The SBA-ready plan webinar was the first time someone walked through exactly what a loan officer flips to first. I spent three hours editing the next day and the plan looked like a different document.
Marcus Hill
Small business owner
Live Webinar · Wednesday, June 24, 2026 · 10:00 AM EST
Build a business plan that gets opened more than once (w/ AI)
Sixty minutes on what a usable business plan looks like in 2026, where AI genuinely helps, and where you still have to show up yourself.
Save My SeatFree · Live Q&A · Replay sent to every registrant
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What you'll walk away with
Sixty minutes, three clear takeaways you can use on your own draft the next morning.
A clear test for what 'good' looks like
Know what the four real readers (banker, investor, partner, future-you) actually look for, and how long each one spends with the doc.
An AI workflow that actually works
The three places AI gives you the biggest lift on a plan (research, breaking writing blocks, and proofreading) plus the prompts that make each one click.
The three sections AI gets wrong
Market analysis, operations, and financial assumptions. What a real reader expects to see, and what AI usually gives them instead.
The Agenda
What we'll cover in 60 minutes
The full session, broken down by minute. No filler.
5 segments · 60 minutes total
- 1
The moment every founder is in
5 minMost founders open ChatGPT before they open a blank doc. The output looks like a plan, but you're not sure it's any good. Where we go from there.
- 2
Who reads your plan, and what 'gets used' means
10 minFour audiences, four reading patterns, and why a 25-page plan beats a 60-page plan for every one of them.
- 3
The 7 sections, and where AI earns its keep
15 minA quick pass through every section a plan needs, where AI moves you forward fast, and the one or two spots where it can quietly cost you. Tools worth knowing: Upmetrics AI, ChatGPT, Claude, Perplexity.
- 4
The three sections that still need you
20 minMarket analysis, operations, financial assumptions. Side-by-side examples of AI output versus what a banker or investor actually wants to see.
- 5
The hybrid workflow + live walkthrough
10 minThe workflow that combines AI speed with the judgment a banker or investor is actually looking for. Plus a fast walkthrough of a real anonymized plan built this way.
Hosted by
The team behind 1M+ planned businesses.
Kaylee Philbrick
Lead Business Plan Consultant, Upmetrics
Reviews founder drafts every week. Knows on sight which sections an AI wrote and which a founder actually thought through.
Ajay Jagtap
Host · Head of Content & Growth, Upmetrics
Creates educational content on business planning for Upmetrics. Knows the platform inside out and keeps a close eye on how AI is changing the way founders build their plans.
Sixty minutes that pay back next time you open your plan.
Save My SeatIs this for you?
Three founders show up to this session for three different reasons. Pick the one that sounds like you.
You started a plan, then stalled
You opened a doc earlier this year, the cursor is still blinking. This session is the unlock.
You already use AI to draft
You're getting drafts out the door, but you're not sure how good they are. This session is the calibration.
You've never written one before
You want to see how the work actually gets done in 2026 before you start. This session is the map.
FREE BONUS · ATTENDEES ONLY
The AI Draft Checklist, sent to every attendee
We'll send this one-pager to your inbox after the session. It covers the three sections most likely to undersell your business when you let AI draft them, plus the exact prompts to fix each one.
- The three sections most likely to undersell your business when AI drafts them
- The exact prompts to fix each one before a banker or investor sees it
- A 10-minute pre-submission scan to catch what AI missed
What past attendees said
Quotes from prior Upmetrics webinar sessions.
Webinar FAQs
Live. We run the session in real time and answer questions during the Q&A.
60 minutes. Free. Live on Wednesday, June 24.
- Live Q&A with Kaylee and Ajay
- Replay and slides for everyone who registers
- Free AI Draft Checklist sent after the session