• Plana enables you to work remotely with your client offering considerable time and cost savings.
  • The structure and layout of Plana helps ensure your client considers the key areas.
  • You can prioritise the areas you will work on now and then agree to revisit the plan at a later date so helping you to maintain ongoing contact with your client.
  • Your client can see the areas that will be covered prior to commencing work so avoiding confusion and potential issues later and making it easier for you to agree your fee up front.
  • Working with your client to get them involved and contributing to the plan should result in their greater buy in and ownership of the plan contents and actions.
  • Spend your time on those areas of the plan where the client really needs your expertise; encourage and guide your client to complete the sections they are comfortable with supported by the detailed self help text.

The Professional subscription is designed for adviser, (consultants, mentors, coaches, etc) who anticipate working with multiple clients and so will require up to 15 open plans at any one time. (If you require more plans please contact us for a bespoke rate).

In addition, if you are a firm of advisers, up to 3 advisers can be allocated their own ‘Team’ to make it simpler for them to view and manage their own clients.

The process is simple:

  1. Set up your Professional subscription.
  2. Create up to 3 separate Teams if you are a firm with more than one active Adviser.
  3. Adviser sends an Invitation to Client to collaborate on their business plan.
  4. Client accepts terms of Invitation and you start collaborating!

You can cancel your subscription at any time before the end of the 14 day free trial period. From your Dashboard, click on ‘My Account’ and then ‘Subscription’. From there you will be directed to the Stripe payments Customer Portal where you can manage payments, download invoices, etc.

You will get a reminder when your subscription is due for renewal and you will need to access your account to make the necessary payment. Alternatively, just select ‘automatically renew’ in your account settings and you subscription will renew without the need for any further action on your part.

You can cancel your subscription at any time before the expiry of your current subscription. From your Dashboard, click on ‘My Account’ and then ‘Subscription’. From there you will be directed to the Stripe payments Customer Portal where you can manage payments, download invoices, etc.

Please use the form on the Contact Us page of our website or, alternatively, email us at support@tryplana.com We aim to respond to all enquiries within 48 hours.

At the top of each section you will see a pulsing ‘?’ – click on this to find out more about how to complete the section and useful background information about the area of business planning you working on.

If you would welcome some further hands on support with your business plan please contact us at support@tryplana.com to access remote, bespoke support from an adviser.

If you receive an email Invitation from Plana, it means an existing Plana user has invited you to contribute to their business plan in your capacity as a business colleague or trusted professional. If you are happy to contribute and wish to accept the invitation:

  • Read and accept the Plana Terms of Use.
  • If attached, read and accept the NDA (Non Disclosure Agreement).
  • Set up an Account (only an email address and password required)
  • Start collaborating!

If you do not wish to accept the Invitation simply click the relevant option and the Plana user will be notified.

An Invite remains valid all the while that particular plan remains open or until the plan owner cancels the Invitation.

Plana enables you to quickly and easily invite colleagues or trusted professionals to each plan:

Starter – up to 3.

Professional – up to 5.

Enterprise – 5+

You can manage (view and delete) Invitations from your Dashboard.

Our apologies, we are currently in the process of adding the facility to print or save your Output Report on an Apple device.

No, the ‘Professional’ and ‘Enterprise’ subscriptions are specifically designed for firms with multiple advisers. Each of your Advisers can be assigned a separate Team so that they can easily view and manage their own clients. (‘Professional’ allows up to 3 Teams; ‘Enterprise’ 4+ Teams).

Absolutely, when you create your Team you can add your own Team / Company branding and also upload an image / logo. In addition, when downloading an individual business plan there is the facility to include an image / logo.