General FAQs
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[You are receiving the error message because notifications have not been enabled within your browser. To receive push ...]
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[Yes, you can include your marketing managers and advisors in the notification emails. These emails are automatically ...]
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[In order to change the company name shown in your personal links (Value Builder Score, PREscore, Freedom Score), you ...]
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[Please be advised that both your embed code and personal link for the Value Builder Score are tied to your company na...]
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[Events in the timeline will show the date and time based on your account settings and NOT your contacts. Your selecte...]
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[There are two options for adding contacts to your portal, you can add contacts individually or import a contact list....]
VidGuide FAQs
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[VidGuide™ is a video-based Standard Operating Procedure (SOP) software designed to help you create, manage, and share...]
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[All Certified Value Builder™ Advisors will have the opportunity to participate in the VidGuide™ Friends & Family Beta...]
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[The Affiliate Program is a way to earn commission when your clients sign up for a paid VidGuide™ account. More detail...]
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[The Affiliate Program is a way to earn commission when your clients sign up for a paid VidGuide™ account. More detail...]
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[This is primarily to protect the privacy of business owners, as they can choose to share VidGuide with their employee...]
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[This is primarily to protect the privacy of business owners, as they can choose to share VidGuide with their employee...]
Grow FAQs
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[⚠️ BETA FEATURE NOTICEThese features are currently in Beta and available only to select advisors. Functionality, work...]
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[ To activate an engagement please ensure you have tokens available. 1. Select a contact by clicking on their name und...]
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[The Dashboard Active Value Builder Engagements widget is the easiest way to quickly review the progress of each Conta...]
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[To deactivate a module in the Value Builder Engagement program, navigate to the contact's profile. Under the Engageme...]
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[To change your contact's fiscal year end month in the engagement program, you can do so within their engagement setti...]
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[The Engagement Program is individualized and based on a single email login. Currently, we do not offer the functional...]
Nurture FAQs
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[Unfortunately, contacts can only be actively enrolled in one Smart Flow at a time. In order to add a contact to anot...]
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[Within each Smart Flow that you have created, you will see the Audience tab. The Audience tab provides you insight i...]
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[Once contacts have been enrolled into the Smart Flow and the first step of the Smart Flow has executed, the Smart Flo...]
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[You can remove contacts from a Smart Flow in two ways: 1. From their individual contact profile You can remove a co...]
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[There are multiple ways that you can add your contacts to a Smart Flow. 1. Adding an Individual Contact You are abl...]
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[To view and organize contacts based on their current step in your Smart Flow, you can go into the Audience tab within...]
Assess FAQs
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[⚠️ BETA FEATURE NOTICEThese features are currently in Beta and available only to select advisors. Functionality, work...]
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[OverviewYour Advisor Status is determined by the total number of completed assessments you have conducted within the ...]
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[While the Product team works on adding a dedicated disclaimer section to the Value Builder Score Report, you can use ...]
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[When calculating the valuation for a Value Builder Score, the last three years of adjusted EBITDA or SDE, depending o...]
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[Understanding the correlation between North American Industry Classification System (NAICS) codes and Standard Indust...]
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[The Value Builder Score is a diagnostic tool designed to assess the health and value of a business. These questions a...]