One place.
Your next step.
Interactive prototype · Fictional client · No live records
A little direction for your next big move.
Gather last month’s sales and expenses so we can work on your funding plan together.
Your small business advisor
October 14, 2026 · 10–11 a.m. PT
One click. Your client details are already here.
New jobs, more sales, or funding secured. Let’s capture the progress you’re making.
Useful skills. Real people. One-click registration.
Illustrative events. Registration stays inside this prototype.
Good advice comes with a way forward.
North Coast SBDC
You and Dana explored how seasonal sales affect the business and what a lender will want to understand.
Gather last month’s sales and expenses before you work on the funding plan together.
To doThis is a sample advising summary.
Your business is changing. Keep your progress in one place.
Tell us what changed, then tell us whether SBDC support contributed.
Your next chapter starts here. Share an update when you’re ready.
People who get it. Advice that fits.
A clear next step for your business.
Big ideas.
Local people.
Forward motion.
Business is personal.
The advice should be, too.
Try it: complete a next step, register for a training, or share a milestone.
Separate websites, intake forms, and disconnected follow-up made one SBDC network feel like separate organizations. Clients repeated information. Staff carried the gaps between systems.
I designed MySBDC around one connected relationship: a shared website that puts the local center first, and a dashboard that carries the client’s context into advising, training, and milestone reporting.
The client should always know what to do next.
One client relationship.
Connected at every step.
Find your local center and share what your business needs through one intake.
Follow your advisor’s recommendation, ask a question, or register for training in one click.
Report business milestones and confirm whether SBDC support contributed.
One intake, in short steps, saved as you go.
Open film ↗The website, the next-step card, and the client record are parts of the same design problem.
A shared website makes the network easier to understand. Location helps bring the client’s local center forward, while the brand and core experience stay consistent.
The dashboard leads with the action from the previous advising session. Clients can revisit the conversation, understand who their advisor is, and ask a question without losing that context.
One-click training signup connects the client’s existing details with Zoom registration and the training record in Neoserra. The client takes one action; the systems carry the information behind it.
The dashboard demonstrates the flow with sample data. It does not call the live APIs.
Neoserra remains the system of record. Milestone reporting brings previous figures into view, shows what changed, and asks whether SBDC support contributed. The client reviews the update before it moves into attribution review.
