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SBDC Toolkit · Skill walkthrough

Client Success Story

One Neoserra report becomes a success story, then a press release, posts, and letters to elected officials. See which parts you do and which parts the skill does for you.

You

Get the signed release, upload the report, confirm the facts, pick what you want next, and hand letters to the client.

Skill

Pulls the facts out of the report, writes the story by SBDC rules, offers the next pieces, and researches every elected official.

Neoserra · client recordYou
✓Signed release from the client is on file
EXAMPLE BAKERY · CLIENT RECORD
SessionsEight, since March
MilestonesBusiness Established · SBA loan
ReportAll Activity by Client
Export report