LivePlan is an intuitive tool for business planning that can be both simple and complex. The latest version also has AI built in to help with writing the plan. The financial forecast feature makes it easy to fairly quickly build your revenues and expenses and then automatically create your Balance Sheet, Profit and Loss and Cash Flow statements. As certified LivePlan professionals, we make this tool available to clients free of charge as we assist them in creating their business plan and 3-year forecast. 

Constant Contact is a sophisticated and intuitive platform to create emails, newsletters and events with landing pages, surveys, and social posts. It has a free integration with Canva, as well as thousands of free images and paid Shutterstock images you can use. Additionally, you can connect your social platforms to automatically post once you’ve created an email. There are a wide variety of features built in to help you create polished emails and newsletters. One new tool is an AI content generator to help with writer’s block. You can use this as a CRM as well to manage your mailing list, tag your contacts, and create special segments so you can design and send targeted messages pertinent to specific audiences. This gets better results than sending broadcast messages to everyone. There are several levels to explore from Lite to Standard to Premium which makes available more and more tools. Automations are available in all three levels and get more sophisticated as you upgrade from Lite to Standard or Premium. The Lite package has only one step, a Welcome email. The Standard level gives you 10 steps in the campaign and the Premium version provides unlimited steps in building an automation campaign.