Getting Started

Welcome to Leadvisor Global. This guide helps you set up your account, complete your profile, and start finding services quickly.

Quick Setup

1
Click Login from the navigation bar and then click Sign up
2
Enter your name, email address, and a password with at least 10 characters including uppercase letters, lowercase letters, numbers, and special characters (!@#$%^&*_-)
3
Click Register
4
Check your inbox for a 6-digit verification code and enter it on the verification page
5
Go to Account Settings from your profile menu to complete your profile with your name, bio, and location

If the verification email does not arrive, check your spam folder or request a new verification email from the registration page.

Navigate the Platform

The navigation button at the top gives you direct access to Consultants, Services, Reports, Courses, and Insights. Access Services, Reports, and Courses through the Marketplace section. Each section supports search and filters so you can narrow results by country, service category, or solution.

Leverage the Search functionality by clicking on search button in the navigation bar or pressing forward slash '/' to find consultants, services, reports, courses, articles, or webinars across the platform. For more information on browsing by region or solution, see Regions and Solutions.

Your Client Portal

Open the Client Portal from your profile menu to manage everything you have purchased and posted. The Client Portal provides access to your purchased services, reports, and courses. You can also view and manage service requests and investment opportunities you have posted, as well as your orders and account settings.

Next Steps

Browsing Consultants

Review firms and their expertise.

Browsing Services

Find professional services from verified consultants.

Browsing Reports

Access industry research and analysis.

Browsing Courses

Enroll in professional development courses.

Need Help?

Start a conversation via Conversations or email contact@leadvisor.com for support.