MySBDC
One Portal. Zero Friction. Real Impact.
Transform how 20,000+ clients experience SBDC
Current Reality: Death by a Thousand Clicks
Fragmented Experience
18
Disconnected websites confusing clients daily
Wasted Time
10
Hours per week on manual data entry
Lost Opportunities
60%
Client drop-off rate due to friction
Form Fatigue
5+
Redundant forms for one service
From Chaos to Clarity in 3 Clicks
Today’s Nightmare
Find website
Wrong site
Try again
Fill form 1
Wait days
Fill form 2
Lost emails
Give up
Tomorrow’s Dream
Smart intake
Instant dashboard
Achieve goals
Everything in One Place
Welcome, Sarah!
MySBDC Dashboard1-Click Registration
Register for any training instantly
TurboTax Milestones
Report wins in 5 minutes, not 50
Advisor Chat
Direct messaging with your advisor
Goal Tracking
See your progress in real-time
Resource Library
Curated tools for your success
Success Atlas
Live impact across the network
ROI in Real Time
$182K
Annual savings in staff time
80%
Faster event registration
3x
More milestone submissions
2.5
Months to break-even
$1.4M
5-year value
First SBDC Network With…
AI-Powered Advisor Matching
Smart algorithm connects clients with the perfect advisor based on industry, goals, and stage
True Single Sign-On
One login for trainings, courses, advising, and milestones – no more password chaos
Real-Time Neoserra Sync
Every action updates instantly – no manual data entry, ever
Bilingual Smart Forms
Seamless EN/ES experience with intelligent field translation
Mobile-First Design
65% of clients are on phones – we built for them first
6 Months to Transformation
Months 1-2: Foundation
- 641 wizard development
- Dashboard MVP
- 2 pilot centers launch
Months 3-4: Scale
- Success Atlas launch
- 8 more centers onboard
- Staff training rollout
Months 5-6: Complete
- All 18 centers live
- Mobile optimization
- Launch celebration campaign
Ready to Lead the Nation?
Approve $50K investment (returns 5x in year 1)
Select 2 pilot centers
Champion the vision
“This positions NorCal SBDC as the most innovative network nationally”
Let’s Transform SBDC Together
