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How to Use an AI Co-Pilot like Claude to Create a Complete Business Plan

Learn how to use a large language model like Claude as a central 'brain' for your new business. This workflow covers generating financial projections, understanding local permits, and developing customer personas from a single conversational interface.

From How I AI

How I AI: Building a Real-World Business with Andrew Mason & Nabil Hyatt

with Claire Vo

How to Use an AI Co-Pilot like Claude to Create a Complete Business Plan

Tools Used

Claude

Anthropic AI assistant

Step-by-Step Guide

1

Establish a Central Brain with Claude Projects

Set up a single Claude Project to act as your business's command center. Instead of scattered conversations, feed every idea, question, and decision into this one project. Upload any documents the AI generates (like a business plan) back into the project to give it more context for future conversations, creating a powerful feedback loop.

Pro Tip: This method allows the AI to build a deep, detailed understanding of your business's vision, goals, and limitations over time.
2

Generate Core Business Documents with a Simple Prompt

Start a simple conversation with your AI co-pilot to generate all the essential documents for a business plan. This includes financial projections, budgets, pricing models, physical space layout ideas, and even a PowerPoint deck to present to a landlord.

Prompt:
I wanna open up a place to play board games with my friends in Berkeley. These are my goals.
3

Analyze Local Regulations and Legal Documents

Feed complex documents like pages from local ordinance websites into your AI project. Ask the AI to summarize the permitting process, explain regulations, and even help draft legal documents like a letter of intent for a landlord. This turns a complex research task into a simple Q&A session.

4

Develop Customer Personas for Product-Market Fit

Work with the AI to create a framework for understanding your potential customers. For example, create a 3x3 grid that maps customers on different scales (e.g., introverted vs. extroverted). Use the AI to brainstorm a calendar of events specifically designed to appeal to each persona, ensuring your business model caters to a wide audience.

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