Gale Training

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Welcome. Thank you for joining

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today. So our session is another 15

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minutes to mastery session

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and we're focused on finding hidden gems

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within Gale Business Plan Builder.

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My name is Amber Winters. I'm a senior training consultant

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here with Gale and I'll be walking you through our session

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today. So anyone who's just

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brand new to Gale Business Plan Builder, I

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just have one very quick slide because we're not

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really digging into the resource itself

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today, but just want to remind everyone

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this is an interactive resource that

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is going to give a step by step guide for

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your users looking to build a business plan.

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So this could be entrepreneurs, this could be current

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business owners. This could even be students who

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have a business plan project

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that they need to do. Your users will be

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able to enter their content into each of our sections

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on this left hand side here and then we'll

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spit out a full business plan for them that they'll be

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able to download or print

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or whatever they want to do with it.

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Now, let's talk about the gem. So that's what we're going to

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go through with the basics. But let's go ahead and get started

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with the five hidden gems that we're going

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to look at today. What we're going to

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do is I'll give you just a brief description of the gem.

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Then we're actually going to click into plan builder

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so you can see them in action and then we'll

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bounce back to our slides to take a look at,

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take a look at the next one. So again, we're going

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through five hidden gems today and the first one

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is going to be our integrated resources

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option.

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Now, this is available if you have access to

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a few other gale resources in your collection.

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So if you have Gale Business: Entrepreneurship,

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Gale LegalForms or Gale Business:

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DemographicsNow, plan builder

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actually has them integrated onto the platform.

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So as your patrons are going through

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and you're filling out the different sections, if they get

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maybe a little bit confused about something we're asking

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them or they see a vocabulary

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word that they just have absolutely no idea what it means. They

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need some additional support, they can click

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into our integrated resources and be drawn

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to that resource. So if it's g business

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entrepreneurship, maybe they want to

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read an article about

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their industry. If it's gill business demographics.

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Now, maybe they need to pull some population

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information about their city where their business

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is in. If it's Gill legal forms, maybe

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they just need a document for an agreement for

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a third party vendor, they're going to be working with

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that's actually integrated on our platform.

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So they'll be able to click right in and they get

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right back to plan builder to do whatever they were doing.

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So let's take a quick look at how that functions.

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What's nice is, it's right on the home page rights.

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The first thing you see in the banner. So I've already

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signed into my account here.

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So they have to sign in before they see any of this good

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stuff, but

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I'm already signed in here. My integrated resources

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are just right up top here. You'll see. I get a nice little drop

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down and your users

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are only going to see the resources you

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have access to. So if right now, maybe you only

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have in addition to Gale Business Plan

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Builder, you have Gale LegalForms when

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they hit that drop down, that's all they're going to

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see is Gill legal forms. I have all

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three.

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So they see each option but

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when I click into one of these here,

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as I mentioned, it opens into a new tab for me

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and this is just the native gale business entrepreneurship

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platform. I'll be able to do whatever I want

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in here, find articles about whatever I'm trying to learn

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about and then I can just click out of this

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and boom right back here

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on my platform. And what's nice is this will follow

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you along. So if I decided to click into

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my first section here, my entrepreneurial profile,

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I still have my integrated resources. So again,

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as they're clicking through, entering their information,

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if they get stuck on something, they don't quite know

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how to answer a question we have included in here.

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or they just need some additional information.

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They'll always have integrated resources

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here at the very top of the screen, which is a really

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nice thing to have up there.

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And again, I believe I forgot to mention at the very beginning

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of this, if there are questions, please

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put them into the Q and A and I'll answer them at the end

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of the session. I wanna make sure we get through everything

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so we won't be stopping for questions until the end.

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So our next hidden gem that we're going to take a look at

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is going to be our translation option

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and we do translate the platform into 15

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different languages available at any time.

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They can translate

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at any step of their business plan, building

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journey and all of the buttons, the

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content and all of our workflow will be translated

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into their selected language.

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So let's jump back again. So we can see how that functions here.

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So just like our integrated resources,

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our translation is found up top here in our blue

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toolbar. You'll see it shows English

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initially, I can click into this drop

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down to find my language. Let's do Spanish

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is going to confirm that I do want to change.

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There we go.

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And you'll see now everything is translated over to Spanish.

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I will say I entered all of my information

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in English. So everything I entered,

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if I click into my profile here

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is still going to be in English. It's not going

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to translate the stuff that I entered. But what

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it's going to translate is everything

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that's already on the platform. So all of the questions

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we're going to ask them, you'll see all

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of my options on this left hand side here

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are now translated to Spanish

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as well as my tools to download

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or print or email my information. They'll all be

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in Spanish here and this does follow them

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along throughout the session. So they won't need

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to keep changing it.

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Um If they ever need to change it back, we just

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go back up top here where it says Spanish now

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and we'll click back to English.

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There we go.

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And we're back here in English

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really simple feature. So if you have

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patrons who need a language other than

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other than English, I suggest

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showing them this tool right away so

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they can change before they even get started. They'll

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know where to navigate to and they'll know what questions

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are being asked of them.

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So now our third hidden gem

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is going to be our learning library

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and this is very similar to our integrated resources

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option. But this provides

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individual supplemental articles and

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videos related to different topics that

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your users may be interested in.

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So, as opposed to clicking all the way into another resource

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and kind of having to search through the resource, they may

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want to take a look at our learning library. Instead you'll

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see it does have a search option here or just a

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browse

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and they'll just be taken to individual articles

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where again they'll look at them they'll read through

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or they'll watch the video, whatever it is

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and be able to come right back to the platform here.

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And what's nice is this learning library is

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found on the home page and it's

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also integrated into each of the individual

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sections depending on the materials needed.

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So let's jump back

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again, just starting here on my home page.

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So learning library is also

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in our toolbar up top here. Honestly, this

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toolbar itself is a hidden gem. I probably

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could have just made them all one. But this

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is a, this is a really nice feature that sometimes gets

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a little bit overlooked because of course, when you're on the home

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page, what you're going to see immediately is

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you need to enter the information about your business,

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you need to enter the information over here.

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But this shouldn't be overlooked.

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This is really helpful. So our learning library is the

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second option of tap here.

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And again, you'll see we have a search or

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I can just scroll down and this is everything

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in our learning library. So you'll see it's quite a bit.

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So searching will definitely come in handy for your

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users, but they can click in here.

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This one is a glossary. So again, if

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they see a, you know a question with a vocab

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word, they have no idea what it is totally

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fine. They can take a look, use our glossary

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right here again, it opened in a new tab.

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So I can just close this out when I'm done

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and then back to whatever page I was on.

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Now, as I mentioned, those learning library resources

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are not only found here, but they're also

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integrated throughout our different business plan

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building sections here. So you see anywhere

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where it says resources. So entrepreneur

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profile, resources,

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business, business ideation, resources,

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break even analysis, resources, business

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mind resources

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and financial projection resources. These

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are all going to launch me to something that

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looks very, very similar to that learning library

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on the home page.

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But now you'll see there's a lot less available here

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because we've narrowed it down to just

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what's related to them building their, their entrepreneur

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profile, which is kind of them um

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figuring out who they are as an entrepreneur,

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their skills, their weaknesses,

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what they're trying to do. So

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they'll be able to pull that up here and same deal click

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into it, pull it up to a new section or

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a new tab. I'm sorry.

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And they'll be able to read through.

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Now. Let's look at our next option here

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and this is our second to last hidden gem

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that we have for the day.

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It's going to be our pitch decks. So we

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actually have two full sample pitch

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decks available for your users. So

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if they are planning on pitching to an investor

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or maybe a potential partner and

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they're not maybe the best at building presentations.

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It's a, it's a hard skill to learn.

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We have some premade samples

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for them where they get the direction we tell them what

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they need to include

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and they'll just be able to edit it themselves. It's a powerpoint,

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they'll be able to change whatever they need to put in their

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own personal information

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and take it with them where they, wherever they want to

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go. In addition to

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that, your users can also upload

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their own decks. So if they have a pitch deck

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already established and they want

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to kind of house it in the same place as their

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business plan that they're building up right now,

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they can do that on the platform as well.

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So let's jump over here

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and those are going to be found, let me collapse all of these

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sections I opened up here. So we have

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a nice clear view here. So our pitch

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decks are found under the business plans

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option.

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If I drop this back down. You'll see. Pitch Deck is

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my second option.

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And now we have our two examples here.

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You see when I hit my little drop down again is

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going to ask me if I want to download it.

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Um I can download it in a PDF if I want

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to. But if I want to edit this and kind of add my

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own information, we're going to want to download it

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as a powerpoint.

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You see, we just give the introduction

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and then they'll go through and enter in

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their own information. And of course, they can change

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you know, the formatting that we've included here. So

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if they don't like how this looks, of course, they could change

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it up. But we're just giving them the basics

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with this here

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underneath that, let me collapse this again.

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This is where they can select a pitch deck to

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add. So this is going to pull up

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here, we go,

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um

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their files and they'll pick their file and

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upload it here and it will always be saved

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here under this pitch deck section.

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So they can always click back. Um They

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can upload a different pitch deck. If they made

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a new one, whatever they wanna do, they'll

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have all of that listed here under our pitch deck.

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And now we have our last but

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certainly not least hidden gem is

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the add users feature

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and this is found actually under settings.

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So an individual settings after they build

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their account

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and this lets them add a user to

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attach to their personal account. So this

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is great for those who have mentors

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or business partners who want

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to get feedback or want to collaborate

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on their business plan. This gives them

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control to decide what

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their users see and what their users can

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change.

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So if they

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if they only want, let's say a mentor

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looking at two of the sections, they're building out maybe

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their business ideation and their break even

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analysis, they can make it. So they only

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see those two sections.

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They can also make it so that that individual

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can edit those sections if they want to. So

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it's a really a nice way to kind of control

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how additional users see and manipulate

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the business plan that your user is working on.

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Mm Just gonna jump back

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to home here and again, just like

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quite a few of our other hidden

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gems. This is found in our toolbar

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of top here. It's actually found when

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your users sign in, they'll see their name populate

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up top here. It's going to be under this,

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the click into account settings.

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Now they'll switch over from my information

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to users.

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And you see, I do have a user already added here,

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but I can add as many as I want. So if I have,

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you know, two business partners and an investor

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and a mentor and I want all of them to see what

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I'm doing. I can add them all here,

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but let's just hit new user.

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So it defaults just to including my

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current user name and password. So we're going

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to want to change that up. Of course,

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you can give them

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whatever user name you want them to have.

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but you have to have a user name, password,

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a display name and you do have to include an email

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here as well.

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Once you do that underneath, you'll see the permissions

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that we have here. Now, I'm not going to go

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too much into detail about um

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different company creations, but you'll see,

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I actually have two companies attached

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to this account. So right now it defaults

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in having no access to anything. So

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if your patrons mentor

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here, business per business partner

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signs in, they won't actually be able to see or do

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anything. So down here,

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they're going to have to figure out, ok,

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in Neptune coffee, I want them to have full

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access which lets them both

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read and edit or I want them to

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read it only. So if I just want them to see

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not to do,

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I can do that and I can do it. However I want to,

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some may have no access. Some,

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I want them to read some, I want them to

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be able to edit as needed

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and then go through and change all of them. I'll

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hit save, I can't save it. Right. Now because I haven't

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entered a user name.

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But I'll hit save and then all I

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have to do is let my business partner or my mentor

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or my investor know they'll click

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into business scale business plan builder

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and then they'll put in that information in the sign in. Just

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like if they had their own separate account,

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it works the exact same, they'll use the

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same sign in. But once they sign in now

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they're going to see

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you back here to this home page,

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they're gonna see the information that your user

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has already entered as opposed to seeing

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a fully separate

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the situation here.

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So kind of a nice hidden feature that allows for more

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collaboration, right on the platform.

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Of course, they can always print or download

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their business plan and collaborate that way.

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Um But sometimes it's nice to be able to just click

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into the platform itself and they can both, you

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know, make edits, type out different things.

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And they'll both be able to see it right away

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instantaneously.

[00:14:19.440]
Now, those are our five hidden gems for the day.

[00:14:21.590]
We're just at our time here. So let me give

[00:14:23.629]
you a little bit of wrap up before we leave

[00:14:26.229]
for the day. If you have any questions

[00:14:28.469]
about this training, feel free to put

[00:14:30.500]
them in the Q and A now or you can send

[00:14:32.668]
me an email once the session is complete.

[00:14:34.729]
Again, my name is Amber. Winters and

[00:14:36.830]
my email is [email protected].

[00:14:40.009]
If you want to go into a little bit more detail about

[00:14:42.190]
Gale Business plan builder, maybe how

[00:14:44.239]
you can use it specifically with your patrons,

[00:14:46.649]
You can reach out to your customer success manager.

[00:14:49.269]
If you don't know who that is, you can go to Gale.customer

[00:14:51.830]
or sorry, send an email to

[00:14:54.460]
[email protected]

[00:14:55.340]
and we'll forward you to the correct

[00:14:57.538]
individual.

[00:14:58.840]
If you don't have Gale business plan builder right now

[00:15:01.058]
or any of the integrated business resources

[00:15:03.609]
and you want to talk about it with someone, reach

[00:15:05.658]
out to your sales consultant. If you don't know who that is,

[00:15:07.928]
you can go to support.gale.com/repfinder

[00:15:11.149]
and we will direct you to the correct

[00:15:13.259]
person.

[00:15:14.509]
And I do also want to point out our support site. So

[00:15:16.558]
if you need any additional information about

[00:15:18.899]
Gale business plan builder or really any Gale

[00:15:21.149]
resource, you can go to our support site,

[00:15:23.178]
which is just support.gale.com,

[00:15:25.889]
you'll find additional training materials, recorded,

[00:15:28.178]
webinars and tutorials as

[00:15:30.359]
well as marketing materials. So things like posters

[00:15:32.629]
and flyers and bookmarks and all that good stuff.

[00:15:34.950]
So if you need any additional support, I suggest

[00:15:37.428]
taking a look at that support site and

[00:15:39.729]
I appreciate everyone for being on the line

[00:15:41.859]
and hopefully we'll see you in future sessions. Enjoy

[00:15:44.139]
the rest of your day.