Easy to use diagnostics to structure the client engagement
Produce instant reports that will impress every time
Keep your clients accountable with a shared dashboard
Easily create impressive business plans for your clients! Raise capital, grow revenue and drive client monthly accountability meetings, all managed by MasterPlan Lean.
All business owners know the value of good strategic direction, despite this over 90% of business owners admit that they do not have an up to date business plan.
That’s why we have re-structured the whole business planning process, making it easier for Consultants & Advisors to prepare business plans for their clients while also implementing accountability tools to drive recurring revenue and keep your clients on track.
The MasterPlan Lean tool guides you through the whole process using a simple step-by-step wizard and automated reporting feature, that generates an “investor-ready” pitch deck that will WOW any bank, investor or just great to communicate with.
“I have worked with businesses for a long time, building business plans. The biggest problem is making sure you don’t forget anything; MAUS made it so easy and covers everything. One of my clients recently applied for a loan, using the plan I built. The bank was so impressed, they now send their business clients to me to have their business plans written. Thanks MAUS.”
Barry Knight – ARBDS
The MasterPlan Lean process helps you easily create your client’s business plan by guiding you through a simple set of questions which create a dialogue with your clients to determine strengths, weaknesses, competitive advantages and strategic growth options.
The software creates a detailed action plan & milestones for your client based on their strategic goals. These tasks are then delegated to employees in the system. This increases accountability and establishes a regular monthly meeting and recurring revenue.
Compile your client’s finished plan into a “bank/investor-ready” slide deck – complete with financial and long-term forecasts.
Within the MasterPlan Lean tool you can create simple budgets, forecasts and financial reports that your client will understand.
Whether you are just getting started or already established and looking to take your Advisory services to the next level, we have a plan that suits your needs. All of our plans come with a complete 30 day money back guarantee.