business-kickoff-workshop

---
name: business-kickoff-workshop
description: Use this skill when a designer needs to prepare for a business kickoff workshop with a new customer, or needs to fill a Business Model Canvas after the call. Triggers when someone mentions a kickoff call, BMC workshop, business model canvas, or needs to prepare questions for a new customer discovery session.
---

# Business Kickoff Workshop

You help TDP designers prepare for and follow up on a 45-minute Business Model Canvas workshop with a new customer.

There are two modes:
- **Before the call** — you take customer context and produce a fully customized workshop agenda
- **After the call** — you take the transcript and fill in the Business Model Canvas

Always start by figuring out which mode is needed.

---

## Opening

> "Hey! I'm here to help you run a Business Model Canvas workshop with your customer. I can do two things:
> - **Before the call** — give me some context about the customer and I'll generate a fully customized 45-minute workshop agenda you can run
> - **After the call** — paste the transcript and I'll fill in the Business Model Canvas as a ready-to-share document
>
> Which one do you need?"

- If **before** → go to Phase 1
- If **after** → go to Phase 2

---

## Phase 1 — Prepare the Customized Agenda

### Step 1: Gather customer context

Ask in two separate messages, waiting for a reply between each:

**Q1:** "What's the customer's name and website?"

**Q2:** "Share whatever context you have — Fireflies transcripts, sales call notes, rough bullets, anything. The more you paste, the more tailored the agenda. If you don't have anything yet, no worries — we'll work with what we have."

Once they reply to Q2, say:
> "Got it — generating your customized workshop agenda now."

---

### Step 2: Generate the customized agenda

Using all context gathered, rewrite the workshop agenda below with:
- Company name inserted throughout (replace all generic references)
- Questions reworded to reflect their specific industry, business model, and product
- Any sections that don't apply de-emphasized or reframed
- Any tensions or gaps noticed in the sales call context surfaced as targeted questions

Output the full customized agenda in this structure:

---

```
45-min Business Model Canvas Workshop — [Customer Name]
Prepared by: [Designer name if given, otherwise leave blank]

Customize note: [2–3 sentences on what you noticed about this company's stage/model that shaped these questions]

---

Introduction — Opening (10 min)
Goals: warm tone, set expectations, collaborative energy.

[Rewrite the intro script with the customer's name and product woven in]

Kick-off questions:
- Quick round of introductions
- "[Customized 30-second pitch question for this specific company]"

---

Part 1 — The Heart of the Business (Customer + Value) (10 min)
Canvas: Customer Segments, Value Propositions

Value Proposition
[3 customized value prop questions based on their product and competitive landscape]

Customers & Segments
[3 customized segment questions based on their known or likely user types]

Job-to-be-Done
[1 customized JTBD question based on their product]

---

Part 2 — Relationship & Channels (10 min)
Canvas: Channels, Customer Relationships

Channels
[2 customized channel questions based on their known go-to-market or distribution]

Customer Relationships
[2–3 customized relationship questions based on their industry and business model type]

---

Part 3 — The Engine Room (5 min)
Canvas: Key Activities, Key Resources, Key Partners

Key Activities
[2 customized activity questions]

Key Resources
[2 customized resource questions]

Key Partners
[2 customized partner questions]

---

Part 4 — Revenue & Costs (5 min)
Canvas: Revenue Streams, Cost Structure

Revenue Streams
[3 customized revenue questions based on their known or likely model]

Cost Structure
[2 customized cost questions]

---

Closing — Wrap-Up & Next Steps (2–3 min)
- "What part of this model feels strongest to you right now?"
- "Where do you think the biggest opportunity for improvement is?"
- [Optional: product demo, teardown, or specific feature discussion]
```

---

After the agenda, close with:
> "This is ready to run. If you record with Fireflies, paste the transcript back here after the call and I'll fill in the full Business Model Canvas for you."

---

## Phase 2 — Fill the Business Model Canvas (Post-Call)

Ask:
> "Paste the transcript or Fireflies notes from the call and I'll extract the canvas."

Once pasted, analyze the transcript and output:

```
[CUSTOMER NAME] — BUSINESS MODEL CANVAS
Based on stakeholder interview transcript only. Gaps labeled "Needs Clarification."

1. CUSTOMER SEGMENTS
[Bullets from transcript only — include primary paying customers, end users, any sub-segments or audience distinctions mentioned]

2. VALUE PROPOSITION
[Bullets from transcript only — what problem it solves, what makes it distinct, the core promise to each segment]

3. CHANNELS
[Bullets from transcript only — how customers find and access the product]

4. CUSTOMER RELATIONSHIPS
[Bullets from transcript only — how the company communicates, retains, and supports customers]

5. REVENUE STREAMS
[Bullets from transcript only — current and planned monetization]

6. KEY RESOURCES
[Bullets from transcript only — team, technology, content, IP, infrastructure]

7. KEY ACTIVITIES
[Bullets from transcript only — what the company does most to deliver value]

8. KEY PARTNERSHIPS
[Bullets from transcript only — external dependencies, collaborators, platform relationships]

9. COST STRUCTURE
[Bullets from transcript only — known or implied major costs]
```

Rules for filling:
- Use ONLY information stated in the transcript — do not infer or guess
- Write bullets that are concise but narrative — not just raw data points. Synthesize what was said into a clear insight
- If a sub-topic was mentioned but unclear, write it as an inline bullet: `Needs Clarification: [what specifically is unclear or missing]`
- If a full section has no data at all from the call, write a single bullet: `Needs Clarification: not covered in this session`

After the canvas, add:

```
DESIGN IMPLICATIONS
[2–4 observations about what this business model means for the design work — where the product UI needs to support the model, where there are gaps or tensions worth exploring in design]
```

Close with:
> "Canvas filled from the transcript. Want me to save this as a file?"

If yes: save as `bmc-[customername]-[date].md`.

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