sales-bizplanbuilder

Name: sales-bizplanbuilder
Author: sales-skills

86stars9forks

How to install sales-bizplanbuilder?

sales-skills/sales/sales-bizplanbuilder

$npx -y skills add sales-skills/sales --skill sales-bizplanbuilder

Installs into the current project.

Summary

BizPlanBuilder (businesspowertools.com) platform help — the long-established, spreadsheet-native business-planning suite: guided plan templates with editable pro-written boilerplate, deep Excel financial models (multi-year projections, financial-ratio industry benchmarking, busin

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SKILL.md

1	# BizPlanBuilder Platform Help
2
3	BizPlanBuilder (businesspowertools.com, by Business Power Tools) is the **long-established,
4	spreadsheet-native** business-planning suite — one of the original business-plan template products,
5	now cloud-based with AI assistance bolted on. Its edge in a crowded cluster of AI plan generators:
6	it pairs guided templates with editable, pro-written boilerplate (you edit proven language rather
7	than accept an AI's from-scratch draft) and real, customizable Excel financial models you own and
8	control — multi-year projections, financial-ratio industry benchmarking, business valuation,
9	cap table, and what-if/sensitivity analysis — plus a pitch deck, a built-in CRM, a
10	secure investor data room, team collaboration (multi-user, section check-out/check-in,
11	comments), and a bundle of legal/HR templates (LLC/corp formation, contracts, policy manuals).
12	Sold monthly, annual, or one-time lifetime, with a Windows desktop version alongside the cloud
13	app. It's UI-only — no public API; data leaves as Excel / Word / PDF / PowerPoint files.
14
15	## Step 1 — Gather context
16
17	If `references/learnings.md` exists, read it first for accumulated platform knowledge.
18
19	Ask only what you can't infer from the user's prompt:
20
21	1. Where are you? (a) writing/editing a plan or the Excel financial model, (b) making a plan
22	investor- or lender-ready (valuation, ratios, cap table), (c) deciding monthly vs annual vs
23	lifetime, or cloud vs Windows desktop, (d) collaborating with a team / sharing via the data
24	room, (e) asking whether it has an API/export/integration.
25	2. What stage is the business? (just an idea, have a rough plan, prepping a bank/SBA loan or an
26	investor round) — decides whether the financial model + valuation + data room matter or a lean plan
27	is enough.
28	3. What evidence do you have so far — a hunch, an AI score, a landing page, a waitlist, or someone
29	offered to pay? (Frames whether a polished plan is the right next step or a demand test is.)
30
31	Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
32
33	## Step 2 — Route or answer directly
34
35	BizPlanBuilder is one planning tool. Much of what a founder needs is tool-agnostic — route it:
36
37	\| The user's real question \| Route to \|
38	\|---\|---\|
39	\| Should I trust this plan? How do I actually validate the idea? Comparing plan/validator tools to pick one \| `/sales-idea-validation` \|
40	\| Build the smoke-test / fake-door landing page the demand test runs on \| `/sales-funnel` \|
41	\| Grow a pre-launch waitlist and capture signups \| `/sales-audience-growth` \|
42	\| Reddit-based real-demand signal to cross-check the plan's market assumptions \| `/sales-trendseeker` \|
43
44	When routing, give the exact command: "This is a validation-method question — run: `/sales-idea-validation {the user's original question}`"
45
46	Answer directly only for BizPlanBuilder-specific mechanics (the template + boilerplate workflow,
47	the Excel financial model / ratios / valuation / cap table, the CRM, the investor data room, team
48	collaboration, plan tiers, cloud vs desktop, exports, "does it have an API").
49
50	## Step 3 — BizPlanBuilder platform reference
51
52	Read `references/platform-guide.md` for the full reference — the module list with what's editable
53	vs export-only, the Excel financial model (34 ratios, 3 valuation approaches, cap table, sensitivity
54	analysis), the CRM and investor data room, collaboration, the legal/HR template bundle, pricing tiers
55	(monthly / annual / lifetime, team add-ons, cloud vs Windows), the export formats, and the (absent)
56	automation surface.
57
58	Answer using only the relevant section — don't dump the whole guide.
59
60	## Step 4 — Actionable guidance
61
62	- **A fundable plan is a document, not validate

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sales-bizplanbuilder

86stars9forks

View on GitHub

How to install sales-bizplanbuilder?

sales-skills/sales/sales-bizplanbuilder

$npx -y skills add sales-skills/sales --skill sales-bizplanbuilder

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# BizPlanBuilder Platform Help
2
3	BizPlanBuilder (businesspowertools.com, by Business Power Tools) is the **long-established,
4	spreadsheet-native** business-planning suite — one of the original business-plan template products,
5	now cloud-based with AI assistance bolted on. Its edge in a crowded cluster of AI plan generators:
6	it pairs guided templates with editable, pro-written boilerplate (you edit proven language rather
7	than accept an AI's from-scratch draft) and real, customizable Excel financial models you own and
8	control — multi-year projections, financial-ratio industry benchmarking, business valuation,
9	cap table, and what-if/sensitivity analysis — plus a pitch deck, a built-in CRM, a
10	secure investor data room, team collaboration (multi-user, section check-out/check-in,
11	comments), and a bundle of legal/HR templates (LLC/corp formation, contracts, policy manuals).
12	Sold monthly, annual, or one-time lifetime, with a Windows desktop version alongside the cloud
13	app. It's UI-only — no public API; data leaves as Excel / Word / PDF / PowerPoint files.
14
15	## Step 1 — Gather context
16
17	If `references/learnings.md` exists, read it first for accumulated platform knowledge.
18
19	Ask only what you can't infer from the user's prompt:
20
21	1. Where are you? (a) writing/editing a plan or the Excel financial model, (b) making a plan
22	investor- or lender-ready (valuation, ratios, cap table), (c) deciding monthly vs annual vs
23	lifetime, or cloud vs Windows desktop, (d) collaborating with a team / sharing via the data
24	room, (e) asking whether it has an API/export/integration.
25	2. What stage is the business? (just an idea, have a rough plan, prepping a bank/SBA loan or an
26	investor round) — decides whether the financial model + valuation + data room matter or a lean plan
27	is enough.
28	3. What evidence do you have so far — a hunch, an AI score, a landing page, a waitlist, or someone
29	offered to pay? (Frames whether a polished plan is the right next step or a demand test is.)
30
31	Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
32
33	## Step 2 — Route or answer directly
34
35	BizPlanBuilder is one planning tool. Much of what a founder needs is tool-agnostic — route it:
36
37	\| The user's real question \| Route to \|
38	\|---\|---\|
39	\| Should I trust this plan? How do I actually validate the idea? Comparing plan/validator tools to pick one \| `/sales-idea-validation` \|
40	\| Build the smoke-test / fake-door landing page the demand test runs on \| `/sales-funnel` \|
41	\| Grow a pre-launch waitlist and capture signups \| `/sales-audience-growth` \|
42	\| Reddit-based real-demand signal to cross-check the plan's market assumptions \| `/sales-trendseeker` \|
43
44	When routing, give the exact command: "This is a validation-method question — run: `/sales-idea-validation {the user's original question}`"
45
46	Answer directly only for BizPlanBuilder-specific mechanics (the template + boilerplate workflow,
47	the Excel financial model / ratios / valuation / cap table, the CRM, the investor data room, team
48	collaboration, plan tiers, cloud vs desktop, exports, "does it have an API").
49
50	## Step 3 — BizPlanBuilder platform reference
51
52	Read `references/platform-guide.md` for the full reference — the module list with what's editable
53	vs export-only, the Excel financial model (34 ratios, 3 valuation approaches, cap table, sensitivity
54	analysis), the CRM and investor data room, collaboration, the legal/HR template bundle, pricing tiers
55	(monthly / annual / lifetime, team add-ons, cloud vs Windows), the export formats, and the (absent)
56	automation surface.
57
58	Answer using only the relevant section — don't dump the whole guide.
59
60	## Step 4 — Actionable guidance
61
62	- **A fundable plan is a document, not validate

People who liked this also viewed

6 picks

Type