Turn the strategy deck into a living plan — with goals, milestones, and projections that stay in
A strategic-planning workspace for startups and growing companies. Vitelligence Business Plans collects executive summary, market analysis, financial projections, and milestones into one collaborative document — then keeps the goals, OKRs, and roadmap items linked to the operational work in CRM, Projects, and Accounting so the plan never drifts away from reality.
Replaces Cascade Strategy, Aha! Roadmaps, Asana Goals, LivePlan, Monday Goals
Workflows connected by Vitelligence Business Plans
Standalone pricing
Buy Business Plans by itself, or add it to a Vitelligence suite.
Create living business plans connected to goals, forecasts, milestones, and operating work.
Best for
Founders, operators, consultants, and strategy teams
Essentials
per month
A focused Business Plans setup for small teams that need the basics without buying the full platform.
- Core records and views
- Basic permissions
- Imports and exports
Professional
monthly
A serious business tier for teams running Business Plans as an operating workflow.
- Automation and workflow rules
- Advanced reporting
- Cross-app collaboration
AI/Advanced
monthly
Advanced AI, automation, governance, reporting, and cross-app workflows for Business Plans.
- AI summaries and recommendations
- Higher automation allowance
- Cross-app intelligence
Everything you need in Business Plans
Structured Plan Builder With Every Section You Actually Need
Start from a plan type — Startup, Strategic, Growth, Operational, Investor — and the right sections appear with prompts. No staring at a blank Word doc.
- Plan types tuned for the audience: Startup, Strategic, Growth, Operational, Internal, Investor
- Standard sections wired in: executive summary, company description, market analysis, organization, products & services, marketing & sales, financial projections, funding request, appendix
- Add custom sections for whatever your plan needs that the standard chapters don’t cover
- Per-section completion tracking and word counts so you know what’s actually done
- Plan status workflow: draft → in progress → review → approved → active
- Collaborator roles per plan with edit, comment, or view access
Living Plan, Not a Frozen PDF
Most "business plans" are PDFs that get written for one fundraise and never opened again. Vitelligence keeps the plan editable, links every goal to operational data, and surfaces drift between the plan and reality so you can react before the board call.
- Plan stays editable through the active phase, not just draft
- Auto-detected drift between revenue goals and Accounting actuals
- Quarterly plan review workflow with structured agenda and decision capture
- Plan version history — see exactly what the strategy was at any point in time
- Side-by-side compare between plan revisions
- Audit trail of every section change with author and timestamp
Strategic Alignment Across the Suite
Strategy fails when the work disconnects from it. Vitelligence pulls every active goal, milestone, and OKR into the operational tools so the team sees what they’re working toward — not just what they’re working on.
- Goal and OKR badges on related Project records
- CRM pipeline targets linked to revenue goals on the plan
- Hiring plan milestones linked to Recruiting requisitions
- Marketing campaign ROI rolled up to marketing-section goals
- Cross-team dependency map showing what’s blocking what
- Universal Record Embedding: drop a milestone or OKR into any record across the suite
Better Than Cascade, Aha!, or Asana Goals
Cascade is a planning tool. Aha! is a roadmap tool. Asana Goals tracks what your team is doing. Vitelligence Business Plans is the planning surface on top of the operational system — one tool, one source of truth, no integration tax.
- Goals sourced from real records, not self-reported check-ins
- Roadmap milestones that are also Project records — same database, two views
- No round-trip integration to keep strategy and execution in sync
- Investor and board-ready exports built in — no external slide tool needed
- AI plan assistant for drafting executive summary, market analysis, and SWOT
- Available standalone (with API ingest from external systems) or bundled in the Vitelligence suite
Business Plans — Frequently Asked Questions
Ready to transform your business plans?
Start with one business plans workflow and prove the value before expanding.