219]
there. And you'll see we have

[00:21:25.358]
included the email download options

[00:21:27.699]
up top here. It does look a little bit

[00:21:29.799]
different because we have to use the full

[00:21:31.949]
screen for the actual

[00:21:34.059]
entries here.

[00:21:36.400]
But we do have that listed up top here. So

[00:21:38.500]
if they only want to pull this entrepreneur profile,

[00:21:41.279]
they can do that up top here.

[00:21:44.640]
Now, if I do want to take a look at the resources

[00:21:46.920]
available, I can click into the entrepreneur,

[00:21:49.410]
entrepreneur profile resources

[00:21:52.358]
and just like the learning library, you'll see

[00:21:54.439]
it has these little pop ups here,

[00:21:56.979]
then I can click into any of them. My

[00:21:59.029]
computer may take just a quick second. Some

[00:22:01.348]
of them are going to be PDF S here. Some of

[00:22:03.358]
them are going to actually launch into a different

[00:22:05.420]
resource if you have the resource available.

[00:22:08.180]
But I can click through and read whatever I need to know.

[00:22:10.400]
And again, this is going to be specifically specifically

[00:22:13.219]
related to their profile. You'll

[00:22:15.279]
see they can also just briefly run a search

[00:22:17.660]
here and

[00:22:20.699]
I can collapse that now and I can move on to my

[00:22:22.799]
next one.

[00:22:24.289]
So if I want to, let's click here into my lean

[00:22:26.529]
canvas again, mine is already done, but I

[00:22:28.559]
want to show you this cool little feature

[00:22:30.680]
we have here. Now on a few of the pages,

[00:22:33.189]
once you start to click through, you're going to see it at the top

[00:22:35.309]
here. I have this nice show example

[00:22:37.469]
option. So mine's already filled in.

[00:22:39.588]
But if it wasn't, if I was just starting off

[00:22:41.650]
and again, kind of just blink,

[00:22:43.920]
we can prompt them by showing them this great example.

[00:22:48.818]
And what's really nice is this example is

[00:22:50.848]
going to be directly related to

[00:22:52.890]
the kind of company that they have. So

[00:22:55.439]
I put in this one, this is a coffee shop.

[00:22:57.578]
So all of this is going to be related to

[00:22:59.949]
coffee shops. So problems related

[00:23:02.039]
to coffee shops, metrics related to coffee

[00:23:04.209]
shops, different customer segments again

[00:23:06.368]
related to coffee shops. So

[00:23:08.430]
this is kind of a a smart example

[00:23:10.500]
that we're building

[00:23:12.289]
and they can copy and paste any of this that they find

[00:23:14.348]
interesting, they can download just this.

[00:23:16.969]
but it's not going to default to filling

[00:23:19.259]
out these different sections. They do still need to fill

[00:23:21.430]
out the sections on their own.

[00:23:23.380]
We've done that because we want to

[00:23:25.390]
guide them but not do it for

[00:23:27.479]
them. We think it's more beneficial as opposed

[00:23:29.858]
to just you know, putting this together

[00:23:32.019]
for them to have them do it. Even if that does

[00:23:34.229]
mean copying and pasting from the

[00:23:36.279]
from the example, they still have

[00:23:38.380]
to read that copy and they have to

[00:23:40.420]
kind of understand what they're, they're pasting

[00:23:42.759]
into the layout here,

[00:23:46.039]
but they have this here and then I could just hide my example

[00:23:48.519]
and I can continue on with whatever I'm doing.

[00:23:51.009]
What's really nice is I can click show example

[00:23:53.239]
more than once and it's gonna show me more than one example.

[00:23:55.828]
So if maybe

[00:23:57.880]
what it showed me before isn't exactly what

[00:23:59.979]
I need, I can click it again and maybe there's something that's

[00:24:02.049]
a little bit more related to my company

[00:24:04.259]
or maybe something that's kind of gets

[00:24:06.289]
my juices flowing a little bit, gets my brain thinking.

[00:24:09.078]
and I can use that example instead. So

[00:24:11.239]
it's a nice feature we just recently added to

[00:24:13.420]
make sure

[00:24:14.709]
patrons are kind of getting what they

[00:24:16.809]
need. They're getting that little push to start

[00:24:18.848]
their own business plan,

[00:24:22.709]
scrolling down here, you'll see we have the same

[00:24:25.588]
options as before our break, even

[00:24:27.729]
analysis, our business plans.

[00:24:30.608]
We've always had pitch decks in here,

[00:24:32.750]
but I do want to point out that we've pulled them up because,

[00:24:35.439]
um, previously they were a little bit hidden.

[00:24:37.449]
I actually, it took me a while to even realize

[00:24:39.608]
we had them and they're such a great feature that I'm glad

[00:24:41.789]
we've decided to pull them out and give them a little more prominence.

[00:24:44.818]
So if your patrons are kind of moving

[00:24:46.930]
past just building a

[00:24:48.979]
business plan and they're going to be presenting

[00:24:51.029]
things

[00:24:52.618]
to I don't know, potential investors

[00:24:54.979]
or banks or whomever

[00:24:57.890]
we have example pitch

[00:24:59.920]
deck here so I can click into these. You'll see,

[00:25:02.009]
I'll be able to download it either as a powerpoint

[00:25:04.519]
or a PDF here. I can download it as

[00:25:06.640]
a Power Point today.

[00:25:12.979]
And eventually there we go. It

[00:25:15.390]
gives just a brief introduction and kind of gives

[00:25:17.799]
an idea of what they should do and just a really

[00:25:20.009]
basic

[00:25:21.348]
styling there, you'll see. It wasn't anything

[00:25:23.680]
super crazy fancy, but it's a great

[00:25:25.809]
way to get them started seeing those examples

[00:25:28.709]
and they can actually upload their pitch deck

[00:25:30.959]
here as well. So if they're trying to keep all

[00:25:33.059]
of their business resources organized and they

[00:25:35.098]
do have a pitch ready to go, they can

[00:25:37.219]
upload it and save it here and

[00:25:39.430]
use it whenever they need it. It's always going

[00:25:41.549]
to be found under this business plan

[00:25:43.709]
section,

[00:25:45.838]
also found under this business plan section,

[00:25:48.150]
under other business plans.

[00:25:50.949]
You'll find some more detailed business options

[00:25:53.910]
here. So a full business plan, an executive

[00:25:56.108]
summary, we default to creating

[00:25:58.269]
a lean business plan for your patrons.

[00:26:00.309]
You'll see that's the little star here. But

[00:26:02.509]
if they do need something that's more specific,

[00:26:04.709]
they do have the option for the full or the executive

[00:26:07.588]
business plans

[00:26:11.539]
underneath that. We also have our financial

[00:26:13.838]
projections. If they are ready to enter in that information,

[00:26:16.420]
they certainly can.

[00:26:18.459]
So they can really simply kind of knock through all

[00:26:20.618]
of this and get everything done. I will point

[00:26:22.640]
out, I skipped it under business idea. I like

[00:26:24.818]
to point it out though, under our other business

[00:26:26.979]
ideation option.

[00:26:29.670]
With this dropdown, I can I have the ability

[00:26:32.029]
to create SWOT or PEST

[00:26:35.239]
reports here. So I'm going to click into

[00:26:37.368]
the SWAT because this is used frequently

[00:26:39.598]
here. So it's strengths, weaknesses, opportunities

[00:26:42.390]
and threats,

[00:26:43.959]
which is hard to say altogether.

[00:26:45.989]
But you'll see, I can go through and fill

[00:26:48.000]
this out and this is a great thing to add

[00:26:50.078]
to my business plan. If I'm going to be sharing it with

[00:26:52.219]
others. It's also great just for me

[00:26:54.279]
as an entrepreneur to kind of wrap my head around

[00:26:56.769]
where I am within my industry

[00:26:59.019]
and where I am just in general, I'll be

[00:27:01.118]
able to see, excuse me,

[00:27:03.358]
the strengths they have available. I'll be able to see

[00:27:05.500]
maybe threats from other companies. I can really dig

[00:27:07.680]
into that and make sure I'm not missing something

[00:27:09.739]
that could really hurt my business or can make

[00:27:11.779]
it. So my business isn't viable.

[00:27:14.729]
And that's another great way a plan builder can be

[00:27:16.828]
used. So even if you have a patron who's

[00:27:19.328]
really just on the edge of even thinking

[00:27:21.660]
about being an entrepreneur and just kind of want to

[00:27:23.670]
explore a little bit, this can help them

[00:27:25.750]
see if their idea is even viable. They'll

[00:27:27.949]
be able to kind of evaluate

[00:27:30.608]
what they're expecting to do and they

[00:27:32.670]
can run financials and if they break even

[00:27:34.969]
says they're not going to break even ever,

[00:27:37.189]
then maybe that's an indicator that they need to step back

[00:27:39.449]
and reevaluate what they're planning on doing

[00:27:42.608]
and it'll just help them kind of organize their thoughts

[00:27:44.660]
a little bit. And that's the goal of this resource

[00:27:46.750]
here. Now,

[00:27:50.910]
I'm going to jump back to my dashboard

[00:27:53.039]
again so I can do that here. You'll see, I have the back

[00:27:55.118]
to dashboard option here

[00:27:57.118]
or I have my dashboard button on top

[00:27:59.239]
here just to get us back to our home page.

[00:28:03.420]
And the last feature I'll talk about before we're done

[00:28:05.640]
for the day is right here

[00:28:07.799]
under my name. So this is where I'm going to be able

[00:28:10.078]
to change the settings for my account here.

[00:28:13.009]
So if I click into account settings,

[00:28:16.189]
you'll see, I have my information like

[00:28:18.259]
I always have and I want to mention we

[00:28:20.380]
still have the ability to add users to

[00:28:22.489]
this account. So this is a holdover from

[00:28:24.739]
before our enhancements.

[00:28:26.568]
But if you have a colleague

[00:28:28.729]
who's working with you, a business partner who's working

[00:28:30.868]
with you and you want them to have access to this

[00:28:33.049]
this business plan as well,

[00:28:35.519]
we can still add new users. You'll see, I

[00:28:37.529]
do have one person added here.

[00:28:40.130]
When I add a new user. You'll see, I actually create

[00:28:42.469]
this for this individual and this person

[00:28:44.809]
can choose to make their own account if they want

[00:28:46.900]
to. But this is going to link them to your

[00:28:49.059]
business plan. So I'll be able to enter in all

[00:28:51.180]
of this information for them.

[00:28:53.640]
And then underneath, I actually get to choose

[00:28:56.588]
what they have access to. So with defaults,

[00:28:58.838]
they don't have any access.

[00:29:01.239]
But I can say that I want them to be able

[00:29:03.309]
to fully access and change my entrepreneur

[00:29:05.390]
profile. And then maybe my business idea,

[00:29:07.799]
I want them to only read it. Maybe I just want

[00:29:09.920]
them to see it and you know, give me notes or something

[00:29:12.000]
like that. I can go through and choose exactly

[00:29:15.019]
what I want them to be able to see

[00:29:17.199]
and what they want. I want them to be able to do

[00:29:21.390]
and I can jump back in my little bread crumb trail

[00:29:23.670]
up top here to get back to that.

[00:29:26.608]
Oops, I should read the dialogue

[00:29:28.750]
box. Shouldn't I

[00:29:30.029]
go and I'm back here right where I was.

[00:29:34.368]
So again, this is a holdout from before

[00:29:36.818]
our enhancements. But I think it's important to remind everyone

[00:29:39.430]
that it is here and available for

[00:29:41.539]
you. Now,

[00:29:46.049]
we've gone through all of the enhancements on the platform

[00:29:48.189]
already and we've got some time left over. So

[00:29:50.449]
I would love to answer any questions that

[00:29:52.689]
you all have thought of that I haven't been able to answer

[00:29:54.949]
previously. If you want to maybe

[00:29:57.170]
dive deeper into something on the resource

[00:29:59.348]
that I didn't take a look at. We do have the time for that

[00:30:01.489]
as well.

[00:30:03.640]
It looks like we do have a quick question. Let me read it quickly

[00:30:05.739]
are Lean Canvas and demographics now included

[00:30:07.959]
in the subscription to Gale Business Plan Builder.

[00:30:10.719]
So Beth, the Lean Canvas is

[00:30:12.828]
going to be available here because that's

[00:30:15.049]
how we kind of organize everything for

[00:30:17.299]
patrons. DemographicsNow

[00:30:19.500]
is a separate resource that you

[00:30:21.608]
can get through Gale. So it isn't included with

[00:30:23.680]
Gale Business Plan Builder. It is separate

[00:30:25.750]
but it does integrate. So you may

[00:30:27.900]
have seen that right here.

[00:30:29.930]
It's only going to integrate specifically

[00:30:33.170]
if you have access to that resource. And if you don't,

[00:30:35.410]
I'll give you some info at the end of the session if you want

[00:30:37.489]
to talk about, talk about it with

[00:30:39.549]
your sales representative.

[00:30:44.818]
OK. And we have another question here.

[00:30:48.180]
Show financial projections, please.

[00:30:50.519]
Jay, I certainly can

[00:30:53.180]
let me pop that back up here. So

[00:30:55.279]
financial projections are at the bottom here. And I will

[00:30:57.358]
say that a lot of times this is the

[00:30:59.818]
um the section that struggled

[00:31:02.229]
with the most and a lot of times the section that isn't

[00:31:04.259]
used as much just because

[00:31:06.459]
a lot of times they're not ready for that sort of thing. But

[00:31:08.588]
when I drop down financial projections here,

[00:31:10.789]
you'll see, we've really tried to break it down into small

[00:31:13.229]
chunks. So you'll see capital expenditures.

[00:31:15.479]
We've pulled out debt and loans. I can

[00:31:17.578]
drop any of those down,

[00:31:19.680]
click into them here.

[00:31:21.680]
I haven't added anything so I can

[00:31:23.769]
hit add. It's going to ask me for this information.

[00:31:26.588]
I can't tell you what all of this means.

[00:31:28.729]
But hopefully your patron

[00:31:30.789]
who's going to be using this resource will kind

[00:31:32.828]
of understand exactly what they'll be using here,

[00:31:35.459]
but they'll be able to click through

[00:31:39.299]
and again,

[00:31:40.969]
they'll be able to create whatever they need to create

[00:31:43.170]
here. Um Let's go into a different one. So we can

[00:31:45.390]
see

[00:31:48.789]
trying to find one, a lot of them are formatted

[00:31:51.259]
as spreadsheets. Of course, I don't know which

[00:31:53.420]
one to easily click into them.

[00:31:58.000]
I don't know which exactly, but some

[00:32:00.130]
of them are organized kind of as spreadsheets

[00:32:02.880]
as opposed to kind of these you know,

[00:32:04.949]
click entry options. Um

[00:32:08.150]
But they are going to look different depending on what

[00:32:10.410]
the

[00:32:12.180]
specific section is. So they'll

[00:32:14.299]
be able to enter in any information they

[00:32:16.400]
have. Again, they may not have any information on

[00:32:18.420]
this at all, but if they do it, at least to

[00:32:20.439]
be able to click into those and add the information

[00:32:22.799]
that they need.

[00:32:30.318]
And we've got one more question is a I utilized

[00:32:32.880]
in any portion of this. So it's

[00:32:34.890]
a really nice question. We

[00:32:36.900]
do actually have a small, built,

[00:32:39.180]
small bit of A I integrated within

[00:32:41.358]
our platform that we didn't previously have

[00:32:43.699]
and I didn't mention it, I should have. But that

[00:32:45.838]
is found any time you see this show example

[00:32:48.338]
option

[00:32:49.630]
and what the A A I is doing is it's pulling

[00:32:51.880]
the information

[00:32:53.578]
that the patron has input it into the

[00:32:55.588]
resource to make those um very

[00:32:58.108]
specific suggestions. So remember I said if

[00:33:00.150]
it was a coffee shop and I hit this

[00:33:02.189]
show example, it was going to give me information

[00:33:04.420]
related to a coffee shop.

[00:33:06.459]
We're using that through an A I program.

[00:33:08.670]
So what they're going to do is they just pull

[00:33:10.910]
um a very small amount of

[00:33:12.930]
information. They don't pull

[00:33:14.719]
any sort of, you know, protected

[00:33:16.848]
information or any business secrets or anything

[00:33:18.949]
like that. All they're going to take a look at is the name

[00:33:21.049]
of the company. If an in an industry

[00:33:23.650]
code was put in, they'll take

[00:33:25.719]
a look at that. And with that company name and industry

[00:33:27.989]
code, they're going to be able to pull forward

[00:33:30.019]
some information.

[00:33:31.338]
So yes, we do have a little bit of A

[00:33:33.459]
I that's being utilized in this resource. Thank

[00:33:35.588]
you for asking that. It's a newer feature that

[00:33:37.920]
we're really excited about being able to bring to

[00:33:39.989]
patrons.

[00:33:45.059]
OK. So I don't see any more questions. So let

[00:33:47.219]
me go ahead and jump just back here to my

[00:33:50.959]
presentation.

[00:33:53.078]
So you have some some support

[00:33:55.459]
here at Gail if you need some additional information

[00:33:57.598]
or maybe you just want to talk a little bit more in depth

[00:33:59.680]
about this resource. If you currently

[00:34:01.769]
have access, you can reach out to your customer

[00:34:03.818]
success manager.

[00:34:06.049]
If you know who that is, reach out directly. If you don't,

[00:34:08.099]
you can send an email to [email protected]

[00:34:10.688]
and you'll be forwarded

[00:34:12.918]
to the correct individual.

[00:34:15.250]
You also have access to a sales consultant.

[00:34:17.570]
So if you don't have Gale Business: Plan Builder

[00:34:19.659]
or maybe you don't have um

[00:34:22.340]
DemographicsNow and you want to talk about DemographicsNow.

[00:34:24.840]
Now, you can reach out to them again, reach out to

[00:34:26.929]
them directly. If you already know who that is. If

[00:34:29.059]
you don't know who it is, you can just go ahead and

[00:34:31.079]
go to support.gale.com/repfinder

[00:34:33.349]
You'll put in your library's

[00:34:35.449]
information and you'll be directed to the correct

[00:34:37.639]
individual.

[00:34:39.099]
If you want some additional support, some additional

[00:34:41.438]
training or marketing information, you can go to

[00:34:43.510]
our support site, which is support.gale.com

[00:34:45.599]
We got some great things built out

[00:34:47.728]
there for you. So you don't need to reinvent the wheel.

[00:34:49.889]
If you're going to be training your staff or if you're

[00:34:51.938]
going to be working with patrons, we already have things

[00:34:54.019]
ready to go for you. So check that out again

[00:34:56.110]
at support.gale.com.

[00:34:58.719]
And now if you have time, I do have a

[00:35:00.840]
session survey I would love for you to take just to make

[00:35:02.938]
sure that we're hitting everything you're looking for in

[00:35:05.019]
these sessions. It is actually gonna pop

[00:35:07.179]
up in your browser once you sign off for

[00:35:09.320]
the day. So it will be there or I have

[00:35:11.429]
a QR code, you can just really quickly scan

[00:35:13.539]
it's bit.ly/galetrainingeval

[00:35:15.000]
if you're typing it in. I

[00:35:17.199]
love for you to take that to make sure that we're covering

[00:35:19.369]
everything you guys need to be successful.

[00:35:21.570]
And of course, if you have suggestions, we always

[00:35:23.599]
love to hear those as well.

[00:35:27.599]
And I don't see any more questions coming

[00:35:30.050]
in. So I'm going to go ahead and end off

[00:35:32.079]
the session today. If you do think of questions,

[00:35:34.550]
feel free to respond to the follow up email,

[00:35:36.659]
I'll be sending tomorrow or you can reach

[00:35:38.739]
out to either your customer success manager

[00:35:40.878]
or your sales consultant and everyone,

[00:35:43.019]
please have a great day.