Plan Assistant
Helps you build and strengthen your business plan. Ask questions about structure, executive summary, market analysis, and what lenders or investors look for in each section — using your business type and city as context.
Business plan questions, answered with your context.
Plan Assistant reads your business type, city, and stage before answering — so responses are specific to your situation, not generic advice.
See the kinds of answers you get.
"What should my executive summary include for a coffee shop?"
Returns a tailored outline: a one-paragraph business description, the market opportunity in your city, your target customer profile, your key competitive advantage, and a summary of your financial projections. Notes the common mistake of leading with the team before the market.
"How do I write the market analysis for a freelance design business?"
Breaks the section into three parts: total addressable market (how many potential clients in your niche), your specific target segment (industry, company size, budget range), and competitive landscape (direct competitors, pricing, and the positioning gap you fill).
"What do SBA lenders look for in a business plan?"
Returns the SBA checklist: a clear executive summary with repayment plan, realistic 24-month projections with sourced assumptions, a market analysis that shows real demand, an operations section that shows you can deliver, and a team section that shows relevant experience. Notes that lenders read financials and the executive summary first.
When to consult a professional.
Plan Assistant recommends a business plan consultant or SCORE mentor for investor-grade plans targeting Series A funding or above, highly regulated industries requiring specialized market analysis, and complex multi-location or franchise structures. The Assistant will tell you directly when a question needs a specialist and what kind of professional to look for.
Five more Assistants included.
All six use your business context — type, city, stage, plan — so answers stay specific to your situation across every step of your launch.
Frequently asked questions
Yes. It uses your business type, city, stage, and whatever is already in your plan as context before answering. A coffee shop owner in Austin and a freelance designer in Seattle get different answers to the same question.
Yes. You can ask it to rewrite or improve any section. It will generate a revised version you can copy into your plan or apply directly.
Yes. All six Assistants are included in the $20 per month or $200 per year BossWorks subscription. No add-ons required.
Start building your business plan.
Plan Assistant is included in every BossWorks account. Describe your idea and get started in minutes.