Use the Business Model Canvas
Preview the nine blocks, then open Edit to change segments, offer, channels, and the rest of the canvas.
2 steps · About 2 minutes
Preview Business Model Canvas
Open Business Model Canvas from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here u2014 choose Edit (pencil) to change fields.
Edit Business Model Canvas
A saved Business Model Canvas model starts in Display. Choose Edit (pencil) to show the form. Change the Customer segments field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
Every block says No content yet.+
Start with Customer segments and Value propositions, then fill the rest. Save a version so Display lights up filled blocks.
If I fill Business Model Canvas here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings u2192 Agency u2192 Marketing models). Each workspace saves its own versions. Filling Business Model Canvas for this client does not overwrite another client.
Does Edit also publish Business Model Canvas for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview Business Model Canvas but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.