Small Business Financial Health Mastery Bundle: 25 AI Prompts + 15-Point Assessment Checklist

Transform Your Financial Confusion Into Crystal-Clear Business Intelligence

Are you tired of staring at spreadsheets without knowing what they're telling you about your business? This comprehensive bundle gives you the exact tools successful business owners use to turn raw financial data into profitable decisions.

What You Get:

📊 25 AI-Powered Financial Analysis Prompts

Ready-to-use prompts that work with ChatGPT, Claude, or any AI assistant to:

• Analyze your cash runway and prevent cash flow crises
• Optimize customer acquisition costs and lifetime value
• Identify profit leaks and growth opportunities
• Create rolling forecasts and scenario planning
• Assess investment decisions with ROI calculations

✅ 15-Point Financial Health Assessment

A comprehensive checklist covering:

• Cash Flow Health (4 critical metrics)
• Profitability Pulse (4 key indicators)
• Growth Indicators (3 essential measurements)
• Risk Radar (3 warning signals)
• Planning Preparedness (1 strategic metric)

Perfect For:

• Small business owners who want to understand their numbers
• Entrepreneurs preparing for funding rounds
• Multi-location business operators
• SaaS and service business owners
• Anyone who feels overwhelmed by financial planning

Key Benefits

Stop Flying Blind With Your Business Finances

• Know exactly which 15 numbers predict business success or failure
• Get instant analysis of your financial health with our scoring system
• Transform complex financial data into simple, actionable insights
• Identify problems before they become crises
• Make data-driven decisions with confidence

Save Thousands on Financial Consulting

• Professional-grade financial analysis at a fraction of the cost
• Use AI to get insights that typically require expensive consultants
• Monthly review process that keeps you on track
• Industry-specific prompts for SaaS, franchises, and service businesses

What's Included

Document 1: 25 AI Prompts for Financial KPI Mastery

• Cash Flow Health Prompts (4): Cash runway analysis, DSO optimization, weekly forecasting, cash conversion cycle
• Profitability Pulse Prompts (4): Gross margin investigation, operating margin optimization, customer profitability, unit economics
• Growth Indicators Prompts (3): Revenue growth analysis, customer retention deep dive, market share assessment
• Risk Radar Prompts (3): Customer concentration risk, debt management strategy, seasonal planning
• Planning Preparedness Prompts (2): Rolling forecast creation, budget variance analysis
• Advanced Strategic Analysis (4): Break-even scenarios, investment ROI, pricing optimization, funding readiness
• Industry-Specific Prompts (3): SaaS metrics, multi-location analysis, service business optimization
• Crisis Management Prompts (2): Economic downturn preparation, rapid growth management

Document 2: Financial Health Assessment Checklist

• Complete 15-point scoring system
• Clear goal targets for each metric
• Instant score interpretation (Critical/Warning/Good/Excellent)
• Specific next steps based on your score
• Professional consultation booking information

Bonus: Implementation Guide

• Monthly review process (Week 1-4 breakdown)
• Quarterly deep dive strategy
• Pre-decision analysis framework
• When to consider professional help

Who This Is For

✅ Perfect If You:

• Generate $10K-$1M+ in annual revenue
• Have basic financial statements but struggle with interpretation
• Want to make smarter business decisions based on data
• Are preparing for growth, funding, or major business decisions
• Feel overwhelmed by financial planning and analysis
• Want professional-level insights without the consulting fees

❌ Not Right If You:

• You're just starting out with no financial history
• You prefer to outsource all financial analysis
• You're looking for accounting software or bookkeeping services

About the Creator

Created by Nine Lives Strategy, specialists in Fast, Clear FP&A Solutions for Small Businesses. We help multi-location and growing businesses get financial clarity in weeks—without the big-firm price tag.

FAQ

Q: Do I need special software to use these prompts? A: No! These work with any AI assistant like ChatGPT (free version works), Claude, or similar tools.

Q: How long does it take to complete the assessment? A: The 15-point checklist takes 15-20 minutes. Using the AI prompts takes 5-10 minutes per analysis.

Q: Is this suitable for my industry? A: Yes! Includes general prompts for all businesses plus specific sections for SaaS, franchises, and service businesses.

Q: What if I don't understand my financial statements? A: The prompts are designed to guide you through the analysis step-by-step, even with basic financial knowledge.

File Details

• Format: PDF + Word Doc
• Pages: 15+ pages of content
• Delivery: Instant download