discover-business-model-from-calls

name	Discover Business Model From Calls
description	Create a structured business model canvas — 9 key components (value proposition, customer segments, revenue streams, cost structure) — from customer conversations, market research, or strategic briefs. Grounds canvas in what customers actually need. Trigger on: business model canvas, BMC, business model design, value proposition design, revenue model, customer segments, business architecture.
dependencies	[]
connectors	[{"name":"HubSpot","reason":"Pull customer segment data, pipeline stages, and deal history to validate target customer segments and revenue assumptions"},{"name":"Salesforce","reason":"Surface account data, customer profiles, and win/loss records to ground customer segments and validate value propositions"},{"name":"Gmail","reason":"Extract customer language from email threads to inform value proposition and channels sections"},{"name":"Slack","reason":"Pull internal discussions about go-to-market strategy, partnerships, and customer feedback"},{"name":"Google Drive","reason":"Reference existing strategy docs, competitive analysis, and product roadmaps for context"}]
author	Harmony
version	1.0.0
icon	sparkles
cover
screenshots	[]
category	Strategy

Purpose

Create a concise, evidence-based business model that maps how your product creates, delivers, and captures value. When conversation data is available — customer discovery calls, sales conversations, user interviews — the canvas is grounded in what customers actually said about their needs and willingness to pay. When it's not, the skill works from provided context and asks targeted questions to fill gaps. The output is a visual and narrative business model ready to stress-test with leadership or the market.

When to Use

• Defining or refining a business model for a new product or company
• Validating assumptions about customer segments, revenue streams, or cost structure
• Pivoting an existing business model based on market feedback
• Preparing a business model overview for investors or board discussions
• Stress-testing core business assumptions before launch or major investment
• Analyzing competitor business models to identify differentiation opportunities

Instructions

1. Gather context

Start by asking what the user already has. Don't assume — ask:

• What are you building? Product, service, platform, marketplace?
• Who is the primary customer? Segment, persona, company size, pain point?
• What problem does it solve? What changes for the customer?
• How do you make money? Subscription, one-time purchase, marketplace take-rate, licensing?
• What data do you have? Customer interviews, discovery calls, competitor research, market sizing?

If the user points to specific meetings or transcripts in Harmony, pull insights from them:

• How customers describe the problem in their own words
• What they say they'd pay for or what they're currently spending
• Which customer segments talk about the problem most intensely
• How customers currently solve this (manual processes, competitors, workarounds)

2. Define customer segments and value propositions

Using available data, identify and prioritize:

• Customer segments: Who are the primary, secondary, and tertiary customers? (Be specific: role, company size, geography, not just "enterprises")
• Value proposition: For each segment, what specific jobs does your solution do? Use customer language when available.
• Customer problems: What pain points, gains, or outcomes does each segment care about? Ground in quotes from conversations if possible.

3. Map channels and customer relationships