I want to plan or run my business.
Every question is optional. The ones marked Recommended matter most.
How to brief an AI to help plan or run a business
Use this form for strategy, operations, a marketing plan or a financial plan: whether to expand, how to fix a bottleneck, where to spend a budget. Choose the kind of help at the top. If you need the words themselves, such as a post or an email, use the writing form instead.
The common failure is advice that would fit any business. Google’s prompting guide for small businesses and startups reports that its most useful prompts average about 21 words and include context, while the prompts people try are usually under nine words.
Why the recommended questions matter
- Goal. Say what you are trying to achieve or decide. Google’s business examples state the goal outright, such as using a sale to bring in repeat customers.
- Your business. Google’s business templates name the type of business, the place and the audience; these turn textbook advice into advice for you.
- Situation. Say what is happening now and what you have already tried, so the AI does not suggest it again. OpenAI’s guide to deep research tells its prompt rewriter to include every detail the user gives.
- Constraints. Give the limits any plan must respect, with the reason. Google’s examples add constraints such as not always wanting to offer discounts, and Anthropic’s prompting guide says that a reason attached to a rule lets the AI apply it sensibly to cases you did not foresee.
- Deliverable. Say what you want back and who it is for.
If you already lean toward an answer, add “Your hunch”. The form asks the AI to make the strongest case against it, because Anthropic’s research on sycophancy found that AI assistants tend to agree with the user.
A worked example
A family bakery weighs a second shop. With “Operations” chosen, the form composes:
I need help with this business goal: Decide whether to open a second location within 12 months.
<context>
Kind of help: Operations
The business: Family bakery in Boise, 6 staff, 4 years open, mostly walk-in trade.
What's happening now, and what I've tried: Queues out the door at weekends; tried pre-orders; staff can't keep up.
</context>
<task>
Success means: The second shop breaks even within 9 months.
</task>
<constraints>
Limits the plan must respect: At most $150k, because we can't take on debt.
</constraints>
<output_format>
What I want back, and for whom: A 90-day plan with weekly steps, for me and my co-owner.
</output_format>
Today's date is November 10, 2026. If the information here is not enough to answer well, say so and tell me what you would need. If something missing would materially change the result, ask me up to 3 short questions first. Otherwise proceed and state your assumptions.
What the form adds for you
It gives the AI today’s date (Google’s prompting guide advises telling the model what year it is), and asks it to say what is missing rather than guess.