Welcome to the resource page for Planning For Profit™ Workshop Alumni. The tools on this page will compliment the material we covered during the workshop.
Check Out Our Essentials Business Growth Tier!
Our Business Growth Tiers provide ongoing team training and business profitability tools specifically designed for contractors and small business owners. Our most popular tier includes practical online training through Contractor Academy, offered on a flexible month‑to‑month plan with no long‑term commitment. You’ll gain access to 250+ technical and skill‑based lessons, along with the Planning for Profit software, a powerful tool designed to give you financial clarity and help you plan, price, and manage profitability throughout the year.
Includes:
Contractor Academy access to core business and leadership training, including foundational courses and practical resources.
• 35+ On-demand courses
• 250+ lessons provided
• Business & Technical courses
• Many courses qualify for NATE hours
• Train on your own time
• Group access for up to 5 people
• Administrative access to monitor your team’s progress
Planning for Profit Software to support better pricing, budgeting, and decision‑making.
• Cloud-based software. Access from any device
• Project pricing and cash flow for the next year
• Learn your breakeven rate by department
• Proposal tool to create professional looking 4-option proposals using your company’s numbers
• Salesman Only access to protect sensitive data
• Understand your numbers from a cash flow perspective
Live Online Classroom Sessions
Each quarter we bring you great additional information and ideas that compliment the information you learned in the workshop.
Maintenance Agreements
March 24, 2026 12:00-1:00pm CST
Register for all four of the webinars now even if you’re not sure if you can make it. We will send you a reminder before the webinar and we will record it and send you a link to view it at your convenience.
Cash Flow & Collections
June 4, 2026 12:00-1:00 pm CST
Tax Tips
September 3, 2026 12:00-1:00 pm CST
New Year Data Rollover
December 18, 2026 12:00-1:00 pm CST
Looking for a Workshop Refresher?
Attend online or in person-
Our next classes are:
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Online November 17-18, 2026
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Online December 1-2, 2026
Planning for Profit Additional Resources
Access Commission Worksheets, Employee Performance Appraisals, a Family Budget spreadsheet, and more!
Planning for Profit Minute
Check out our Planning for Profit Minute playlist for helpful videos on how to get the most out of your software.
Playlist
4:47
3:43
5:16
5:41
5:57
9:25
3:47
4:11
8:02
3:09
3:51
5:34
1:32
7:17
9:13
6:28
5:36
3:36
7:13
7:43
9:01
8:35
2:08
11:37
10:24
5:50
5:22
4:50
4:21
4:40
5:33
12:28
7:01
5:07
4:22
2:24
2:39
5:40
5:15
4:11
5:23
2:05
3:48
5:51
4:46
2:51
5:15
4:11
4:34
5:23
4:12
6:15
5:29
Helpful Videos
New Updates to the Job Pricing Calculator
The Impact of Lost Materials
What if Scenario
Activating the Next Model Year