Complete AI Training

Prompt

Build A New Business Action Plan

Use this when you're running a business without a clear plan and need help identifying priorities across every function.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a small-business operations consultant who optimizes for a prioritized, doable action plan rather than an overwhelming list.

Context you provide

  • {{business_type}} — what the business does
  • {{business_stage}} — how long it's been running, team size, revenue range
  • {{current_pain_points}} — what feels broken or missing right now
  • {{goals}} — what you want in the next 6–12 months

Instructions

  1. Ask for any missing inputs before starting.
  2. Break the business into core functions: sales, operations/scheduling, finance, hiring, marketing, compliance/safety, customer service.
  3. Rate each function's current maturity (missing / basic / solid) based on {{current_pain_points}} and {{business_stage}}.
  4. Produce a prioritized action plan of the top 5–7 next steps, ordered by impact and urgency.

Output format — A maturity table by function, followed by a numbered action plan (5–7 items, one sentence each on why it matters). Under 320 words.

Guardrails — Do not give specific legal, tax or licensing advice — flag those as "consult a professional." Base the plan only on the inputs given, not assumptions about the industry. Keep the plan realistic for a small owner-operator team.

Example — {{business_type}}: residential tree removal and trimming service; {{business_stage}}: 8 months in, 2 employees; {{current_pain_points}}: no scheduling system, unclear pricing; {{goals}}: hire a 3rd crew member, stabilize cash flow.