Free eBook: Perfect Your Elevator Pitch

Posted by & filed under Funding, Investors.

Many LivePlan customers are writing a business plan because they need to raise investment capital. Are you one of those entrepreneurs? If so – we’ve got a free eBook for you that was written by the founder of our company, Tim Berry.   Tim shares the five steps to delivering a powerful elevator pitch to get… Read more »

Get a boost for the $10K Boost! Free Demo/TweetChat on August 7th

Posted by & filed under LivePlan News, Social Media.


Every competitor, whether an Olympic athlete or an entrepreneur, understands the value of having an advantage. LivePlan wants you to win our $10,000 Boost business plan competition. To help – we’re hosting a free demo of LivePlan, so you can learn how to maximize your LivePlan business plan. You will also have an opportunity to ask… Read more »

Product Update: Secret Menu

Posted by & filed under Product Updates.


Our latest product update went live on Thursday evening. In addition to the usual bug fixes and minor improvements, this release added these notable features: Introducing the “secret menu” for advanced financials We strive to keep the financials in LivePlan as clear and understandable as possible. At the same time, we want to support the… Read more »

Online Surveys–An Easy and Affordable Way to Conduct Market Research

Posted by & filed under Market Research, Marketing Plans, Metrics, Technology.

As our VP of Marketing, Caroline Cummings, pointed out in her blog post a few weeks ago, knowing your market is absolutely crucial to being successful in your business. And knowing what your market thinks about you is just as important. Okay, so you know you need to conduct some research… but how? A common–and… Read more »

Palo Alto Software Announces $10,000 Business Plan Competition for US Entrepreneurs

Posted by & filed under Press Release.


The Eugene, Oregon-based company launches its inaugural “LivePlan $10,000 Boost” business plan competition with a $10,000 prize awarded to the first place prize winner. Eugene, Oregon July 17, 2012 Palo Alto Software, developer of the number-one selling business planning software tools — Business Plan Pro, Sales and Marketing Plan Pro, and its new cloud-based business… Read more »

Switching your LivePlan to Full Financials

Posted by & filed under Business planning tips, Forecasting, How to.

If you’re using LivePlan to write and track your business plan you’ll want to make sure you expand your financials to include the following. These financial documents are required if you are seeking a bank loan or outside investment capital. They are also required if you’re submitting your completed LivePlan  into the “LivePlan $10,000 Boost”… Read more »

Focusing on Key Performance Indicators (KPI’s) Part 2

Posted by & filed under Marketing Plans, Revenue Strategies.

The previous blog post covered a number of KPI’s entrepreneurs should be tracking. The following represent some additional ones. Customer Acquisition Costs (CAC): The customer acquisition cost is simply how much it costs to acquire a customer. There can be a couple of variations here, as some calculate costs purely on the straight marketing cost,… Read more »

Focusing on Key Performance Indicators (KPI’s) Part 1

Posted by & filed under Marketing Plans, Metrics.

Key Performance Indicators (KPI’s) consist of a number of important metrics that businesses should measure and use to manage their businesses. While these will vary across industries, the following represent some of the more common ones that are important for SaaS-based businesses. Cash: Managing cash has always been an important element of running a business,… Read more »