Your team’s year, by design.
The goal planning app built for North Group, ready for your team. Every agent works through their whole life and business plan one question at a time, and leaves with a plan they can print, save and come back to.
$2,000 CAD, one time · plus HST · no subscription
Built for North Group to replace the yearly Google Doc and spreadsheet with one calm, guided plan for every agent.
One meeting. Every agent leaves with a plan.
Scan and sign up
Put the QR code on screen. Agents make an account with your team code in under a minute.
One question at a time
Looking back, looking ahead, staying the course, then the numbers. Calm, focused and saved as they type.
Leave with a plan
A GCI goal, three pillars, weekly targets, and a branded PDF they can pin above their desk.
A plan worth pinning up.
Page one is the glance: the GCI goal, the weekly numbers, the three pillars and the trigger word, set big. The pages after hold every answer in full, in your branding.
- One click from the agent's dashboard
- Any agent's PDF from the admin panel
- Letter size, made to print
Everything your team needs to plan the year.
Branded for your team
Your logo, colours and fonts on every screen, from sign-up to the final page. It looks like your team built it.
Proven questions, or your own
Start with the Whole Life & Business Plan template North Group runs every year. Edit it, reorder it, or add your own questions.
Business plan calculator
Agents enter a GCI goal and see their weekly contacts and appointments. The split and conversion defaults are set to your numbers.
Branded PDF for every agent
One click turns each plan into a polished, printable PDF in your branding. A one-page glance at the goals, then the full detail.
On your own domain
Hosted at the address you choose, like plan.yourteam.com. We handle the setup.
Hosted, secure accounts
Agents create their own accounts with your private team code. Answers save as they type, on any device.
Admin panel
Your leadership team sees every agent's progress live, opens any plan, downloads any PDF and exports a CSV.
Private by design
Each agent sees only their own plan. You and your admins see everyone's. Nobody else does.
Launch support
We set it up with you and give you a playbook for planning day: the QR code, the team code, and the admin view on the big screen.
Your branded planner, your questions, your domain, the admin panel and launch support. No subscription and no per-agent fees.
Reserve your team’s plannerGood to know
Do agents need to download anything?+
No. It runs in the browser on a phone, tablet or laptop. Agents scan a QR code, make an account and start.
Can we change the questions?+
Yes. Keep the North Group template, adjust the wording, or bring your own questions and sections. We set it up for you.
Who can see an agent's plan?+
Only that agent and the admins you choose. Agents never see each other's plans.
Is there a subscription?+
No. It's one payment of $2,000 CAD plus HST.
What if an agent stops halfway?+
Everything is saved as they type. They can sign back in on any device and pick up at the same question.
Bring it to your team.
Reserve your team’s planner or book a quick demo. We’ll get back to you within one business day.