For Socios

Tools, Technologies and Processes to Improve Your Business

What can you gain from Elevate training?

  • Clarity in your finances
  • New sales techniques
  • Tools for customer retention
  • Money management and budgeting tools

PYME Connect

Small-business operators use the “PYME Connect” application to engage in meaningful interactions that help them be accountable and put in practice what they are learning through an online library where they receive videos, case studies, behavior change “nudges” and, most importantly, access practical tools to manage the finances of their business.

Diagnostics

Understand the real health of your business with our 59-point risk diagnostic

  • Sales
  • Finances
  • Data-driven Decision Making
  • Operations
  • Customer Service
  • HR Practices
  • Processes and Organization
  • Formalization

One-on-one Coaching

Every borrower we train is paired with an Elevatero—a personal business management coach who uses Elevate’s 59-point “Risk Diagnostic” to identify the strengths and weaknesses of the borrower’s business. Elevateros provide personalized training inside the borrower’s business. Elevateros are a support for loan officers, not a replacement.

Partidos

Borrowers attend “Partidos”—group workshops with 20-25 borrowers who convene at an Elevate “Hub” and receive in-depth training from experts in sales, financial records, taxes, HR and formalization.