Add Client Services

Client services are used to document technical assistance service delivery to small businesses and small business entrepreneurs. Grants and loans are also a type of service, but are tracked separately. Adding a client service is the second step of the client enrollment process. A client is not considered enrolled until at least one service is added to the application.

Keep in mind:

• Client services are defined by your agency's scope of work.

• A client may be provided multiple technical assistance services, grants, or loans.

• A client may be provided technical assistance services, grants, or loans by more than one agency.

• Some technical assistance services have specific outcomes.

After a client has received a technical assistance service, you MUST record if the client completed the service. For grants and loans, you MUST indicate whether the grant or loan has been disbursed for it to be considered complete.

A complete list of these services, their definitions, and any associated outcomes are included in the Documentation on Service Types in the Appendix.