The Value Builder System™ is a sales & 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. As an advisor, you get better-qualified leads and happier customers because our tools are quantitatively tested and optimized by a panel of thousands of owners. Our Discovery Questionnaires allow you to quickly identify your ideal customer and map how your services can solve the root cause of their pain in less than 15 minutes. 

Software

The Value Builder System™

The Value Builder System™'s headquarters in Toronto, Canada

This department focuses on identifying new business opportunities and establishing relationships to drive sales growth.

Business Development

This department focuses on providing certified advisory services to enhance value creation for clients.

Value Building Services

This department focuses on enhancing business value through coaching and practitioner support.

Value Builder Department

This department is responsible for driving revenue growth through the sale of products and services.

Sales Department

This department focuses on ensuring customer satisfaction and retention by providing support and guidance throughout the customer journey.

Customer Success

This department focuses on coaching and developing strategies to enhance business value and performance.

People (9)

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Other teams

Value Building Services

Value Builder Department

Sales Department

Customer Success

Business Value Management