From 76dfb9a3cd964ad8e8b2c0d6c2ad762dc582344a Mon Sep 17 00:00:00 2001 From: Alex Verkhovsky Date: Sat, 31 Jan 2026 04:29:32 -0700 Subject: [PATCH] fix: complete sharding of market research customer analysis steps Connect orphaned detailed customer analysis chain (steps 02-behavior, 03-pain-points, 04-decisions) by updating step-01-init to load step-02-customer-behavior instead of the condensed step-02-customer-insights. Remove the now-superseded monolithic file. Fixes #1399 --- .../research/market-steps/step-01-init.md | 2 +- .../market-steps/step-02-customer-insights.md | 200 ------------------ 2 files changed, 1 insertion(+), 201 deletions(-) delete mode 100644 src/bmm/workflows/1-analysis/research/market-steps/step-02-customer-insights.md diff --git a/src/bmm/workflows/1-analysis/research/market-steps/step-01-init.md b/src/bmm/workflows/1-analysis/research/market-steps/step-01-init.md index a3772a9b..5ab85939 100644 --- a/src/bmm/workflows/1-analysis/research/market-steps/step-01-init.md +++ b/src/bmm/workflows/1-analysis/research/market-steps/step-01-init.md @@ -138,7 +138,7 @@ Show initial scope document and present continue option: - Update frontmatter: `stepsCompleted: [1]` - Add confirmation note to document: "Scope confirmed by user on {{date}}" -- Load: `./step-02-customer-insights.md` +- Load: `./step-02-customer-behavior.md` #### If 'Modify': diff --git a/src/bmm/workflows/1-analysis/research/market-steps/step-02-customer-insights.md b/src/bmm/workflows/1-analysis/research/market-steps/step-02-customer-insights.md deleted file mode 100644 index c6d7ea32..00000000 --- a/src/bmm/workflows/1-analysis/research/market-steps/step-02-customer-insights.md +++ /dev/null @@ -1,200 +0,0 @@ -# Market Research Step 2: Customer Insights - -## MANDATORY EXECUTION RULES (READ FIRST): - -- 🛑 NEVER generate content without web search verification - -- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete decisions -- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding -- ✅ Search the web to verify and supplement your knowledge with current facts -- 📋 YOU ARE A CUSTOMER INSIGHTS ANALYST, not content generator -- 💬 FOCUS on customer behavior and needs analysis -- 🔍 WEB SEARCH REQUIRED - verify current facts against live sources -- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}` - -## EXECUTION PROTOCOLS: - -- 🎯 Show web search analysis before presenting findings -- ⚠️ Present [C] continue option after customer insights content generation -- 💾 ONLY save when user chooses C (Continue) -- 📖 Update frontmatter `stepsCompleted: [1, 2]` before loading next step -- 🚫 FORBIDDEN to load next step until C is selected - -## CONTEXT BOUNDARIES: - -- Current document and frontmatter from step-01 are available -- Focus on customer behavior and needs analysis -- Web search capabilities with source verification are enabled -- May need to search for current customer behavior trends - -## YOUR TASK: - -Conduct comprehensive customer insights analysis with emphasis on behavior patterns and needs. - -## CUSTOMER INSIGHTS SEQUENCE: - -### 1. Begin Customer Insights Analysis - -**UTILIZE SUBPROCESSES AND SUBAGENTS**: Use research subagents, subprocesses or parallel processing if available to thoroughly analyze different customer areas simultaneously and thoroughly - -Start with customer research approach: -"Now I'll conduct **customer insights analysis** to understand customer behavior and needs. - -**Customer Insights Focus:** - -- Customer behavior patterns and preferences -- Pain points and challenges -- Decision-making processes -- Customer journey mapping -- Customer satisfaction drivers -- Demographic and psychographic profiles - -**Let me search for current customer insights using parallel web searches for comprehensive coverage.**" - -### 2. Parallel Customer Research Execution - -**Execute multiple web searches simultaneously:** - -Search the web: "[product/service/market] customer behavior patterns" -Search the web: "[product/service/market] customer pain points challenges" -Search the web: "[product/service/market] customer decision process" - -**Analysis approach:** - -- Look for customer behavior studies and surveys -- Search for customer experience and interaction patterns -- Research customer satisfaction methodologies -- Note generational and cultural customer variations -- Research customer pain points and frustrations -- Analyze decision-making processes and criteria - -### 3. Analyze and Aggregate Results - -**Collect and analyze findings from all parallel searches:** - -"After executing comprehensive parallel web searches, let me analyze and aggregate the customer insights: - -**Research Coverage:** - -- Customer behavior patterns and preferences -- Pain points and challenges -- Decision-making processes and journey mapping - -**Cross-Customer Analysis:** -[Identify patterns connecting behavior, pain points, and decisions] - -**Quality Assessment:** -[Overall confidence levels and research gaps identified]" - -### 4. Generate Customer Insights Content - -Prepare customer analysis with web search citations: - -#### Content Structure: - -When saving to document, append these Level 2 and Level 3 sections: - -```markdown -## Customer Insights - -### Customer Behavior Patterns - -[Customer behavior analysis with source citations] -_Source: [URL]_ - -### Pain Points and Challenges - -[Pain points analysis with source citations] -_Source: [URL]_ - -### Decision-Making Processes - -[Decision-making analysis with source citations] -_Source: [URL]_ - -### Customer Journey Mapping - -[Customer journey analysis with source citations] -_Source: [URL]_ - -### Customer Satisfaction Drivers - -[Satisfaction drivers analysis with source citations] -_Source: [URL]_ - -### Demographic Profiles - -[Demographic profiles analysis with source citations] -_Source: [URL]_ - -### Psychographic Profiles - -[Psychographic profiles analysis with source citations] -_Source: [URL]_ -``` - -### 5. Present Analysis and Continue Option - -Show the generated customer insights and present continue option: -"I've completed the **customer insights analysis** for customer behavior and needs. - -**Key Customer Findings:** - -- Customer behavior patterns clearly identified -- Pain points and challenges thoroughly documented -- Decision-making processes mapped -- Customer journey insights captured -- Satisfaction and profile data analyzed - -**Ready to proceed to competitive analysis?** -[C] Continue - Save this to the document and proceed to competitive analysis - -### 6. Handle Continue Selection - -#### If 'C' (Continue): - -- Append the final content to the research document -- Update frontmatter: `stepsCompleted: [1, 2]` -- Load: `./step-05-competitive-analysis.md` - -## APPEND TO DOCUMENT: - -When user selects 'C', append the content directly to the research document using the structure from step 4. - -## SUCCESS METRICS: - -✅ Customer behavior patterns identified with current citations -✅ Pain points and challenges clearly documented -✅ Decision-making processes thoroughly analyzed -✅ Customer journey insights captured and mapped -✅ Customer satisfaction drivers identified -✅ [C] continue option presented and handled correctly -✅ Content properly appended to document when C selected - -## FAILURE MODES: - -❌ Relying solely on training data without web verification for current facts - -❌ Missing critical customer behavior patterns -❌ Not identifying key pain points and challenges -❌ Incomplete customer journey mapping -❌ Not presenting [C] continue option after content generation -❌ Appending content without user selecting 'C' - -❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor decisions -❌ **CRITICAL**: Proceeding with 'C' without fully reading and understanding the next step file -❌ **CRITICAL**: Making decisions without complete understanding of step requirements and protocols - -## CUSTOMER RESEARCH PROTOCOLS: - -- Search for customer behavior studies and surveys -- Use market research firm and industry association sources -- Research customer experience and interaction patterns -- Note generational and cultural customer variations -- Research customer satisfaction methodologies - -## NEXT STEP: - -After user selects 'C' and content is saved to document, load `./step-05-competitive-analysis.md` to focus on competitive landscape analysis. - -Remember: Always emphasize current customer data and rigorous source verification!