GrowthZone Course Catalog
GrowthZone offers a variety of customized on-line training sessions.
Work directly with a certified technical trainer to learn how to use the available modules
to best support your business needs.
Each course is 2 hours in length allowing ample time for training and Q&A.
Price per course is $450.00
Starter Modules
Managing your Contacts
Acquiring and managing contacts and members is made easy with GrowthZone. In the session users will learn the basics of setting up and managing their contacts
Benefit Tracking
Your association may wish to offer tiered membership dues so that members can select a membership that is more meaningful to them and you can generate additional revenue. With the Benefit Tracking module you are able to tie benefits to memberships and easily track and report on their usage. This will allow you to easily demonstrate membership value so your members renew. In this session you will learn how to implement benefit tracking.
5 Ways to Clean Up Your Database
Just like changing the oil in your car, your GrowthZone data needs regular maintenance to keep your database running smoothly. This webinar will give you practices you can do on a regular basis to help keep your data clean and your reporting accurate.
Managing Communications
The GrowthZone Communications module make it easy to connect with your contacts, and track your communications with them. In this session, participants will learn how to setup signatures, email templates and manage communications.
5 Ways to Ensure your Emails Get Through
We understand that emails are a critical component of engaging with your members and communicating pertinent information to stakeholders. If emails don't make it to key recipients, landing in their spam folder instead, your efforts can be wasted. In this session, you will learn 5 tips for ensuring that your emails are getting through to your members.
5 Email Templates You Should Customize (and how to do it!)
We could all use more hours in the day! By using email templates, you will not only save time but will ensure that just the right message is being sent to your contacts and members. With automated messaging, you will also ensure that the message is sent at the right time. In this session, participants will learn of 5 important email templates to customize and how to do so.
Email Designer
Email Designer is a drag and drop interface that allows you to create vibrant, graphical templates, newsletters, and emails. This session will give a general overview of the options and tools within the Email Designer interface and get you on the way to sending amazing content to your members!
Setting Up Your Membership Types
Your membership packages allow you to provide different levels of benefits to your members In this session participants will learn the skills to setup membership packages.
Set Up Your Membership Application
The right application can make a huge difference in convincing interested individuals to sign up for membership. In this session participants will learn how to set up their membership application(s).
Managing Your Memberships
Acquiring and managing members is made easy with GrowthZone. In the session users will learn the basics of managing memberships
Managing your Directories & Listings
Your Directory is a great way to promote your members. In this session, participants will learn how to setup directories, configure multiple directory display levels, associate directories to members, and maintain directories.
Managing Lists/Committees
In this session, participants will learn how to set up lists/committees and manage those lists, including allowing members to join lists, managing list rosters, creating smart lists, and using lists for public web content.
Working with Smart Lists
Smart Lists are special lists that are created based on report criteria that you define, and are automatically updated on a nightly basis. A list created from a report can easily be used for your marketing automation campaign. In this session you will learn how to create and manage smart lists.
Initial Billing Setup
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software.
Managing Daily Billing Activities
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to managing their billing.
Manage Upcoming Billing
GrowthZone allows you to easily generate invoices for upcoming membership dues and deliver those invoices.  In this session, participants will learn the basics of generating and delivering invoices for their membership billing, as well as reviewing and redelivering past due invoices.
Managing Unpaid Billing
Sooner or later, your association is going to have a member who can't or won't pay their dues. While your processes may vary, your GrowthZone software provides several functions to assist you in managing unpaid invoices. In this session, participants will learn how to identify members with unpaid dues, resend invoices and mass drop those members.
5 Benefits of GrowthZone Pay
GrowthZone Pay allows you to easily process credit card, debit card, and bank payments! This session will describe the benefits that both you and your staff will realize by implementing GrowthZone Pay as your payment processor.
Manage Dues Price Increase
We know that over time you will need to increase your dues. GrowthZone provides automated processes for these increases. In this session we will cover two different methods for managing increases.
Setup Events
The GrowthZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, participants will learn the basics of setting up events.
Manage Events
The GrowthZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, participants will learn the basics of managing events
Setup & Manage a Golf Tournament
The GrowthZone Events module is designed to help you navigate every aspect of the event process. In this session, participants will learn how to set up a golf tournament step-by-step.
Working with Exhibitors & Sessions
Do you subscribe to the Expo module, or want to learn more about it? This session will cover Sessions and Exhibitors. We'll go through set up and management of both options, and answer any questions that come up.
5 Budgeting and Projection Reports You Should Know
Budgeting and the planning involved in the budgeting process are tools that all associations, regardless of size, should strive to master. A variety of reports are available in your software, providing you with the data needed to effectively budget/plan for next year. In this session, participants will learn how to generate and analyze these reports.
5 Contacts Reports You Should Know
Your GrowthZone software provides a central place to store all of your contact data, track member interactions, and share this information with colleagues. It allows you to manage relationships with your contacts and grow your association. In this session, participants will learn to generate and analyze 5 reports specific to contacts.
Generating Year End Reports
At year end, you can provide your Board members with reports which include financial information, important metrics, sales funnel pipeline and more. In this session participants will learn how to generate valuable reports for the board
5 Things You Should Know about Reports
Reporting is an integral part of your GrowthZone system. This session will cover some of the common functions of reports, as well as providing some tips and additional options within reports.
Common Membership Statistics
Does the thought of having to calculate retention, churn, or the cost of acquiring a new member make your head hurt? For many association pros, crunching numbers is (unfortunately) a part of their daily grind. You don’t have to be a math person to use these common calculations to determine everything from renewal rates to average length of membership.
Info Hub – Setup and Options
One of the great features of GrowthZone is The Info Hub, a member center that enables your users to access key information and actively engage with your organization. This session will walk through the various settings and options available to apply to your Info Hub.
Info Hub – Tour & Content
One of the great features of GrowthZone is The Info Hub, a member center that enables your users to access key information and actively engage with your organization. This session will contain a member-view tour of the Info Hub and how to manage content- your own and member-submitted- through the back office.
Info Hub – Launch & User Management
One of the great features of GrowthZone is The Info Hub, a member center that enables your users to access key information and actively engage with your organization. This session will address how to launch your Info Hub to your members and how to manage usernames and passwords.
The Info Hub Forum
The Info Hub Forum provides you the ability to bring value to my members, by allowing them to network with to network with like-mind individuals who may be resources for them. The Info Hub Forum provides a way for your members to ask each other questions, exchange information and ideas, share resources, and more.
Additional Modules
Using the Sponsors/Ads Module
The Sponsorships/Ads module is a powerful tool that allows you to track event sponsors within the database as well as publish ads on various pages of your website. This training will view what both of those elements look like "in action" and then walk you through setting them up in the database.
Working with Forms
The GrowthZone Forms/Surveys module enables you to quickly create and publish custom web forms and surveys. In this session, participants will learn how to create, distribute and analyze forms.
5 Ways to Benefit from Forms/Surveys
Do you subscribe to the Forms/Surveys module, or want some examples of what it can do? This session will cover five different ways you can use Forms/Surveys to gather feedback and valuable data.
Manage your Web Content
The Web Content Module allows you to create web-site pages Hot Deals, Job Postings, Blogs, News Releases and Testimonials This is a great way to support and promote your members, and organization! In this session participants will learn how to setup and manage web content.
Setting Up Projects & Tasks
The Project Management module will help you to organize and manage projects from beginning to end. The module can be used to manage your member acquisition, member on-boarding, events, and more. If you have projects that are repeatable (such as member on-boarding) you can create a project template to be re-used, saving you time. In this session, participants will learn the initial setup functions for working with the project/tasks module.
Managing Projects
The Project Management module will help you to organize and manage projects from beginning to end. The module can be used to manage your member acquisition, member on-boarding, events, and more. If you have projects that are repeatable (such as member on-boarding) you can create a project template to be re-used, saving you time.
Using Projects for New Member Onboarding
Your Projects/Tasks module can make it easy to ensure that all of the tasks that you need to do are completed so that you can successfully onboard new members. By creating a project for each new member, you can easily keep track of those who have not yet completed these requirements
Marketing Automation Overview
The GrowthZone Marketing Automation module provides the functionality to set up automated workflows designed specifically around varying communication goals. This session will walk through the module's abilities, show how to create a new workflow, and provide several workflow examples.
5 Best Practices for Marketing Automation Description
The Marketing Automation module is a powerful tool to send consistent and timely messages to your members. This session will cover five best practices you can implement in your workflows, and will also provide five common use cases to use as a reference for your own automation.
5 Ways to Connect with Members Using Marketing Automation
Do you have the Marketing Automation module, or are you interested in how it can be used to connect with your members? Join us for a short session highlighting the ways in which you can use this module to connect with (and retain!) new members.
5 Steps to a Simple Certification Program
While GrowthZone's Continuing Education module can accommodate complex scenarios, it can also be used for basic tracking of completed continuing education hours/credits. This session will detail how to set up a very simple certification in the Continuing Education module, how to track completion of hours/credits, and the various ways of reporting on and viewing progress.
Continuing Education and Code of Ethics (Real Estate Edition)
If you are a GrowthZone Real Estate Edition subscriber AND have the Continuing Education module, you can now set up a certification and components that will automatically update your REALTOR Code of Ethics training with NRDS/M1.
Setting Up Your Sales Funnel
The GrowthZone Sales Funnel is a module that allows you to track the progress of various opportunities from Lead to Win. In this session, participants will learn how to perform the initial setup functions to maximize use of the Sales Funnel.
Managing Your Sales Funnel
The Sales funnel is a module that allows you to track the progress of various opportunities from Lead to Win. In this session, participants will learn how to setup and manage their sales opportunities.
Working with Fundraisers
The GrowthZone Fundraising module provides the functionality to manage fundraising campaigns for both pledge-based and non-pledge donations. In this session, participants will learn how to setup fundraisers, share fundraisers, accept and manage donations.
Working with the Cloud
The Cloud stores files and documents generated throughout the software and can be used to store uploaded documents, images, and other files. Via the cloud you are also able to share documents to the Info Hub for your members to access in this session you will learn how to work with filles in the Cloud.