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πŸ—ΊοΈBusiness Model Canvas

Map your business model across all 9 BMC segments with guided prompts and examples.

by Peopsy

Preview: Business Model Canvas

Business Model Canvas

Company / Product: [Name] | Date: [Date] | Version: [1.0]

πŸ’‘

The Business Model Canvas is a strategic tool for developing new or documenting existing business models. Review and update it quarterly.


1. Customer Segments

Who are our most important customers? What are the customer archetypes?

  • [Primary segment: e.g., Mid-market SaaS companies (50–500 employees)]

  • [Secondary segment: e.g., Freelancers and solo consultants]

  • [Niche: e.g., Sales teams running outbound motions]

2. Value Propositions

What value do we deliver? Which customer problems are we solving?

  • [e.g., All-in-one workspace replacing 5+ tools]

  • [e.g., 10x faster pipeline management with AI assistance]

  • [e.g., Beautiful, intuitive UX that requires no training]

3. Channels

How do we reach our customers? Which channels work best?

  • [e.g., Product-led growth (free tier + self-serve upgrade)]

  • [e.g., Content marketing and SEO]

  • [e.g., Sales-assisted for mid-market and enterprise]

  • [e.g., Partner referral program]

4. Customer Relationships

What type of relationship does each segment expect?

  • [e.g., Self-service with in-app help and documentation]

  • [e.g., Dedicated CSM for accounts over $10K ARR]

  • [e.g., Community forum and user groups]

5. Revenue Streams

What are customers willing to pay for? How do they prefer to pay?

  • [e.g., Monthly/annual SaaS subscription ($29–$199/user/month)]

  • [e.g., Usage-based pricing for AI features]

  • [e.g., Enterprise contracts with custom pricing]


6. Key Resources

What key resources does our value proposition require?

  • [e.g., Engineering team and proprietary technology]

  • [e.g., Customer data and AI models]

  • [e.g., Brand reputation and trust]

7. Key Activities

What key things do we do to deliver our value proposition?

  • [e.g., Product development and continuous shipping]

  • [e.g., Customer acquisition through content and sales]

  • [e.g., Platform reliability and performance]

8. Key Partnerships

Who are our key partners and suppliers?

  • [e.g., Cloud infrastructure provider (AWS/GCP)]

  • [e.g., Integration partners (Slack, Google, Salesforce)]

  • [e.g., Agency and consulting partners for implementation]

9. Cost Structure

What are the most important costs inherent in our business model?

  • [e.g., Engineering salaries (largest cost)]

  • [e.g., Cloud hosting and infrastructure]

  • [e.g., Sales and marketing spend]

  • [e.g., Customer support operations]


πŸ’œ

Review this canvas with your team quarterly. Business models evolve β€” make sure your understanding of the model evolves with it.

About this template

Visualize your entire business model on a single page using the Business Model Canvas framework. Each of the 9 segments includes guiding questions and example content to help you think through your value proposition, customers, channels, revenue streams, and more.

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Wednesday

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Thursday

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Friday

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CO Details

Field

Value

CO Number

[CO-001]

Project Name

[Project Name]

Contract Number

[Contract #]

Date Initiated

[YYYY-MM-DD]

Requested By

[Name / Company]

Priority

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Parties

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Name

Company

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Owner / Client

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[Company]

[Email / Phone]

General Contractor

[Name]

[Company]

[Email / Phone]

Architect of Record

[Name]

[Company]

[Email / Phone]

Subcontractor (if applicable)

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[Company]

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Description of Change

Reason for Change:

  • [Owner-directed change]

  • [Design error or omission]

  • [Unforeseen site condition]

  • [Code or regulatory requirement]

  • [Value engineering]

  • [Other: describe]

Detailed Description:

[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]

Reference Documents

  • [RFI #___]

  • [Drawing Sheet ___]

  • [Specification Section ___]

  • [Photo / Sketch attached]


Cost Impact

⚠️

All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.

Item

Description

Qty

Unit

Unit Cost

Total

1

[Labor β€” trade description]

[X]

[hrs]

[$XX.XX]

[$X,XXX]

2

[Material β€” description]

[X]

[ea/lf/sf]

[$XX.XX]

[$X,XXX]

3

[Equipment rental]

[X]

[days]

[$XXX]

[$X,XXX]

4

[Subcontractor β€” name/trade]

[1]

[LS]

[$X,XXX]

[$X,XXX]

Subtotal

[$X,XXX]

Overhead & Profit (__ %)

[$XXX]

Total CO Value

[$X,XXX]

Net impact to contract value: [+ / - $X,XXX]


Schedule Impact

Field

Value

Days Added / Removed

[+/- X calendar days]

Affected Activities

[List critical path activities impacted]

Revised Substantial Completion

[YYYY-MM-DD]

Concurrent Work Possible?

[Yes / No β€” explain]


Approval Chain

Step

Role

Name

Date

Status

1

Submitted by (Requestor)

[Name]

[Date]

[Submitted]

2

Reviewed by (PM / Superintendent)

[Name]

[Date]

[Pending]

3

Approved by (GC Principal)

[Name]

[Date]

[Pending]

4

Approved by (Architect)

[Name]

[Date]

[Pending]

5

Approved by (Owner)

[Name]

[Date]

[Pending]


Verification Checklist

Scope clearly defined and not duplicated in other COs

Cost breakdown includes all labor, material, equipment, and markup

Schedule impact reviewed with superintendent

Downstream trade impacts identified (see Cascading Impact page)

Supporting documents attached (drawings, specs, photos)

Insurance and bonding implications reviewed if CO exceeds threshold

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Client Name

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Communication Cadence

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Contract Length

[6 months / 12 months / ongoing]

Billing Cycle

[Monthly / Quarterly]

Primary Goal

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Master Onboarding Checklist

Work through each item below. Check them off as you go β€” aim to complete all items within the first two weeks of engagement.

Send welcome email with onboarding packet and team introductions

Schedule kickoff call (all stakeholders from both sides)

Set up shared Slack channel or communication workspace

Collect brand assets (logos, fonts, color codes, style guide)

Configure tools access (analytics, ad platforms, CMS, social accounts)

Create client reporting dashboard with agreed-upon KPIs

Establish content/creative approval workflow and turnaround times

Document escalation paths and emergency contacts

Set up project management board with initial deliverables

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Conduct internal team briefing on client goals and sensitivities

Send first check-in summary within 48 hours of kickoff


Key Dates & Milestones

Milestone

Target Date

Owner

Status

Welcome email sent

[Date]

[Name]

Pending

Kickoff call completed

[Date]

[Name]

Pending

All access credentials received

[Date]

[Name]

Pending

Brand guidelines documented

[Date]

[Name]

Pending

Reporting dashboard live

[Date]

[Name]

Pending

First deliverable shipped

[Date]

[Name]

Pending

30-day check-in

[Date]

[Name]

Pending

90-day review

[Date]

[Name]

Pending

πŸ’œ

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