Attorney · Coach · Consultant · CPA · M&A Advisor
Efficient platform enables you to instantly attract and easily help more clients.
Itmay seem that our software competes with business coaches, consultants, attorneys and other business advisors. However, when they started using our software templates themselves to write business plans and marketing plans for their clients, life got easier and sales took off!
Business owners often like to do things themselves, but the very things that make their businesses unique, can also create some glitches… that’s where you come in.
You’re an industry expert and you’re familiar with their needs. While they’re using our software to handle a variety of business projects, they often want a professional to help with or to review their work, offer additional advice, address unique circumstances, and introduce them to important contacts.
More good money-making opportunities for you.
Today, consultants can use our hundreds of organized business software templates to expand your practice, demonstrate to new clients how much more you offer, remotely collaborate with clients all over the world, and even streamline managing them through a unified interface. And, we’ll even send you more clients.
Our system is best suited to startups needing structure and companies needing processes to grow to the next level. Depending on where your clients are now and what you’ve done with them so far, how might you support them next? They might say:
“I’m a seasoned business consultant and coach. I have a specific skillset that I bring to a number of SMEs, but I spend too much time prospecting and selling. I always wished I had some kind of sensible system that I could use to easily demonstrate what I can bring to my clients and make it easy for them to see that I clearly offer more than anyone else. Now, I can even offer my current clients more — beyond my original scope, yet well within my capabilities… And continue our consulting relationship indefinitely.”
~ Tom J., San Diego, CA
“I am writing to you today to express my appreciation for the use of your products over the years. Your technology in this complicated area of business planning, regulatory, HR and safety, and financial monitoring is crucial to the success of a budding business as they begin, and then begin to climb towards outside investment. I am a retired insurance CEO that now consults and mentors young entrepreneurs who aspire to follow in my footsteps. The last two projects are now producing over $1 million in revenue per month, and both are less than two years old. I operate in the micro-niche space of insurance programs. This space takes the carrier out of control and places that control in the hands of these young impresarios steeped in technology, but without the tattoo of years of experience on their resume. That’s what I bring to the table, along with my intellectual property and business relationships with insurers and global reinsurers.
I tell them as a coach, quoting Muhammed Ali, “it ain’t bragging – if you can back it up.” These kids have great spreadsheet skills, but it is the fine print and government regulations that harbor the “gotchas” that sink investor presentations. And this tactic is a favorite with venture capitalists as they “sift fly spec out of pepper” when it comes to which pitchman has the execution skills to keep their investment from sinking into a regulatory pit of quicksand. Your tool is my favorite “go-to” tool, and I recommend it strenuously to my clients; if they whine or discount its value, I second guess my involvement. Because I am a major long-term investor in their success – if they don’t grow and hit each milestone on target, I have wasted my time. And I’m too old to be drilling dry holes.
Let’s continue to talk about how we can conspire to broaden the use of your products to buttress my investments in these new ventures, and I believe customization is a place to start.”
Daniel W. Crandall, CIC, ARM
President and CEO, Fernandina Beach, FL 32034
Mbl: 208-781-2097 | email@example.com
“I’ve used your services for many years and always found both the products and your customer support to be excellent. Thanks and keep helping others.”
~ Gerald (“Jerry”) K. Beckmann, Lantana, TX
“The customizable encyclopedia of everything you need to know about your business… but were afraid to ask!”
~ Michael E. Gerber, “E-Myth” author
“Now I can recommend a standardized financial proforma that all of my clients can use. BizPlanBuilder’s financial model has just the right level of detail (without too much!) in the same format every time, eliminating the crazy-making submissions from so many amateurs I used to get.”
~ Robert Steven Kramarz, Investor, Author, Executive Director, Intelliversity The Funding Academy for Innovators – Led by Investors
Give Your Teams Swiss Army Knives
There is a transition in every company from a “seat of the pants” kind of entrepreneurial company to a “process driven” mechanized one… The reality is that you need to standardize many things in a company if you’re to scale quickly…”
~ Mark Suster, entrepreneur turned VC at @UpfrontVC
Full Ongoing Access to the Business Power Tools System
Use it for Your Own Business
Private Label It — Add Your Logo and Slogan
Show it to Clients and Prospects to Demonstrate Your Additional Capabilities
Enjoy Your New Money-Making Tools
Fyi… Here is our Subscription Pricing page
We have a number of consultants doing exactly that.
With everything in one place, a consistent interface makes managing multiple clients easy.
Use the “visual” of the dashboard to show current and potential clients what you can do for them.
And how different from other consultants you are.
Its collaborative nature makes it perfect for remote consulting.
Here’s an example of what we do, it’s a fully customizable template with content we do our best to design to inspire you with what to say so you can edit and use it for yourself.
Subject line ideas:
Last time we met, we discussed a few things your business needed / you wanted to do with your company.
I’ve recently added to / expanded the scope of my consulting practice with some new software tools to further help you build your business:
I’d love to show you all of these new capabilities at your earliest convenience. I can immediately help you to configure and put in place any / all of these things.
Please feel free to contact me directly and schedule a time to show you how I can economically help you to further build your company.
[Your name / signature block here]
“The tools you offer through your site are invaluable to consultants both old and new.
What you offer is something unique, interactive, and educational.
It takes some of the leg work off of the consultant and can be one of the most valuable tools in his or her toolbox.”
~ David Kulawiak, Risk Management Specialists, Evanston, IL, DavidKConsulting.com
“As former president of the Connecticut Chapter and active national director of the 8,000 member Turnaround Management Association, I’ve been using BizPlanBuilder in my successful consulting practice since our first conversation 15 years ago. It’s fantastic!”
~ Stephen A. Oster, The Oster Group, Inc., Greenwich, CT
“I have used both Business Plan Pro and BizPlanBuilder in my past management positions. With all the so-called sample plans in Business Plan Pro, it’s easy to think you have the final product. You really don’t — it’s not really that user friendly especially if you are not comfortable writing the narrative. Instead, with BizPlanBuilder, it’s much easier for me to help a client develop a professional business plan that I don’t have to entirely rewrite.”
~ Sajata Strong, Area Director, Clark Atlanta University SBDC, School of Business Administration, Atlanta, GA
“Just a note of thanks and appreciation for dealing with you over the years. I have found your software to be unique, easy to use and very helpful in my practice. Also, I deeply appreciated the excellent response you gave when I needed help.”
~ Ben Clements, Newtown, PA
“It costs me a fortune in time and effort to find, schmooze and sign on a new client. Business Power Tools’ customers are made to order… and they’re ready to work with me. Plus, I’ve got the software these people are using, so I’ve got an advantage over most other consultants. It’s the least expensive marketing investment I can imagine.”
~ Dick Fisher, President, Business Loss Prevention Group
As this gathers momentum, we plan to charge $37/ mo => BUT, for now, we want to add you to the network so hurry and get in while it’s FREE!Click to Join our Business Advisor Referral Network
Contact us if you’d like to partner with Business Power Tools to create a custom business dashboard loaded with industry-specific templates.
For control, we recommend subscribing for your clients
To engage more clients in longer-term, more lucrative projects, provide each client with their own subscription.
Within the subscription, you, your clients, and their team have private, secure access to the entire BusinessPowerTools system online.
As the system Admin, you set up their subscription and control who on their team has Admin, Editing or Read-Only access to each of their apps.
Add yourself to our Affiliate Referral Partner Program to create subscriptions that make you money:Click Here to Join our Referral Partner Revenue Share Program
“Is it possible to create various business plans with the same subscription or do I need to buy more for different business ideas as it is common with some other online business plan tools?”
You can develop as many projects for yourself as you want with just one account.
If you want to collaborate, you can add as many additional users as you need.
If you are creating plans and documents for clients and you want to collaborate with them, you can give them access…
But first you must understand how the dashboard and its security works.
Otherwise, if you give one client access to the Business Plan tab, for example, you give them access to all business plans.
Security and the assumption we made…
Once inside, authorized users can be given access to any or all of the 3 kingdoms.
Depending up on how you want use the system, you can have multiple companies within the castle or each company has its own castle. With multiple companies in the castle, everyone with access to the business plan, for example, will have access to all of the business plans. This is great to enable the CFO to access the business plans of an organization with multiple business entities. For a consulting practice, it would be better to have each client company in its own castle, keeping other clients out.
Security is built around the subscription to protect all of a subscriber’s dashboard assets and enables managing all of their apps and templates from the “My Account” control panel at the top of the dashboard.
All of Planning, Finance, HR, Legal, Management, Marketing, PR, Procedures, R&D, Sales… belong to one subscriber.
We presume that all those invited to collaborate or view belong to or work for that subscriber / client / company.
Next, we give you control of who has what kind of access to specific sections. Within each subscription you can add as many people as you want, while controlling which sections they have access to and whether or not they can just read it (read only) or have editing (read/write) capability.
ex: Certain employees could have access to the business plan, employee policies handbook, and safety procedures, but set to read-only. The HR manager would also have read/write privileges for the HR section, but perhaps not the marketing plan…
This way everyone working for a company can contribute and/or be made aware of all things specific to that company / client. Finally, the left hand knows what the right hand is doing and they can work together!
So, if it’s just you writing a business plan, you can write as many as you want because you have secure access to all of them. If you are developing multiple business plans for multiple clients, the way to keep them separate and secure is to open a new subscription for each client company, and their respective teams and advisors can be given controlled and secure access.
If a plan is for different clients requiring access for collaboration / review, each would require their own subscription.
As you might imagine, it’s very complicated to try and replicate another layer of security around each individual section just to control who has access to individual docs within a section. Instead, we made the system more economical and secure to handle everything within a single subscription.
(Walking Dead fan? Imagine building a really good wall around the village keeping the zombies out vs. adding another set of walls around each house in the village, and leaving the main gate open…)
We think you’ll find the subscriptions reasonable and managing users very easy.
You can be confident that your clients are assured that no one outside their company can get anywhere near their data!
Given all the tools available, we believe that you’ll enjoy and excellent ROI on your client subscriptions and gain many advantages for landing and managing clients, and serving them well!
Easily add / change access permissions from this simple and
secure Collaboration Control Panel
“Iown a full service Advertising Agency in NH. I use several of your products on a regular basis. We use Employee Manual Maker and Employee File Builder for HR, Agreement Builder to build many of our agreements with long-term clients, customers, and vendors, MarketingBuilder to build the templates to many of our marketing, advertising, and public relations plans, and BizPlanBuilder to build our business plan and corporate structure.
You don’t have to be new to business to use these plans. I’ve been in business for nearly 25 years, and I find these programs every bit as useful now as I did when I was learning as a new business owner. I maintain my upgrades because there is always new and better information supplied in the programs.
These guys know EXACTLY what they are doing, and how to do it. I had one situation where BizPlanBuilder came in unbelievably useful. I was hired by a small record label in Tampa, FL to put together a business and marketing plan for them to use to raise $350,000 in capital for their company. I was also hired to make the presentations to potential investors. Using both BizPlanBuilder and MarketingBuilder, I created the needed presentation.
My first appointment was with seven Tampa Bay Buccaneers interested in investing. After making my 35-minute presentation, I was unable to raise the $350,000 the record label wanted to raise. These seven men wrote checks totaling $575,000! Super Bowl thanks to you for creating such a fantastic software package. I use several of their products regularly in my business. I wouldn’t even try to expand my business without them.”
~ James J. Albion, President, ZMJ Enterprises, Marketing & Advertising Agency, Dover, NH, www.zmjenterprises.com
“Even for experienced managers it’s an excellent way to organize new ventures and bring out [winning direction].”
~ R. Bradley, Int. Info. Assoc. Inc., Yardly, PA
“Very well constructed. Meets client needs.”
~ John Young, Business Consultant, Sacramento, CA
“What I’ve been looking for in the last year! Thank you.”
~ Larry Ballard, Consultant, Litchfield, IL
“My client secured a $142,000 SBA loan using your software!”
~ Bill Bishop, America Design, Atwater, CA
“Great tool for facilitating a business planning session.”
~ Tom Pooton, Current Concepts, Eden Prairie, MN
“I bought BizPlan primarily for the financials. They will be extremely helpful to me in setting fees.”
~ Paul Rock, Business Performance Specialists, Knoxville, TN
“The BizPlan Builder is clear and easy to use for individual clients and groups.”
~ Robert Davis, Julius and James, LTD., Springfield, IL
Full Access to the Business Power Tools dashboard
Try it for Your Own Business
Private Label It — Add Your Logo and Slogan
Show it to Clients and Prospects to Demonstrate Your Capabilities
Save Time For Doing What Really Matters