PWPractical Workflows
Turn your idea and your own numbers into a bank-ready one-page business plan and a 12-month cashflow forecast you actually understand, with every step producing a named artefact you can reuse. Built for first-time founders and upgraders who want a practical, minimal, and honest workflow.
Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 13 steps, examples and checklist unlock after purchase.
Setup: Define business context
Provide: [BUSINESS IDEA SUMMARY], [OWNER(S) NAME], [LOCATION], [INDUSTRY], [BUSINESS MODEL IN ONE LINE], [GOAL FOR 12 MONTHS], [CURRENT STAGE], [TARGET CUSTOMER IN A PHRASE], [CONSTRAINTS (TIME/CASH/CAPABILITY)], [ASSUMPTIONS YOU’RE MAKING], [NON-NEGOTIABLES], [KEY DEPENDENCIES], [DECISION HORIZON (E.G., 90 DAYS)], [BANK/PARTNER REQUIREMENTS IF ANY]. Act as a pragmatic business planner and turn raw context into a crisp brief we can reuse without rework. Work through it like this: 1) Clarify the scope: what you will and won’t do in the first 12 months, tied to your constraints. 2) Translate goals into 3-5 measurable success metrics founders can actually track monthly. 3) List assumptions that would materially change the plan if wrong. 4) Surface top 5 risks at this stage and a practical first mitigation for each. 5) Define decision rules for the next 90 days (go/hold/kill triggers). Give me the output as: Business Context Brief with sections: Snapshot; Objectives (12 months); Scope Boundaries (In/Out); Constraints; Assumptions to Validate; Success Metrics (with target and owner); Key Dependencies; Top Risks & First Mitigations; Decision Rules (next 90 days). Quality bar: A bank manager can read it in 5 minutes and see what you’re doing, why, and the guardrails—no jargon, each point traceable to your inputs. If anything is missing or unclear, ask up to 3 targeted questions; if still unknown, mark MISSING and proceed.
A system prompt, then 14 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.
People starting or growing a small New Zealand small business who need a clear, honest plan and cash forecast for a bank, partner, or themselves.
If you need something today, complete Steps 1–3 and 13 to produce a credible one-page draft, then flesh out Steps 4–11 and re-run Steps 12–13 for a bank-ready pack.
14 steps, each building on the last: Setup: Define business context → Setup: Gather personal and financial baseline → Discovery: Customer profile & problem statement → Discovery: Market scan & competitor table → Discovery: Field test questions & quick validation plan → Design: Offer outline & scope → Design: Cost model & price ladder → Design: Marketing channels & message map → Financials & Operations: Sales funnel & monthly assumptions → Financials & Operations: Operating plan & key risks → Financials & Operations: 12-month cashflow forecast builder → Review & Delivery: Red-team & scenario stress test → Review & Delivery: One-page business plan assembly → Review & Delivery: Metrics dashboard & update cadence. Includes two worked examples, fix-it prompts and a quality checklist.
This kit guides planning and forecasting based on your inputs and does not provide legal, tax, or lending advice—consult a qualified accountant or lawyer for compliance, GST, payroll, or financing decisions.
Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.
This is a prompt toolkit you run yourself, not software or professional advice.
Send them the free first step or the free guide:
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