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We offer a variety of service options to new users as well as follow-up for current SmartPlan™ users. Select the service of choice using the TABS ABOVE. Our most popular offerings:

SmartPlan™ & INDIVIDUAL Training:

Includes ...
  • User Group Forum access
  • SmartPlan™ templates
  • A full two hours of individual personal training on their use

SmartPlan™ & GROUP Training:

Significant savings. Includes ...
  • User Group Forum access
  • SmartPlan™ templates
  • Two hours of training for 2 or more users simultaneously

SmartPlan™ & User Group FORUM ONLY:

Best value ...
  • User Group Forum access
  • SmartPlan™ templates
  • Does NOT include training
  • This option is for users with a strong understanding of Activity Based Pricing and Excel Workbooks.

Personal CONSULTING:

One-on-One Coaching on ...
  • Identifying and documenting cost of doing business
  • Understanding Actvity Based Pricing
  • Using the SmartPlan™ templates

2 Hour One-on-One Training 350.00
Handling Fee: 11.00

Total: $361.00
You must agree to the License Terms and Conditions to purchase.

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Individual Training:

Our most popular offering. Access to the SmartPlan™ templates and a full two hours of comprehensive one-on-one instruction on its construction, use and presentation to clients. User Group Forum access is included*.

*Access to the User Group Forum provides a private place to collaborate on SmartPlan™ use and free access to all future template updates.

 

Per Person in Group 200.00
Handling Fee: 7.00

Total: $207.00
You must agree to the License Terms and Conditions to purchase.

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Group Training:

We can do group training of two or more for a reduced price. Each participant recieves access to the templates. Same two hour training. Access to the User Group Forum is included*.

Members of the group must CONTACT us to recieve a unique GROUP coupon code.

Caution! The effectivenes of group training will only be as good as the slowest member of the group. Choose your participants wisely.

*Access to the User Group Forum provides a private place to collaborate on SmartPlan™ use and free access to all future template updates.

 

Forum Access 100.00
Handling Fee: 4.00

Total: $104.00
You must agree to the License Terms and Conditions to purchase.

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SmartPlan™ & Forum Only:

Forum access fee includes the SmartPlan™ templates. There is no instruction/training on their use.

This option is for users with a strong understanding of Activity Based Pricing and Excel Workbooks.

Personal training is highly recommended and is included in "Individual" and "Group" purchases.

*Access to the User Group Forum provides a private place to collaborate on SmartPlan™ use and free access to all future template updates.

 

Personal consulting per hour 125.00
Handling Fee: 4.00

Total: $129.00
Participants must be current SmartPlan™ users.

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Personal Consulting:

Personal consulting on the use of SmartPlan™. When the order is complete, we will coordinate the day and time most convenient to you.

If you purchased SmartPlan™ Only and need help, a full two hours of Personal Consulting is recommended.