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Plan management marketing

Make the administrative service easy to compare

People need a clear explanation of invoice handling, budget communication and onboarding. Use accurate process information instead of unsupported speed promises or claims that plan management approves supports.

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What your marketing needs to make clear

  • Explain invoice submission and participant authorisation steps.
  • Describe budget information and communication options.
  • Use verified turnaround statements rather than guarantees.

A scope built around your actual services

We confirm capacity, service coverage and priorities before preparing your proposal. The following are possible scope items, not automatic inclusions in every plan.

  • Invoice-process and onboarding website content
  • Google Ads focused on plan management enquiries
  • Clear business material explaining service boundaries
Compare plan inclusions
A provider team member and participant talking together in a community setting

We market provider services; we do not deliver these supports or determine NDIS funding or eligibility.

Questions about plan management marketing

What information helps people compare plan managers?
Explain communication channels, invoice processes, budget information and onboarding requirements. Publish service commitments only when your team can substantiate them.
Can a plan manager change funding or approve eligibility?
Marketing should not imply that. Describe funding administration accurately and separate it from NDIA decisions and individual advice.

Official service terminology

Reviewed 26 October 2026. Consult current NDIA guidance for support definitions; this page is general marketing information.

Read the relevant NDIA guidance

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