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).
If we do need to make any changes to any of those questions we can just click the plan set up button in the upper left-hand corner here. It's going to bring up that wizard again and we can step back to find the question that we need to make a change to, make that change and then click close and the program will automatically update the plan with the new options. So this brings us to the actual program where we'll be doing most of our work. We'll see on the left-hand side here we have a task list with a total number of tasks in the actual plan remaining. If I went back to a simple plan or a thirty minute plan and click next we'll see that that number of tasks remaining drops down to seventeen so that gives you a good idea of the differences between the different plans that are available. If you just look at the number of tasks remaining the program tells me how much more detail you get in a standard plan versus the thirty minute plan. So you can just click the next task button and the program starts to step you through all the different tasks of completing this market plan. At each section introduction here you're going to get some text from ?? telling you what to expect as we go through detailing out our ideal customer. In this case and you can also click the play button here and this plays a short little audio snippet from John ?? letting you know in his specific words what to expect in the your ideal customer section. So this is a great feature. It won't play through the WebEx interface so I won't actually click play for you but on your computer just click the play button and then you can listen to John and you can pause it and then resume it if you want to or you can stop it and move on once you're done listening to him. I have a question. Yes go right ahead. You said this was version eleven. Yes this is version eleven the very latest version of the software. Now if we do an update, I have version five, if we do an update will we get this version? You can't do an update to get this version but you should be available to get an upgrade to this version of the software. So you just want to contact our customer service department. I can give you their eight hundred number if you want or you can grab it from our website. You can contact them and then give them your old version serial number and they'll check it and then they'll give you the upgrade to get into the latest version of the software. Once we read the instructions here and listen to John ? and we can go ahead and click next task and it'll move us into actually filling in the information about this section. We're going to start off here with filling in our demographic information. If you're not familiar with demographics then the instructions here will tell you what demographics are and what we would want to include in this section. We can also click the examples tab and it'll show us some examples of what we can include from demographic from some of John ?? information. So this gives you a good example of what demographics are. And then we can go back to the instructions if we want to. If we need more room to work on the text that we're currently entering or the financial data they we're currently entering we can hide the instructions and that gives us the full top to bottom pane or view of the program to enter our information. And we can also turn off the task pane on the left hand side if we need to. So we can toggle those things on and off however we need to, to have the most work area we can. Also resize these windows so if you hover between, over the frame, between the panes you can click down and then resize the window so that you can get everything setup just the way you want it to be. And then the other thing that we can do is if we want it really quickly to go to working on this specific area and focus on this specific area, we can use the full-screen button in the lower right hand corner here. It turns off all the navigation instructions all at once then we can focus on entering our text or financial information and then just click the full-screen button again to turn on the instruction and the navigation pane. Then you can move on to the next section. So while I’m here I’m going to really quickly go through the text editor in the software. There isn't a lot here to explain text, just text, so I don't want to spend too much time on it. But we do have the option to change that font of the text locally in the, in the area that you're working. So we can select the text if we want to and select a new font from the drop-down list. You can also change the size of the text with the drop-down list here. If you want to change the font through your entire plan you don't have to do it on a topic by topic basis. If you do need to change the font for the entire document the easiest way to do that is to go to the tools drop-down menu then choose options and then topic, if we want to change the font for our topic. Then click the font settings tab here select a new font by clicking modify font and then choose whatever font you want to use through your plan say we wanted to use Tahoma instead and then you can choose a different font type as well if you need to. Then click ok and then apply that format and then click ok again and then you'll see now we are using the Tahoma font instead of the Verdana font and that we are using a twelve-point font instead of a ten-point font. And that applies to all of our topics all at once and it applies to any new text that we entered in the plan all at once as well in the text topics. You can use bulleted lists numbered lists of course so you can list out or detail out your items and keep them organized. We can also do nested lists so if we want to nest our bullets with our numbered items. We can indent a numbered item and then change it to a bullet add a few bullet points and then to switch back to the numbered list we just hit enter on an empty bullet and it'll go back to the previous list. So we can nest or list items together. We can also include text tables so if you need to do lines and columns of tables in text format you can just click the insert table button. It'll ask you how many rows and columns you need. Just go ahead and choose that and then click ok and then it'll give you a nice little table that you can enter information in and the program will automatically keep everything aligned for you. And then you can also insert images. So if you need to bring in a company logo or if you're describing your marketing team and you want to include a picture of the other players on your marketing team you can go ahead and click the insert image link here browse to wherever your images are and then select an image and then insert it right into your text. Of course you can do bold italic and underline text. Just select the text you want to format and click bold italics or underline. You can also choose different colors so if you need a section or a paragraph of your text to stand out we can go ahead and select a different color from the color palette. And then we also have tools built into the toolbar for the software like cut copy and paste as well as undo and redo right in the toolbar itself. Also the standard Microsoft keyboard shortcuts like control x control c and control v where so you can use whatever way you're comfortable with. As far as alignment of your paragraph we can't do fully justified text but we do do a left alignment center alignment and right alignment. So you can go ahead and align your text and then if you do need to do fully justified text or any fancier formatting then it's available inside the software. We have a fully featured export to Word. So what you would want to do is complete your marketing plan inside marketing plan pro. When you're ready to print your document out you want to put some final touches on the actual text in your plan click the file menu choose export and then choose to export to Microsoft word. And then you can open that entire document up inside word put the finishing touches on your text and then print the plan from word and have fully justified text or stylized bullet points or whatever you need to do. Any quick questions about the text topic? One thing I forgot to mention: if you are bringing in some text from an outside source like a web page or a Word document or a .pdf file anything like that sometimes you can copy, accidentally copy, and paste in some formatting from the outside programs that will cause problems with the text inside your marketing plan pro software. To avoid that when you're copying and pasting text from an outside source you want to right click where you want that text to appear and choose paste special from the menu and then it will allow you to paste that text in with filtered formatting. Basically what that'll do is the program will input any formatting that it can support and remove anything that might cause problems with your text topic to safely bring in content from outside documents.