Partner Resources: Video Library / Co-Brandable Forms / Support Material
Video Library
How to Set Up Your Client Accounts
This quick video walks through how to create a clients account.
To review or download written instructions <<Click Here>>
Completing Your Clients Site
This video illustrates entering your firms contact information and uploading documents.
Oops! I Forgot To Include My Firms Offer Code!
If you forgot to enter your firms offer code when creating the clients account, this video will show you where to go to enter it. You’ll want to do this as soon as possible to avoid your client receiving our auto-generated Free Trial email communications.
2 Minute Marketing Video
MLW Overview-Short
Click Here to Download this Video>>
Tour of MLW – Music Only
Click Here to Download this Video>>
Support Material
User Guide
The MLW User Guide provides; Instructions on general site navigation; Describes features such as Co-Owner and Authorized Users; Provides section by section illustrations; Instructions on uploading documents, name and email address changes and more.
Click Here to Download the User Guide>>
Client Information Sheet
This editable form provides your clients directions on how to access their Legacy Vault™. Links to the login URL; provides the temporary login credentials you created on their behalf; and instructions on changing their password and other important features they should consider enabling. You were provided a customized version of this form during your Onboarding session.
Click Here to Download the most recent Client Information Sheet>>
MLW Procedure Checklist (Job Aide)
Editable to fit your process, download this checklist to help ensure the easy to implement steps are complete!
Click here to Download the Checklist/Job Aide>>
Security FAQ
This document provides an easy to read summary of the security measures and protocols utilized by MLW.
Click Here to Download the Security FAQ>>
MLW Security Protocols
Click Here to Download Our Full Security Detail>>
Sample Website Content
Sample headlines, impactful key phrases, benefits and features of the Legacy Vault™ , security highlights, additional information and imagery; all aimed at assisting you in the development of your website, email or newsletter communications.
Downloadable Images:
(Click on images to download)
Co-Brandable Forms
Client One-Pager
This Adobe editable Flyer provides your clients with a simple one-page explainer of the Legacy Vault™. You were provided a customized version of this form during your Onboarding session.
Short Form – Getting Started Guide
Brochure
Add your contact information and print this simple, but informative brochure.
Additional Material
“Click Here When I Die”
Jon’s best-selling book is available for purchase for seminars, client welcome baskets/kits etc.
Contact our office for reduced/bulk pricing.
For more forms and information contact us at 844-369-4747 or email our team at support@mylifeandwishes.com