Planning & Systems Resource Area For A Licensee.

Congratulation... Your resource area is being set up and a login will be sent to you shortly.


This resources area is for you as a coach/advisor utilizing the ProfitPlus Accounts planning and business modeling systems.


You currently have the 'Licensee' level of access to the planning and business modeling resources.  There are four levels of access:

  1. Free,
  2. Standard, 
  3. Subscriber, and
  4. Licensee. ✓

This resources area is not the same as the software for producing your clients' business plans, or diagnostics ... this resource area gives you access to training videos, material you use to conduct workshops, and resources you can send to your clients.


NOTE: there are three system:

  1. Resources, training videos, PowerPoints, marketing material,
  2. Business planning software, and
  3. Client members portal to grant them their free bonuses... valued at $7,755 and their planning resources

What To Do Next ...

  1. Login to your resource area, review the training videos on your Planning System, how to add clients, and how to give clients access to their plan, or diag software. Have a look at each menu item and each sub menu so you know what is in your resource area.
  2. Login to your business planning, diag software and have a look at the sample business called DesignOne Concreting.
  3. If you are conducting a PlanningCLUB in the near future... give your clients access to their business planning software.

Things you need to know

There are two areas your client can gain access to... depending on your level of access.  All clients access their business plan or diagnostics after you have purchased credits and sent them (via the planning system) their plan access login and password.


The second level of access a client can get, is the $7,755 worth of bonus resources material via the client member's portal. To have a client  register and gain access to their client bonus material portal you need to complete the form for each client.  The form can be found under the bonus material menu item in your resource area.

  • Plan Credits

    Plan Credits are used to buy access for a client into their business plan or diagnostic. Additional credits can be purchased via your local office.


    These credits are used by you to give clients access to their plan, report, or diag.

  • Business Plan Software Access

    Access to your business planning software is free. Your software access gives you an admin portal where you can manage your clients, and set the type of plan your client has access to.

  • Training Videos

    When you receive your login for the resource area (it will have been sent now) there are training videos which cover how to use your planning software, how to add clients and how to send clients their logins. As well, there are PowerPoints, marketing and sales material you get access to.