General FAQs

[If you wish to cancel your account, we recommend reaching out to your dedicated Customer Success Manager. They will a...]

[You can find the full terms and conditions via this link:Terms and Conditions]

[The Black Box Scenario Planner is a powerful tool designed to help you model different scenarios for a contact. Follo...]

[Unfortunately, you are not able to copy or move a Black Box Scenario Plan into the Action Planner of a Value Builder ...]

[The Black Box Scenario Planner is a powerful tool designed to help you demonstrate the impact of improving a business...]

[The Value Builder System offers two distinct scenario planning tools: the Sliders-Based Scenario Planner and the Blac...]

[Capturing leads into the portal is simple and efficient using our available tools. Follow these methods to maximize y...]

[It's important to know when someone engages with your content so you can follow up at the right time. Our platform ma...]

[To edit the 'Weighted Average' or 'Last Year' figure in the Scenario Planner, you must make changes within the assess...]

[If your contacts aren't receiving your emails, it's often due to the way your emails are being sent—particularly if y...]

[You can disable your cover letter by going to Settings > Personal Settings > Personalize Report and selecting “Disabl...]

[Please be advised that to change the email address you use in the advisor portal, you must contact support@valuebuild...]

[Our system supports uploading logos in JPEG and PNG formats. PNG file formats can have transparent backgrounds.    Ou...]

[PDFs are standard documents because they’re readily viewed the same way by all parties. Due to their specific design,...]

[To enable the Income Adjustment Wizard, you will need to go to Settings > Personal Settings > Value Builder Score Que...]

[In order to export your contacts from your portal account, please reach out to our support team (support@valuebuilder...]

[As a company manager, you have access to the Embed Code for the Value Builder Score under the Settings > Company Sett...]

[If you have a new credit card, new expiry date, or would like to use a different credit card for your monthly subscri...]

[To delete a contact in the portal: 1.  Go to the contact details of the contact that needs to be deleted. 2.  Click o...]

[Depending on how the embed code is incorporated into a website, the page cansometimes jump or scroll automatically do...]

[ Unsolicited and unwanted emails are becoming a larger problem since they’ve been flocking inboxes with undesired mes...]

[The Value Builder System™ is not currently an open API. This means that you cannot currently integrate outside system...]

[At The Value Builder System™, we understand that the confidentiality, integrity, and availability of data is vital to...]

[Arguably the most important operating metric of any subscription business is the LTV:CAC ratio. Lifetime Value (LTV),...]

[To adhere to industry security standards, business owners will now be prompted upon logging in from a device or netwo...]

[To adhere to industry security standards, we have enabled additional safeguards to secure the privileged information ...]