AI business plan writer with research and a forecast
A business plan needs market numbers, a clear offer and a forecast that adds up, and starting from a blank page is the hardest part. This prompt has your todo.is agent research your market with sources, write each section in plain language, and build a 3-year forecast you can edit.
The prompt
- Write a business plan for [BUSINESS IDEA] in [LOCATION]. It is for [WHO WILL READ IT]. About me and the business: [YOUR BACKGROUND, STAGE AND KEY NUMBERS]. Research the local market, competitors and typical prices online, with source links. Write these sections: executive summary, problem and solution, target customers, market size, competitors, marketing plan, operations, team, and financials. Build a simple 3-year forecast in Excel with monthly sales for year 1, costs, break-even month and how much money I need ([FUNDING NEEDED]). Clearly mark every number that is my assumption. Give me the plan as a Word file of about [NUMBER OF PAGES] pages plus the Excel file, and email both to me.
What to change
- [BUSINESS IDEA]: One line, e.g. "a mobile bike repair van" or "a meal-prep service for gyms".
- [LOCATION]: Where you will operate, e.g. "Bristol, UK" or "online, US customers".
- [WHO WILL READ IT]: E.g. "a bank loan officer", "a startup grant panel", "investors" or "just me".
- [YOUR BACKGROUND, STAGE AND KEY NUMBERS]: Your experience, what exists today (idea, first customers, revenue) and any numbers you know: prices, costs, savings. Attach notes if you have them.
- [FUNDING NEEDED]: An amount, e.g. "£25,000 loan", or "work it out for me".
- [NUMBER OF PAGES]: Banks and grants often want 10 to 20 pages. Write "a 2-page lean plan" for a short version.
Example result
- Executive summary
- Spoke & Go is a mobile bike repair van serving commuters and families in Bristol. We come to the customer’s home or office, so they never have to carry a broken bike across town. We are asking for a £25,000 loan to buy and fit out a van, and we expect to break even in month 11.
- The problem
- • Cycling to work is common in Bristol, and the council’s travel survey shows it growing (source linked)
- • Local bike shops quote 5 to 10 days for a standard service in spring (checked on 6 shop websites)
- • Commuters lose their main way to get to work while they wait
- Our solution
- • Service at home or at work, booked online, usually within 3 days
- • Fixed prices: standard service £65, full service £120, puncture fix £25
- • Corporate plans for offices that want a monthly repair day
- Target customers
- • Daily bike commuters aged 25 to 50
- • Families with several bikes
- • Offices with bike-to-work schemes
- Competitors
- • 14 bike shops within the city, none mobile at scale
- • 2 one-person mobile mechanics with limited availability
- Financial summary (from the Excel forecast)
- • Year 1 sales: £74,000 · Year 2: £118,000 · Year 3: £152,000
- • Startup costs: £27,500 (van, tools, first stock, website)
- • Break-even: month 11
- • Assumption: 6 jobs a day, 5 days a week, average job £58
- What to check
- • Get van and insurance quotes to confirm the startup cost
- • Talk to 3 offices about the corporate plan before relying on it
How to do it with todo.is
- Copy the prompt and describe your idea, your market and who will read the plan in the [brackets].
- Paste it on the todo.is Today screen, or send it to your agent on WhatsApp or Telegram with any notes attached.
- Your agent researches the market, writes the plan in Word, builds the Excel forecast and emails you both.
- Change any assumption, like "make it 4 jobs a day", and ask your agent to update the forecast and the plan.
Tips
- Give real numbers wherever you have them. Your own prices and costs make the forecast far more believable than averages.
- Tell your agent who will read it. A bank cares about repayment and risk, a grant panel about impact.
- Ask for "a 10-slide pitch deck from this plan" to get a PowerPoint version for meetings.
- Check the source links for any market number you quote to a lender, and update it if a newer figure exists.
FAQ
- What are the main sections of a business plan? Most plans include an executive summary, problem and solution, target market, competitors, marketing, operations, team and financials. The prompt covers all of them.
- How long should a business plan be? A lean plan can be 1 to 2 pages. Plans for banks or grants are usually 10 to 20 pages plus a financial forecast.
- Are the financial numbers accurate? The forecast is built from your numbers plus researched averages, and every assumption is marked. It is a starting point to check with your accountant or advisor, not a guarantee.
- Can I edit the plan after? Yes. You get a Word file and an Excel file you can edit, or you can ask your agent to change any section in plain words.
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