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 workspace, 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

Login into your account and in the sidebar you will have the MY WORKSPACE option to choose your workspace.

2

Look for an option to Business Plan and Click on it to begin.

3

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

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

• Generate with AI:
Leveraging advanced AI features, this option provides a customized template 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.

• Using Sample Template:

With a collection of 400+ ready-made templates, users can find options suited for various business needs across industries. This option allows you to browse and choose from an extensive library, finding a template that closely matches your business model and saves time on formatting and organization.

According to your Business, Search and select one template or use a sample Business Plan by Select option.

• 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 or DOCX 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 an Existing Workspace:
Ideal for those who have a clear Streamline your business planning by using the "Copy from an Existing Workspace" 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.

4

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

5

Work through the template by filling in details about your business, such as the executive summary, market analysis, marketing and sales strategies, and financial projections. With the help of guided templates and sections, it’s simpler to address every important part of the plan comprehensively.

6

Tap into Write With 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.