Elevate Your Impact:
Custom Training and Onboarding
Empower Your Business Network with Confidence
LivePlan is the trusted forecasting software for thousands of small business advisors worldwide. Our intuitive platform empowers you to create impactful financial projections, guiding your clients towards success.
Tailored Training Solutions: Elevate Your Impact
We offer comprehensive programs designed to meet your specific needs, whether you're looking to:
- Craft a Custom Master Class: Replicate the power of our advanced Financial Forecasting Master Classes, tailored exclusively for your network. Leverage this option to create a high-impact training event that strengthens your business and educates your partners.
- Build Your Training Program: Get expert guidance on developing a comprehensive training curriculum for your team. LivePlan can help you create a structured program that equips your consultants with the skills to excel.
- Quick Onboarding for Consultants or Clients: Streamline the onboarding process with quick and effective training solutions. Ensure your team and clients are equipped to hit the ground running with LivePlan.
Ready to unlock the power of customized training?
Fill out the form below for availability or email us at consultants@liveplan.com
Testimonials
"The Master Class was well organized, communication was clear and I learned a good amount. I would recommend to all LivePlan users or those considering."
- Doug Hart
with Beacon Business Advisors
"Very useful to see how SBDC's can use the software long term with our clients. While most of what we do is startup forecasting in preparation for approaching lenders, this allows us to consult with our clients on an ongoing basis and drill down into the revenue and expenses that are and aren't working for the business.“
- Jeff Dereume
with Duquesne SBDC
"This class was very informative. I learned about some of the features I was not using. I learned some best practice tips when creating a forecast, as well as how to present issues and ideas to the client. They also provided some great resources to help with the process.“