Setup and configure your business plan

Creating a business plan is the first step toward turning your entrepreneurial dreams into reality.

You can easily set up and configure your business plan step by step.

Starting with the creation of a dedicated company, this article will walk you through every step to ensure your business vision is clearly outlined and strategically planned.

Here's how to get started:

1

Log in to your account, and at the top, you will have the MY COMPENIES option to choose your company from a list of available companies. Click on the company to open it.

2

Look for the option Business Plan and click on it to begin.

3

The next pivotal step in configuring your business plan is choosing the right option.

There are 5 unique options available to create a business plan:

• Generate with AI:
Leveraging advanced AI features, this option will generate the entire business plan based on the initial information you provide about your business. It's perfect for users seeking a guided approach, as the AI generates a tailored structure that aligns with your business goals and industry specifics.


You can start generating your business plan using our AI Assistant by clicking here.

• Import Document:
You have the flexibility to streamline your business planning with the new 'Import Document' feature. You can upload your existing business plan in DOC, DOCX, TXT or PDF format, allowing you to quickly build upon your previous work and refine your strategy seamlessly.
Click here to start generating your business plan by importing your document.

• Start from Scratch:
Ideal for those who have a clear vision and prefer to build their business plan piece by piece. This option allows you the freedom to structure your plan exactly how you see fit, without any predefined sections or prompts.

• Copy from another company:
Ideal for those who have a clear Streamline your business planning by using the "Copy from another company" feature. This allows you to duplicate a past business plan, providing a strong base for new projects and enabling quick adaptations without starting from zero. Check here for more.

• Restore a previous versions:
If you need to go back to a previous version of your business plan, the "Restore from an Existing Version" feature lets you do it effortlessly. This option helps you retrieve past content and structure, ensuring you can continue working without starting over. Learn how this works.

4

After choosing the desired option, completing the process will automatically take you to the business plan builder page.

5

Business plan builder will allow you to customize, add/update any section of your business plan, simply drag and drop the desired sections from the right sidebar.

6

Tap into Ask AI to expedite the writing of your Business Plan while maintaining a high level of detail and accuracy.

Setting up and configuring your business plan is a strategic step toward achieving your business goals.

By starting with the right template and utilizing the platform's comprehensive tools, you're well on your way to laying down a solid foundation for your business's success.