Startr Pack

£299 plus VAT

Your own Plannr site, complete with template documents, workflows and automations ready for you to use. Just login and add your clients; you’re good to go!

With your ‘Plannr in a box’ site you will also receive a general overview and navigation training workshop lasting 90 minutes (virtual call) with one of our implementation specialists.

After you have spent some time using Plannr, you will receive a site check in and sign off call lasting 30 minutes (virtual call) with the implementation team to answer any final questions.

If you need our help getting your client data into Plannr you can enlist our Data Migration team to sort this out! No obligation quotations are available on request.

Concierge onboarding

Starts at £1,990 + VAT

Your own dedicated implementation specialist to work with your firm and plan your project with you; help get your site setup and ready for use by your team.

We can help build your site settings and templates, directly in line with your current processes. We can advise on best practice, provide full training on how Plannr works to you and your team in a series of workshops bespoke to your site – using your workflows and automations that we have built with you to showcase the power of Plannr to your team.

If you also need our help getting your client data into Plannr you can enlist our Data Migration team to sort this out! No obligation quotations are available on request.

Discovery Package

£7,000 + VAT

The opportunity to have a deep-dive look into every aspect of Plannr and to be able to match the system functionality against your current system, data and processes.

The package includes 10 licences of Plannr for 3 months, 30 hours of consulting time with our Plannr team, 8 hours of Data Migration assistance with one of our data specialists, and unlimited access to group demonstrations.

Any unused consultancy time can be rolled forward into Concierge Onboarding to provide more hands on time with the Plannr team to get you setup and ready to go live with your clients.