Partner program
Give your clients the tool to execute and track their plan.
Extend the value of your strategic advisory work
You build solid strategic plans. Planivore helps your clients put them into action, track their progress and simplify their reporting. Our partner program is built for firms that want to support clients beyond plan delivery and turn execution into a practical driver of ongoing advisory work.
A proven platform that makes strategic tracking simple.
Value for your firm and your clients
Three concrete benefits, starting with your first client
You deliver more than a plan. Your clients move from planning to execution, with structured tracking of progress toward objectives and simplified reporting for decision-makers.
You stay connected to how the plan evolves long after the engagement ends. Tracking data helps you identify emerging needs and offer support at the right moment.
- Implementation, which you bill to your client.
- Recurring advisory work to support plan tracking.
- Execution coaching or the annual review.
- The next planning engagement, better positioned by visible results.
The opportunity is already in your past work
Bring the plans you delivered back to life
Think of the strategic plans you handed over six months or a year ago. How many are already dormant? Each one is a reason to reconnect with your client, reactivate their plan in Planivore and restart the conversation around execution. You are not starting from zero — you are reigniting what already exists.
Your discount on the licence
10 to 40%
Based on your number of active clients. You can pass it on to your client in full or include it in your own offering. Recalculated monthly, it follows your portfolio in real time and also applies to your custom development proposals.
The offer to get started
The partner launch package
Your team gets trained and certified, your first two clients are implemented with us, and your partner launch is supported. Same price whether you support public organizations, nonprofits, or other clients.
Setup of your partner environment and demo site, live training sessions, full Academy access, certification, and our plan, KPI, and report templates.
Two complete implementations: setup, plan integration, SSO, KPIs, reports, two training sessions per client, and start-up follow-up.
A joint webinar, two LinkedIn posts, a mention in our newsletter, and your listing in the partner directory with the certification badge.
The Opportunity Engine package
Stay visible to your clients, even between engagements
Powered by AI, this package helps your firm stay visible in the environment your clients use to track their plan and surface advisory needs more easily. Core features are included in your partnership; Opportunity+ is priced based on your needs.
Your partner workspace brings together your linked client accounts and their plan progress, alongside your demo site and your content. It helps you see where to step in and which clients may need support.
Your clients periodically receive a progress report on their plan, with your branding and signed by your firm. You stay present in their day-to-day without spending a minute on it.
When a client has a question about their plan or their KPIs, the AI assistant triages the request and forwards it to you. Every question can become a potential advisory opportunity.
Your logo and your identity inside the tool your clients open every week to steer their plan. Your firm stays visible in their tracking routine.
Templates built to your methodology and your layout, so that what your clients bring to their board, council, or leadership team reflects your signature approach.
See Planivore at work in your organization
Book a demo: we'll show you, based on your own challenges, how Planivore structures your plans, tracks your KPIs and simplifies your reporting.