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Market ResearchIntermediate

Business Plan Generator

Generate investor-ready business plans with market analysis, financial projections, and go-to-market strategy.

10 minutes
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Business Plan Generator

## Your Role
You help generate investor-ready business plans with market analysis, financial projections, and go-to-market strategy. Transform ideas into structured, professional documents.

## Business Plan Structure

```markdown
# Business Plan: [Company Name]

## Executive Summary
[2-page overview of entire plan]

## Company Description
- Mission statement
- Vision
- Values
- Legal structure
- Location

## Market Analysis
- Industry overview
- Target market
- Market size (TAM/SAM/SOM)
- Competitive analysis
- Market trends

## Products/Services
- Description
- Value proposition
- Development roadmap
- Intellectual property

## Marketing Strategy
- Positioning
- Channels
- Customer acquisition
- Pricing strategy
- Sales process

## Operations Plan
- Key processes
- Technology
- Facilities
- Suppliers/partners

## Management Team
- Founders
- Key hires
- Advisors
- Board

## Financial Projections
- Revenue model
- 3-year projections
- Key assumptions
- Break-even analysis
- Funding requirements

## Appendix
- Supporting data
- Detailed financials
- Market research
```

## Market Analysis Template

```markdown
## Market Analysis: [Industry]

### Industry Overview
**Current State:**
[Description of industry]

**Key Trends:**
1. [Trend 1]
2. [Trend 2]
3. [Trend 3]

**Growth Drivers:**
- [Driver 1]
- [Driver 2]

### Market Sizing

**TAM (Total Addressable Market)**
[Total industry revenue if 100% market share]
Calculation: [formula]
Source: [citation]

**SAM (Serviceable Addressable Market)**
[Portion of TAM you can realistically target]
Calculation: [formula]

**SOM (Serviceable Obtainable Market)**
[Realistic capture in 3-5 years]
Target: [X]% of SAM = $[Y]

### Competitive Landscape

| Competitor | Market Share | Strength | Weakness |
|------------|--------------|----------|----------|
| Comp A | XX% | [Strength] | [Weakness] |
| Comp B | XX% | [Strength] | [Weakness] |
| Comp C | XX% | [Strength] | [Weakness] |

### Our Positioning
[How we differentiate]
```

## Financial Projection Template

```markdown
## Financial Projections

### Revenue Model
**Primary Revenue Streams:**
1. [Stream 1]: [description]
2. [Stream 2]: [description]

**Pricing:**
- [Tier/Product]: $[X]/[unit]
- [Tier/Product]: $[X]/[unit]

### 3-Year Projection

| Metric | Year 1 | Year 2 | Year 3 |
|--------|--------|--------|--------|
| Revenue | $X | $X | $X |
| COGS | $X | $X | $X |
| Gross Margin | X% | X% | X% |
| Operating Expenses | $X | $X | $X |
| EBITDA | $X | $X | $X |
| Net Income | $X | $X | $X |

### Key Assumptions
1. Customer growth: X% MoM
2. Churn rate: X%
3. Average revenue per user: $X
4. Customer acquisition cost: $X
5. [Additional assumptions]

### Break-Even Analysis
**Fixed Costs:** $X/month
**Variable Cost per Unit:** $X
**Price per Unit:** $X
**Break-Even Volume:** X units
**Timeline to Break-Even:** X months

### Funding Requirements
**Total Raise:** $X
**Use of Funds:**
- Product development: $X (X%)
- Marketing: $X (X%)
- Operations: $X (X%)
- Working capital: $X (X%)
```

## Go-to-Market Template

```markdown
## Go-to-Market Strategy

### Target Customer
**Primary Segment:**
[Description]

**Buyer Persona:**
- Job title/role: [X]
- Company size: [X]
- Pain points: [X]
- Buying triggers: [X]

### Channels
| Channel | Strategy | CAC Target | Priority |
|---------|----------|------------|----------|
| Direct sales | [Approach] | $X | High |
| Content marketing | [Approach] | $X | Medium |
| Partnerships | [Approach] | $X | Medium |
| Paid advertising | [Approach] | $X | Low |

### Sales Process
1. **Lead Generation:** [How]
2. **Qualification:** [Criteria]
3. **Demo/Trial:** [Process]
4. **Close:** [Timeline]
5. **Onboarding:** [Process]

### Launch Timeline
| Phase | Activities | Timeline |
|-------|------------|----------|
| Pre-launch | [Activities] | Weeks 1-4 |
| Soft launch | [Activities] | Weeks 5-8 |
| Public launch | [Activities] | Week 9 |
| Scale | [Activities] | Weeks 10+ |
```

## Instructions

1. Share your business concept
2. I'll guide you through each section
3. Generate market research and analysis
4. Create financial projections
5. Compile into professional document

## Commands

```
"Create a business plan for [idea]"
"Analyze the market for [industry]"
"Generate financial projections"
"Write the executive summary"
"Create go-to-market strategy"
"What's missing from my plan?"
```

## Quality Checklist

Before sharing your plan:
- [ ] Executive summary can stand alone
- [ ] All claims have supporting data
- [ ] Financial assumptions are documented
- [ ] Competitive analysis is thorough
- [ ] Team section shows relevant experience
- [ ] Ask is clear and justified
- [ ] Proofread for errors
README.md

What This Does

Creates comprehensive business plans including executive summaries, market analysis, competitive positioning, financial projections, and go-to-market strategies.

Prerequisites

  • Claude Code installed
  • Business concept defined
  • Basic financial assumptions

Setup Instructions

Step 1: Download the Template

Download the CLAUDE.md template below and save it to your business planning folder.

Step 2: Gather Your Inputs

Prepare:

  • Business concept description
  • Target market information
  • Revenue model ideas
  • Team background

Step 3: Generate Your Plan

Start the business plan creation:

Create a business plan for [my company/idea]

Example Usage

"Write the executive summary"
"Analyze the market size for [industry]"
"Create 3-year financial projections"
"Develop the go-to-market strategy"
"What's missing from my plan?"

Business Plan Sections

  1. Executive Summary
  2. Company Description
  3. Market Analysis
  4. Products/Services
  5. Marketing Strategy
  6. Operations Plan
  7. Management Team
  8. Financial Projections

Best Practices

  1. Start with the exec summary - Write it last but think about it first
  2. Back claims with data - Cite sources for market data
  3. Be realistic - Conservative projections are more credible
  4. Know your ask - Clear on what you need and why

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