LivePlan method for advisory services

A Karbon checklist template to set up advisory services with a client using LivePlan's business planning software.

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This template outlines a checklist to follow to set up advisory services with a client using LivePlan's business planning software. The month-long process includes one-off sections and steps covering kick-off, planning, modeling, building, followed by a monthly advisory checklist. Each step includes an assigned role, expected duration, due date and links for more details.

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking. Its software helps you implement a step-by-step advisory service with everything you need, including a task-based business process, client engagement scripts, meeting agendas, pricing models, and more.