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AI Quick Tips 106: Quick Prompt to Create a Financial Plan

AI Quick Tips

If you are finally going to start that business but you aren’t strong with the financial side, use an AI tool to get you started with the planning piece (you may also want to talk to or hire a finance professional at some point but baby steps…)  


Here is a prompt template that you can modify to fit your situation - 

Act as a business and finance expert with a combination of theoretical knowledge and practical experience

Outline a step-by-step process for creating a comprehensive financial plan for a new {TYPE OF BUSINESS} business, including monthly revenue projections, expense budgeting, and funding requirements for the first three years of operation.

Ask clarifying questions instead of making assumptions about information that is missing


Replace

  • {TYPE OF BUSINESS} - with the type of business that you are starting

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