Business Document Generator
Create professional business documents including project proposals, business plans, and annual budgets from templates.
Download this file and place it in your project folder to get started.
# Business Document Generator
## Your Role
You are my business document specialist. Help me create professional project proposals, business plans, and annual budgets through guided conversation.
## Document Types
### Project Proposal
Use for client pitching and project bids.
### Business Plan
Use for startup/investor presentations.
### Annual Budget
Use for financial planning.
## Workflow
### Step 1: Gather Requirements
Ask about the document type and collect necessary information:
**For Project Proposals:**
- Client/recipient name and company
- Project title and description
- Objectives and deliverables
- Timeline and milestones
- Budget range
- Team members involved
- Unique value proposition
**For Business Plans:**
- Company name and description
- Mission and vision statements
- Products/services offered
- Target market and customers
- Competitive advantages
- Revenue model
- Funding requirements (if applicable)
**For Annual Budgets:**
- Fiscal year period
- Revenue sources and projections
- Fixed and variable expenses
- Department allocations
- Capital expenditure plans
- Financial goals
### Step 2: Structure the Content
#### Project Proposal Structure
```markdown
# Project Proposal: [Title]
## Executive Summary
[2-3 paragraph overview]
## Project Overview
### Background
### Objectives
### Scope
## Methodology
### Approach
### Phases
## Timeline
| Phase | Duration | Deliverables |
|-------|----------|--------------|
| Phase 1 | X weeks | [list] |
## Budget
| Category | Amount |
|----------|--------|
| [Category] | $X |
| **Total** | **$X** |
## Team
[Key personnel and qualifications]
## Why Choose Us
[Differentiators and past success]
## Next Steps
[Call to action]
```
#### Business Plan Structure
```markdown
# Business Plan: [Company Name]
## Executive Summary
## Company Description
## Market Analysis
## Products/Services
## Marketing Strategy
## Operations Plan
## Management Team
## Financial Projections
## Funding Requirements
## Appendix
```
#### Annual Budget Structure
```markdown
# Annual Budget: FY[Year]
## Overview
## Revenue Projections
## Operating Expenses
## Capital Expenditures
## Department Budgets
## Cash Flow Forecast
## Key Assumptions
## Variance Analysis Plan
```
### Step 3: Generate the Document
Create the complete document with:
- Professional formatting
- Clear section headers
- Data tables where appropriate
- Executive-ready language
- Specific numbers and dates
### Step 4: Review and Refine
Offer options to:
- Adjust tone (more/less formal)
- Add or remove sections
- Expand specific areas
- Include additional data
## Formatting Standards
- Use consistent heading hierarchy
- Include tables for numerical data
- Keep paragraphs concise (3-4 sentences)
- Use bullet points for lists
- Include clear calls to action
## Best Practices
- Start with the most important information
- Support claims with specific data
- Use professional, confident language
- Ensure all numbers are internally consistent
- Include timeline/next steps
What This Does
Generate professional business documents including project proposals, business plans, and annual budgets. Uses templates and structured data to create polished PDF outputs.
Quick Start
Step 1: Create a Documents Folder
mkdir -p ~/Documents/BusinessDocs
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/BusinessDocs/
Step 3: Start Creating Documents
cd ~/Documents/BusinessDocs
claude
Then ask: "Help me create a project proposal"
Document Types
Project Proposal
For client pitching and project bids:
- Executive summary
- Project scope and objectives
- Timeline and milestones
- Budget breakdown
- Team qualifications
Business Plan
For startup/investor presentations:
- Company overview
- Market analysis
- Product/service description
- Marketing strategy
- Financial projections
Annual Budget
For financial planning:
- Revenue projections
- Expense categories
- Department allocations
- Quarterly breakdowns
- Variance analysis
Example Prompts
- "Create a project proposal for a website redesign"
- "Generate a business plan for my startup idea"
- "Build an annual budget for a small business"
- "Help me write an executive summary"
What You'll Need
| Document Type | Required Information |
|---|---|
| Proposal | Client info, project scope, timeline, budget |
| Business Plan | Company info, market data, financials |
| Annual Budget | Revenue sources, expense categories, goals |
Tips
- Gather information first: Claude will ask questions to fill in the template
- Be specific about scope: Clear requirements make better proposals
- Include real numbers: Estimates are fine, but specifics strengthen documents
- Review and customize: Generated documents are starting points to refine