Ready to take your business planning to the next level? In this special "Ask Us Anything" webinar, our team of LivePlan experts—CFO Trevor Benson, strategist Peter Thorson, and customer advocacy lead Patrick San Jose—share their insider knowledge and answer the most common questions from our community. From the best way to start your business plan to using scenarios and AI to make better decisions, this session is packed with invaluable, real-world advice.
What You'll Learn
This webinar is packed with practical tips and answers to the most common questions from our partner community. Here’s a look at what we cover:
Getting Started Right
The Power of the Pitch: Discover why starting with the "Pitch" section is a powerful thought exercise that helps you summarize your entire business in minutes. Beyond the Basics: Learn how to use the Pitch to create a concise, three-to-five minute presentation for investors, partners, and even new employees. A Pro-Tip for Pro-Planners: Find out a secret way to bypass character limits in the Pitch by exporting your summary to a PowerPoint slide deck.
Demystifying Financials & Funding
Planning for Startup Success: Learn how to use LivePlan to forecast the exact amount of funding you'll need, even if you have no revenue yet. The Importance of a Realistic Forecast: Understand why finding your business's "negative cash point" is a critical exercise that defines your exact loan amount and when you’ll need it. SMART Goals for Funding: Get a breakdown of the SMART acronym (Specific, Measurable, Achievable, Relevant, Time-bound) and how to apply it to your business plan to attract investors.
The Power of Realistic Forecasting
Scenarios to the Rescue: See a real-world cautionary tale of a business that failed to use a scenario and learn how you can use them to test different "what if" ideas without risking real money. Forecasting vs. Accounting: Understand the key difference between these two mindsets and learn why it's a best practice to use broad, strategic categories in your forecast. Sync with Confidence: Get a step-by-step walkthrough on how to connect your QuickBooks Online or Xero data to LivePlan and "map" your accounts to easily compare your actual performance against your plan.
Navigating the Future with AI
AI as Your Planning Partner: Learn how LivePlan's new AI features can act as a "buddy to bounce ideas off of," helping you write content and suggest revenue streams for your business. Security and Privacy: Gain peace of mind by understanding how we use AI within LivePlan's existing privacy policy and learn how to opt-out of the features at any time.
Connect with the LivePlan Experts
Get Help When You Need It: Find out how to access our team of customer advocacy agents via our quick-response chat function. Free Onboarding Calls: Discover how to book a free video call with an expert to help you get started, connect your financials, and get answers to your specific questions.
