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Payday Planner Setup Pre-Purchase Intake
After booking, we’ll confirm fit, send your payment link, and provide a short prep form so we can make the most of your session.
Your Name
*
E-mail Address
*
Phone Number
Can we text you about your inquiry?
*
Yes
No
Do you already have Payday Planner Pro?
*
A
Yes
B
No, but I plan to purchase it with this service
Are you comfortable using Google Sheets?
*
A
Yes
B
Somewhat
C
No, I’ll need extra guidance
What do you need help with most?
*
Getting started
Entering paydays and income
Entering bills
Setting up savings goals
Understanding how to use the planner
All of the above
Submit