Is the WebPrez system easy to use?
Yes — WebPrez is designed to be simple, guided, and easy to use, even if you’re not technical.
Most advisors are able to get up and running quickly.
🔹 Step 1: Quick Setup
When you first log in, you’ll complete a short onboarding process to set up your:
- Profile and business information
- Headshot and contact details
- Personalized video page
This helps ensure your videos are branded and ready to share.
🔹 Step 2: Choose and Share Videos
Once your profile is set up, using the system is straightforward:
- Browse or search the video library
- Select a video
- Copy your link or send it directly
That’s it — no technical skills required.
🔹 Step 3 (Optional): Create Campaigns
If you want to go further, you can:
- Upload your contacts
- Build email campaigns
- Automate follow-up
All using a simple, step-by-step process.
🚀 Want It Even Easier?
If you prefer not to set things up yourself, our:
👉 Advisor Growth Plan
Includes:
- Done-for-you setup
- Campaigns setup, configuration, and ongoing improvements
- We run it all for you, you just sit back and have amazing conversations
👉 https://www.webprez.com/advisor-growth
How to Think About It
- Want to keep it simple? → Just send videos
- Want more automation? → Use campaigns
- Want it done for you? → Advisor Growth Plan
Updated on: 03/29/2026
Thank you!