Step-by-Step Guide to Onboarding with AI Growth Advisor

Step 1: Sign Up

Visit the AI Growth Advisor registration page and select the Sign-Up option. Please fill in your details, including your first name, last name, email address, and phone number, and create a secure password. You can also choose the Sign in with Intuit option for easier integration if you have an existing Intuit account.

Step 2: Verify Your Account

After signing up, you will receive a verification email. Click the verification link provided in this email to activate your account.

Step 3: Set Up Your Organization Profile

Log in to AI Growth Advisor with your verified credentials. Navigate to the "Organization" section under Settings. Complete your organization profile by providing essential details, including:

• Organization Name and ID
• Abbreviated Name and Industry Code
• Date of Establishment
• Organization Address and other industry-specific information

After filling out the required fields, click Save and Continue.

Step 4: Connect Your Apps

In the sidebar, select Apps under Integrations. From the Available Connections tab, integrate platforms your franchise uses regularly, such as QuickBooks, Salesforce, or Stripe. If a needed app is unavailable, click the Request button to submit a request for integration.

Step 5: Let AI Build Your SMART Scorecard™

Your AI Growth Advisor is analyzing up to 2 years of data, finding hidden problems and opportunities, and creating custom goals for your business. Sit tight—your personalized SMART Scorecard™ is being designed for you.

Step 6: Review Your SMART Scorecard™

Once ready, your scorecard will show your top problems, AI-powered solutions, and actionable goals—all in one dashboard. Use it to track progress, stay accountable, and drive growth with clarity.

Tips for a Smooth Onboarding:

• Prepare Information in Advance: Gather necessary business details beforehand to streamline your setup.
• Engage Your Team Early: Involve key members of your franchise team early to facilitate faster adoption of the AI Growth Advisor.
• Utilize Support Resources: If you encounter issues or have questions during the onboarding process, reach out to the AI Growth Advisor's customer support team.

By following this guide, you'll successfully onboard your franchise with AI Growth Advisor and create a robust foundation for ongoing business success.