Expanded Small Business Plan
for Associates
The new Expanded Small Business Plan was launched November 2008. We are targeting Small Business Associates who are actively working the Small Business market (i.e., have sold 5 or more small business plans).
Trainings and updates are being conducted via webinars. We are finding that type of training is easiest for associates where you can see everything being shown (as compared to squinting in a classroom to see the projection screen) and don't have to travel.
Updated October 22, 2009
Tools included in the GoSmallBiz ToolBox (Expanded Small Business Plan):
- Business Plan Builder
- HR Document Builder
- Employee File Cabinet
- Distance Learning Center
- Manage My Minutes
- Risk Assessment Tool
- Enhanced Website Builder / SiteBuilder 2.0 beta
Released: November 2008
Price: $60 per month
Eligibility: Business must have (or purchase the) Business Plan or Legal Plan for the Self Employed
Plans it can be added to: Business Plan and Legal Plan for the Self Employed
Application: New ToolBox application. Available through PPL. Available here for a short time. (rev. 11/13/08) and online through Small Business Associates' PPL websites.
Comp Plan: Available through PPL. Available here for a short time. (rev. 11/13/08)
Product Brochure: Available through Small Business Support Center (www.pplbizplanstore.com).
Member Booklet: This is a PDF of the booklet that new ToolBox members receive. There is some very good information for you to review and learn from. This is NOT to be used for marketing or provided to members. Click here to download.
ToolBox User Manuals: Here you'll find a growing list of User Manuals that are made available to ToolBox subscribers. If you want to learn more about how to use the tools, download what you need.
> Business Plan Builder user manual - download now
> SiteBuilder 2.0 user manual - download now
> HR Doc Builder user manual - coming soon
ToolBox Membership for Associates: Have you made 10 or more small business plan sales (LPSE, HBBR or BP)? If so, you are eligible to apply for a ToolBox membership. The initial charge is $20 per month but after you've made 2 ToolBox sales the membership is free as long as you continue to make at least 2 ToolBox sales every 6 months. Click here to download the ToolBox for Associates application (PDF).
Webinar Schedule:
Webinar Archive:
Getting Comfortable with SiteBuilder 2.0
Recorded October 26, 2009
Click here for download (64MB file. Plays in Windows Media Player)
NOTE: Anticipated launch of SiteBuilder 2.0 has been pushed to January. Another webinar training will be conducted in conjunction with the launch.
Introducing SiteBuilder 2.0 beta
Recorded July 22, 2009
Click here for download (45MB file. Plays in Windows Media Player)
Introduction for Associates to the New GoSmallBiz ToolBox
Recorded February 11, 2009
Click here to download (43MB file. Plays in Windows Media Player)
How to Get Members Started Using the ToolBox
Recorded January 22, 2009
Click here to download (67MB file. Plays in Windows Media Player)
Upgrading Existing Member to ToolBox Membership & the Follow-up
Recorded December 12, 2008
Click here to download (68MB file. Plays in Windows Media Player)
(Note: First 4 minutes are audio only)
ToolBox Update
Recorded November 12, 2008
Click here to download (25MB file. Plays in Windows Media Player)
Expanded Plan Overview
Recorded September 24, 2008
Click here to download (very large file. Plays in Windows Media Player)
FAQ's:
Is there a separate (sign-up) application for the ToolBox memberships?
Is the ToolBox application available to order?
Where is the ToolBox Plan available?
Can the ToolBox Plan be purchased separately as a stand-alone?
Is there an enrollment fee for the ToolBox?
Will I receive counters for ToolBox sales?
How do I find my serial number?
Will my software run on Windows Vista?
Will my software run on a Mac?
What are the system requirements for my software?
How do I activate my ToolBox membership?
How can I access my ToolBox from my Desktop?
How can I access my ToolBox online?
Is there someone I can talk to for technical support?
Is there a separate (sign-up) application for the ToolBox memberships?
Yes. See application above.
Where is the ToolBox Plan available?
In all states that offer the Business Plan
Can the ToolBox Plan be purchased separately as a stand-alone?
No. The ToolBox Plan can only be added to or sold at the same time with a LPSE or BP but NOT the HBBR.
Is there an enrollment fee for the ToolBox?
No
Is the ToolBox application available to order?
No, the application is available as a PDF that can be printed and completed. Click here to download the application.
Is it available in Canada?
No, but it may be in the future.
Will I receive counters for ToolBox sales?
No, no counters or Players Club points are awarded for Toolbox Sales.
Click to return to list of questions
How do I find my serial number?
You can find your serial number by logging into your account on GoSmallBiz.com. While logged in, open your member menu and click on the “My Downloads” in the right column. The next page contains instructions for downloading the desktop-based Employee File Manager application along with the 32-character serial number that you will be prompted to enter upon opening the File Manager for the first time.
For future reference, you can always retrieve your serial number by returning to this page while logged into your GoSmallBiz.com account. Click to return to list of questions
Will the ToolBox run on Windows Vista?
The Employee File Manager can be installed and operated on Windows XP SP2 and all later versions of the Windows operating system, including Windows Vista. You can access all of the Web-based applications in the ToolBox using any popular Internet browser, on either a Mac or a PC. Click to return to list of questions
Will the ToolBox run on a Mac?
Whether you're using a Mac or a PC, the six Web-based applications in the ToolBox can be accessed using any popular Web browser, including Safari. However, to ensure the security of our members' (and their employees') personal information, the Employee File Manager has been designed as a desktop application, which currently can only be installed on a Windows operating system.
We recognize the challenges this presents to many of our members. So, as we perform regular updates and improvements to the Small Business ToolBox, one of our primary goals is to bring its valuable features to greater numbers of small business owners by making every application accessible no matter where you are — or what type of operating system you are using.
We regret that the Employee File Manager is not currently available for direct installation on a Mac. Nonetheless, there are options for Mac users who would like to use the Employee File Manager on a Mac computer. Boot Camp, one of Apple’s most recent introductions, comes standard with the Leopard operating system and allows you to run Windows on a Mac computer if there's a PC application you need to access. Using Boot Camp, you will be able to operate the Employee File Manager just as if you were on a Windows-based PC. For more information about Boot Camp, click here <http://www.apple.com/macosx/features/bootcamp.html>.
Click to return to list of questions
What are the system requirements for the ToolBox?
Certain versions of our software will likely have different system requirements as we take advantage of new technologies to improve the ToolBox in both functionality and the end user’s experience. For the most current information about system requirements, see the individual product pages for each application in the ToolBox:
Employee File Manager
HR Document Builder
Business Plan Builder
Distance Learning Center
Enhanced Website Builder
ManageMyMinutes
Business Risk Assessment Tool
Click to return to list of questions
How do I activate my ToolBox membership?
Note: When you activate your Small Business ToolBox, you will be prompted to download a file. This file contains the ToolBox Desktop Launcher as well as the desktop-based Employee File Manager application. Because your ToolBox membership only allows for a single download of this package, please be certain to download this file to the computer on which you plan to access your Employee File Manager and store all of your employee data.
Activating your ToolBox is easy, but there are a couple of ways to do it. For new members to both GoSmallBiz and the Small Business ToolBox, see New Members below. For GoSmallBiz members who recently purchased the ToolBox upgrade, see Existing Members. NOTE SOMEWHERE: We don’t supply member Ids – you get that in your packet – if you’ve lost it, contact prepaid legal customer support.
New Members:
You can activate your Small Business ToolBox during your GoSmallBiz membership activation by following these easy steps:
1. Go to GoSmallBiz.com.
2. Click on “Activate Your Membership” in the upper right-hand corner of the GoSmallBiz.com home page.
3. Enter your Member ID and click the GoSmallBiz Play button.
4. On the next page, confirm your user data, including your user name and password, which you will use for all future access to GoSmallBiz,com and the Small Business ToolBox. Click “Update.”
5. The next page contains detailed instructions for downloading and installing your new ToolBox. Please read carefully before beginning installation.
6. If you choose to download your ToolBox onto a different computer at a later date, simply follow the instructions for Existing Members.
Existing Members:
To download your new Small Business ToolBox, follow these easy steps:
1. Go to GoSmallBiz.com.
2. Click on “My Account,” and enter the user name and password you created when you activated your GoSmallBiz membership.
3. Click on the “Open Member Menu” button in the upper right-hand corner of the GoSmallBiz home page.
4. On the right side of the Member Menu, click on “My Downloads.
5. The next page contains detailed instructions for downloading and installing your new ToolBox. Please read carefully before downloading.
Click to return to list of questions
How can I access my ToolBox from my Desktop?
1. To open your ToolBox Desktop Launcher, in Windows, open your Program Files and scroll to the GSB Technologies folder. Click on the ToolBox Desktop Launcher.
2. After your ToolBox has loaded, click on the Employee File Manager, located in the Human Resources category, to launch the desktop-based program.
Note: Remember that to ensure the security of your employees’ private information, the Employee File Manager has been designed as a desktop application. That means that it can only be accessed on the computer to which you originally downloaded your ToolBox Desktop Launcher.
3. Click on any other button to access the corresponding web-based application. This will launch your default Web browser.
4. In your Web browser, you will arrive at the MasterKey page, where you will be required to enter the user name and password associated with your account.
5. Click “Log in,” and you will be redirected to the specific application you requested in the ToolBox Desktop Manager.
Click to return to list of questions
How can I access my ToolBox online?
1. Go to toolbox.gosmallbiz.com.
2. If you’re not already logged into either your GoSmallBiz or ToolBox accounts, you will be required to enter your user information on the MasterKey page.
3. After entering your user information, click “Log in,” and you will be redirected to the ToolBox online member portal.
4. Click on any button to launch the corresponding application.
5. Since you’re already logged in, you can navigate seamlessly between each web-based tool using the quick links at the top of each application Web page. Also, note the “My ToolBox” quick link in the GoSmallBiz.com member menu.
Click to return to list of questions
Is there someone I can talk to for technical support?
We have a full-time customer and technical support team based at our Atlanta corporate offices. You may contact Customer and Technical Support by phone or email during normal operating hours, from 8:00 a.m. to 5:00 p.m., Eastern Standard Time. Contact our Customer and Technical Support team at techsupport@gosmallbiz.com or (404) 240-9288.
Click to return to list of questions
Questions about the ToolBox???
Email them to support@pplbizplan.com
Check back here for more updates on the newest PPL Small Business Plan addition.
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