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Liveplan Free Download 💢

How to Download LivePlan for Free

If you are an entrepreneur or a small business owner, you know how important it is to have a clear and realistic business plan. A business plan helps you define your vision, goals, strategies, and financial projections for your business. It also helps you attract funding, partners, and customers.

However, writing a business plan can be challenging and time-consuming. You may not know where to start, what to include, or how to format your plan. You may also struggle with creating accurate financial forecasts, tracking your progress, and presenting your plan to others.

That’s where LivePlan comes in. LivePlan is a cloud-based business plan software that helps you create and track your business goals. It guides you through every step of the planning process, from creating a one-page pitch to building a detailed business plan. It also provides you with tools to monitor your performance, compare your results with industry benchmarks, and share your plan with investors and lenders.

In this article, we will show you how to download LivePlan for free, how to use its features effectively, and how it can help you grow your business. Let’s get started!

What is LivePlan and why is it useful for entrepreneurs and small businesses?

LivePlan is a business planning software that was created by Palo Alto Software, a company that has been helping entrepreneurs succeed for over 30 years. LivePlan is designed to simplify the planning process and make it more accessible and enjoyable for anyone who wants to start or grow a business.

LivePlan has several features and benefits that make it useful for entrepreneurs and small businesses. Here are some of them:

  • It helps you create a one-page pitch that summarizes your business idea, problem, solution, target market, competition, revenue streams, expenses, and milestones. This pitch can help you test your idea, get feedback, and pitch your business to potential investors.
  • It helps you write a professional business plan that follows an SBA-approved format and includes all the essential sections: executive summary, company overview, market analysis, marketing strategy, sales strategy, management team, financial plan, appendix.
  • It helps you create accurate financial forecasts that show your income statement, balance sheet, cash flow statement, break-even analysis, sales forecast, expense forecast, personnel forecast, profit margin analysis.
  • It helps you track your performance by connecting to your accounting software (QuickBooks or Xero) and importing your actual data into your dashboard. You can then compare your actual results with your forecasted goals and see how you are doing in terms of revenue, expenses, cash flow, profit margin.
  • It helps you benchmark your performance by comparing your key metrics with similar businesses in your industry. You can see how you stack up against the competition and identify areas for improvement.
  • It helps you collaborate with your team by inviting them to work on your plan together. You can set different permissions for each user and leave comments on each section of the plan.
  • It helps you share your plan with investors and lenders by exporting your plan to PDF or Word format, or by creating a secure link that you can send via email. You can also customize your plan with your logo, colors, fonts, and images.

As you can see, LivePlan is a comprehensive and powerful software that can help you plan, manage, and grow your business. But how much does it cost and how can you download it for free?

How to download LivePlan for free

LivePlan is a cloud-based software that you can access online from any device with an internet connection. You don’t need to download or install anything on your computer. However, you do need to sign up for an account and pay a monthly or annual fee to use LivePlan.

The good news is that LivePlan offers a 60-day money-back guarantee, which means that you can try it risk-free for two months. If you are not satisfied with LivePlan, you can cancel your subscription and get a full refund within 60 days of your purchase date.

Another option is to sign up for a free trial of LivePlan, which gives you access to all the features of LivePlan for 14 days. You don’t need to provide any credit card information to start the free trial. You just need to enter your name, email address, and password.

To sign up for a free trial of LivePlan, follow these steps:

  1. Go to the LivePlan website and click on the “Start My Plan” button.
  2. Fill out the form with your name, email address, and password. You can also choose your industry and business type from the drop-down menus.
  3. Click on the “Create My Account” button. You will be taken to the LivePlan dashboard where you can start creating your plan.

The free trial will expire after 14 days. If you want to continue using LivePlan after the trial period, you will need to choose a pricing plan and enter your billing information. LivePlan offers two pricing plans: monthly and annual.

Monthly Plan Annual Plan
$19.95 per month $11.66 per month (billed as $139.92 per year)
Cancel anytime Save 42% compared to the monthly plan
No commitment 60-day money-back guarantee

You can switch between the plans at any time. You can also add or remove users from your account as needed. Each additional user costs $9.95 per month or $59.88 per year.

How to use LivePlan effectively

Now that you have downloaded LivePlan for free, you may be wondering how to use it effectively. LivePlan is designed to be easy and intuitive to use, but it also has many features and options that you may not be familiar with. Here are some tips on how to use LivePlan effectively:

How to create a one-page pitch, a business plan, and a financial forecast with LivePlan?

LivePlan guides you through three main steps of the planning process: creating a one-page pitch, writing a business plan, and making a financial forecast.

Creating a one-page pitch

A one-page pitch is a simple and concise summary of your business idea that covers the problem, solution, market, competition, revenue streams, expenses, and milestones. It helps you validate your idea, get feedback, and pitch your business to potential investors.

To create a one-page pitch with LivePlan, follow these steps:

  1. From the dashboard, click on the “Pitch” tab.
  2. Fill out each section of the pitch with your information. You can use the examples and tips provided by LivePlan as guidance.
  3. Add images or logos to your pitch by clicking on the “Add Image” button.
  4. Preview your pitch by clicking on the “Preview” button. You can also download it as a PDF or share it via email or social media.

Writing a business plan

A business plan is a detailed document that describes your business goals, strategies, and financial projections. It helps you communicate your vision, attract funding, partners, and customers, and manage your business effectively.

To write a business plan with LivePlan, follow these steps:

  1. From the dashboard, click on the “Plan” tab.
  2. Select the type of plan you want to create: lean plan or full plan. A lean plan is a shorter and simpler version of a full plan that covers the key elements of your business. A full plan is a more comprehensive and detailed version of a lean plan that follows an SBA-approved format.
  3. Fill out each section of the plan with your information. You can use the examples and tips provided by LivePlan as guidance. You can also customize the order and content of the sections according to your needs.
  4. Add charts, tables, images, or appendices to your plan by clicking on the “Add” button.
  5. Preview your plan by clicking on the “Preview” button. You can also download it as a PDF or Word document, or share it via email or social media.

Making a financial forecast

A financial forecast is a projection of your income statement, balance sheet, cash flow statement, break-even analysis, sales forecast, expense forecast, personnel forecast, and profit margin analysis. It helps you estimate your revenue, expenses, cash flow, and profitability for your business.

To make a financial forecast with LivePlan, follow these steps:

  1. From the dashboard, click on the “Forecast” tab.
  2. Select the type of forecast you want to create: standard or advanced. A standard forecast is a simpler and faster way to create a financial forecast based on your revenue streams and expenses. An advanced forecast is a more flexible and detailed way to create a financial forecast based on your sales and expense drivers.
  3. Fill out each section of the forecast with your information. You can use the examples and tips provided by LivePlan as guidance. You can also adjust the assumptions and variables according to your needs.
  4. Review your forecast by clicking on the “Review” button. You can see your financial statements, charts, tables, and ratios. You can also compare your forecast with your actual data and industry benchmarks.
  5. Download your forecast as a PDF or Excel file, or share it via email or social media.

How to use the dashboard, the industry benchmarks, and the performance tracking tools with LivePlan?

LivePlan not only helps you create a business plan and a financial forecast, but also helps you track your performance and measure your success. It provides you with tools to monitor your key metrics, compare your results with industry standards, and identify areas for improvement.

Using the dashboard

The dashboard is where you can see your actual data imported from your accounting software (QuickBooks or Xero) and compared with your forecasted goals. You can see how you are doing in terms of revenue, expenses, cash flow, profit margin, and other key indicators.

To use the dashboard with LivePlan, follow these steps:

  1. From the dashboard, click on the “Connect to QuickBooks” or “Connect to Xero” button.
  2. Follow the instructions to link your LivePlan account with your QuickBooks or Xero account.
  3. Select the accounts that you want to sync with LivePlan.
  4. Wait for LivePlan to import your data and update your dashboard.
  5. Review your dashboard and see how you are performing against your goals. You can also customize your dashboard by adding or removing metrics, changing the time period, or adjusting the settings.

Using the industry benchmarks

The industry benchmarks are where you can see how your key metrics compare with similar businesses in your industry. You can see how you stack up against the competition and identify areas for improvement.

To use the industry benchmarks with LivePlan, follow these steps:

  1. From the dashboard, click on the “Benchmarks” tab.
  2. Select your industry and sub-industry from the drop-down menus.
  3. Review your benchmarks and see how you rank against other businesses in terms of revenue growth, gross margin, net profit margin, current ratio, quick ratio, debt-to-equity ratio, and return on assets.
  4. Use the benchmarks as a guide to set realistic goals and improve your performance.

Using the performance tracking tools

The performance tracking tools are where you can see how you are progressing towards your milestones and tasks. You can also set reminders and notifications to keep yourself and your team accountable and on track.

To use the performance tracking tools with LivePlan, follow these steps:

  1. From the dashboard, click on the “Schedule” tab.
  2. Add milestones and tasks that you want to achieve for your business. You can also assign them to different team members and set due dates.
  3. Mark milestones and tasks as completed when you have accomplished them or update their status.
  4. Review your schedule and see how you are progressing towards your goals. You can also filter your schedule by team member, milestone, or status.
  5. Set reminders and notifications to keep yourself and your team informed and motivated. You can also sync your schedule with your calendar or email.

Conclusion

LivePlan is a powerful and user-friendly software that helps you create and track your business goals. It helps you create a one-page pitch, a business plan, and a financial forecast that reflect your vision, strategies, and financial projections. It also helps you track your performance, compare your results with industry benchmarks, and share your plan with investors and lenders.

If you want to download LivePlan for free, you can sign up for a free trial that gives you access to all the features of LivePlan for 14 days. You can also take advantage of the 60-day money-back guarantee that allows you to try LivePlan risk-free for two months.

To start your free trial of LivePlan, click here.

We hope you found this article helpful and informative. If you have any questions or feedback, please leave a comment below. We would love to hear from you!

FAQs

What are some alternatives to LivePlan?

Some alternatives to LivePlan are:

  • Bizplan: A web-based business plan software that helps you create a visually appealing and interactive plan. It also provides you with access to a network of investors and mentors.
  • Enloop: A cloud-based business plan software that helps you generate a customized and bank-ready plan. It also provides you with an automated financial analysis and a performance score.
  • StratPad: A cloud-based business plan software that helps you create a lean and strategic plan. It also provides you with tools to track your progress, manage your tasks, and collaborate with your team.

How can I cancel my LivePlan subscription or get a refund?

To cancel your LivePlan subscription, follow these steps:

  1. From the dashboard, click on the “Account” tab.
  2. Click on the “Billing Info” link.
  3. Click on the “Cancel Subscription” button.
  4. Confirm your cancellation by clicking on the “Yes, Cancel My Subscription” button.

To get a refund, follow these steps:

  1. Contact the LivePlan customer service team by phone or email within 60 days of your purchase date.
  2. Provide your name, email address, and order number.
  3. Request a full refund for your LivePlan subscription.

How can I get support or help with LivePlan?

To get support or help with LivePlan, you can:

  • Visit the LivePlan help center where you can find articles, videos, tutorials, and FAQs on how to use LivePlan.
  • Contact the LivePlan customer service team by phone or email. They are available Monday to Friday from 8 am to 5 pm Pacific Time.
  • Join the LivePlan community where you can interact with other LivePlan users, share your ideas, ask questions, and get feedback.

Does LivePlan work with other accounting software or platforms?

LivePlan works with QuickBooks and Xero accounting software. You can connect your LivePlan account with your QuickBooks or Xero account and import your actual data into your dashboard. This allows you to track your performance and compare your results with your forecasted goals.

LivePlan does not work with other accounting software or platforms at the moment. However, you can still use LivePlan by manually entering your data into the forecast section or by uploading a CSV file with your data.

Can I export or download my LivePlan data or documents?

Yes, you can export or download your LivePlan data or documents in various formats. You can:

  • Export your one-page pitch as a PDF file or share it via email or social media.
  • Export your business plan as a PDF or Word document or share it via email or social media.
  • Export your financial forecast as a PDF or Excel file or share it via email or social media.
  • Download your actual data as a CSV file from the dashboard.

bc1a9a207d

Posted on

Liveplan Free Download 💢

How to Download LivePlan for Free

If you are an entrepreneur or a small business owner, you know how important it is to have a clear and realistic business plan. A business plan helps you define your vision, goals, strategies, and financial projections for your business. It also helps you attract funding, partners, and customers.

However, writing a business plan can be challenging and time-consuming. You may not know where to start, what to include, or how to format your plan. You may also struggle with creating accurate financial forecasts, tracking your progress, and presenting your plan to others.

That’s where LivePlan comes in. LivePlan is a cloud-based business plan software that helps you create and track your business goals. It guides you through every step of the planning process, from creating a one-page pitch to building a detailed business plan. It also provides you with tools to monitor your performance, compare your results with industry benchmarks, and share your plan with investors and lenders.

In this article, we will show you how to download LivePlan for free, how to use its features effectively, and how it can help you grow your business. Let’s get started!

What is LivePlan and why is it useful for entrepreneurs and small businesses?

LivePlan is a business planning software that was created by Palo Alto Software, a company that has been helping entrepreneurs succeed for over 30 years. LivePlan is designed to simplify the planning process and make it more accessible and enjoyable for anyone who wants to start or grow a business.

LivePlan has several features and benefits that make it useful for entrepreneurs and small businesses. Here are some of them:

  • It helps you create a one-page pitch that summarizes your business idea, problem, solution, target market, competition, revenue streams, expenses, and milestones. This pitch can help you test your idea, get feedback, and pitch your business to potential investors.
  • It helps you write a professional business plan that follows an SBA-approved format and includes all the essential sections: executive summary, company overview, market analysis, marketing strategy, sales strategy, management team, financial plan, appendix.
  • It helps you create accurate financial forecasts that show your income statement, balance sheet, cash flow statement, break-even analysis, sales forecast, expense forecast, personnel forecast, profit margin analysis.
  • It helps you track your performance by connecting to your accounting software (QuickBooks or Xero) and importing your actual data into your dashboard. You can then compare your actual results with your forecasted goals and see how you are doing in terms of revenue, expenses, cash flow, profit margin.
  • It helps you benchmark your performance by comparing your key metrics with similar businesses in your industry. You can see how you stack up against the competition and identify areas for improvement.
  • It helps you collaborate with your team by inviting them to work on your plan together. You can set different permissions for each user and leave comments on each section of the plan.
  • It helps you share your plan with investors and lenders by exporting your plan to PDF or Word format, or by creating a secure link that you can send via email. You can also customize your plan with your logo, colors, fonts, and images.

As you can see, LivePlan is a comprehensive and powerful software that can help you plan, manage, and grow your business. But how much does it cost and how can you download it for free?

How to download LivePlan for free

LivePlan is a cloud-based software that you can access online from any device with an internet connection. You don’t need to download or install anything on your computer. However, you do need to sign up for an account and pay a monthly or annual fee to use LivePlan.

The good news is that LivePlan offers a 60-day money-back guarantee, which means that you can try it risk-free for two months. If you are not satisfied with LivePlan, you can cancel your subscription and get a full refund within 60 days of your purchase date.

Another option is to sign up for a free trial of LivePlan, which gives you access to all the features of LivePlan for 14 days. You don’t need to provide any credit card information to start the free trial. You just need to enter your name, email address, and password.

To sign up for a free trial of LivePlan, follow these steps:

  1. Go to the LivePlan website and click on the “Start My Plan” button.
  2. Fill out the form with your name, email address, and password. You can also choose your industry and business type from the drop-down menus.
  3. Click on the “Create My Account” button. You will be taken to the LivePlan dashboard where you can start creating your plan.

The free trial will expire after 14 days. If you want to continue using LivePlan after the trial period, you will need to choose a pricing plan and enter your billing information. LivePlan offers two pricing plans: monthly and annual.

Monthly Plan Annual Plan
$19.95 per month $11.66 per month (billed as $139.92 per year)
Cancel anytime Save 42% compared to the monthly plan
No commitment 60-day money-back guarantee

You can switch between the plans at any time. You can also add or remove users from your account as needed. Each additional user costs $9.95 per month or $59.88 per year.

How to use LivePlan effectively

Now that you have downloaded LivePlan for free, you may be wondering how to use it effectively. LivePlan is designed to be easy and intuitive to use, but it also has many features and options that you may not be familiar with. Here are some tips on how to use LivePlan effectively:

How to create a one-page pitch, a business plan, and a financial forecast with LivePlan?

LivePlan guides you through three main steps of the planning process: creating a one-page pitch, writing a business plan, and making a financial forecast.

Creating a one-page pitch

A one-page pitch is a simple and concise summary of your business idea that covers the problem, solution, market, competition, revenue streams, expenses, and milestones. It helps you validate your idea, get feedback, and pitch your business to potential investors.

To create a one-page pitch with LivePlan, follow these steps:

  1. From the dashboard, click on the “Pitch” tab.
  2. Fill out each section of the pitch with your information. You can use the examples and tips provided by LivePlan as guidance.
  3. Add images or logos to your pitch by clicking on the “Add Image” button.
  4. Preview your pitch by clicking on the “Preview” button. You can also download it as a PDF or share it via email or social media.

Writing a business plan

A business plan is a detailed document that describes your business goals, strategies, and financial projections. It helps you communicate your vision, attract funding, partners, and customers, and manage your business effectively.

To write a business plan with LivePlan, follow these steps:

  1. From the dashboard, click on the “Plan” tab.
  2. Select the type of plan you want to create: lean plan or full plan. A lean plan is a shorter and simpler version of a full plan that covers the key elements of your business. A full plan is a more comprehensive and detailed version of a lean plan that follows an SBA-approved format.
  3. Fill out each section of the plan with your information. You can use the examples and tips provided by LivePlan as guidance. You can also customize the order and content of the sections according to your needs.
  4. Add charts, tables, images, or appendices to your plan by clicking on the “Add” button.
  5. Preview your plan by clicking on the “Preview” button. You can also download it as a PDF or Word document, or share it via email or social media.

Making a financial forecast

A financial forecast is a projection of your income statement, balance sheet, cash flow statement, break-even analysis, sales forecast, expense forecast, personnel forecast, and profit margin analysis. It helps you estimate your revenue, expenses, cash flow, and profitability for your business.

To make a financial forecast with LivePlan, follow these steps:

  1. From the dashboard, click on the “Forecast” tab.
  2. Select the type of forecast you want to create: standard or advanced. A standard forecast is a simpler and faster way to create a financial forecast based on your revenue streams and expenses. An advanced forecast is a more flexible and detailed way to create a financial forecast based on your sales and expense drivers.
  3. Fill out each section of the forecast with your information. You can use the examples and tips provided by LivePlan as guidance. You can also adjust the assumptions and variables according to your needs.
  4. Review your forecast by clicking on the “Review” button. You can see your financial statements, charts, tables, and ratios. You can also compare your forecast with your actual data and industry benchmarks.
  5. Download your forecast as a PDF or Excel file, or share it via email or social media.

How to use the dashboard, the industry benchmarks, and the performance tracking tools with LivePlan?

LivePlan not only helps you create a business plan and a financial forecast, but also helps you track your performance and measure your success. It provides you with tools to monitor your key metrics, compare your results with industry standards, and identify areas for improvement.

Using the dashboard

The dashboard is where you can see your actual data imported from your accounting software (QuickBooks or Xero) and compared with your forecasted goals. You can see how you are doing in terms of revenue, expenses, cash flow, profit margin, and other key indicators.

To use the dashboard with LivePlan, follow these steps:

  1. From the dashboard, click on the “Connect to QuickBooks” or “Connect to Xero” button.
  2. Follow the instructions to link your LivePlan account with your QuickBooks or Xero account.
  3. Select the accounts that you want to sync with LivePlan.
  4. Wait for LivePlan to import your data and update your dashboard.
  5. Review your dashboard and see how you are performing against your goals. You can also customize your dashboard by adding or removing metrics, changing the time period, or adjusting the settings.

Using the industry benchmarks

The industry benchmarks are where you can see how your key metrics compare with similar businesses in your industry. You can see how you stack up against the competition and identify areas for improvement.

To use the industry benchmarks with LivePlan, follow these steps:

  1. From the dashboard, click on the “Benchmarks” tab.
  2. Select your industry and sub-industry from the drop-down menus.
  3. Review your benchmarks and see how you rank against other businesses in terms of revenue growth, gross margin, net profit margin, current ratio, quick ratio, debt-to-equity ratio, and return on assets.
  4. Use the benchmarks as a guide to set realistic goals and improve your performance.

Using the performance tracking tools

The performance tracking tools are where you can see how you are progressing towards your milestones and tasks. You can also set reminders and notifications to keep yourself and your team accountable and on track.

To use the performance tracking tools with LivePlan, follow these steps:

  1. From the dashboard, click on the “Schedule” tab.
  2. Add milestones and tasks that you want to achieve for your business. You can also assign them to different team members and set due dates.
  3. Mark milestones and tasks as completed when you have accomplished them or update their status.
  4. Review your schedule and see how you are progressing towards your goals. You can also filter your schedule by team member, milestone, or status.
  5. Set reminders and notifications to keep yourself and your team informed and motivated. You can also sync your schedule with your calendar or email.

Conclusion

LivePlan is a powerful and user-friendly software that helps you create and track your business goals. It helps you create a one-page pitch, a business plan, and a financial forecast that reflect your vision, strategies, and financial projections. It also helps you track your performance, compare your results with industry benchmarks, and share your plan with investors and lenders.

If you want to download LivePlan for free, you can sign up for a free trial that gives you access to all the features of LivePlan for 14 days. You can also take advantage of the 60-day money-back guarantee that allows you to try LivePlan risk-free for two months.

To start your free trial of LivePlan, click here.

We hope you found this article helpful and informative. If you have any questions or feedback, please leave a comment below. We would love to hear from you!

FAQs

What are some alternatives to LivePlan?

Some alternatives to LivePlan are:

  • Bizplan: A web-based business plan software that helps you create a visually appealing and interactive plan. It also provides you with access to a network of investors and mentors.
  • Enloop: A cloud-based business plan software that helps you generate a customized and bank-ready plan. It also provides you with an automated financial analysis and a performance score.
  • StratPad: A cloud-based business plan software that helps you create a lean and strategic plan. It also provides you with tools to track your progress, manage your tasks, and collaborate with your team.

How can I cancel my LivePlan subscription or get a refund?

To cancel your LivePlan subscription, follow these steps:

  1. From the dashboard, click on the “Account” tab.
  2. Click on the “Billing Info” link.
  3. Click on the “Cancel Subscription” button.
  4. Confirm your cancellation by clicking on the “Yes, Cancel My Subscription” button.

To get a refund, follow these steps:

  1. Contact the LivePlan customer service team by phone or email within 60 days of your purchase date.
  2. Provide your name, email address, and order number.
  3. Request a full refund for your LivePlan subscription.

How can I get support or help with LivePlan?

To get support or help with LivePlan, you can:

  • Visit the LivePlan help center where you can find articles, videos, tutorials, and FAQs on how to use LivePlan.
  • Contact the LivePlan customer service team by phone or email. They are available Monday to Friday from 8 am to 5 pm Pacific Time.
  • Join the LivePlan community where you can interact with other LivePlan users, share your ideas, ask questions, and get feedback.

Does LivePlan work with other accounting software or platforms?

LivePlan works with QuickBooks and Xero accounting software. You can connect your LivePlan account with your QuickBooks or Xero account and import your actual data into your dashboard. This allows you to track your performance and compare your results with your forecasted goals.

LivePlan does not work with other accounting software or platforms at the moment. However, you can still use LivePlan by manually entering your data into the forecast section or by uploading a CSV file with your data.

Can I export or download my LivePlan data or documents?

Yes, you can export or download your LivePlan data or documents in various formats. You can:

  • Export your one-page pitch as a PDF file or share it via email or social media.
  • Export your business plan as a PDF or Word document or share it via email or social media.
  • Export your financial forecast as a PDF or Excel file or share it via email or social media.
  • Download your actual data as a CSV file from the dashboard.

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