Online Client Schools

Many service providers invest billable hours in early stage companies explaining the basics and fixing rookie mistakes. Plano & Simple can help you create and manage the delivery of an online client school that teaches your clients how best to work with you, answers the standard questions and builds your relationship with the clients.

Help Your Clients Make Efficient Use of Your Services!

We can help you create an online workshop that showcases your partners while providing a valuable service to your early stage clients. All you have to supply is the experts. The webinars, worksheets and member forum are managed by Plano & Simple.

We will meet with you to structure the workshop in terms of material covered, length of program, and amount of interaction desired. Each expert in a given area, e.g., protecting intellectual property or creating a chart of accounts, will be coached on their one hour online lecture and recommended homework as needed.