Getting Started as a Consultant
Welcome to Leadvisor Global. This guide provides an overview of the platform and helps you understand how to establish your firm's presence, publish professional content, and connect with clients worldwide.
Platform Overview
Leadvisor Global connects professional service providers with clients seeking expertise across industries and regions. As a consultant on the platform, you gain access to a global audience of potential clients while maintaining full control over your content and pricing.
The platform enables you to publish professional services, research reports, and educational courses for purchase. You can also share thought leadership through articles and webinars at no cost to readers, building your reputation and driving interest to your paid offerings.
Content You Can Publish
| Content Type | Description | Revenue |
|---|---|---|
| Services | Professional services with defined scope and pricing | Paid |
| Reports | Research documents and industry analysis | Paid |
| Courses | Video-based educational content | Paid |
| Articles | Thought leadership and insights | Free |
| Webinars | Live or recorded video presentations | Free |
Free content such as articles and webinars helps establish your expertise and attract potential clients to your paid services, reports, and courses.
Getting Started Roadmap
The process to become an active consultant on Leadvisor Global involves four main steps. Each step builds on the previous one, so complete them in order.
Your onboarding application is reviewed by the Leadvisor team. This typically takes 1-3 business days. You will be notified once your application is approved.
Your Consultant Portal
The Consultant Portal is your central hub for managing everything on the platform. Access it by clicking your name in the navigation bar and selecting Consultant Portal. The portal provides a dashboard overview of your activity, dedicated tabs for managing each content type, access to service and investment opportunities posted by clients, order history and earnings tracking, and profile and subscription settings.
The dashboard displays your key metrics including published content counts, total orders, and revenue. Quick action cards help you create new content or complete setup tasks.
Subscription Plans
An active subscription is required to access publishing features. Leadvisor Global offers two subscription options, and both include a 3-day free trial.
| Plan | Trial | Introductory Price | Regular Price |
|---|---|---|---|
| Monthly | 3 days free | $1/month for first 3 months | $39/month |
| Yearly | 3 days free | $299 first year | $399/year |
Your subscription provides access to publishing services, reports, and courses, listing articles and webinars, browsing service and investment opportunities, and full Consultant Portal features.
Connecting with Clients
Beyond publishing content, you can connect with clients in several ways. The Conversations feature allows direct messaging with clients who inquire about your services. You can offer custom pricing through conversations when clients have specific needs. Browse Service Opportunities to find client requests matching your expertise. Investment Opportunities connect you with investment-related projects seeking advisory support.
Track all orders and revenue from the Orders tab in your Consultant Portal.
Credit System
Leadvisor Global recognizes active participation through a credit system. You earn credits for publishing content, referring new members, facilitating business opportunities, and community engagement. Credits reflect your contribution to the platform community.
Next Steps
Onboarding
Register your firm and complete the application process.
Subscription Management
Choose your subscription plan and activate publishing features.
Profile Management
Set up your firm profile with logo and practice areas.
Consultant Portal
Learn to navigate your dashboard and manage content.
Need Help?
Start a conversation via Conversations or email contact@leadvisor.com for support.