sales-bizplanbuilder

name	sales-bizplanbuilder
description	BizPlanBuilder (businesspowertools.com) platform help — the long-established, spreadsheet-native business-planning suite: guided plan templates with editable pro-written boilerplate, deep Excel financial models (multi-year projections, financial-ratio industry benchmarking, business valuation, cap table, what-if/sensitivity analysis), a pitch deck, a built-in CRM, an investor data room, and team collaboration; sold monthly, annual, or one-time lifetime, plus a Windows desktop app. Use when writing or editing a plan or financial model in BizPlanBuilder, making a plan investor- or lender-ready, running the valuation or ratio benchmarking, exporting the model to Excel or the plan to Word/PDF/PowerPoint, choosing monthly vs annual vs lifetime or cloud vs desktop, or asking whether it has an API to automate or export. UI-only, no public API. Do NOT use for comparing business-plan or idea-validation tools to pick one (use /sales-idea-validation) or building the smoke-test landing page (use /sales-funnel).
argument-hint	[describe what you need help with in BizPlanBuilder]
license	MIT
version	1.0.0
tags	["sales","idea-validation","platform"]

BizPlanBuilder Platform Help

BizPlanBuilder (businesspowertools.com, by Business Power Tools) is the long-established, spreadsheet-native business-planning suite — one of the original business-plan template products, now cloud-based with AI assistance bolted on. Its edge in a crowded cluster of AI plan generators: it pairs guided templates with editable, pro-written boilerplate (you edit proven language rather than accept an AI's from-scratch draft) and real, customizable Excel financial models you own and control — multi-year projections, financial-ratio industry benchmarking, business valuation, cap table, and what-if/sensitivity analysis — plus a pitch deck, a built-in CRM, a secure investor data room, team collaboration (multi-user, section check-out/check-in, comments), and a bundle of legal/HR templates (LLC/corp formation, contracts, policy manuals). Sold monthly, annual, or one-time lifetime, with a Windows desktop version alongside the cloud app. It's UI-only — no public API; data leaves as Excel / Word / PDF / PowerPoint files.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask only what you can't infer from the user's prompt:

1. Where are you? (a) writing/editing a plan or the Excel financial model, (b) making a plan investor- or lender-ready (valuation, ratios, cap table), (c) deciding monthly vs annual vs lifetime, or cloud vs Windows desktop, (d) collaborating with a team / sharing via the data room, (e) asking whether it has an API/export/integration.
2. What stage is the business? (just an idea, have a rough plan, prepping a bank/SBA loan or an investor round) — decides whether the financial model + valuation + data room matter or a lean plan is enough.
3. What evidence do you have so far — a hunch, an AI score, a landing page, a waitlist, or someone offered to pay? (Frames whether a polished plan is the right next step or a demand test is.)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

BizPlanBuilder is one planning tool. Much of what a founder needs is tool-agnostic — route it:

The user's real question