Wrap-Up & Next Steps
Congratulations! You’ve now explored the key features and benefits of VFD Pro and the VFD Academy.
You’ve seen how to:
- Log in and brand your Portal.
- Connect clients and run your first reports.
- Use advanced tools like Business Modelling, Exception Reporting, and EVA.
- Access ongoing support through Academy sessions, the BI Dashboard, and our Support Library.
Your Next Steps
- Pick one client or prospect and share a Business Overview Report.
- Join the next live Academy session to keep learning.
- Bookmark your VFD Pro Portal and Academy dashboard for easy access.
Go Further with Mastery
The VFD Mastery Programme is designed to help you put everything into practice with confidence.
In Mastery, you’ll discover how to:
- Use VFD Pro tools to deliver structured, high-value client conversations.
- Build a repeatable process for growth planning, forecasting, and exit readiness.
- Position yourself as a trusted advisor who drives client success, not just reports the numbers.
👉 Find out more about Mastery ›
✨ Remember: The more you explore and use VFD, the more value you’ll unlock for your clients and your practice.