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Kelrain LivePlan Customer Advocate
“Working on the LivePlan team gives me the opportunity to brighten people's days. It's a joy to help folks plan for their future endeavors!”
Accessible & Personal
Planning in LivePlan is simple, but you still might have questions along the way. The live chat feature connects you with an expert ready to help out.
If you need assistance outside business hours, just send us an email instead. Or access hundreds of expertly produced articles and videos in our online help center.
Connor LivePlan Customer Advocate
“I love engaging with customers, understanding their needs, and helping them navigate their planning journey. Every interaction is a chance to deliver exceptional service and build meaningful relationships, which I cherish in my role.”
Live Onboarding Session
Not sure how to get started? Have questions about how LivePlan works? Get a one-on-one onboarding session with a LivePlan expert. They'll help you get setup and you can ask them questions like:
The more you know, the more your business will grow. We provide a toolkit of live educational webinars designed to help you become a more confident entrepreneur.
Some of the topics our experts cover include:
Business Planning Services
You can do this with just LivePlan software. But if you're pressed for time or constantly struggle with your business plan, you might want to hire a professional to get the job done.
Our professional services include:
LiveChat is available Monday to Friday from 8 a.m. to 5 p.m. PST. Email support is always available and our initial response time is usually about five or six hours.
You'll find a LivePlan Help menu within the software once you sign in. From here, you'll be able to connect with a member of our team. You can also visit the ‘contact us’ page on our website or just click the ‘help’ icon in the bottom-right corner.