BMAD-METHOD/bmm/workflows/1-analysis/research/market-steps/step-02-customer-insights.md

6.7 KiB

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:

## 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!