πΊοΈBusiness Model Canvas
Map your business model across all 9 BMC segments with guided prompts and examples.
Preview: Business Model Canvas
Business Model Canvas
Company / Product: [Name] | Date: [Date] | Version: [1.0]
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 (50β500 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 ($29β$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]
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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Weekly Planner
Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.
Week of: [Date] β [Date]
Monday
Most important task for the day
Second priority task
Third priority task
Tuesday
Most important task for the day
Second priority task
Third priority task
Wednesday
Most important task for the day
Second priority task
Third priority task
Thursday
Most important task for the day
Second priority task
Third priority task
Friday
Most important task for the day
Second priority task
Wrap up loose ends and prep for next week
Weekly Review
Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.
What did I accomplish this week?
What didnβt get done and why?
What should I carry forward to next week?
Whatβs one thing I could improve next week?
Plan your week with daily task lists, a weekly focus area, and an end-of-week review.
Change Order Request
Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.
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 | [Standard / Urgent / Critical Path] |
Parties
Role | Name | Company | Contact |
|---|---|---|---|
Owner / Client | [Name] | [Company] | [Email / Phone] |
General Contractor | [Name] | [Company] | [Email / Phone] |
Architect of Record | [Name] | [Company] | [Email / Phone] |
Subcontractor (if applicable) | [Name] | [Company] | [Email / Phone] |
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: [+ / - $X,XXX]
Schedule Impact
Field | Value |
|---|---|
Days Added / Removed | [+/- X calendar days] |
Affected Activities | [List critical path activities impacted] |
Revised Substantial Completion | [YYYY-MM-DD] |
Concurrent Work Possible? | [Yes / No β explain] |
Approval Chain
Step | Role | Name | Date | Status |
|---|---|---|---|---|
1 | Submitted by (Requestor) | [Name] | [Date] | [Submitted] |
2 | Reviewed by (PM / Superintendent) | [Name] | [Date] | [Pending] |
3 | Approved by (GC Principal) | [Name] | [Date] | [Pending] |
4 | Approved by (Architect) | [Name] | [Date] | [Pending] |
5 | Approved by (Owner) | [Name] | [Date] | [Pending] |
Verification Checklist
Scope clearly defined and not duplicated in other COs
Cost breakdown includes all labor, material, equipment, and markup
Schedule impact reviewed with superintendent
Downstream trade impacts identified (see Cascading Impact page)
Supporting documents attached (drawings, specs, photos)
Insurance and bonding implications reviewed if CO exceeds threshold
Manage change orders from request through approval with cascading impact analysis and a running CO log.
Client Onboarding Hub
Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.
Client Overview
Field | Details |
|---|---|
Client Name | [Company Name] |
Main Contact | [Name, Title, Email, Phone] |
Account Manager | [Your team member] |
Start Date | [YYYY-MM-DD] |
Retainer Value | [$X,XXX / month] |
Services | [SEO, Content, Paid Media, Social, etc.] |
Communication Cadence | [Weekly calls, bi-weekly reports, monthly reviews] |
Contract Length | [6 months / 12 months / ongoing] |
Billing Cycle | [Monthly / Quarterly] |
Primary Goal | [e.g., Increase qualified leads by 40% in 6 months] |
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
Schedule recurring check-in meetings for the first 90 days
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 |
Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.
A structured multi-page hub for onboarding new agency clients β from kickoff to 90-day success.