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thedesignproject/agent-skills/business-kickoff-workshop
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version: "1.0.0" 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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