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

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

Updated on: 03/28/2026