Blueprint Mapping Session — Output Skill
Scope
Produces: Two client-facing deliverables after a Blueprint Mapping Session.
- Written summary email (HTML, Gmail-ready) — sent within 24 hours
- 90-day blueprint (standalone HTML) — sent within 48 hours
Audience: The BMS client. Filenames: [client-first]-bms-summary.html and [client-first]-90-day-blueprint.html Destination: business-aos/khb-aos/projects/blueprint-sessions/[client-name]/
Required Inputs
- Session transcript or detailed advisor notes (ground truth)
- Intake questionnaire answers (cross-reference)
- Client reference info: name, company, session date
- Capture protocol notes from the session (see
bms-facilitation-SKILL.md)
Part A: Written Summary Email
Purpose
"Here's what we did." Sent within 24 hours. The client reads it once, maybe forwards it. It captures decisions, confirms next steps, and tells them what they'll receive.
Voice
Follow advisory-client-email-SKILL.md voice rules. Peer advisory — direct, warm, specific. Not meeting minutes. Not motivational. Not AI-sounding.
Structure
Voice reference: See the golden example (file 03) for the actual format. The structure below is a fallback — the golden example takes precedence.
IMPORTANT: The recap email follows the session flow with numbered sections, not the generic structure below. The numbered sections mirror the conversation: grounding, direction, offer, tech stack, action plan, bigger picture. See business-aos/khb-aos/projects/blueprint-sessions/christina-hageny/christina-bms-summary.html for the reference.
Subject line: Blueprint Mapping Session: [M-DD-YYYY]
Opening (1–2 sentences)
- Reference one specific moment or outcome from the session
- Don't summarize the whole email
Decisions made (2–4 sentences)
- The direction chosen and why
- Stated as the client's decision, not the advisor's recommendation
Key priorities (3–5 bullets)
- The most important things that surfaced
- Direct, factual — no editorializing
What you're receiving
- Recording of our session (from Zoom)
- This summary
- Your 90-day blueprint (coming within 48 hours)
- [Any tailored resources discussed]
First action reminder (1–2 sentences)
- Restate what they committed to and when
Closing (1 sentence)
- Warm, specific to the session or their situation
- Not generic ("Talk soon!") or motivational ("You've got this!")
Content Rules
- Every claim traces to the session transcript or intake answers
- No fabricated details
- No mention of Advisory OS, Deploy Sprint, or other offers
- No "next steps together" language
- No narrating what the client's decisions "show about" them
Copy QC — Required
Run the Copy QC skill (content/business/marketing/qc-agents/copy-qc.md) against all client-facing copy before shipping. This catches AI language patterns (twinning, mirror reversals, over-validation, formulaic setups) that undermine credibility. Do not ship content that fails P1 or P2 checks.
Part B: 90-Day Blueprint
Purpose
"Here's what you're doing." Sent within 48 hours. A reference document the client returns to repeatedly over 90 days. Not a living document — it ships once.
Design Language
Inherits the vault CSS system from kit-blueprint/05-blueprint-output-skill.md:
- Fonts: Cormorant Garamond (headings) + Inter (body)
- Background:
#f8f7f4 - Primary:
#122640(navy) - Accent:
#3d7a5f(green, for outcomes and received items) - Text:
#0a0a0a(primary),#6a6a6a(secondary) - Font weight: 300 body, 500 headings
But simplified — no build cards, no deploy chain, no status badges.
CPM Format
The Constraint Priority Matrix must be produced in HTML format, not markdown. HTML allows the advisor to read it as-is in a browser. Markdown requires rendering on GitHub which is not always accessible.
Sections (7 total + footer)
1. Header
- Client name
- Company name
- Doc type: "90-Day Blueprint"
- Session date
- No status badge (this is not a living document)
2. Opening Frame
- 2–3 sentences grounding the client's current situation
- Uses the client's own words or observable facts from the session
- NOT a constraint quote + reframe (BMS clients don't go through a CPM)
- Styled as a dark block (navy background, cream text) — same as the ongoing blueprint's constraint block but with different labeling
Label: "Where You Are" (not "What You Said" or "The Challenge")
3. The Decision
- The ONE direction chosen during the session
- What they're building, who they're serving, and why this path over the others discussed
- Narrative format, not a grid
- 3–5 sentences max
4. The Offer
- Concrete enough to describe to someone else
- Name (or working name)
- Who it's for (audience)
- What the client receives (deliverable/outcome)
- Price range
- Delivery format (1:1, group, async, productized)
Styled as a card — navy left border, light background.
5. 90-Day Timeline
- Three monthly blocks: Month 1, Month 2, Month 3
- Each month has a theme + 3–5 specific named actions
- Actions are concrete: "Draft offer one-pager" not "Define strategy"
- Each action states what it is — not why it matters
Styled with visual month markers — numbered circles (similar to the timeline dots in the ongoing blueprint but monthly, not weekly).
6. First Action
- The single thing to do within 48 hours
- Prominently styled — this is the bridge from session to momentum
- Includes the deadline they committed to
Styled as a callout block — green accent, larger text, visually distinct.
7. Resources
- Tailored tools, templates, references, or frameworks recommended during the session
- Each resource: name + 1-line description of what it is and why it's useful
- Only include resources actually discussed — don't pad with generic links
8. Footer
- Advisor name: Kathryn Brown
- Company: Advisory OS
- Session date
- No version number (not a living document)
Reusable Component Templates
Opening Frame Block
<div class="opening-block">
<div class="opening-label">Where You Are</div>
<div class="opening-text">{{CLIENT_SITUATION_IN_THEIR_WORDS}}</div>
</div>Offer Card
<div class="offer-card">
<div class="offer-row"><span class="offer-label">What</span><span class="offer-value">{{OFFER_NAME}}</span></div>
<div class="offer-row"><span class="offer-label">Who It's For</span><span class="offer-value">{{AUDIENCE}}</span></div>
<div class="offer-row"><span class="offer-label">What They Get</span><span class="offer-value">{{DELIVERABLE_OR_OUTCOME}}</span></div>
<div class="offer-row"><span class="offer-label">Price Range</span><span class="offer-value">{{PRICE}}</span></div>
<div class="offer-row"><span class="offer-label">Format</span><span class="offer-value">{{DELIVERY_FORMAT}}</span></div>
</div>Monthly Milestone Block
<div class="month-block">
<div class="month-marker">
<div class="month-number">{{N}}</div>
<div class="month-label">Month {{N}}</div>
</div>
<div class="month-content">
<div class="month-theme">{{THEME}}</div>
<ul class="month-actions">
<li>{{ACTION_1}}</li>
<li>{{ACTION_2}}</li>
<li>{{ACTION_3}}</li>
</ul>
</div>
</div>First Action Callout
<div class="first-action">
<div class="first-action-label">Your First Action</div>
<div class="first-action-text">{{SPECIFIC_ACTION}}</div>
<div class="first-action-deadline">By {{DEADLINE}}</div>
</div>Resource Card
<div class="resource-card">
<div class="resource-name">{{RESOURCE_NAME}}</div>
<div class="resource-desc">{{ONE_LINE_DESCRIPTION}}</div>
</div>Full HTML Template
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>90-Day Blueprint — {{CLIENT_NAME}} — {{COMPANY_NAME}}</title>
<link href="https://fonts.googleapis.com/css2?family=Cormorant+Garamond:ital,wght@0,400;0,500;0,600;1,400;1,500&family=Inter:wght@300;400;500;600&display=swap" rel="stylesheet">
<style>
* { margin: 0; padding: 0; box-sizing: border-box; }
body {
font-family: 'Inter', sans-serif;
background: #f8f7f4;
color: #0a0a0a;
padding: 48px;
font-size: 15px;
line-height: 1.7;
font-weight: 300;
min-height: 100vh;
}
.container { max-width: 920px; margin: 0 auto; }
/* --- Header --- */
header { margin-bottom: 32px; }
.brand-name {
font-family: 'Cormorant Garamond', serif;
font-size: 1rem; font-weight: 600;
letter-spacing: 0.15em; text-transform: uppercase;
color: #122640; margin-bottom: 4px;
}
.doc-type {
font-size: 10px; letter-spacing: 0.25em;
text-transform: uppercase; color: #6a6a6a;
margin-bottom: 4px;
}
h1 {
font-family: 'Cormorant Garamond', serif;
font-size: 2.5rem; font-weight: 500;
letter-spacing: -0.02em; color: #0a0a0a;
line-height: 1.2; margin-bottom: 6px;
}
.date-line {
font-size: 12px; color: #6a6a6a;
letter-spacing: 0.1em;
}
/* --- Sections --- */
.section { margin-bottom: 48px; }
.section-title {
font-family: 'Cormorant Garamond', serif;
font-size: 1.5rem; font-weight: 500;
color: #122640; margin-bottom: 20px;
padding-bottom: 10px;
border-bottom: 1px solid rgba(10,10,10,0.08);
}
.section p {
margin-bottom: 12px;
color: #0a0a0a;
}
/* --- Opening Frame --- */
.opening-block {
background: #122640; color: #f8f7f4;
padding: 32px 40px; margin-bottom: 48px;
}
.opening-label {
font-size: 10px; text-transform: uppercase;
letter-spacing: 0.2em;
color: rgba(248, 247, 244, 0.7);
margin-bottom: 16px;
}
.opening-text {
font-family: 'Cormorant Garamond', serif;
font-size: 1.1rem; font-style: italic;
color: #f8f7f4; line-height: 1.7;
}
/* --- Offer Card --- */
.offer-card {
border-left: 4px solid #122640;
background: rgba(18, 38, 64, 0.03);
padding: 24px 28px;
margin-bottom: 12px;
}
.offer-row {
display: flex; gap: 16px;
padding: 8px 0;
border-bottom: 1px solid rgba(10,10,10,0.06);
}
.offer-row:last-child { border-bottom: none; }
.offer-label {
font-size: 11px; text-transform: uppercase;
letter-spacing: 0.1em; color: #6a6a6a;
width: 120px; flex-shrink: 0;
padding-top: 2px;
}
.offer-value {
font-size: 15px; color: #0a0a0a;
}
/* --- Monthly Timeline --- */
.month-block {
display: flex; gap: 24px;
margin-bottom: 32px;
padding-bottom: 32px;
border-bottom: 1px solid rgba(10,10,10,0.06);
}
.month-block:last-child { border-bottom: none; padding-bottom: 0; }
.month-marker {
flex-shrink: 0; text-align: center;
width: 64px;
}
.month-number {
width: 40px; height: 40px;
background: #122640; color: #f8f7f4;
font-family: 'Cormorant Garamond', serif;
font-size: 1.2rem; font-weight: 600;
display: flex; align-items: center; justify-content: center;
border-radius: 50%; margin: 0 auto 6px;
}
.month-label {
font-size: 10px; text-transform: uppercase;
letter-spacing: 0.1em; color: #6a6a6a;
}
.month-content { flex: 1; }
.month-theme {
font-family: 'Cormorant Garamond', serif;
font-size: 1.15rem; font-weight: 500;
color: #122640; margin-bottom: 10px;
}
.month-actions {
list-style: none; padding: 0;
}
.month-actions li {
position: relative;
padding: 6px 0 6px 18px;
font-size: 14px;
color: #0a0a0a;
}
.month-actions li::before {
content: '';
position: absolute; left: 0; top: 14px;
width: 6px; height: 6px;
background: #3d7a5f; border-radius: 50%;
}
/* --- First Action --- */
.first-action {
background: rgba(61, 122, 95, 0.06);
border-left: 4px solid #3d7a5f;
padding: 28px 32px;
margin-bottom: 48px;
}
.first-action-label {
font-size: 10px; text-transform: uppercase;
letter-spacing: 0.2em; color: #3d7a5f;
margin-bottom: 10px; font-weight: 600;
}
.first-action-text {
font-family: 'Cormorant Garamond', serif;
font-size: 1.3rem; font-weight: 500;
color: #0a0a0a; line-height: 1.4;
margin-bottom: 8px;
}
.first-action-deadline {
font-size: 13px; color: #3d7a5f;
font-weight: 500;
}
/* --- Resources --- */
.resource-card {
padding: 12px 0;
border-bottom: 1px solid rgba(10,10,10,0.06);
}
.resource-card:last-child { border-bottom: none; }
.resource-name {
font-weight: 500; color: #122640;
margin-bottom: 2px;
}
.resource-desc {
font-size: 13px; color: #6a6a6a;
}
/* --- Footer --- */
footer {
margin-top: 64px; padding-top: 24px;
border-top: 1px solid rgba(10,10,10,0.08);
display: flex; justify-content: space-between;
font-size: 11px; color: #6a6a6a;
letter-spacing: 0.05em;
}
/* --- Responsive --- */
@media (max-width: 768px) {
body { padding: 24px 16px; }
h1 { font-size: 1.8rem; }
.month-block { flex-direction: column; gap: 12px; }
.month-marker { width: auto; text-align: left; display: flex; align-items: center; gap: 8px; }
.month-number { margin: 0; }
.offer-row { flex-direction: column; gap: 4px; }
.offer-label { width: auto; }
}
</style>
</head>
<body>
<div class="container">
<header>
<div class="brand-name">{{COMPANY_NAME}}</div>
<div class="doc-type">90-Day Blueprint</div>
<h1>{{INITIATIVE_OR_SESSION_TITLE}}</h1>
<div class="date-line">Blueprint Mapping Session — {{SESSION_DATE}}</div>
</header>
<!-- Opening Frame -->
<div class="opening-block">
<div class="opening-label">Where You Are</div>
<div class="opening-text">{{CLIENT_SITUATION_IN_THEIR_WORDS}}</div>
</div>
<!-- The Decision -->
<div class="section">
<div class="section-title">The Direction</div>
<p>{{NARRATIVE_OF_CHOSEN_PATH — what they're building, who they're serving, why this path}}</p>
</div>
<!-- The Offer -->
<div class="section">
<div class="section-title">The Offer</div>
<div class="offer-card">
<div class="offer-row"><span class="offer-label">What</span><span class="offer-value">{{OFFER_NAME}}</span></div>
<div class="offer-row"><span class="offer-label">Who It's For</span><span class="offer-value">{{AUDIENCE}}</span></div>
<div class="offer-row"><span class="offer-label">What They Get</span><span class="offer-value">{{DELIVERABLE_OR_OUTCOME}}</span></div>
<div class="offer-row"><span class="offer-label">Price Range</span><span class="offer-value">{{PRICE}}</span></div>
<div class="offer-row"><span class="offer-label">Format</span><span class="offer-value">{{DELIVERY_FORMAT}}</span></div>
</div>
</div>
<!-- 90-Day Timeline -->
<div class="section">
<div class="section-title">Your 90-Day Plan</div>
<div class="month-block">
<div class="month-marker">
<div class="month-number">1</div>
<div class="month-label">Month 1</div>
</div>
<div class="month-content">
<div class="month-theme">{{MONTH_1_THEME — e.g., "Define + Package"}}</div>
<ul class="month-actions">
<li>{{ACTION}}</li>
<li>{{ACTION}}</li>
<li>{{ACTION}}</li>
</ul>
</div>
</div>
<div class="month-block">
<div class="month-marker">
<div class="month-number">2</div>
<div class="month-label">Month 2</div>
</div>
<div class="month-content">
<div class="month-theme">{{MONTH_2_THEME — e.g., "Test with Warm Network"}}</div>
<ul class="month-actions">
<li>{{ACTION}}</li>
<li>{{ACTION}}</li>
<li>{{ACTION}}</li>
</ul>
</div>
</div>
<div class="month-block">
<div class="month-marker">
<div class="month-number">3</div>
<div class="month-label">Month 3</div>
</div>
<div class="month-content">
<div class="month-theme">{{MONTH_3_THEME — e.g., "Refine Based on Feedback"}}</div>
<ul class="month-actions">
<li>{{ACTION}}</li>
<li>{{ACTION}}</li>
<li>{{ACTION}}</li>
</ul>
</div>
</div>
</div>
<!-- First Action -->
<div class="first-action">
<div class="first-action-label">Your First Action</div>
<div class="first-action-text">{{SPECIFIC_ACTION_COMMITTED_TO}}</div>
<div class="first-action-deadline">By {{DEADLINE}}</div>
</div>
<!-- Resources -->
<div class="section">
<div class="section-title">Resources</div>
<div class="resource-card">
<div class="resource-name">{{RESOURCE_NAME}}</div>
<div class="resource-desc">{{ONE_LINE_DESCRIPTION}}</div>
</div>
<!-- Repeat resource-card as needed -->
</div>
<footer>
<span>Kathryn Brown · Advisory OS</span>
<span>{{SESSION_DATE}}</span>
</footer>
</div>
</body>
</html>Delivery Checklist
Before presenting either deliverable to Kathryn for review:
- [ ] Run QC checklist (04) — both parts must score 90+
- [ ] Every claim traces to session transcript or intake answers
- [ ] No fabricated details (years in industry, revenue, team size — only if stated)
- [ ] No internal jargon in either deliverable
- [ ] No mention of Advisory OS offers, next steps together, or conversion
- [ ] Client name and company spelled correctly throughout
- [ ] 90-day blueprint HTML renders correctly in browser (open and check)
- [ ] First Action is specific with a deadline
- [ ] Summary email subject line follows format:
Blueprint Mapping Session: [M-DD-YYYY] - [ ] Resources section contains only items actually discussed in the session
Optional: Master Plan
When the advisor determines there is ongoing relationship value (past client, potential future client, or someone to track over time), produce a Client Master Plan HTML document. This is NOT automatic for every BMS — it is the advisor's call.
When produced, the master plan follows the standard master plan kit (kit-master-plan/) format: GPS, seeds, constraints, recommendations, quotes, wins, actions, conversation recap. Dark theme, advisor-only document.