Human Support
You won't do this alone
Avoid errors and confidently create your business plan with with live onboarding, chat support, and access to LivePlan Experts.
Trusted by over 1 million small business owners
4.8/5 Google reviews
35-day money-back guarantee
Get started risk-free
The only business planning platform that gives you expert, human advice
Accessible & Personal
Get quick answers with human-powered live chat
Planning in LivePlan is simple, but you still might have questions along the way. With live chat you'll be connected to our customer success team in less than 15 seconds!
Kel
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!”
Live Onboarding Session
Start stronger with a personal introduction
Get started on the right track with a live video onboarding session. This session will help you get setup and cover topics like:
Creating a forecast for a new business
How to most effectively use AI in LivePlan
Creating different forecast scenarios for your business
Integrating your QuickBooks Online or Xero data
Cassidy
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.”
Add-on: LivePlan Expert
Go deeper with 1:1 video sessions
Schedule personalized video sessions with a LivePlan Expert who gets to know your business. Get priority assistance, detailed guidance on features, formatting and troubleshooting, and dedicated support whenever you need it.
Ruchelle Whitfield
LivePlan Expert Customer
“Great solutions to my complex questions about the software. They taught me a lot in a little session.”
LivePlan Services
Let a professional do it for you
Get time back to focus on your business. Have a professional complete your business plan, help you navigate the funding process, or simply just work with them as an advisor to help you grow and scale your business.
LivePlan Services include:
Full business plan writing
Professional business plan review
Detailed market research
Funding application assistance, and more...
Frequently asked questions
No! All customers get access to email and chat support, as well as a live onboarding session with our customer advocacy team. If you need additional one-on-one guidance, you can add LivePlan Expert to your subscription, which includes 1:1 video support with a LivePlan specialist.
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 there, 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 blue 'chat' icon in the bottom-right corner of our website.
Up to 4 video calls per month (30 minutes each)
Limit of 1 call per day
Priority Assistance: When you email us, your message is fast-tracked to the top of our queue, ensuring you get expedited attention.
Call availability: Monday–Thursday, 9:00 AM to 4:00 PM PST
Chat support: Available during business hours with an average wait time of 15 seconds
Priority email support: Your email questions are prioritized and answered first in our queue.
$30/month, in addition to your regular monthly LivePlan subscription. Your first charge will be prorated based on your current billing cycle.
Includes personalized, one-on-one video calls for in-depth troubleshooting and guidance
Priority email support: Your email questions are prioritized and answered first in our queue
Cancel anytime through the Manage Account menu in LivePlan.
To avoid charges for the following month, cancel before your next billing date
Information about previous and upcoming webinars can be found here.
LivePlan offers business plan writing, plan reviews, market research and more at an additional cost. Check out our services page for more details.