6.7 KiB
Market Research Step 2: Customer Insights
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}
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:
## 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!