AI Business Plan Workflow

5 steps to a reviewable draft

1. 01

   Name the decision

   Write the decision this plan must support, such as opening a service line, hiring or changing a sales approach.

   Result: A clear planning question with an owner.

2. 02

   Separate facts from estimates

   List current customers, costs, capacity and cash facts apart from forecasts or market assumptions.

   Result: A planning sheet that shows what needs checking.

3. 03

   Draft the plan

   Ask for a short business plan with assumptions beside the sections that rely on them.

   Result: A plan whose unknowns sit beside the relevant decision.

   Your prompt

   Copy prompt

   Draft a business plan for this decision: {{decision}}. Current facts: {{business_facts}}. Assumptions and estimates: {{assumptions}}. Constraints: {{constraints}}. Return the goal, customer need, operating approach, simple financial view, risks, unanswered questions and next review. Label every estimate [ASSUMPTION]. Do not invent market size, demand, revenue, margins, costs, legal requirements or competitive advantages.

   Example input

   Decision: add a monthly bookkeeping service. Facts: two existing clients asked for it; one part-time bookkeeper is available. Assumption: demand covers ten client accounts.

   Example output

   Capacity: one part-time bookkeeper [FACT]. Demand for ten accounts [ASSUMPTION]. Next review: test interest with current clients.

4. 04

   Review the numbers and dependencies

   Check every financial input and confirm which owner must answer each open question before acting.

   Result: A business plan with a real fact and assumption boundary.

5. 05

   Choose the next test

   Turn the approved plan into one bounded action with an owner, date and condition for reviewing the result.

   Result: A plan that leads to a business action rather than a document shelf.