Planning aids

Online Business Planners

'Business planning' is the number one searched term by small business owners. Help them build their own business plan, online, inside your website.

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Get Your Customers on Track

Small business owners are constantly thinking about the future of their business. Our online business planners generate a quick start plan for your customers according to the information they provide.

Why business owners like online planners
  • They're presented with a lean plan format, which is quick to complete
  • Each section has help text and downloads to help create a practical plan of action
  • The end result can be saved as a Word doc and edited and added to offline in their own time
Why financial institutions like online planners
  • Business plan sections can match loan criteria, doubling as a way to collect the information you need to make loan decisions
  • Business bankers can use the planner to engage with their customers
  • Internal links lead users to other parts of the main website, including calls to action and contact us
  • All online planners are written to a specific brief, which you sign-off
  • Content matches your tone, SEO requirements and local keywords
  • We'll add links to your product and calls to action
Download planner anatomy
Deployment is easy
We'll send you code that your dev team can either iFrame or embed inside your website, for a seamless customer experience. Customers see the planners as yours, as we don't add our branding to the final result.
Hosting & Security

Simple HTML code links you to the script and style files on our server or we can provide the necessary files to use your server. Our tools are secured with jQuery, Bootstrap, and custom Javascript.


The output from business plans created by your customers can be saved and shared with bankers in your organization. They can then use this as a tool to initiate genuine connections.


Designed with small business owners in mind, our planners are mobile-friendly so they can be accessed anywhere. Customization ensures the UX is the same on desktop and mobile versions.

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Online planner topics

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Business Plan

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Marketing Plan

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Resilience Plan

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Succession Plan

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Trusted by the best

Our Range of Content Options

Some people like to read, some prefer to do. Appeal to learners of all kinds by using a bit of everything. Here’s a snapshot of our popular tools and content.

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Business Health Checks

Diagnostic tools that allow your customers to self-select information, generate reports, and download.

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Videos & Infographics

Straightforward and engaging, visually formatted information makes difficult topics easier to explain and understand.

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Optimized for SEO to drive traffic with the flexibility to fit multiple channels (social media, e-newsletters, etc.)

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E-books & Checklists

Highlight specific topics to demonstrate your knowledge, position your brand as one of value, and improve engagement.

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Online Business Planners

Increase qualified leads with customized business planners that correspond with your loan requirements and other offers.

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Templates & Calculators

With interactive templates and calculators embedded in your website, you’ll increase engagement time and brand awareness.


Check Out our Business Planners and Other Tools

We offer free 30 minute demos so you can see our collection of content and tools.