FAQs

[You are receiving the error message because notifications have not been enabled within your browser. To receive push ...]

[Yes, you can include your marketing managers and advisors in the notification emails. These emails are automatically ...]

[In order to change the company name shown in your personal links (Value Builder Score, PREscore, Freedom Score), you ...]

[Please be advised that both your embed code and personal link for the Value Builder Score are tied to your company na...]

[Events in the timeline will show the date and time based on your account settings and NOT your contacts. Your selecte...]

[There are two options for adding contacts to your portal, you can add contacts individually or import a contact list....]

[VidGuide™ is a video-based Standard Operating Procedure (SOP) software designed to help you create, manage, and share...]

[The Affiliate Program is a way to earn commission when your clients sign up for a paid VidGuide™ account. More detail...]

[The Affiliate Program is a way to earn commission when your clients sign up for a paid VidGuide™ account. More detail...]

[This is primarily to protect the privacy of business owners, as they can choose to share VidGuide with their employee...]

[This is primarily to protect the privacy of business owners, as they can choose to share VidGuide with their employee...]

[⚠️ BETA FEATURE NOTICEThese features are currently in Beta and available only to select advisors. Functionality, work...]

[ To activate an engagement please ensure you have tokens available. 1. Select a contact by clicking on their name und...]

[The Dashboard Active Value Builder Engagements widget is the easiest way to quickly review the progress of each Conta...]

[To deactivate a module in the Value Builder Engagement program, navigate to the contact's profile. Under the Engageme...]

[To change your contact's fiscal year end month in the engagement program, you can do so within their engagement setti...]

[The Engagement Program is individualized and based on a single email login. Currently, we do not offer the functional...]

[Unfortunately, contacts can only be actively enrolled in one Smart Flow at a time.  In order to add a contact to anot...]

[Within each Smart Flow that you have created, you will see the Audience tab.  The Audience tab provides you insight i...]

[Once contacts have been enrolled into the Smart Flow and the first step of the Smart Flow has executed, the Smart Flo...]

[You can remove contacts from a Smart Flow in two ways:   1. From their individual contact profile You can remove a co...]

[There are multiple ways that you can add your contacts to a Smart Flow.   1. Adding an Individual Contact You are abl...]

[To view and organize contacts based on their current step in your Smart Flow, you can go into the Audience tab within...]

[Frequently Asked QuestionsWhere can I access the Estimate of Value?You can access it from a contact’s profile in the ...]

[OverviewYour Advisor Status is determined by the total number of completed assessments you have conducted within the ...]

[While the Product team works on adding a dedicated disclaimer section to the Value Builder Score Report, you can use ...]

[When calculating the valuation for a Value Builder Score, the last three years of adjusted EBITDA or SDE, depending o...]

[Understanding the correlation between North American Industry Classification System (NAICS) codes and Standard Indust...]

[The Value Builder Score is a diagnostic tool designed to assess the health and value of a business. These questions a...]