Get structured guidance, real-time collaboration, and execution tracking, all in one intelligent platform.
Whether you are launching a startup, coaching businesses, leading a team, or mapping out your life, Plan Genie is designed to work the way you think.
Build your full business plan with structure and strategy in minutes
Expert-led sessions for deeper focus, team alignment, and coaching.
Cross-functional planning made simple
Monitor progress and keep the business plan active
Whether you are launching a startup, coaching businesses, leading a team, or mapping out your life, Plan Genie is designed to work the way you think.
Bring clarity and alignment across teams with one intelligent planning platform that connects vision to measurable results.
Turn ideas into investor-ready plans with AI-powered structure, clear milestones, and built-in accountability.
Translate mission into impact with tools that help you plan programs, secure funding, and track measurable outcomes.
Guide clients through structured, interactive planning sessions that turn insight into sustainable growth.
Teach strategy and entrepreneurship through hands-on business planning that connects theory with real-world results.
Create a personal roadmap for growth with smart prompts and tools that turn your goals into focused, achievable steps.
Whether you are launching a startup, coaching businesses, leading a team, Plan Genie is designed to work the way you think.
Every great plan begins with a spark. Plan Genie’s intelligent prompts help you capture that spark and turn it into structure. They guide your thinking, uncover key insights, and organize your ideas into a framework you can build on. It feels natural, fast, and intuitive, like having a strategist sitting beside you.
Once your ideas take shape, Plan Genie’s AI steps in to design a roadmap that connects your vision to real action. It outlines goals, defines strategies, and identifies opportunities you may not have seen yet. Your plan evolves in front of you with timelines, forecasts, and recommendations personalized to your business.
Planning is only powerful when it lives in motion. With Plan Genie, you can see how your strategies perform over time through dynamic dashboards and smart insights. Review your progress, adjust your focus, and keep refining your path as your business grows. It is planning made alive, continuous, data-informed, and always one step ahead.
Whether you are launching a startup, coaching businesses, leading a team, or mapping out your life, Plan Genie is designed to work the way you think.
Full-stack business planning with financial modeling, strategic guidance, and collaboration
Discover MoreGuided workshops, planning sprints, and post-plan execution support
Discover MoreCustom AI-powered solutions with workflow automation, system integration, and organizational efficiency at scale
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Founder and CEO of Trakking and Canaan Group.
Patrick Lo is the visionary founder and CEO of Trakking and Canaan Group, where he has led innovation in logistics and supply chain optimization for more than two decades. Renowned for his forward-thinking approach and commitment to operational excellence, Patrick has built companies that blend technology, efficiency, and purpose.
In this video, Patrick shares his journey in business and how leveraging Plan Genie has helped him strengthen strategic alignment, streamline decision-making, and lead his organizations toward smarter, more sustainable growth.
“Servicemaster has used Plan Gene for three years to help develop our business and our strategic plan. We have grown 3 years in a row and the action plans that are established using Plan Genie are integral in holding all our people in our business accountable as we work towards our goal.”
Warren Groom, Servicemaster
“Plan Genie makes business Planning so much easier! We've found that it's gone from being a real chore to a fun exercise”
Krysta Francoeur, Studi09
“A MUST HAVE for any business owner who isn't exactly sure where they're going or how to get there (that would be most of us). And a must have for any business owner who is sure where they're going!”
David Wilmot, Chair, TEC Canada
“Would recommend to business owners—especially those facing significant organizational challenges.”
Mel Beaton, Commercial Law
“Plan Genie is easy to use and easy to adjust when the economy or business factors change. I would encourage all businesses to use Plan Genie.”
Warren Groom, Servicemaster
“The destination is one thing to figure out, the journey is a different exercise and a wee bit more complicated. Just like your GPS, Plan Genie will help you get there safe and sound. I am a Plan Genie disciple, and I approve of this review!”
David Wilmot, Chair, TEC Canada
“Business plans can be complicated, but Plan Genie is a simple way to get clarity, especially for our clients.”
Michele Devlin, MacDev Finance
“The framework is excellent. Provides a ton of clarity, particularly because I am really clear on sections 1–3 recently so could really tie to the action plans and see priorities.”
Allison Bran, Rex Marketing and Design
“I appreciate the structure and end-to-end matrix of the tool.”
Rob Robinson, Econotech
“Planning is very important and it gives clarity to the purpose of being in business.”
Ramandeep Baidwan, MDS Inc.
“I ‘get it’ and I am aligned with how you view planning in business, but this process and online tool made it less overwhelming to get started.”
Allison Bran, Rex Marketing and Design
