Training Videos

We take pride in designing software products that are easy to use. The built-in instructions, examples, and sample plans in Business Plan Pro and Marketing Plan Pro provide guidance every step of the way. To accelerate the learning process or dig into more advanced features, we offer these additional training resources.  

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Business Plan Pro Tutorials

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How to: Changing Currency (0:40)

Tim Berry explains how to change the currency symbol used for your plan. We used Business Plan Pro 12 for this demonstration but the steps apply to all of our software.

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Business Plan Pro Tour - Introduction (4:38)

In Business Plan Pro 11 Tour, 5 videos

This video, which narrated by founder and president of Palo Alto Software, Tim Berry, introduces the Business Plan Pro tour series of videos and covers the Start a Plan screen and Plan Setup menu in the software.

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Using Sample Plans (2:48)

In Introduction to Business Plan Pro, 6 videos

Introduction to Business Plan Pro (25 mins) Palo Alto Software president Tim Berry provides an introductory overview of Business Plan Pro software. This tutorial video walks through the process of creating a business plan and shows the key features of the software.

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Introduction and Plan Setup (part 1 of 6) (5:11)

In Introduction to Business Plan Pro, 6 videos

Introduction to Business Plan Pro (25 mins) Palo Alto Software president Tim Berry provides an introductory overview of Business Plan Pro software. This tutorial video walks through the process of creating a business plan and shows the key features of the software.

Marketing Plan Pro Tutorials

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Marketing Plan Pro 11 Orientation - Welcome (1:55)

In Marketing Plan Pro Orientation, 8 videos

http://www.paloalto.com - This session covers your initial plan setup, built-in help and guidance, financial forecasting, formatting, and publishing your plan (printing & exporting).

Email Center Pro Tutorials

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Email Center Pro - Setup Wizard (1:08)

Need help getting started with Email Center Pro? This video shows how easy it is to use the Account Setup Wizard to start managing your customer service email in the free service. Learn more at www.emailcenterpro.com.

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Email Center Pro - Feature Tour Intro (0:52)

In Email Center Pro Feature Tour, 9 videos

http://www.emailcenterpro.com - Email Center Pro makes it easy to manage customer email sent to your info@, sales@, or help@ addresses. Save time, increase your customer satisfaction, and lower your operating costs.