> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://webprez.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Is there any setup involved?

Yes — there is a **quick, guided setup**, but most users are up and running in just a few minutes.

## 🔹 Step 1: Complete Your Profile

When you first log in, you’ll go through a short onboarding process to set up:
* Your name and business information
* Your headshot (so clients see who you are)
* A brief business description
* Contact details and optional calendar link

This information appears on your video pages and helps build trust with your prospects.

## 🔹 Step 2: Start Using Videos
Once your profile is complete, you can immediately:
* Share videos with prospects
* Use your personalized video pages
* Begin engaging clients right away

No technical setup required.

## 🔹 Step 3 (Optional): Create Email Campaigns
If you want to use email marketing, you can:
* Upload your contacts
* Choose your videos
* Launch a campaign using our simple 3-step process


## 🚀 Want to Skip Setup?

If you prefer to have everything done for you, our:
### 👉 Advisor Growth Plan

Includes:
* Full profile and system setup
* Email campaign configuration
* Strategic guidance on how to use your videos effectively

This is ideal if you want to **save time and make sure everything is set up correctly from day one**.

👉 Learn more: [https://www.webprez.com/advisor-growth](https://www.webprez.com/advisor-growth)


## How to Think About It
* **Want to get started quickly on your own?** → Follow the guided setup
* **Want it done for you, optimized, and ready to go?** → Advisor Growth Plan