One Platform. Many Use Cases.

Whether you are launching a new business, scaling a team, coaching clients, or teaching strategy — we have a solution

Detailed Use Case Grid

SME Leaders

  • Alignment across teams, departments, and business units
  • Prime + Live Facilitation + Dashboards
  • Bring structure to strategic conversations while building a solid, collaborative business plan that’s actionable across functions.

Startup Founders

  • Presentable, credible, and fundable business plans quickly
  • Lite → Pro → Prime (depending on growth stage)
  • AI-guided planning and forecasting ensure you are never starting from scratch and stay investor-ready.

Social Purpose Organizations / Non-profits

  • Clear articulation of mission, revenue streams, programs, and long-term vision
  • Prime with facilitation add-ons
  • Simplifies operational and strategic planning in one place. Helps meet funder, board, and regulatory expectations.

Coaches & Consultants

  • Scalable planning methodology to use with clients
  • Prime + Templates + Facilitator Training
  • Use our proven system and white-label tools to guide others through effective business planning.

Educators & Institutions

  • Practical business planning training for students or cohorts
  • Licensing, White-label dashboards + Assignments
  • Provide hands-on learning tools with measurable outputs.

Individuals & Life Planners

  • Clarify purpose, life goals, and personal vision
  • Life Toolkit (PDF + Coming-soon app
  • Helps individuals break their dreams into focus areas, next steps, and life strategy
See Plan Genie In Action

Detailed Use Case Grid

FeatureLiteProPrimeLifeEnterprise
AI Business Plan Generator
Financial Forecast Builder
Team Collaboration Tools
TemplatesBasicEnhancedAdvancedPersonalCustom
Execution Dashboard
In-App GuidanceMinimalFull Suite
Strategy FacilitationAdd-onAdd-onDedicated
people in an office

Enterprise Plan —
Comprehensive & Customizable

The Enterprise plan is all-encompassing, designed for large organizations, institutions, and consulting groups needing scalable planning and execution. It goes beyond standard features to include:

  • Custom AI solutions to automate workflows
  • Direct integration with CRMs, ERPs, and project management tools
  • White-label branding for client or partner-facing portals
  • Cross-departmental dashboards and reporting suites
  • Dedicated facilitation, onboarding, and long-term support