When you enroll in, complete your value builder certification and fully engage with The Value Builder System™, you will have access to a powerful set of tools to engage your clients in helping them grow their business and to increase your client base.
More than simply reporting on the real value of your clients’ business, through our 12 unique tools you are in the best position to advise them in proactively building their value. You will also have access to research and marketing materials to help the growth of your clients’ business and your value-building practice. Click here to see what other advisors are saying about earning their Certified Value Builder designation.
As you work to grow your value-building practice, you will have access to a full marketing system to help you every step of the way as you build your recurring revenue stream. You will have access to branded “drip campaign” email systems to regularly and automatically contact your clients and leads as well as email, brochure and website formats proven to attract clients. With 3 different workshop templates, you can easily run your own local workshops for business owners in your area, complete with speaker notes and marketing materials. This will allow you to reach out to an even greater contact pool to increase your client base at an increased rate.
A Snapshot of Using the System
Your dashboard has various customizable reports to give you an overview of your Value Builder practice, leads, and clients.
You can access the information and status of all of your clients and contacts under the Contacts tab. Here you can see their name, email, company, the status of their score(invited, incomplete, or their Value Builder Score), the date of their last activity, and their assigned advisor (if you have more than one on your team). When you make a new contact, you can click on the add contact button near the top right of the page (bottom right in the above graphic) to add your new lead into the system to allow for easy tracking of their progress. Simply fill in their information in the fields as shown to the right and click ‘add contact’.
Once a contact is added, you can invite/re-invite them to take the evaluation, receive a notification if they have not taken the evaluation, view their score once they have completed the evaluation, see and send the various reports for their score, along with other functions to best assist you in advising your clients.
Under the Team tab, you can manage your team of advisors in matters such as their contacts, statistics regarding their contacts, and adjusting their permissions.
Under the Events tab, you have access to purchase tickets to live events, training, and conferences to help you increase your success as a value builder advisor. You also have access to register for upcoming webinars or view past webinars hosted by Value Builder to assist you even more in leveraging the value builder tools and system in the growth of your practice and your clients’ business.
Lastly, here is what your clients will experience on their side:
This is merely a brief overview of all the resources you will have at your fingertips when you become a Certified Value Builder Advisor using your Pro License. To ask questions or find out how you can get started in the meaningful and rewarding work of business consulting and advising, please contact us at 1 (877) 833-7909 or apply online here.