Generate a business plan
Open a deal and go to its Business Plan tab. The ultragent Plan Generator turns everything known about the deal into a clear, persuasive plan — complete with an executive summary, the customer's challenges, your proposed solution, the expected return, and a roadmap to get there.
- Open the deal and select the Business Plan tab.
- Click Generate Plan.
- Wait a few moments while ultragent builds your plan.
- Review the finished plan, presented as easy-to-read cards.
Tip
Want a particular emphasis? Open Customize Generation Prompt before you generate to steer what the plan focuses on — for example a stronger return-on-investment section or a specific stakeholder.
What the plan includes
- Executive summary: a crisp overview of the opportunity and why it matters.
- Customer situation: the challenges and goals driving the decision.
- Proposed solution: your approach and what sets it apart.
- Return and impact: the expected outcomes and value over time.
- Roadmap and next steps: the milestones that turn agreement into action.
Good to know
Generating a plan uses AI credits from your balance — there is nothing extra to set up.
Share it with a link
When your plan is ready, share it with your customer using a simple web link — no login required for them to view it. It opens as a clean, branded page they can read on any device and forward to colleagues.
- Open the plan you want to share.
- Click Share to create a shareable link.
- Click Copy to copy the link to your clipboard.
- Paste it into an email or message to your customer contact.
Tip
A shareable plan is the perfect leave-behind after a strong meeting — it lets your champion make the case to their team in your words.
How long does it take to generate a plan?
Just a few moments. Click Generate Plan and ultragent assembles a polished, ready-to-read plan from everything known about the deal.
Can I change what the plan focuses on?
Yes. Use Customize Generation Prompt before generating to highlight the sections that matter most for this customer, such as return on investment or a specific stakeholder.
Is it ready to send straight to a customer?
Yes. The plan opens as a clean, branded page that looks professional on any device, so you can share it with confidence as a leave-behind.
Does my customer need an account to view it?
No. Anyone with the link can open the plan in their browser, on any device, and forward it to colleagues.
Can I update the plan later?
Yes. Generate a fresh plan whenever the deal evolves, and your shared page reflects the latest version.