NeoSerra Training

A series of training videos on various aspects of NeoSerra.

Accept Client To Center

This video will take you through how to accept a new client to your SBDC center

New Client Signup

This video will take you through how a new client signs up for the SBDC network.

Counseling Session

This video will take you through how to input a counseling session for a SBDC client.

Activity Backup

This video will take you through how to input “Activity Back-Up” (Internal Meeting, Training Delivery or Outreach/Event) into NeoSerra.

Economic Impact Report

This video will take you through how to run an Economic Impact Report. Learn how to find breakdowns of capital infusion, clients served, counseling sessions and more!

Demographic Impact Report

This video will take you through how to run a Demographic Impact Report. Learn how to find demographic breakdowns of clients who attending training events, new clients counseled, new businesses started, jobs created and more!

Client Filters

This video will take you through how to create client filters to use running reports and surveys.

Training Event

This video will take you through how to create a training event.

Training Event: Attendee List

This video will show you how to upload an attendance list to a training event and batch update attendee status.

Business Start Milestone

This video will take you through the SBA requirements necessary to record a Business Start Milestone.

Sam.gov Report

This video will take you through how to run a report on individuals and entities on Sam.gov.

Creating a Survey

This video will take you through how to create surveys for training events and collecting milestones

Advisor Report

This video will take you through how to run an advisor activity report.

Funding Source

This video will take you through how to add a funding source.

Revenue Milestone

This video will take you through how to input revenue milestones.

Signing Into Different Centers

This video will take you through how to sign into different centers.

Adding Milestone

This video will teach you how to add milestones.