Do You Have the Clients You Want?

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Tools and ready-made content to help your business owner clients protect, grow and realize the value of their business.

Sales & Marketing Software for Business Advisors


Tools and ready-made content for accountants, brokers, consultants and financial advisors who focus on helping owners protect, grow and realize the value of their business.

 

Marketing to business owners is (really) hard.

The lifetime value of a client who owns a business is impressive. They have more complex needs than a consumer, yet none of the buying power of a large enterprise which means you have the potential to earn fatter margins on a broader range of services.

But founders are a tough crowd.

Most are busy and lurch from one fire to the next. Targeted constantly by advisors, most owners have become immune to traditional marketing.

Professional peers can be stingy with their referrals.

If you break through, many independent-minded owners are skeptical of outside help and demand proof your advice is worth paying for.

It all adds to a tantalizing prize that can be slippery to nab.

The secret is to talk to owners about the one number they care about most: the value of their business. Value Builder is sales and marketing software for business advisors to find, win and keep their best clients. It combines tools and ready-made content for accountants, brokers, consultants and financial advisors who focus on helping owners protect, grow and realize the value of their business.

Value Builder helps you
find, win and keep
your best clients.


It combines tools and ready-made content for advisors who help owners protect, grow and realize the value of their business.

Attract New Business Owners  

Smart Content


Your marketing funnel starts with a business owner giving you their contact information in exchange for valuable content. With our Lead Magnets, you can easily generate leads by offering ready-made eBooks, checklists, and guides and receive a prospect’s contact information in return.

Attract business owners by using our pre-made landing pages or embedding eye-catching lead capture forms on your website, social media, and marketing emails.

What makes the content so compelling? Each asset is based on insight from a panel of 25,000 business owners. Position yourself as an expert by educating owners on topics like increasing business value, generating recurring revenue, achieving financial freedom, and effective delegation. Since these resources are made for you and ready to use, you can eliminate writing time and production costs. How can you be certain you’ll have success? Our Smart Content sits behind Lead Magnet landing pages, which have an average conversion rate of just 9.3%. That means with our Lead Magnets installed, you’ll convert four times more leads than an average landing page. 

You’ll also get access to hundreds of presentation templates, videos, articles, and podcast episodes, giving you all the content you need to attract more ideal clients.

Effortlessly Stay Top of Mind  

Nurture Cycle


Prospects don’t typically become paying clients after just one touchpoint. They need consistent communication to build trust. Once you’ve captured leads, they are automatically entered into our automated drip marketing system called Nurture Cycle.

Stay top of mind by sending expertly written emails that feature brand-new podcast episodes, engaging articles, and workshop invitations. Each week, you will receive a preview of the email which you can personalize or leave as is. No email is sent without your approval.

 

What makes our email content unique? Nurture Cycle emails are quantitatively tested against a panel of 25,000 business owners then optimized for success. In addition, the content is focused on helping readers understand and improve the value of their company. And the message resonates. According to MailChimp’s 2022 customer survey, the average email open rate for professional services firms is 21.9% with a 2.5% click rate. With Nurture Cycle, you can expect 50% more opens than the typical email campaign and three times better than the average click through rate. This means that for every email sent with Nurture Cycle, you can expect five times more clicks than the industry average.

Our workflow builder automates email sequences so you can nurture contacts without lifting a finger. Build it from scratch or choose from a series of pre-built Campaigns-in-a-Box.  

Know the Pulse of Your Entire Network 

Dashboard & Activity Feed


As your database of contacts grows, you’ll need to know which owners are the most interested in your content. In the Dashboard, track contacts by Activity Points, a unique scoring system that combines a user’s email interactions and form completions. This helps you uncover who is most engaged and ready for a conversation.  

 

Within the Dashboard, you’ll also find the Activity Feed. Through this live tracker, get instantly notified the moment a contact opens or clicks on a marketing email or submits a form. Reach out to your most engaged contacts in seconds with real-time notifications.   

Rather than manually sorting through your entire contact list, the Activity Feed serves up your most engaged contacts at the top. Prioritize your outreach effectively, and strike while the iron is hot. 

Get a Single Source of Truth

Contact Manager 


Manage all your contacts from one central location using our easy-to-use Contact Manager. Segment by attributes, behaviors, or tags to keep your list organized. Build segments and enter them into the Nurture Cycle, an email workflow you created, or send a one-off targeted email. 

With all your contacts stored in the Contact Manager, eliminate manual data entry, third-party applications, and spreadsheets

The Value Builder Score is a 34-question assessment that offers an evaluation of a business through the lens of an acquirer.

The owner who completes the Value Builder questionnaire will receive a score out of 100. You’ll then receive their overall score and their performance on the eight factors acquirers value in a company.

You’ll also get the owner’s actual performance metrics, such as company revenue, profitability, and growth rate, which will allow you to see if the company meets your objective criteria for a great client. 

You’ll also get access to the PREScore™ (Personal Readiness to Exit Score) Questionnaire that assesses whether a business owner is psychologically ready to exit their businesses.

Seventy-four percent of owners have regrets one year after they exit. Use this questionnaire to help your clients avoid looking back on their exit with disappointment.  

Have business owners complete their Freedom Score to assess whether they are financially prepared to sustain their desired lifestyle after they exit their company.

Use this report to help owners think about life beyond their business and to map a road to financial freedom.   

Once any questionnaire is completed, you’ll receive a comprehensive package that includes a report with a detailed analysis of their results and a customized presentation. The auto-generated reports will come pre-populated with your headshot, bio, personalized cover letter, and company logo. You get to decide when and how to share the results, whether during a face-toface meeting, online, or by email. 

With these questionnaires, you will improve your discovery process by eliminating lengthy interviews and documents full of notes. Replace these manual and time-consuming activities with three simple surveys. Have richer conversations, and quickly qualify the best clients to invest time with. 

Close More Deals 

Business Valuation Calculator 


As a professional services firm, it can be difficult to quantify a prospect’s potential return on investment when they hire you. Our Business Valuation Calculator allows you to win more clients by helping owners understand the current value of their company and how your services will maximize it. Our proprietary algorithm allows you to set a baseline business value from which you can perform “what if” scenario planning and a personalized roadmap for improving their business.

Power your sales conversations by giving owners simple visuals demonstrating the potential return they will enjoy by hiring you. Eliminate hours-long presentations and ongoing negotiations and convince clients of your value with data. 

 

Help Your Clients Increase Their Company’s Value 

The Value Builder Engagement 


With The Value Builder Engagement, gain a repeatable framework for working with all business owners. Advise owners through our statistically proven methodology for building a valuable company. Leverage action planners, videos, and exercises as you work through 12 value-building modules. Use these tools to establish a new recurring revenue stream in your practice.

Getting Started is Easy

Integrate our Proven Process into your practice and get up and running in 60 days.


With The Value Builder Engagement, gain a repeatable framework for working with all business owners. Advise owners through our statistically proven methodology for building a valuable company. Leverage action planners, videos, and exercises as you work through 12 value-building modules. Use these tools to establish a new recurring revenue stream in your practice.