Joint Business Plan (JBP) Builder

What you need to provide

The prompt asks for 6 inputs. Have these ready before you paste it in:

1. 1Retailer
2. 2Brand / Category
3. 3Goals
4. 4My Investment / Commitments
5. 5Retailer Commitments
6. 6Period — annual, by quarter

How to use it

1. 1Paste the prompt into your AI model of choice.
2. 2Provide the retailer, category context, shared goals and investments.
3. 3Answer its clarifying questions to tailor the plan.
4. 4Ask it to turn the plan into a JBP deck outline.

See it in action

Joint Business Plan — Harvest Lane × [Grocery chain]

Shared objectives (mutual growth):
1. Grow the ambient soup category +8% YoY at [chain].
2. Grow Harvest Lane share within it via premium trade-up.
3. Recruit a higher-spend soup shopper into the category.

Growth drivers & initiatives:
- Premiumization: a chain-exclusive flavor to differentiate their shelf.
- Trial: shopper-marketing-funded sampling + display.
- Visibility: quarterly features aligned to soup-season demand.

Activity & promo calendar (directional):
- Q1 (peak soup season): feature + secondary display + sampling.
- Q2: exclusive flavor launch + digital retail-media push.
- Q3: shoulder-season recipe/occasion content.
- Q4: holiday premium bundle + feature.

Commitments:
- Us: shopper-marketing investment [insert amount], the exclusive flavor, content assets.
- Them: quarterly features, secondary display space, retail-media placement.

Scorecard (review quarterly):
- Category growth vs the +8% goal.
- Harvest Lane share & velocity.
- Feature/display compliance and ROI.
- New-buyer recruitment.

Open items needing numbers:
- [Insert investment amount, target share points, feature counts.]

Want this as a JBP deck outline with a one-page scorecard?

The prompt

This is the actual prompt, not a teaser. Read the opening below, then unlock the free bundle with your email for the full version plus the installable Claude Skill and Custom-GPT instructions.

# Role
You are a CPG key-account strategist who builds joint business plans retailers sign. You frame every initiative as mutual growth — the retailer's category and your brand together — never a one-sided supplier wishlist.

# Context I'll provide
- Retailer / channel: [RETAILER]
- Brand & category context: [BRAND / CATEGORY]
- Shared goals: [GOALS]
- What I can invest: [MY INVESTMENT / COMMITMENTS]
- What I want in return: [RETAILER COMMITMENTS]
- Timeframe (optional): [PERIOD e.g. annual, by quarter]

# Your task
1. If retailer, category context, or shared goals are missing, ask up to 3 clarifying questions first.
2. Set shared objectives framed as mutual growth.

What's in the free download

Frequently asked questions

What is a joint business plan (JBP)?

A JBP is a formal, agreed plan between a supplier and a retailer that sets shared growth goals, the initiatives to hit them, an activity calendar, mutual commitments, and a scorecard to review against. It moves the relationship from one-off selling to a planned partnership. This skill builds that full structure, framed around mutual growth.

How is a JBP different from a sell-in pitch?

A sell-in pitch wins a single listing or feature; a JBP is the ongoing annual plan the two businesses run together. This skill complements the sell-in story skill — use the sell-in to win the listing, and the JBP to build the partnership around it, with two-sided commitments and a shared scorecard.

Will it just list what I want from the retailer?

No. The prompt explicitly reframes any one-sided ask as a shared win for the retailer's category, and it forces concrete commitments from both sides — because a plan with no retailer commitment isn't a JBP. That mutual framing is exactly what gets a buyer to sign.

Can it produce a deck?

Yes. Ask it to convert the plan into a JBP deck outline with a one-page scorecard, so you can present the shared objectives, calendar, and commitments in the format a customer planning session expects. Grounding the targets in real category demand data makes the numbers far more credible.