We exist to empower every business and person with the tools to think strategically and act intentionally
Plan Genie began with a simple realization: too many ideas fail not because they are bad,but because they are unstructured. Our founders coaches, strategists, facilitators, and startup leaders built this platform from their work with hundreds of growing teams across industries.
To help people and organizations turn vision into structure and strategy into execution through modern business planning tools, live facilitation, and long-term accountability systems.
Plan Genie is a full ecosystem. From AI-generated business plans to live planning sessions, we bring together the thinking, tools, and support to help users stay focused and move forward
Turn big ideas into practical next steps
Avoid jargon. Empower users.
Make advanced tools available to all
Always build what we'd use ourselves
Our collective expertise spans strategy, operations, technology, and leadership development. We bring these experiences together to make business planning smarter, more accessible, and more actionable for everyone.
Yes. You can upgrade, downgrade, or cancel at any time. Changes take effect at the start of your next billing cycle, and all of your work remains safely stored.
All paid plans include onboarding guidance and access to our resource library. Live training is available as an add-on.
Yes, we offer nonprofit and education discounts. Contact sales for details.
White-labeling is available on Enterprise plans.
Email support on Pro, priority support on Prime, and dedicated support for Enterprise.
“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