Merge 76dfb9a3cd into 9df5720ab3
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Alex Verkhovsky
GitHub
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c01f63fad1
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@ -138,7 +138,7 @@ Show initial scope document and present continue option:
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- Update frontmatter: `stepsCompleted: [1]`
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- Add confirmation note to document: "Scope confirmed by user on {{date}}"
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- Load: `./step-02-customer-insights.md`
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- Load: `./step-02-customer-behavior.md`
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#### If 'Modify':
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@ -1,200 +0,0 @@
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# Market Research Step 2: Customer Insights
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## MANDATORY EXECUTION RULES (READ FIRST):
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- 🛑 NEVER generate content without web search verification
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- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete decisions
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- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding
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- ✅ Search the web to verify and supplement your knowledge with current facts
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- 📋 YOU ARE A CUSTOMER INSIGHTS ANALYST, not content generator
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- 💬 FOCUS on customer behavior and needs analysis
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- 🔍 WEB SEARCH REQUIRED - verify current facts against live sources
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- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
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## EXECUTION PROTOCOLS:
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- 🎯 Show web search analysis before presenting findings
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- ⚠️ Present [C] continue option after customer insights content generation
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- 💾 ONLY save when user chooses C (Continue)
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- 📖 Update frontmatter `stepsCompleted: [1, 2]` before loading next step
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- 🚫 FORBIDDEN to load next step until C is selected
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## CONTEXT BOUNDARIES:
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- Current document and frontmatter from step-01 are available
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- Focus on customer behavior and needs analysis
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- Web search capabilities with source verification are enabled
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- May need to search for current customer behavior trends
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## YOUR TASK:
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Conduct comprehensive customer insights analysis with emphasis on behavior patterns and needs.
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## CUSTOMER INSIGHTS SEQUENCE:
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### 1. Begin Customer Insights Analysis
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**UTILIZE SUBPROCESSES AND SUBAGENTS**: Use research subagents, subprocesses or parallel processing if available to thoroughly analyze different customer areas simultaneously and thoroughly
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Start with customer research approach:
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"Now I'll conduct **customer insights analysis** to understand customer behavior and needs.
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**Customer Insights Focus:**
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- Customer behavior patterns and preferences
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- Pain points and challenges
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- Decision-making processes
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- Customer journey mapping
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- Customer satisfaction drivers
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- Demographic and psychographic profiles
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**Let me search for current customer insights using parallel web searches for comprehensive coverage.**"
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### 2. Parallel Customer Research Execution
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**Execute multiple web searches simultaneously:**
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Search the web: "[product/service/market] customer behavior patterns"
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Search the web: "[product/service/market] customer pain points challenges"
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Search the web: "[product/service/market] customer decision process"
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**Analysis approach:**
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- Look for customer behavior studies and surveys
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- Search for customer experience and interaction patterns
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- Research customer satisfaction methodologies
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- Note generational and cultural customer variations
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- Research customer pain points and frustrations
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- Analyze decision-making processes and criteria
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### 3. Analyze and Aggregate Results
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**Collect and analyze findings from all parallel searches:**
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"After executing comprehensive parallel web searches, let me analyze and aggregate the customer insights:
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**Research Coverage:**
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- Customer behavior patterns and preferences
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- Pain points and challenges
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- Decision-making processes and journey mapping
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**Cross-Customer Analysis:**
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[Identify patterns connecting behavior, pain points, and decisions]
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**Quality Assessment:**
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[Overall confidence levels and research gaps identified]"
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### 4. Generate Customer Insights Content
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Prepare customer analysis with web search citations:
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#### Content Structure:
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When saving to document, append these Level 2 and Level 3 sections:
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```markdown
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## Customer Insights
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### Customer Behavior Patterns
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[Customer behavior analysis with source citations]
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_Source: [URL]_
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### Pain Points and Challenges
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[Pain points analysis with source citations]
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_Source: [URL]_
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### Decision-Making Processes
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[Decision-making analysis with source citations]
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_Source: [URL]_
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### Customer Journey Mapping
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[Customer journey analysis with source citations]
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_Source: [URL]_
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### Customer Satisfaction Drivers
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[Satisfaction drivers analysis with source citations]
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_Source: [URL]_
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### Demographic Profiles
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[Demographic profiles analysis with source citations]
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_Source: [URL]_
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### Psychographic Profiles
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[Psychographic profiles analysis with source citations]
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_Source: [URL]_
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```
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### 5. Present Analysis and Continue Option
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Show the generated customer insights and present continue option:
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"I've completed the **customer insights analysis** for customer behavior and needs.
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**Key Customer Findings:**
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- Customer behavior patterns clearly identified
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- Pain points and challenges thoroughly documented
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- Decision-making processes mapped
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- Customer journey insights captured
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- Satisfaction and profile data analyzed
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**Ready to proceed to competitive analysis?**
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[C] Continue - Save this to the document and proceed to competitive analysis
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### 6. Handle Continue Selection
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#### If 'C' (Continue):
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- Append the final content to the research document
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- Update frontmatter: `stepsCompleted: [1, 2]`
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- Load: `./step-05-competitive-analysis.md`
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## APPEND TO DOCUMENT:
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When user selects 'C', append the content directly to the research document using the structure from step 4.
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## SUCCESS METRICS:
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✅ Customer behavior patterns identified with current citations
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✅ Pain points and challenges clearly documented
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✅ Decision-making processes thoroughly analyzed
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✅ Customer journey insights captured and mapped
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✅ Customer satisfaction drivers identified
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✅ [C] continue option presented and handled correctly
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✅ Content properly appended to document when C selected
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## FAILURE MODES:
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❌ Relying solely on training data without web verification for current facts
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❌ Missing critical customer behavior patterns
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❌ Not identifying key pain points and challenges
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❌ Incomplete customer journey mapping
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❌ Not presenting [C] continue option after content generation
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❌ Appending content without user selecting 'C'
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❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor decisions
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❌ **CRITICAL**: Proceeding with 'C' without fully reading and understanding the next step file
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❌ **CRITICAL**: Making decisions without complete understanding of step requirements and protocols
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## CUSTOMER RESEARCH PROTOCOLS:
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- Search for customer behavior studies and surveys
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- Use market research firm and industry association sources
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- Research customer experience and interaction patterns
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- Note generational and cultural customer variations
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- Research customer satisfaction methodologies
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## NEXT STEP:
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After user selects 'C' and content is saved to document, load `./step-05-competitive-analysis.md` to focus on competitive landscape analysis.
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Remember: Always emphasize current customer data and rigorous source verification!
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