Our Services
Built for Business. Designed to Simplify.
We know business. We build the applications that make it easier, smarter, and more effective.
From automation to analytics, our Business Services turn complex workflows into streamlined systems that work for you. Whether it’s processing, fulfillment, payments, or AI-powered insights, every tool we create is designed to save time, increase accuracy, and scale seamlessly as you grow.
- Automation That Saves Time
- Systems That Scale with You
- Intelligence That Drives Growth
With over 30 years in business and a lifelong drive to simplify complex systems, I build tools that make growth easier, turning everyday challenges into efficient, scalable solutions.
Well Planned Advertiser's Suite of Business Tools
Marketing Tools To Grow Your Audience & Increase Conversions
Proven systems that reach verified homeschool families, optimize your Meta budget, and keep your email list active all year.
Automation Tools for MyScholarShop Vendors
Specifically built for companies selling through Step Up For Students
In the Works
Guess what I’m working on? The next evolution of business automation, systems built by a small business owner who knows exactly what it takes to grow without a massive team.
I’m building the systems I always needed as a business owner—tools that let you grow without adding staff, juggling platforms, or spending your entire week producing content. This isn’t another marketing toolset. It’s the operational backbone that small and midsize companies have never had access to: connected, automated, and built for real business realities.
We’re beginning with the Always-On Email System, where your monthly newsletters and product campaigns are written, designed, and ready to send—so your email presence never stalls. Paired with the Meta Audience License and the Advertiser’s Network, this creates the foundation for marketing that runs continuously and intentionally. From here, we’re expanding into paid media automation and organic social content systems that work together as one seamless flow. The next phase is already underway.
Connected Across the Well Planned Ecosystem
Your marketing, fulfillment, payments, and distribution — working together as one unified growth system.
Well Planned Homeschooling
Position Your Products for the Coming National Funding Shift
Recent federal legislation is paving the way for education funds to follow students directly, creating new opportunities for families to purchase curriculum, resources, and educational services. Well Planned Homeschooling is preparing now for the nationwide rollout expected to accelerate in 2026–2027.
By joining as a vendor today, you position your products to be discoverable and ready when families gain direct purchasing power. Early adopters secure visibility first — so your curriculum is already in place when demand increases.
Well Planned Schools
Where Curriculum Providers Prepare for School Purchasing Expansion
As federal tax-credit structures expand, private and charter schools are gaining more flexibility in how they select and fund curriculum. Well Planned Schools is building the marketplace infrastructure now — so vendors are approved, listed, and ready before the next funding cycle begins.
Vendors who enroll early will be positioned where administrators look first when evaluating materials for the 2026–2027 academic adoption window. This is the time to establish presence, relationships, and product familiarity.
Well Planned Processor
Turn Credit-Card Fees into Marketing Power
We know building a marketing budget is one of the hardest parts of running a business. That’s why we help create one for you through your credit-card fees. Every dollar you pay in processing automatically becomes a dollar of marketing credit inside Well Planned Advertiser. Instead of losing money to transaction costs, you’re building a continuous advertising fund that keeps your business growing.
Well Planned Publishing
Where Your Product Becomes a Learning Experience
Whether you’re in education or a completely different industry, we help transform your products, concepts, and expertise into structured learning materials that deepen engagement and drive meaningful use. From academic guides and enrichment workbooks to full immersive learning systems, we handle instructional design, content development, and production so your learning vision is brought to life with clarity and purpose.
Well Planned Printing
From Digital Reach To Tangible Impact
Turn your marketing strategy into something your customers can hold. Through Well Planned Printing, we print, warehouse, and fulfill everything from curriculum, enrichment, and classroom materials to marketing mailings and inserts that complement your campaigns. Because every brand touchpoint matters, we ensure your printed pieces work seamlessly with your digital strategy—extending your reach from screen to doorstep.
One Vision. Every System Working Together.
From advertising to fulfillment, from marketplace access to automation, every part of the Well Planned ecosystem works in sync to help education-focused companies grow with clarity and confidence. Each brand serves a purpose—but the power is in how they connect.
Our mission is simple: build the national infrastructure that supports curriculum providers, publishers, and education companies as they enter the new federally funded landscape for homeschooling and private education. We’re here to help you scale—not by working harder, but by working smarter inside a unified system.
