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Reclaim Your Time and Bring order Back into Your Workday
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Our Solutions
​​At PlanIt! Outsourcing Solutions, we work with buisness owners like you and organizations to unocover operational inefficiencies which can help you reclaim hundreds of thousands of dollars annually by streamlining business processes, implementing proven business management systems and minimizing duplication, inconsistencies and other activities that lead to bottlenecks, overwhelm and overworked staff aka 'burnout'. Our top priority is to help you build a strong foundation for your business that will support all business activities. Our solutions are designed to replace chaos with order so your operations can function uninterupted, even in your absence. 

We help you solve your operational challenges throught three primary Service Solution models: DIY Advisory Solutions, Training Solutions and Done-for-You Service Solutions which are full-service solutions where we manage your processes for you so you can free up resources and instead focus on Key Competencies.

How We Support You

Service Solutions




  1. Standardization
    For larger teams, departments within a corporation or small businesses with multiple locations that require standardization at the organizational level so that work is not duplicated or missaligned with strategic direction.  

    Your Challenges

    • Inconsistent and inefficiencies processes 
    • Frequent delays in service
    • Bottlenecks and backlogs
    • Unable to meet capacity 
    • Inconsistent messaging or service provision
    • Under or over utilized workers, duplication
    • Operational gaps or inconsistencies
    • Poor team collaboration and missed information
    • Manual input leading to inconsistencies and re-work
    Our Solutions 

    • Industry specific advisory services and consultation
    • Done-for-you process improvement
    • Business-Process-as-a-Service (BPaaS) Monthly Support Plans
    • Plug-N-Play Targeted Sloutions
    • ​DIY Strategy Session and Consultation
    • Whitelabel service
    • ​Training and workshop facilitation
    Delivery Method

    • Online
    • Outsourced
    • Customized solution

  2. Scale
    For established businesses that have been operational for several years and have an definitive customer/client profile. Processes and systems are in place but still require tweaking to increase capacity and efficiency without increasing costs.
    Your Challenges

    • Inconsistent and inefficiencies processes 
    • Skills or operational gaps to meet demand
    • Inefficient Business Process Management 
    • Capacity unable to meet demand
    • Uncontrolled overhead costs
    • Insufficient office space for growth requirements
    • Under or over utilized workers, duplication
    • Operational gaps or inconsistencies
    • Ineffcient setup
    • Automating manual functions
    Our Solutions 

    • Advisory Services and Consultation
    • Done-for-you process improvement
    • Business-Process-as-a-Service (BPaaS) Monthly Support Plans
    • Plug-N-Play Targeted Sloutions
    • ​DIY Strategy Session 
    • Whitelabel service
    • ​Training and workshop facilitation
    Delivery Method

    • Online
    • Onsite
    • Outsourced

  3. Startup
    For new businesses in the pre-operational or launch phase and businesses in the developing stages still in the processes of establishing and implementing processes and systems to get operations funtional and ready to deliver products and services.
    Your Challenges

    • Inconsistent processes and inefficiencies
    • Skills or operational gaps 
    • Implementing Business Management Systems
    • High overhead costs
    • Unclear roles for workers
    • Operational gaps or inconsistencies
    • Limited office space
    • Inefficient office setup and layout
    Our Solutions 

    Our Full-Service Solutions let us manage your processes, so you can free up resources and focus on Key Competencies:

    • Advisory Services
    • Done-for-you process improvement
    • Business-Process-as-a-Service Monthly Support Plans 
    • Plug-N-Play Targeted Sloutions
    Delivery Method

    • Online
    • Onsite
    • Outsourced

Start Optimizing Your Operations in 3 Easy Steps
  1. Analysis
    We help you find the gaps and opportunities in your operations
  2. Implementation
    We fill the gaps in your processes and create or improve your business systems
  3. Tailor
    We tailor a solution specific to your businesses unique requirements
Service Solutions to Support your operations

Advisory Services

  1. Business Process Management Systems
    Manage processes at the operational level and experience over 60% increase in organizational agility, routing and productivity
  2. Records Management Systems
    Achieve compliance and transparency by implementing, organizing and monitoring legal, tax and HR compliance documents to reduce risk of audits, sanctions or fines
  3. Time Management Systems
    Long and short term planning to help align business goals with day to day activities and reduce duplication, manual work and overwhelm

Monthly, bi-monthly, quarterly and annual packages include:

  • Analysis of key business activities and recommendations
  • Video or telephone consultation 
  • Key performance indicators (KPI's)
  • Benchmark goals
  • VIP email response within 24 hours
  • Predictable fee

​Book Your Discovery Call Today

Monthly Support Plans

Creating, implementing and fine-tuning internal processes takes time, know-how and patients to ensure they work effectively and efficiently.  This can take you months or years to perfect. PlanIt's Pay-as-You-Go
Monthly Support Plans help's you hit the pavement running and save valuable time and money with of our.  

enjoy These 5 Free Sign-up Bonuses with your monthly plan!

  • Free Plan setup
  • Free Payroll setup
  • Free Accounting App Analysis
  • Free Google Drive directory setup
  • Free customized Annual Planner

Small teams and Professional Partnerships​​
​5-10 Team members
(Best Value)

Scale your business with proven systems and programs to streamline workflow and increase productivity so you can focus on core revenue generating activities. Performed offsite 

US $1197.00

Everything in Lite, plus:
  • Some task customization available
  • Meeting Management System
  • Basic Internal Communications
  • Teambuilding System
  • Project Monitoring of 2 projects
  • Lead Gen System
  • Customer Service Solution
  • Supported Payroll
  • 9 Hours Help desk  
  • Health & Wellness Program
  • Support Level: Phone

Buy Now

Solopreneurs & Professional Service Providers
1-4 Team Members

Immediate or seasonal back office support of non-core tasks, team collaboration and client support, loyalty 
programs,  performed offsite

Us $497.00

  • Time Management System
  • Reminders System
  • Client Onboarding System
  • Client Care & CRM Management
  • Online DIY Payroll
  • Database Management
  • Client FAQ Administration
  • Support Level: Email

Buy Now

Large teams and Departments within a Corporation 
11-25+ Team Members

For businesses or departments within a corporation wanting customized strategic internal and external back office support tied to business goals, without increasing team size or workload 

US $1797.00

Everything in Enhanced, plus:
  • Maximum customization available
  • Enhanced Internal Communications
  • Enhanced Teambuilding System
  • Project Monitoring of 5 projects
  • Supported Payroll + CRA Reporting
  • 24/7 Help desk  
  • Wellness Program Management
  • Support Level: Phone, email, virtual

Buy Now
Contact Us
Book Your free 30 minute action call now!
are you ready to work more productively and reduce costs? contact us today!

Target Specific Functions & Areas

For businesses ready to scale growth or onboard a new project, we provide six Targeted Service Plans that target specific functions and some of the most common challenge areas that are inefficient or underperforming and may compromise your business results.
  1. Build Capacity & Scale Up
    Serve more clients by expanding your businesses exponentially. Increase capacity but not costs or team size with tested processes and systems
  2. Time Management & Organization
    Reduce overwhelm by streamlining and organizing your workflow, increasing efficiency and implementing simple proven systems
  3. Office Set-up & Design
    Set your operations up correctly from the start with the right tools, equipment and programs to reduce workload, injuries and redundancy
  4. Team Collaboration
    Reduce miss cues, project delays and overlap while increasing accountability, clarity and engagement so there's less waste and more productivity
  5. HR & Operations Management
    Standardize internal processes for communications, employee onboarding, Payroll and intranet to ensure consistent, predictable results
  6. Remote & Multi-Business
    Synchronize and engage across multiple platforms, offices or remotely to optimize collaboration, communication and functions

Custom Packages Available

  • ​Combine packages or customize a package for your specific needs 
  • Ask us about our custom Cloud services for small and micro teams
  • Please call us to find out how we can customize a package to suit you
​Book Your Discovery Call Today

Customize your Service plan with Add-ons 

  1. Office Cleaning
    Professional cleaning and organizing on weekly, bi-weekly or monthly basis
  2. Payroll
    Self-serve, full service payroll with CRA reporting is available for contract and permanent staff
  3. Energy Efficiency
    Lower heating and cooling costs while optimizing comfort and increasing productivity
  4. Help Desk & IT
    Make your customers feel special by adding Help Desk, FAQ's, CRM or IT functionality to your services
  5. Automation
    Cut your workload by 50%. Reduce duplication and manual input with electronic and online forms, process automation and streamlining
  6. Optimize with SOP's
    Clearly outline who does what, when and why to reduce training time, clarify roles and expectations by creating Standard Operating Procedures (SOP's)
Specialized Sector Solutions
  1. Legal
    Fill your operational challenges, gaps and fluctuations by outsourcing during cyclical or seasonal fluctuations, economical or socio-economic conditions changes or training and recruitment time constraints in your business.
  2. Accounting
    Mange seasonal pressures by outsourcing manual tasks and data entry activities to free up time for more lucrative projects and corporate-oriented work
  3. Builders & Contractors
    Outsource administrative and non-core duties to help you maintain timelines while keeping costs in check when faced with labour shortages and disputes, unfavourable weather conditions and the costs of renting office space and equipment.
  4. Government Admin
    You can ensure services are carried out in an efficient, cost effective manner to facilitate responsible spending and create value for taxpayers while addressing verspending, lack of standardization, trouble accessing services and information.
  5. Education
    Parents are busy, educators are busy. You need cost-effective ways of handing budget reductions, bureaucracy, lack of standardization and barriers to access.
  6. Health & Dental
    Expand your offerings diversify your options with automation and digital adoption to address rising health costs and a growing population of senior citizens and special markets who require outpatient services and customer care.

Our Complete Service List

Your business is unique. We offer a range of flexible service levels to suit your needs including long term, short term, ongoing and project support.
  1. Consulting
    Business operations, administrative, business processes and business management consulting services.
  2. DIY Recommendations
    Detailed DIY instructions following consultation and analysis that will allow you to use your own resources to implement.
  3. Plug-N-Play Solutions
    Save time and focus on business development with our Done-for-You services. Implement changes onsite and virtually.
  4. Ongoing Monthly Support
    Monthly business process support. We develop, implement and execute processes to optimize day to day operations.
  5. Local & Nearshore Outsourcing
    Use nearshore and onshore Business Process Outsourcing (BPO) services to fill gaps in operations, seasonal peaks and during expansion or projects
  6. Whitelabel Services
    Take advantage of our Generic Business-as-a-Process Services that we customize to meet your business needs
  7. Group Training and Workshop Facilitation
    Workshop facilitation and group training for building capacity, streamlining workload, time management and common office challenges
  8. Project Management
    Receive full or part-time support or coordination help from a Certified Project Manager for single and multi-phase projects
  9. Onsite Office Setup and Installation
    We measure and install our Comfort Optimization Blinds™ to save energy and regulate temperature. We also offer office setup for optimal performance, comfort and to injury reduction.