Depending on your needs, you can opt for:

University Plan – Quickly bring ISO 19650 and BIM best practices straight into the classroom. Make teaching BIM easier and help students learn industry-ready skills without the complexity.

Consultant Plan – Win more projects and deliver them with less craziness! Built for independent BIM and information management consultants who need proven tools to streamline BEPs, scopes, and project handovers.

Trainer Plan – Turn your expertise into impact. Designed for BIM trainers and small teams, complete with ready-to-use resources that make teaching and scaling your programs faster and more professional.

Get your own Plannerly advisor for personalized guidance and support. They’ll help you make the most of the platform and community, boosting your productivity and project management efficiency.

Become a Plannerly Authorized Training Center, elevate your services and training to new heights you’ll not only enhance your training offerings but also boost your reputation in the industry. As an authorized training center, you will have access to exclusive resources, cutting-edge tools, and comprehensive support from Plannerly.

Get $1 for each free referral and up to $1,000 for each one that converts to paid – yes, you heard it right! Score up to $1,000 in commission for every new referral. It’s a sweet deal to expand the Plannerly community. Start racking up rewards by referring your buddies!

Learn more about the referral program here:

When you take the lead from introduction to closing, you’ll receive a 30% commission on the deal. This option rewards partners who manage the entire process, ensuring they benefit directly from their efforts.

To maintain the lifetime 30% commission, we ask that you:

1. Support Customer Success

Be their go-to resource. Help your customer get value early and often:

• Guide onboarding (or coordinate with us)

• Ensure they’re using at least one of Plannerly’s core modules (Docs, Scope, Verify, File Manager) within the first 30 days

• Encourage training and certification for internal champions

2. Drive Expansion

We reward growth! To keep your commission:

• Support yearly usage reviews to identify new projects, users, or modules

• Help customers scale with Plannerly (e.g. new teams, locations, workflows)

3. Share the Story

Within the first year, help us celebrate your customer’s success:

• Provide a short quote and logo from your customer for a joint case study, or

• Coordinate a 20-minute interview so we can write it up for you

• Optional: co-host a webinar with your customer (bonus spotlight for both of you!)

4. Maintain the Relationship

We’ll stay in touch with the customer too – but your relationship is key.

• You remain the primary point of contact unless otherwise agreed

• If we don’t see activity from your side for more than 12 months, we may pause the commission unless it’s reactivated by meaningful involvement

Administration Fee

If we handle the sales process but you still assist in the deal, you’ll earn an administration fee based on the sale value. The fee operates on a sliding scale, so the more the deal is worth, the higher your reward.

Joint Press Releases:

Elevate your brand with three joint press releases annually. Each release is a powerful tool that highlights your achievements, celebrates the partnership, and showcases important milestones in your business. This strategic publicity not only boosts your credibility but also ensures that your successes are shared with a broad audience, positioning you as a leader in the industry.

Lead Introductions:

Maximize your sales potential with direct introductions to high-quality leads in your specific geography. Every time a relevant lead enters our system, you’ll be the first to know. This tailored approach ensures that you’re connected with prospects who are already interested in what you offer, giving you a significant edge in closing deals and expanding your client base.

Partner Map Pinning:

Gain unparalleled visibility by being prominently featured on our exclusive Partner Map. This map directs potential clients to your location, serving as a powerful funnel that drives traffic straight to your website. Whether you’re looking to expand your reach or establish a stronger presence in your area, this feature ensures that your business is front and center, connecting you with leads who are ready to engage. This offer is available for a limited time only, making now the perfect opportunity to enhance your business’s visibility.

Service Promotion:

Stand out from the competition by having your services promoted to relevant leads. We actively advocate for your business, ensuring that your expertise is showcased to potential clients who are searching for the solutions you provide. This targeted promotion increases your chances of converting leads into loyal customers.

Three-Step Onboarding Process:

Lead your customers through a streamlined three-step onboarding process that simplifies their journey to becoming Plannerly experts. This process is designed to be intuitive and effective, ensuring that both educational institutions and commercial clients can seamlessly integrate Plannerly into their workflows. With our support, you can guarantee that your customers are not just onboarded but empowered to fully leverage the platform’s capabilities.

Full Access to Certified Training:

Elevate your team’s skills with full access to our certified online training courses. Covering basic, advanced, and expert levels, these courses ensure that you and your team are always at the forefront of industry knowledge. This comprehensive training package equips you with the tools needed to become true experts in Plannerly, ready to provide top-tier service to your clients.

Priority Customer Support:

Enjoy peace of mind with priority access to our customer support team. Whenever you need assistance, you’ll be at the front of the queue, ensuring that your issues are resolved quickly and efficiently. This exclusive benefit means that you can focus on what you do best—growing your business—while we take care of the rest.

WhatsApp Group Access:

Stay connected with the Plannerly team through an exclusive WhatsApp group. This direct line of communication allows you to get real-time support, share insights, and collaborate on strategies to drive your business forward. Being part of this group ensures that you’re always in the loop and can react swiftly to opportunities or challenges.

Marketing Conference Sponsorship:

Amplify your presence at local conferences with a $1,000 sponsorship from Plannerly. The $1,000 Marketing Contribution is for a co-branded and co-hosted booth at a regional conference targeted to BIM/Information Management, with a minimum of 500 attendees. This sponsorship not only helps cover some expenses but also highlights your partnership with us, showcasing your achievements to a broader audience. By participating in these events, you’ll strengthen your brand, expand your network, and open up new business opportunities.

Business Case Template:

Simplify your sales process with access to a powerful business case template. This tool guides your customers through the decision-making process, making it easier for them to understand the value of your services and close the deal. By using this template, you’ll be able to present compelling arguments that resonate with potential clients, accelerating your sales cycle.

…and remember, you can boost your income with our lucrative referral program. For every successful referral, you’ll earn $1,000, providing you with a significant incentive to promote Plannerly to your network. This straightforward and rewarding program is designed to align your success with ours, making it a win-win for everyone involved.

Authorized Training Center:

Become an official Authorized Training Center, positioning your business as a trusted source for Plannerly education. This status not only enhances your credibility but also opens up new revenue streams by allowing you to offer certified training to your clients and community. As an authorized center, you’ll be recognized as a key player in the industry, attracting clients who are eager to learn from the best.

Personal Advisor:

Benefit from a dedicated personal advisor who will guide you through every step of your partnership with Plannerly. Whether you need strategic advice, technical support, or just someone to brainstorm with, your personal advisor is there to ensure your success. This one-on-one support is tailored to your specific needs, helping you navigate challenges and seize opportunities as they arise.