Every business needs a plan, but most don’t have one. By using the pre-populated Forecast and Funding Proposal Model you will demonstrate your full value and the potential a closer working relationship will have for you and your clients.
‘You need a plan’: Easy to say, but until now not so easy to deliver. The pre-populated Forecast and Funding Proposal Model makes the process as simple as falling of a log… for you, and with your help, easy for your client too. Plan the next 5 years with years 1 and 2 detailed by month with incredibly granular detail to provide your clients with a robust 3 Way Forecast and Financial Plan for their business.