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Quick Start Guide

For the ValuCompass Business Markets tools

With a little self-motivation, anyone can learn how to use our software. In fact, most of our users say that our assessments help to lead the conversation with their clients, making engagements easier and more productive.

If you already have a good idea of what you are looking for, check out our Getting Started page.



We will discuss:

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Overview of Dashboard

Number 2 Bubble

 

Adding Clients/Prospects

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Running your first Assessment

 

 

 

 

 

 

Number 1 Bubble

 

Overview of Dashboard

 

The Valucompass Dashboard helps you organize all of your clients and prospects into one secure platform. Navigating the site is easy and allows you to get a high level view of all your business owner needs.

Steps:

  1. Log into your dashboard here
    or here: https://bluesky.valucompass.com/
    Screenshot 2024-07-29 at 12.39.32 PM
  2. Review the different sections
    Screenshot 2024-07-29 at 10.52.04 AM
  3. Add an Expert that you know
    Under the Expert tab click the button that says "Add Team Member"
    Screenshot 2024-07-31 at 12.52.13 PM

 

 

 

Learn more about the ValuCompass Dashboard here

Number 2 Bubble

 

Adding a Client

 

 

After you have identified a new business owner prospect, you will need to add them to your ValuCompass dashboard. With only three piece of information you can easily add a new client.

Steps:

  1. Go to the Prospects section
    Click on the word "Prospects" or use the "+" sign
    Screenshot 2024-07-29 at 10.35.56 AM
  2. Click "Add Prospect"
     Screenshot 2024-07-29 at 10.36.13 AM
  3. Fill out the three required fields
    "Owner Name", "Owner Email", "Business Name"
    NEVER use your Advisor Email for testing purposes!
    Screenshot 2024-07-29 at 10.36.48 AM

 

 

Learn how to add a client or prospect from this PDF.

Number 3 Bubble

 

Running the Discover Assessment

 

 

Once you have set up the short introductory appointment with your client and added them to your dashboard, you will be ready to run your first business evaluation - the Discover Assessment.

Steps:

  1. Click on the Prospect that you added.
  2. Click Start Discover.
  3. Run through the questions until you get the report.
  4. Review the highlighted areas of the report.

 

 

Learn more about how to run your first assessment here.

Don't just take our word for it

See these features in action with one of our team members