LivePlan gets your clients started on a simple, lean, one-page business plan. View an example of LivePlan's one-page pitch. Use this as a springboard to quickly understand your clients' businesses. If you use the Business Model Canvas, LivePlan's one-page pitch is a great next step.
It's also a great tool for weeding out the “tire-kickers” so you can focus on clients who are really ready to start or grow their business.
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LivePlan reduces the time needed to get a client from an idea to fundable business plan. Whether for an SBA-backed loan or smaller financing—it's a standardized platform, with instructions and examples at every step. It also provides foolproof, professional financial forecasting. You'll spend less time dealing with spreadsheets and more time working with clients on their strategy.
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You need powerful financial forecasting, but also need to make it easy and approachable for your clients. LivePlan walks clients through the process of building detailed strategic forecasts with instructions and examples at every step. Clients can make progress on their own and will understand the concepts behind the numbers. Best of all, they can't break any formulas or mess up any Excel worksheets.
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With Benchmarks, you can use real data from businesses across the country to see how realistic the plan is. Compare by region and size to get the most accurate data possible. LivePlan helps create budgets and forecasts that make sense.
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Conduct regular advising meetings with your clients, using LivePlan's Dashboard reports. Compare forecasts to actuals, explore trends, uncover problems, and guide them to solutions. LivePlan helps you be effective and engaged with your clients as you help them reach their growth goals.
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Your clients need help and support when you're not available. That's why we offer free phone, email, and chat support. Our team works as an extension of you and your team, answering any technical questions that come up.
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