How do I send the Discover Assessment to a business owner?

While the best practice is still considered running the Discover Assessment with your business owner client, it is possible to send them the 'Discover Link' to complete independently.



  1. As usual, sign into your ValuCompass account.

  2. Navigate from your ValuCompass dashboard to the "Marketing" tab found at the top of your screen.




  3. Under the button that says "Start Discover" you will want to "Copy Discover Link".





  4. Once you have copied the link to your computers RAM (it will say "Copied to Clipboard!") you can paste it where you want; a webpage, social media page, or an email.



  5. No matter where you decide to paste your Discover Link you will want to embed the ugly looking link into more professional-looking text (such as these examples):



  6. Then you are all set to send out your Discover Link!


    Anyone who completes the Discover Assessment will show up in your Prospects section on your Dashboard. You will also get an email notification that they have completed the assessment. 

    Keep in mind that the Discover Assessment will yield the best results with business owners who recognize where the link is coming from - due to the sensitive information that is being asked.

    Note: If no email address is entered then the assessment will not register as "started".  Everyone who completes the Discover Assessment automatically will be able to view the report!





How do I add a new client?

There a two different ways to add a new client or prospect. 

  1. Click "Add new client" or "Add new prospect" from the Dashboard - this will NOT send them an email. Please either personally invite them to a meeting to run an assessment with a phone call or a message from your secure email provider.

  2. Send an "Invite to Discover Link" to your client or new prospect - Copy the link from the bottom of your dashboard and email your business owner prospect or client your specific link with clear instructions. Do NOT try to copy this secure link from a URL in your browser.



To learn more about how to add a new client review this article.