Run it yourself — or let us run it for you.
Run it yourself — or let us run it for you.
You can manage campaigns on your own — or hand them off to our team for a more polished setup, faster execution, and stronger results.
Essentials
Essentials
Run the system yourself.
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$197
$197
/month
For advisors who want access to the platform and prefer managing their own videos and campaigns.
What’s included:
- Full access to the WebPrez video library
- Ready-to-use email campaigns
- Light CRM for contacts and campaign delivery
- Automated video email follow-up
- Real-time alerts (see who’s watching)
- Help Desk support
14-day free access.
Cancel anytime.
Cancel anytime.
Advisor Growth
Advisor Growth
Complete Done-For-You System
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$597
$597
/month
Our team creates, deploys and manages the system so you can focus on conversations and clients.
Includes:
Everything in Essentials, plus:
• Custom email campaigns built for your businessEverything in Essentials, plus:
• Messaging written and structured by our team
• Campaigns fully set up and managed for you
• Ongoing optimization and adjustments
• Priority support and guidance
Enterprise
Enterprise
Deploy WebPrez across your team or organization.
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Talk to sales.
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For IMOs, agencies, and teams that want to provide WebPrez to multiple advisors.
Includes:
- Multi-advisor deployments
- Centralized management
- White-glove onboarding
- Enterprise-level support
Run it yourself — or let us run it for you.
Run it yourself — or let us run it for you.
You can manage campaigns on your own — or hand them off to our team for a more polished setup, faster execution, and stronger results.
Essentials
Essentials
Run the system yourself.
arrow_drop_down_circle
Divider Text
$197
$197
/month
For advisors who want access to the platform and prefer managing their own videos and campaigns.
What’s included:
- Full access to the WebPrez video library
- Ready-to-use email campaigns
- Light CRM for contacts and campaign delivery
- Automated video email follow-up
- Real-time alerts (see who’s watching)
- Help Desk support
14-day free access.
Cancel anytime.
Cancel anytime.
Advisor Growth
Advisor Growth
Complete Done-For-You System
arrow_drop_down_circle
Divider Text
$597
$597
/month
Our team creates, deploys and manages the system so you can focus on conversations and clients.
Includes:
Everything in Essentials, plus:
• Custom email campaigns built for your businessEverything in Essentials, plus:
• Messaging written and structured by our team
• Campaigns fully set up and managed for you
• Ongoing optimization and adjustments
• Priority support and guidance
Enterprise
Enterprise
Deploy WebPrez across your team or organization.
arrow_drop_down_circle
Divider Text
Talk to sales.
keyboard_arrow_down
For IMOs, agencies, and teams that want to provide WebPrez to multiple advisors.
Includes:
- Multi-advisor deployments
- Centralized management
- White-glove onboarding
- Enterprise-level support
FAQs
FAQs
Do I need to create my own videos or campaigns?
Do I need to create my own videos or campaigns?
No. WebPrez includes a full library of professionally produced videos and ready-to-use campaigns.
With Essentials, you choose what to use. With Advisor Growth, we customize and manage everything for you.
With Essentials, you choose what to use. With Advisor Growth, we customize and manage everything for you.
What’s the difference between Essentials and Advisor Growth?
What’s the difference between Essentials and Advisor Growth?
Essentials gives you full access to the system so you can run campaigns on your own.
Advisor Growth includes custom messaging, campaign setup, and ongoing management by our team for stronger execution and better results.
Advisor Growth includes custom messaging, campaign setup, and ongoing management by our team for stronger execution and better results.
How much time does this take to set up?
How much time does this take to set up?
Most advisors can get Essentials running in a few hours.
With Advisor Growth, setup is handled by our team after a short intake—so your time commitment is minimal.
With Advisor Growth, setup is handled by our team after a short intake—so your time commitment is minimal.
Is this hard to use if I’m not “tech-savvy”?
Is this hard to use if I’m not “tech-savvy”?
No. WebPrez is designed to be simple. And if you ever need help, our Help Desk is there to support you.
If you prefer not to touch setup at all, the Advisor Growth Done-For-You option exists for exactly that reason.
If you prefer not to touch setup at all, the Advisor Growth Done-For-You option exists for exactly that reason.
Is there a contract or long-term commitment?
Is there a contract or long-term commitment?
No long-term contracts. All plans are month-to-month, cancel anytime.
Essentials includes 14-day free access.
Essentials includes 14-day free access.
Which option should I start with?
Which option should I start with?
If you like being hands-on, start with Essentials.
If you want the fastest, most polished setup with the least effort, Advisor Growth Done-For-You is the better choice.
If you want the fastest, most polished setup with the least effort, Advisor Growth Done-For-You is the better choice.
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