Where to start and how

1) FIRST THING: VIDEO: After You Login, Click “My Company”Top Right of Your Dashboard

  • Video how the Business power Tools dashboard works to write a business plan to raise capitalEnter your company contact info — Automagically populates all of your docs.
  • Insert your logo — Your dashboard will look like it’s yours
  • Add you own slogan (255 characters) — Keep your main message front and center always

 

2) NEXT THING: VIDEO: Accessing the Document Templates

Here’s a quick overview accessing the docs, customizing, saving, and sending…

(Click here for step-by-step written / illustrated directions)

 

What these icons tell you

 

business best practices icons

In this example, there are (26) master templates (you can’t delete them or screw them up in any way!)

(0) Customized templates, after you open a master and edit, it will be saved for re-use.

(0) When you fill-in the template, completed documents are saved for easy review.

 

Click any tile and look for these icons:

These icons help manage your docs.

bizplan business plan software template Video #2 above explains

What to work on first?

You may be wondering, “What should do I do first?”

It depends upon your initial priority…

 

Strategic Planning / Raise Capital

  1. Before you build a business, how much money do you want?
    1. Under the Management tab, Calculators, click “How Much is Enough” and have some fun!
  2. Next, click the Business Plan tab
  3. Click on BizPlanBuilder tile at the top…
  4. Click the [+] to get started with your business plan
  5. …Click around to see what other supporting tools you have
  6. The Video Tutorials are embedded with their respective sections of the business plan
    • While you can watch them anytime you like, we recommend watching as you work on that section of your plan.
  7. You may also want to watch Burke Franklin speak on “How to Build Your Business Without Funding

Marketing / PR / Sales

  1. Click the Marketing tab…
  2. Click on Marketing Plan at the top…
  3. Click the [+] to start your marketing plan
  4. Click the PR / Media tab…
  5. Click around to see what tools you have
  6. Click the Sales tab…

HR Policies / Procedures

  1. Click the HR tab
  2. Click the Employee Policies Handbook tile at the top
  3. Click the [+] to start your handbook
  4. Video how Business Power Tools dashboard works to write employee policies procedures handbook software template cloud saasHere’s how to use the Employee Handbook system
    • It works the same way for:
      • Safety Plan
      • Business Security
      • Sales Proposal Builder
  5. Click on the Procedures tab…
  6. Open the Safety Plan and give that a read
  7. Click around to see what other tools you have

Home

Think of this page as your company “bulletin board.”

How many companies do you know where the right hand knows what the left hand is doing?

The idea is that we want to provide a place to enable everyone in your company to be on the “same page.”

Except for the Priorities and Updates, every one of these sections is excerpted from our wildly successful BizPlanBuilder business planning software.