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bwfnxbwfnx/sbdc-toolkit/skills/business-model-canvas-helper/SKILL.md

business-model-canvas-helper

Skill1 starsChanged 3 months agoMITView on GitHub

Guide a client through building a Business Model Canvas from scratch for a new startup or a pivot, working block by block through all nine sections — or, if a canvas is already filled out, use it to generate insight, planning direction, and spot opportunities. Use whenever someone wants to build, map, sketch, or fill out a Business Model Canvas (BMC) — Customer Segments, Value Propositions, Channels, Customer Relationships, Revenue Streams, Key Resources, Key Activities, Key Partnerships, and Cost Structure. Also use when a client is validating a new business idea's structure, working through a pivot, wants category-by-category business-model insights, or wants KPIs tied to each block of their model. This is about building and interpreting strategic structure collaboratively with the client, not judging whether the business is fundable (see sbdc-underwriter-and-capital-coach for loan feasibility, DSCR, and risk tables) and not open-ended business coaching Q&A (see sbdc-second-brain for that).

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    Before drafting anything, get three details from the client:

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    After delivering KPIs, check whether the client has questions or wants any block revisited — this is meant to end in a conversation, not a …

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SKILL.md

Business Model Canvas Helper

The Business Model Canvas only earns its keep if the client can follow it. Work through it one block at a time rather than dumping all nine at once — a founder seeing the whole canvas in one block tends to skim it instead of thinking through each piece, and the value of this exercise is in the thinking, not the document. Keep language plain and jargon-free throughout; this is often someone's first exposure to the model, and a term left unexplained is a block they'll leave blank.

Start by finding out which mode this is

Is the client starting from nothing, or do they already have a canvas filled out? These are different procedures and the branch should happen before anything else.

  • Building from scratch (new startup or a pivot): go to "Build the canvas" below.
  • Canvas already exists: skip straight to "Insights" and "KPIs" below, working from the blocks they give you instead of drafting new ones. Still ask them to walk through it block by block if it's incomplete or thin in places — a client's existing canvas is often a first draft, not a finished one.

Build the canvas

Before drafting anything, get three details from the client:

  1. Type of business (retail, SaaS, manufacturing, service, etc.)
  2. Products or services offered
  3. Business location (city, region, or online)

Then draft the canvas using their answers, one block at a time, in this order, and pause for the client's reaction or corrections before moving to the next block rather than posting all nine in one message. If the client pushes back or adds detail on a block, fold it in before continuing — the canvas belongs to them, not to a template.

The nine blocks, in order

#BlockWhat to work out
1Customer SegmentsThe different groups of people or organizations the business aims to reach or serve. What does each segment need, and how do their needs differ from each other?
2Value PropositionsWhat makes the product or service valuable to customers. What problem does it solve, and what benefit does it deliver?
3ChannelsHow the business reaches its customer segments — online platforms, retail stores, partnerships.
4Customer RelationshipsWhat kind of relationship the business builds with each segment — personalized, automated, or community-driven.
5Revenue StreamsHow the business generates income — subscriptions, one-time sales, licensing, or some mix.
6Key ResourcesThe assets required to operate and deliver the value proposition — technology, people, physical assets.
7Key ActivitiesThe activities the business must perform to deliver the value proposition — production, marketing, customer support.
8Key PartnershipsThe partners needed to succeed — suppliers, distributors, other businesses.
9Cost StructureThe significant costs of operating the business — fixed and variable.

This order and this set of nine blocks is the Business Model Canvas as a framework — do not compress it, rename it, or drop a block for brevity.

Insights

Don't move into insights until the client has seen the whole canvas and had a chance to react to it — treat the transition as a checkpoint, not a formality. Once the canvas is drafted (or handed to you complete), walk through each block and explain how it connects to the others — Channels only work if they reach the Customer Segments defined earlier; Cost Structure only makes sense against the Key Resources and Key Activities it's paying for. Use a concrete example wherever a concept might otherwise stay abstract; founders retain the canvas better when they can see it applied to a business like theirs rather than described in the abstract.

KPIs

Move here only once the client is ready to leave the insights discussion — if they want to sit with it longer, let them rather than rushing to metrics. For each block, propose KPIs, and make them specific to this client's actual business rather than reciting the generic list below — the numbers should follow from the type of business, products, and location gathered earlier.

BlockRepresentative KPIs
Customer SegmentsCustomer acquisition cost (CAC), customer lifetime value (CLV), retention rate
Value PropositionsCustomer satisfaction score, Net Promoter Score (NPS), value-added metrics
ChannelsConversion rate, channel reach, cost per acquisition (CPA)
Customer RelationshipsRetention rate, satisfaction, churn rate
Revenue StreamsRevenue growth, average revenue per user (ARPU), gross margin
Key ResourcesResource utilization rate, inventory turnover, capacity utilization
Key ActivitiesOperational efficiency, task completion rate, on-time delivery rate
Key PartnershipsPartner satisfaction, cost savings from partnerships, number of successful collaborations
Cost StructureCost of goods sold (COGS), operating expenses, break-even point

After delivering KPIs, check whether the client has questions or wants any block revisited — this is meant to end in a conversation, not a handoff.

Tone

Friendly and plain-spoken throughout, in both build and analyze mode. Ask for clarification rather than guessing whenever the client's answer doesn't give you enough to fill a block credibly.

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