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Table of Contents
- 4 Best AI Platforms for Business Plan Writing
- How to Structure Business Plan Prompts
- The Four-Part Business Plan AI Prompt Framework
- 10 Business Plan Prompts You Can Use Right Now
- How AskYourPDF Transforms AI Business Planning
- Tips for Getting Better Business Plan Prompts From Platforms
- 1. ChatGPT (Best for Collaborative Section Development)
- 2. Claude (Best for Long-Form, Cohesive Business Plans)
- 3. Jasper AI (Best for Persuasive Sections)
- 4. Notion AI (Best for Team Collaboration)
- Common AI Prompt Problems and Quick Fixes
- Conclusion
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Generate investor-ready business plans fast! Explore 10 expert AI prompt templates for 2026 to craft strategies, analyze markets, and project finances.
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AI Prompts for Business Plans: 10 Expert Templates (2026)
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A business plan is precisely what the name implies: a plan.
These days, AI can produce business plans that save you money and weeks of work if hiring a consultant, but getting good results isn't automatic.
Your prompts are the only way to tell AI what you need. However, they must be specific and clear about what you need.
In this article, you'll learn:
- The best AI platforms for business plan writing
- How to write prompts that produce specific business plan content instead of generic templates
- Explore 10 ready-to-use prompts for the sections investors and lenders care most about
- How AskYourPDF enhances AI business planning by linking your research documents directly to your prompts
- Quick solutions for common issues encountered when using AI for business writing
4 Best AI Platforms for Business Plan Writing
Different AIs handle business writing differently; the 4 you see below are the best for business plan prompts and execution.
Platform | Best For | Key Strength | Monthly Cost |
ChatGPT Plus | Back-and-forth refinement | Conversational development | $20 |
Claude | Long documents | Maintains consistency | $20 |
Jasper AI | Persuasive content | Marketing-focused writing | $59 |
Notion AI | Team collaboration | Workspace integration | $10/user |
We'll explain how to get the best results from each platform later in this article.
First, let's talk about what makes business plan prompts different from other AI writing.
How to Structure Business Plan Prompts
You want a business plan that convinces someone to back your business. Your different readers will care about different proof points. The investor looks for market potential. Lenders want clarity on repayment ability, and partners want clarity on execution and roles.
Here's a structure that makes this realistic.
The Four-Part Business Plan AI Prompt Framework
- Business Context
- Tell the AI what you do, who you serve, and your current stage. Specific context gives it something tangible to work with, rather than leaving it open to assumptions.
- Audience Specification
- State who will read the section. Writing for venture capitalists produces a very different result than writing for bank loan officers or strategic partners. The audience determines tone, focus, and language.
- Section Purpose
- Define what the section must achieve. Proving market demand requires a different approach than demonstrating operational strength or execution capability.
- Concrete Metrics
- Ground the prompt in real operational details, such as customers, growth trends, pricing structure, capacity, and costs. Precision produces credibility. Vagueness produces fluff.
This is what a business plan written with this framework looks and sounds like:
“Write an executive summary for a mobile dog grooming service in Austin. We serve hundreds of recurring customers each month, show strong month-over-month growth, and operate with a high repeat rate and near-perfect customer reviews. This summary is for local business angels who fund service businesses. Keep it concise and emphasize customer loyalty and execution strength.”
Next, let’s move into the exact prompt templates you can use for each significant section of a business plan.
10 Business Plan Prompts You Can Use Right Now
Each prompt below includes the business context, audience, purpose, and specific numbers that make the AI output more useful rather than generic.
Writing Your Executive Summary
"Create an executive summary for a B2B inventory management platform for restaurants, launched 8 months ago with 47 clients in Dallas and Houston, $38K monthly recurring revenue growing 30% monthly, seeking $800K seed from food tech investors, emphasizing customers reduce food costs 18% on average, and our 125% net revenue retention, keep under 250 words"
Best platform: ChatGPT Plus, Claude
- This includes metrics that matter to investors: client count, revenue, growth rate, customer outcomes, and retention. These specifics make it credible.
Analyzing Your Market Size
"Write market analysis for commercial cleaning targeting medical offices in Phoenix metro, explain 2,400 medical offices and 890 dental practices exist in service area, average monthly cleaning spend is $1,200, total addressable market is $47M annually, our serviceable market focuses on 320 practices within 15 miles representing $4.6M opportunity, healthcare cleaning grows 8% annually from increased sanitation standards, write for SBA lenders evaluating opportunity"
Best platform: Claude, ChatGPT Plus
- This walks through the market-sizing funnel from total market to realistic capture. Specific numbers make it believable.
Explaining Your Competitive Position
"Describe competitive landscape for online bookkeeping serving e-commerce sellers, identify three competitor types: traditional bookkeepers at $200-400 monthly, DIY software like QuickBooks at $50 monthly, offshore services at $150 monthly, explain our differentiation through e-commerce platform integration and real-time dashboards at $179 monthly with no setup fees, note we're 40% cheaper than traditional while providing better technology than DIY, write for strategic advisors evaluating position"
Best platform: ChatGPT Plus
- This identifies specific competitors and includes pricing comparisons. Numbers make positioning concrete rather than relying on vague claims.
Breaking Down Your Revenue Model
"Explain business model for fitness app with three revenue streams: monthly subscriptions at $19.99 generating 60% from 3,200 active subscribers, in-app workout purchases at $29-79 generating 30%, brand partnerships generating 10% through affiliate commissions, note average customer lifetime of 11 months with 5% monthly churn, include testing premium tier at $39.99 monthly, write for app investors comparing monetization"
Best platform: ChatGPT Plus, Claude
- This breaks down revenue sources by percentage and subscriber count. Lifetime value and churn show unit economics.
Presenting Your Team
"Describe management for craft brewery opening in Asheville, highlight founder and brewmaster with 9 years at Sierra Nevada and multiple GABF medals, introduce business manager with 12 years in hospitality, including two restaurant launches, note head of sales previously managed distribution for regional brewery with 40 bar relationships, mention three assistant brewers averaging 4 years experience, write for brewery investors evaluating team"
Best platform: ChatGPT Plus
- This provides credentials, years of experience, and a network of relationships. Medal wins and distribution relationships prove capability.
Building Financial Projections
"Create three-year revenue forecast for boutique marketing agency at $420K annual revenue, project year two at $680K from adding two account managers and expanding from 8 to 14 clients at $4,000 monthly retainers, project year three at $950K adding senior strategist to move upmarket to $6,000 retainers, break into 70% retainer and 30% project work, note 55% gross margin after freelancers, write for lenders evaluating growth assumptions"
Best platform: ChatGPT Plus, Claude
- This grounds projections in specific hires and client targets. Service breakdown and margins add credibility.
Detailing Customer Acquisition
"Detail customer acquisition for career coaching targeting mid-level professionals in transitions, explain primary channel is LinkedIn content reaching 12,000 followers with daily career advice, secondary is partnerships with 6 professional associations for speaking, note $280 customer acquisition cost through discovery calls, $2,400 average customer value for 12-week package, referral program offers $200 credit generating 35% of clients, write for marketing consultants evaluating channels"
Best platform: Jasper AI, ChatGPT Plus
- This identifies channels with unit economics and quantifies referral impact. Specifics let the AI write intelligently about acquisition.
Outlining Funding Needs
"Outline funding for specialty coffee roastery expanding to retail, need $240K total: $120K for commercial roaster upgrade, $65K for retail build-out and espresso bar, $35K for green bean inventory, $20K working capital for first 4 months, reach breakeven month 5 selling 800 pounds weekly at $16 wholesale plus $6,000 weekly cafe revenue, write for community banks evaluating local loans"
Best platform: ChatGPT Plus, Claude
- This itemizes spending and ties it to performance milestones. The breakeven calculation shows the lender's repayment timing.
Addressing Risks
"Identify risks for test prep tutoring center, address declining standardized test requirements and mitigation through executive function coaching expansion, address online platform competition and mitigation through in-person accountability emphasis and school counselor relationships, address 70% revenue concentration September-March and mitigation through summer SAT camps and 6-month reserves, write for risk-aware investors."
Best platform: Claude, ChatGPT Plus
- This pairs specific risks with concrete mitigation strategies. Demonstrates thoughtful planning rather than a generic acknowledgment.
Defining Your Customer
"Describe ideal customer for premium car detailing, define as luxury car owners aged 35-60 with income above $150K viewing vehicles as status symbols, frustrated with automated washes damaging paint and cheap detail shops, willing to pay $250-500 monthly because they understand paint protection value, note they're detail-oriented professionals who notice quality differences, write for advertising agencies planning targeting"
Best platform: Jasper AI, ChatGPT Plus
- This combines demographics, behaviors, and psychology. Frustration and willingness to pay explain premium service choice.
All these prompts cover the essential sections, but there's a vital tool most people miss that ensures AI prompts for business plans include everything they need.
How AskYourPDF Transforms AI Business Planning
As you know, business plans are not merely a collection of words or graphics; they are representations built from research reports, competitor analyses, market data, customer interviews, and financial models, most of which are stored in PDFs.
AskYourPDF improves how you work by turning those PDFs into a searchable, interactive chain of sources.
Instead of copying and pasting sections into a prompt, you upload the documents and ask specific questions.
AskYourPDF also helps you avoid analyzing without enough context. When you analyze the market, you can upload market research and request a breakdown of trends, customer segments, and growth projections.
Also, when reviewing competitors, a quick upload of their reports to AskYourPDF delivers a clear comparison of strengths, weaknesses, pricing, and positioning.
This applies to financial projections as well. You can upload a spreadsheet or financial report and ask for the assumptions, key ratios, and potential risks.
For customer profiles, survey results, or interview transcripts, upload returns patterns, behaviors, and buying motivations.
These automated functions make your plan faster to write, easier to justify, and much more reliable.
Tips for Getting Better Business Plan Prompts From Platforms
So now we're at the section of the article I introduced earlier. You've seen these 4 AI tools in a comparison table and know the prompts that they handle best. Now this is how to use them intentionally for better results.
1. ChatGPT (Best for Collaborative Section Development)
ChatGPT is highly collaborative and has a conversational memory that enables structured refinement to build sections.
How to use it effectively:
- Start with a focused prompt for a single section.
- Generate a rough first draft, not a final version.
- Refine through follow-ups like:
- “Expand the competitive analysis to include indirect competitors.”
- “Tighten the positioning and remove generic phrasing.”
- “Using the customer profile above, rewrite the marketing strategy.”
- Build one section at a time so context carries forward.
2. Claude (Best for Long-Form, Cohesive Business Plans)
Claude is not as conversational, but it excels at long documents and structural consistency. It’s your best option when you want a complete plan drafted in one pass.
How to use it effectively:
- Provide all background upfront (market research, competitors, operations).
- Specify the exact structure you want:
- Market size
- Growth trends
- Customer segments
- Competitive landscape
- Go-to-market strategy
- Ask Claude to maintain a consistent voice across all sections.
3. Jasper AI (Best for Persuasive Sections)
Jasper is your strongest option when your goal is to sell the idea, not analyze it. It is written in a persuasive language.
When to Use Jasper:
- Executive summaries
- Brand positioning
- Value propositions
- Customer-facing sections
- Pitch-style narratives
How to use it effectively:
- Keep prompts tight and focused.
- Generate one section at a time.
- Avoid asking for complete analytical plans.
4. Notion AI (Best for Team Collaboration)
Notion AI isn’t just a writing tool but a workflow tool. Its real advantage is how it fits into team-based planning.
How to use it effectively:
- Create the business plan outline in Notion.
- Generate first drafts inside each section.
- Invite teammates to:
- Edit
- Comment
- Refine in real time
Reference internal documents:
- Research notes
- Customer interviews
- Strategy drafts
Common AI Prompt Problems and Quick Fixes
Even with strong tips and expert prompt templates, problems are inevitable.
In this section, each issue is clearly stated, followed immediately by relevant solutions.
Problem: The content sounds generic
Fix:
- Add specificity.
- Replace broad phrases with precise descriptions of who you serve, how, and why it matters.
Problem: Financials feel made up
Fix:
- Stop asking AI to invent numbers.
- Use AskYourPDF to generate real inputs, then ask it to organize, explain, or frame them clearly.
Problem: Sections don’t connect
Fix:
- Build in the same conversation or session.
- Reference earlier sections instead of restarting from scratch.
Problem: The tone is wrong
Fix:
- Name the reader explicitly.
- Language changes instantly when the audience is clear.
Problem: Statements feel vague or inflated
Fix:
- Add constraints.
Fixing vague outputs is usually the final signal that your prompting approach is working. From here, everything comes down to intentional use.
Conclusion
Most business plans are likely to fail if their foundations aren't built on strong prompts that cover all fronts.
The templates above ensure structure, but your research makes it more substantial.
AskYourPDF lets you query PDFs directly and pull exact figures into your prompts, rather than relying on memory.
It provides market figures, competitor intelligence, and financial benchmarks so you can copy them into your prompts.
Try AskYourPDF for free and build business plans investors take seriously.
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