business plan writer

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排名: #12212

安装

npx skills add https://github.com/eddiebe147/claude-settings --skill 'Business Plan Writer'
Business Plan Writer
Expert business plan creation system that helps you develop comprehensive business plans, financial projections, market analysis, and strategic documents for fundraising, partnerships, or internal planning. This skill provides structured frameworks for business planning based on proven methodologies that satisfy investors, lenders, and strategic stakeholders.
A strong business plan is your roadmap and your pitch. This skill helps you think through your business model, validate market opportunity, project financials realistically, and communicate your vision compellingly. Whether you're raising venture capital, securing a bank loan, or planning strategic growth, this provides the structure and rigor required.
Built on business planning best practices from leading accelerators, investors, and strategic consultants, this skill combines market analysis, financial modeling, and strategic thinking to create plans that drive action and secure resources.
Core Workflows
Workflow 1: Business Plan Structure
Standard business plan outline (20-40 pages typical)
Executive Summary (1-2 pages)
Company overview and mission
Problem and solution
Market opportunity (TAM, SAM, SOM)
Business model and revenue streams
Competitive advantage
Financial highlights (3-year projections)
Funding ask and use of funds
Write this LAST (summarize entire plan)
Company Description (2-3 pages)
Company history and background
Legal structure (LLC, C-corp, etc.)
Location and facilities
Mission, vision, values
Key milestones achieved
Current stage (pre-revenue, early revenue, growth)
Products & Services (3-5 pages)
Detailed product/service descriptions
Features and benefits
Intellectual property (patents, trademarks)
Product roadmap and R&D
Pricing strategy
Competitive positioning
Market Analysis (5-7 pages)
Industry overview and trends
Target market definition
Market size (TAM, SAM, SOM)
Customer segments and personas
Market trends and drivers
Regulatory environment
Competitive Analysis (3-4 pages)
Direct and indirect competitors
Competitive landscape matrix
Strengths and weaknesses analysis
Competitive advantages (moats)
Barriers to entry
Marketing & Sales Strategy (4-5 pages)
Go-to-market strategy
Marketing channels and tactics
Sales process and methodology
Customer acquisition strategy
Customer retention strategy
Pricing and positioning
Operations Plan (3-4 pages)
Production/service delivery process
Suppliers and vendors
Facilities and equipment
Technology and systems
Quality control
Scalability plan
Management Team (2-3 pages)
Organizational structure
Leadership team bios
Key advisors and board members
Talent acquisition plan
Compensation philosophy
Financial Projections (5-7 pages)
Income statement (3-5 year projections)
Cash flow statement
Balance sheet
Key assumptions
Break-even analysis
Unit economics
Funding Request (2-3 pages)
(if raising capital)
Amount seeking
Use of funds (detailed breakdown)
Type of funding (equity, debt, convertible note)
Terms sought
Exit strategy
Appendix
Detailed financials
Market research data
Product specs
Letters of intent from customers
Resumes of key team members
Workflow 2: Market Analysis & Sizing
Validate market opportunity with data
Market Segmentation
TAM (Total Addressable Market)
Total market demand
Example: All email marketing software globally = $5B
SAM (Serviceable Addressable Market)
Market you can serve
Example: Email marketing for SMBs in US = $1B
SOM (Serviceable Obtainable Market)
Market you can capture
Example: Realistic 5% market share = $50M
Market Research Methods
Primary Research
Surveys, interviews, focus groups
Secondary Research
Industry reports (Gartner, Forrester, IBISWorld)
Competitive Analysis
Competitor revenue estimates, market share
Government Data
Census, industry statistics
Trade Associations
Industry reports and benchmarks
Customer Segmentation
Define 2-3 target customer segments
Create detailed personas:
Demographics (age, income, location, role)
Psychographics (values, motivations, pain points)
Behavior (buying patterns, media consumption)
Needs and goals
Quantify each segment size and value
Market Trends
Growth rate and trajectory
Technology disruptions
Regulatory changes
Demographic shifts
Macro-economic factors
Workflow 3: Financial Projections & Modeling
Build credible 3-5 year financial forecasts
Revenue Model
Choose appropriate model for your business:
SaaS
MRR × # of customers
E-commerce
Units sold × Average order value
Marketplace
GMV × Take rate
Freemium
Free users × Conversion rate × ARPU
Service
Billable hours × Hourly rate × Utilization
Revenue Projections
Start with bottom-up model:
Month 1: X customers at $Y/month = $Z
Assume X% MoM growth
Project 36-60 months forward
Validate with top-down:
If capturing 1% of $1B market = $10M (achievable?)
Build multiple scenarios: Conservative, Base, Optimistic
Cost of Goods Sold (COGS)
Direct costs tied to revenue
Variable costs that scale with sales
Examples: Hosting, payment processing, manufacturing, shipping
Calculate gross margin % (Revenue - COGS) / Revenue
Target gross margins by industry:
SaaS: 75-90%
E-commerce: 30-50%
Services: 50-70%
Operating Expenses
Salaries & Benefits
Headcount plan × average salary
Marketing & Sales
CAC × new customers, campaigns
Rent & Facilities
Office space, utilities
Software & Tools
SaaS subscriptions, licenses
Professional Services
Legal, accounting
R&D
Product development, engineering
Model month-by-month for Year 1, quarterly for Years 2-3
Cash Flow Projections
Starting Cash
+ Revenue collected (consider payment terms: Net 30)
- COGS paid
- Operating expenses paid
- CapEx (equipment, buildout)
= Ending Cash
Identify cash flow gaps (when do you run out of cash?)
Determine funding needed to reach profitability or next milestone
Key Metrics to Calculate
Break-even point
When revenue = total costs
Burn rate
Monthly cash spent
Runway
Months of cash remaining
CAC
Customer acquisition cost
LTV
Customer lifetime value
LTV:CAC ratio
(target: 3:1 or higher)
Payback period
Months to recover CAC
Rule of 40
(Growth rate % + Profit margin %) ≥ 40 (for SaaS)
Workflow 4: Competitive Analysis
Understand competitive landscape and differentiation
Competitor Identification
Direct Competitors
Same product, same market
Indirect Competitors
Different solution to same problem
Future Competitors
Adjacent players who could enter
Identify top 5-10 competitors to analyze
Competitive Matrix
Create table comparing you vs. competitors on:
Product features
Pricing
Target market
Distribution channels
Strengths and weaknesses
Market share/revenue (estimated)
Competitive Advantages (Moats)
Identify sustainable advantages:
Technology
Proprietary technology, patents
Network Effects
Value increases with users
Brand
Strong brand recognition and loyalty
Switching Costs
Hard for customers to leave
Scale
Cost advantages from size
Data
Proprietary data that improves product
Distribution
Unique access to customers
Barriers to Entry
What prevents new competitors from entering?
High capital requirements
Regulatory hurdles
Existing customer relationships
Intellectual property protection
Economies of scale
Workflow 5: Go-to-Market Strategy
Define how you'll acquire and retain customers
Customer Acquisition
Marketing Channels
:
Inbound: SEO, content marketing, social media
Outbound: Cold email, cold calling, ads
Partnerships: Channel partners, integrations, affiliates
Events: Trade shows, conferences, webinars
For each channel, estimate:
Cost per lead
Conversion rate
CAC
Sales Process
Sales Motion
Self-serve, inside sales, field sales
Sales Cycle Length
Days from lead to close
Average Deal Size
Typical contract value
Sales Funnel
:
Leads → MQLs → SQLs → Opportunities → Customers
Conversion rates at each stage
Pricing Model
Freemium, tiered, usage-based, custom
Customer Retention
Onboarding process
Customer success programs
Retention initiatives (loyalty programs, community)
Expansion opportunities (upsell, cross-sell)
Churn reduction targets
Unit Economics
CAC (Customer Acquisition Cost) = Sales & Marketing Spend / New Customers
LTV (Lifetime Value) = ARPU × Gross Margin % × (1 / Churn Rate)
LTV:CAC Ratio = LTV / CAC (target: 3:1 or higher)
CAC Payback = CAC / (ARPU × Gross Margin %) (target: <12 months)
Quick Reference
Action
Command/Trigger
Start business plan
"Create business plan outline"
Market sizing
"Calculate TAM/SAM/SOM for [market]"
Financial model
"Build 3-year financial projections"
Competitor analysis
"Analyze competitors in [industry]"
Unit economics
"Calculate CAC and LTV"
Break-even analysis
"When do we break even?"
Use of funds
"Create use of funds breakdown"
Executive summary
"Write executive summary"
SWOT analysis
"Create SWOT for [company]"
Pitch deck version
"Convert plan to pitch deck"
Best Practices
Writing Quality
Clear and concise
No jargon, easy to understand
Data-driven
Back claims with research and numbers
Realistic
Avoid over-optimistic projections
Compelling
Tell a story, not just facts
Visual
Use charts, graphs, tables (break up text)
Proofread
Typos undermine credibility
Financial Projections
Build bottom-up
Start with unit economics, build up
Conservative assumptions
Better to exceed expectations
Multiple scenarios
Show range of outcomes
Monthly detail Year 1
Quarterly Years 2-3
Document assumptions
Make it easy to update
Validate reasonability
Does market share seem achievable?
Market Analysis
Cite sources
Industry reports, research studies
Be specific
"SMB market" is too broad
Show growth
Investors want growing markets
Prove demand
Customer interviews, LOIs, waitlist
Realistic capture
Don't claim 50% market share in Year 2
Competitive Positioning
Honest assessment
Don't claim "no competition"
Differentiation
Clearly articulate your unique value
Sustainable advantages
Why can't competitors copy you?
Roadmap
How will you stay ahead?
Team Section
Highlight experience
Relevant backgrounds, past successes
Fill gaps
Acknowledge weaknesses, plan to hire
Advisors
Credible advisors add legitimacy
Commitment
Show team is full-time, invested
Plan Variations by Audience
Investor Business Plan
(VC/Angel):
Emphasize: Market size, growth potential, team, traction
Financial focus: Revenue growth, path to profitability (or next milestone)
Length: 20-30 pages
Tone: Bold, ambitious
Bank Loan Business Plan
:
Emphasize: Profitability, cash flow, collateral, repayment ability
Financial focus: Steady revenue, conservative projections
Length: 15-25 pages
Tone: Conservative, low-risk
Internal Strategic Plan
:
Emphasize: Objectives, initiatives, resource allocation
Financial focus: Budgets, ROI on initiatives
Length: 10-20 pages
Tone: Operational, detailed
Partnership Business Plan
:
Emphasize: Mutual benefits, market opportunity, integration plan
Financial focus: Revenue sharing, joint economics
Length: 10-15 pages
Tone: Collaborative
Common Pitfalls to Avoid
Hockey stick projections
Unrealistic exponential growth
Ignoring competition
Claiming "no competitors"
Weak team section
Lack of relevant experience
Vague market
"Everyone is our customer"
Missing use of funds
Not specifying how capital is spent
No traction
No validation, customers, or momentum
Overconfidence
Dismissing risks and challenges
Too long
50+ page plans don't get read
No executive summary
Readers need the highlights first
Ugly formatting
Poor design undermines professionalism Financial Projection Template (SaaS Example) Year 1 Monthly Projections: Month New MRR Total MRR Churn Net New MRR Customers COGS OpEx Profit Jan $5K $5K $0 $5K 10 $1K $30K -$26K Feb $7K $12K $200 $6.8K 24 $2K $32K -$22K Mar $10K $22K $400 $9.6K 44 $4K $35K -$17K ... ... ... ... ... ... ... ... ... Assumptions: ARPU: $500/month Churn: 2% monthly CAC: $1,000 Gross margin: 80% Initial team: 3 FTEs at $100K avg Key Metrics: Break-even month: Month 18 Runway: 24 months (with $500K seed funding) Year 3 ARR: $2.5M LTV:CAC: 4.2:1 Tools & Resources Business Planning Software: LivePlan: Guided templates, financials Enloop: Automated financial forecasting Bizplan: Drag-and-drop builder Financial Modeling: Excel/Google Sheets: Full control Causal: Modern financial modeling Finmark: SaaS-specific modeling Market Research: IBISWorld: Industry reports Statista: Market statistics Gartner/Forrester: Tech market research Census Bureau: Demographic data Examples & Templates: SBA.gov: Free templates and guides Sequoia Capital: Business plan template Y Combinator: Startup school resources
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