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 plans uses the AI credits already included in your plan, so 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.