Certified Value Builder™ Training & Certification

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The Certified Value Builder Training & Certification course is designed for advisors who would like to earn their Certified Value Builder™ professional designation and offer The Value Builder Engagement to their clients.

Signup Now Approval Required.
Signup Now Approval Required.

The Certified Value Builder™ designation allows you to create a recurring revenue stream by offering The Value Builder System™ to your clients. The Value Builder System™ is a statistically proven way to increase the value of a company. Our Certified Value Builders™ charge a minimum of $10,000 per year, so The Value Builder System™ is an excellent way to create a new, profitable and predictable division of your firm.

The benefits of virtual training include:

-Self-paced

-No travel costs

-No time away from the office.

​The Certified Value Builder™ virtual training is a fun and interactive way to learn how to use The Value Builder System™. Once certified, you will be able to offer The Value Builder System™ to your contacts and create a recurring stream of revenue for your firm. The system is designed to be self-paced, so you can learn when it is most convenient for you. If you have thirty minutes to spare between meetings, you can work through a module. ​

There are 16 online modules to complete. Each module includes a quick summary of key points along with a fast-paced video that covers all of the key content. Instead of laboring through long articles, you can simply sit back and watch the video content. You’ll also get a series of short tasks designed to help you retain what you’ve learned. In addition, you will receive your own demonstration account for The Value Builder System™ so you can get inside the software platform and start experimenting with it. You can complete all the tools and exercises for your own business even before you sell your first Value Builder consulting engagement.

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Facilitators

John Warrillow

Founder, The Value Builder System™ Author of Built to Sell: Creating a Business That Can Thrive Without You; The Automatic Customer: Creating a Subscription Business In Any Industry; and Drilling For Gold: How Corporations Can Successfully Sell To Small Business Owners.

Testimonials

I think this is a wonderful system, with great support and a really remarkable brain trust of other advisors to bounce ideas around with

Nancy Chorpenning

C-Suite Advisors

As a professional consultant of any flavour, The Value Builder System can bring you into a relationship with a client at a deeper level than other systems that are out there

Michael Diercks

WRA Business Advisors

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Featured Book

Built to Sell: Creating a Business That Can Thrive Without You

Warrillow, John

Published: 2012-12-24 by Portfolio Trade. 176 Pages. ISBN: 9781591845829

The Automatic Customer: Creating a Subscription Business in Any Industry

Warrillow, John

Published: 2015-02-05 by Portfolio Hardcover. 224 Pages. ISBN: 9781591847465

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Course Syllabus

1 The Story of Robin Hood

Consider the important role you play as a Value Builder Advisor.

  1. Welcome!
  2. What Is The Most Important Reason You Decided To Earn Your Certified Value Builder Designation?

2 Program Overview

This session will provide an overview of The Value Builder System and explain our coaching philosophy as Certified Value Builders.

  1. The Value Builder System Overview
  2. Coaching Philosophy
  3. How To Run A Meeting

3 The Value Builder Assessment

In the first month of each year, you'll perform a Value Builder Assessment with the business owner. This session also describes how to create "Action Items."

  1. The Value Builder Assessment
  2. Key Driver 1: Financial Performance
  3. Key Driver 2: Growth Potential
  4. Key Driver 3: The Switzerland Structure
  5. Key Driver 4: The Valuation Teeter Totter
  6. Key Driver 5: Recurring Revenue
  7. Key Driver 6: Monopoly Control
  8. Key Driver 7: Customer Satisfaction
  9. Key Driver 8: Hub & Spoke
  10. Adding Action Items
  11. Please Login to The Value Builder System™ advisor portal and Create an Action Item. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

4 The Scalability Finder

Get your client out of "The Owner's Trap" by identifying the parts of their business that meet the Trifecta of Scale: Teachable, Valuable and Repeatable.

  1. The Owner's Trap
  2. The Scalability Trifecta
  3. Scalability FAQs
  4. Demonstration of the Scalability Finder
  5. The Scalability Finder Quiz
  6. Please login to The Value Builder System™ advisor portal and go through The Scalability Finder exercise using your own business. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

5 The Customer Score

This section describes the thinking behind The Customer Score module. You'll also see how to build a survey using The Customer Score survey tool.

  1. The Customer Score
  2. Dependency Score
  3. Demo of The Customer Score
  4. Please login to The Value Builder System™ advisor portal to create and complete a Customer Satisfaction Survey. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.
  5. Customer Score quiz

6 Growth Potential

This step looks at the Growth Potential module. You'll see the effect that growth has on value and learn about the Growth Potential module of The Value Builder System.

  1. How a Company's Growth Rate Impacts Its Value
  2. Growth Potential Demonstration
  3. Please login to The Value Builder System™ advisor portal and complete The Growth Quad exercise for your own company. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

7 Recurring Revenue

  1. The Automatic Customer
  2. Please login to The Value Builder System to complete The Automatic Customer Builder tool and review all subscription models. Once logged into your advisor portal, you will find the link to "Launch Demo Engagement" on the Dashboard, in Active Value Builder Engagements.
  3. Please read Chapter 12 of The Automatic Customer.
  4. LTV:CAC Calculation
  5. The LTV:CAC Calculator Tool
  6. Please login to The Value Builder System™ advisor portal and create a dummy report using the LTV:CAC calculator. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

8 The Monopoly Control

Carve out a differentiated market position

  1. The Monopoly Control
  2. Demonstration of The Positioning Planner tool
  3. Please login to The Value Builder System™ advisor portal and complete The Positioning Planner tool exercise. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

9 Hub & Spoke

This module describes how to get your client's employees to share more of the workload.

  1. How To Get "Discretionary Effort" from Employees
  2. The Hub & Spoke Module Demonstration

10 The Switzerland Structure

This module discusses dependencies on key employees, customers and suppliers

  1. How Dependencies Impair Value
  2. The Switzerland Structure Demonstration
  3. Please login to The Value Builder System™ advisor portal and complete a sample of the Stack Ranking tool. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.
  4. Please login to The Value Builder System™ advisor portal and complete The Customer Concentration Matrix tool for your own business. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

11 The Customer Score 6 Months Later

  1. The Customer Score 6 Months Later

12 The Valuation Teeter Totter

This section refers to Module 10 of The Value Builder System™

  1. How Cash Flow Impacts Valuation
  2. The Valuation Teeter Totter tool demonstration
  3. Please login to The Value Builder System™ advisor portal and complete The Cash Flow Finder tool for your own business. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

13 The Shortlist Builder

This step outlines Module 11 of The Value Builder System

  1. Why Your Client Needs a Shortlist
  2. The Short List Builder Demonstration
  3. Please login to The Value Builder System™ advisor portal and complete a sample of The Short List Builder tool. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

14 The Envelope Test

An Overview of Month 12 in The Value Builder System

  1. Starting With Why
  2. The Importance of Getting To Why
  3. The Envelope Test Demonstration
  4. Please login to The Value Builder System™ advisor portal and complete a sample version of The Envelope Test. Once logged into your advisor portal, scroll down to find the link to "Launch Demo Engagement" on the Dashboard, in the Active Value Builder Engagements section.

15 How To Turn On and Use a Value Builder Engagement for a Client

  1. Turning On and Configuring a Value Builder Engagement
  2. How To Use a Value Builder Engagement For a Client
  3. Marketing Materials Available To You

16 The Certified Value Builder Exam

  1. Your last step is the Certification Exam. Send an email request to support@ValueBuilderSystem.com and we'll get you a link to the 20-question test, within one business day. If you haven't already, sign up for the live component of your certification.
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