A step-by-step small business advising process.
Efficient. Scalable. Valuable.
Get prepared quickly to show value to your clients. LivePlan automatically:
The kickoff is your chance to:
Our Kickoff Guide prepares you to get started with your client in the right way: make a connection, learn their business goals and show them the value of your service.Playbook: Kickoff Guide
LivePlan's Pitch feature works seamlessly with the Plan Meeting Guide. It will take you step-by-step through this one-time Lean Planning Meeting.
You'll learn your client's business, and build a one-page Lean business summary that will provide immense value to your client. You'll also get the information you need to build the forecast.Playbook: Plan Meeting Guide
Finish your client's forecast with information from the Plan Meeting. Create projections for revenue and expenses, and enter other business rules such as cash assumptions.
LivePlan's built-in benchmarks and forecasting wizards, plus 10 financial scenarios, make forecasting in LivePlan efficient and powerful.
Conduct a monthly Strategic Advising meeting using LivePlan's Live Forecast, Dashboard reports and Benchmarks.
Our step-by-step Advisory Meeting Guide is your playbook to:
Bring the full value of strategic advising to your clients with LivePlan!Playbook: Advisory Meeting Guide