The LivePlan Tour

LivePlan works for any type of business, at any stage in its development. Take our tour to see how LivePlan's guided, step–by–step process takes the stress out of starting your business.

Begin the
tour
1

The first thing you'll do in LivePlan is set up your business.

 

Getting started in LivePlan is easy. We'll ask for a few, simple details about your business. Select a goal and LivePlan will recommend a starting point to position you for success.

2

After you're done setting up your business, you can get started on your business strategy.

 

The LivePlan Pitch is a one–page summary of your business that defines your strategy. It's a fast, simple, and more effective way to document your business idea. LivePlan lets you publish your pitch on the web and export to PowerPoint so you can share it on Facebook, Twitter, LinkedIn, or even with old fashioned email.

3

Your pitch is a great way to summarize your business strategy.

View Example
Your pitch is a great way to summarize your business strategy
4

When you're done creating your pitch, you can move on to creating your full business plan.

 

LivePlan breaks the business planning process down into simple steps with instructions and examples. Your plan starts with the traditional structure of chapters and sections, but it's fully customizable. Add or remove chapters and sections as you see fit.

5

The last part of building your plan is creating a budget and forecast. Don't worry—LivePlan makes it easy.

 

No math or complex spreadsheets needed. Enter the sales you think you can make along with your anticipated expenses, and LivePlan automatically creates your financial statements. If you're not sure what number to put in, make an educated guess and LivePlan will help you see if your plan is reasonable.

6

Check your numbers against the competition to see how they stack up.

 

With Benchmarks, you can use real data from businesses across the country to see your plan is realistic. Compare by region and size to get the most accurate data possible. LivePlan helps you create budgets and forecasts that make sense.

7

Keep your business growing and healthy with the LivePlan Dashboard.

 

Connect LivePlan to QuickBooks, Xero, or enter your accounting info manually to track your progress against your plan. See instantly, if you're meeting your sales goals and staying on budget. It's the best way to grow your business and keep it healthy.

Ready to start your plan?

Try LivePlan risk–free for 35 days. If you're not totally satisfied, get a 100% hassle–free refund.

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