# Business Kickoff Workshop > 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. - Skill: `gabrielmoreira/business-kickoff-workshop` (Agent Skill) - Install (CLI): `npx skillmds@latest add gabrielmoreira/business-kickoff-workshop` - Raw SKILL.md: https://api.skillmd.com/api/skills/gabrielmoreira/business-kickoff-workshop/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Product & Planning - Author: gabrielmoreira (https://skillmd.com/u/gabrielmoreira) - Updated: 2026-09-09 - Page: https://skillmd.com/skills/gabrielmoreira/business-kickoff-workshop --- # 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`.