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Sofos Tools — AI Access

This tool uses AI features hosted on Sofos's secure backend. Running AI actions (Strategic Insights, candidate research, segment scoring, etc.) incurs cost per call and is part of your Sofos engagement.

By entering your access code, you acknowledge AI actions will be billed under your engagement terms. Please be deliberate when triggering AI features.

If you don't have a code, contact JO at jose@sofos.com.au.

Whole Product Model Design

Map the components needed to fulfil the chosen Customer / Market Segment's compelling reason to buy.

Customer / Market Segment not yet named — go to Setup
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DO THIS On this page
  1. Import a Sofos Traction Sandbox export or a previously-saved design — or skip and fill in the business context manually.
  2. Review the business context, your product NOW (the shared description + components), and the client / engagement name.
  3. For each Customer / Market Segment, check the compelling reason to buy that the AI generated and confirm it. If you change the segment, click ✨ Re-generate compelling reason to refresh it.
  4. When ready, click Continue to Brainstorm → at the bottom.

Where would you like to start?

Pick a path — or scroll down to the full setup any time.

Import to start (optional)

Import either:

  • A Sofos Traction Sandbox export — pre-fills business context + Customer / Market Segment + research insights, ready for the AI brainstorm.
  • A previously-saved Whole Product Model Design JSON (this tool's own export) — resume your work.

The tool detects the framework type automatically and routes accordingly.

Your business context

The more specific you are here, the more targeted the AI brainstorm will be. When you import from Traction Sandbox these are pre-filled and locked — uncheck the toggle if you want to edit.

Your product NOW * — shared across all segments
What your product already does today — the single baseline the AI compares against (it will not re-suggest these as gaps) and the Generic / core shown in Visualise + Summary. When you import from Traction this is auto-drafted from your assessment — review and finalise it.

Designing for multiple segments?

Add another whole product model to compare side-by-side — e.g. different segments, present vs aspirational, or different value-prop angles. Capped at 3 models per tool instance.

DO THIS On this page
  1. Click Generate / extend list (merge) to have the AI propose components for the segment. Re-run to add more — new ones merge into the existing list.
  2. Curate: keep, edit, or drop each component, and add your own with Add a component manually below.
  3. Toggle Group by bucket / Group by cluster to sense-check coverage.
  4. When the candidate set looks right, click Continue to Prioritise → at the bottom.

Brainstorm components

AI flushes out all possible additional components needed by a pragmatist buyer in your Customer / Market Segment to fulfil their compelling reason to buy. You curate: keep / edit / drop / add manually. Re-running the AI MERGES new components into the existing list (deduped by title), so you can run multiple times to expand the candidate set, then prune. Owner (YOU vs PARTNER) and layer assignment happen in the next step.

Add a component manually

Founder-added components carry the same weight as AI-suggested ones. Edit any of them as you go.

Pick an existing cluster from the list or type a new one. Leave blank if the component is standalone.

DO THIS On this page
  1. Click Auto-categorise from upstream, or set each component by hand.
  2. For each component set owner (YOU / PARTNER), layer (Expected / Augmented / Potential), whether it's In Minimum Whole Product, and the risk if missing.
  3. With two or more segments, click ✨ Find shared components, then review & align each shared group at the top — confirm each group is the same component across segments and give it one agreed title.
  4. Watch the validation strip for unowned MWP components (chasm risk), then click Continue to Visualise → at the bottom.

Categorise & prioritise

For each component decide: owner (YOU vs PARTNER), layer (Expected / Augmented / Potential), "In Minimum Whole Product" (the smallest set required to deliver the compelling reason to buy), and risk if missing. AI auto-categorise uses upstream insights; you adjust inline. (Partner type — Bundled / Complementary / Compatible — is decided later, in the Channel Partners tool.)

DO THIS On this page
  1. Switch between Orbital map, Concentric layered, and Compelling Reason Build Plan to view the same components three ways.
  2. Drag chips to arrange them, or click ✨ Auto-arrange by consumption sequence to order by customer journey.
  3. Use Show only Minimum Whole Product to focus on the priority set.
  4. When the picture reads clearly, click Continue to Summary → at the bottom.

Visualise

Three views of the same component map. Orbital map shows who owns each gap. Concentric layered shows how each component sits in customer perception (Generic / Expected / Augmented / Potential). Compelling Reason Build Plan shows the priority play -- what gets built / recruited to deliver the compelling reason.

View:
DO THIS On this page
  1. Scroll the sections below to verify the design captures everything. If anything looks off, jump back to Brainstorm / Prioritise / Visualise and edit — the Summary always reflects the latest state.
  2. Click ✨ Generate Gap Recap narrative — the AI writes a short, plain-English summary (2–3 sentences) linking your core product, the must-build and must-partner additions, and the compelling reason to buy. Optional, but useful for client conversations.
  3. Hand off the deliverable. Use ↓ Export this segment (JSON) to pass the design to the next tool, Channel Partners — it expects one segment per file (with two or more segments, Export all produces a combined file). To print, open Print to PDF — choose what to include, tick the pieces you want (Overview, Orbital map, Layered bands, Build Plan), choose This segment or All segments, then click Print selected (PDF). To re-open a saved design later, use Import on the Setup step.

Summary — deliverable for handoff

The one-page client deliverable. Generate the Gap Recap, then export or print.