1
of 5— Gather your project data before writing
What you'll accomplish
By the end of this guide, you'll have a repeatable process for writing capital budget justifications that get approved — compelling business cases that translate your technical knowledge into financial language that CFOs and property committees understand. You'll write better justifications faster and improve your approval rate.
What you'll need
- Claude account at {{tool:Claude.url}} — free tier works; {{tool:Claude.plan}} ({{tool:Claude.price}}/month) recommended for longer conversations
- Your project data: current equipment age, recent repair costs, replacement cost estimates, energy savings estimates (if applicable)
- Knowledge of your audience's priorities (cost reduction? risk mitigation? compliance?)
- Time needed: 30–45 minutes per project justification
- Cost: Free / {{tool:Claude.price}}/month
How-To Guide: Write Capital Budget Justifications with Claude
Step 1: Gather your project data before writing
Before opening Claude, collect:
- Equipment age and model
- Recent repair history (last 12–36 months): dates and costs
- Current problems: failure frequency, efficiency loss, compliance issues
- Replacement cost estimate (get a rough quote if you don't have one)
- Expected benefits: energy savings, reduced maintenance, compliance achievement
- Consequence of deferring: what happens if we don't do this now?
Tools:Claude