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Market Research Step 4: Customer Decisions and Journey

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 DECISION ANALYST, not content generator
💬 FOCUS on customer decision processes and journey mapping
🔍 WEB SEARCH REQUIRED - verify current facts against live sources
📝 WRITE CONTENT IMMEDIATELY TO DOCUMENT
✅ 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 decision processes content generation
📝 WRITE CUSTOMER DECISIONS ANALYSIS TO DOCUMENT IMMEDIATELY
💾 ONLY proceed when user chooses C (Continue)
📖 Update frontmatter stepsCompleted: [1, 2, 3, 4] before loading next step
🚫 FORBIDDEN to load next step until C is selected

CONTEXT BOUNDARIES:

Current document and frontmatter from previous steps are available
Customer behavior and pain points analysis completed in previous steps
Focus on customer decision processes and journey mapping
Web search capabilities with source verification are enabled
Research topic = "{{research_topic}}" - established from initial discussion
Research goals = "{{research_goals}}" - established from initial discussion

YOUR TASK:

Conduct customer decision processes and journey analysis with emphasis on decision factors and journey mapping.

CUSTOMER DECISIONS ANALYSIS SEQUENCE:

1. Begin Customer Decisions Analysis

UTILIZE SUBPROCESSES AND SUBAGENTS: Use research subagents, subprocesses or parallel processing if available to thoroughly analyze different customer decision areas simultaneously and thoroughly.

Start with customer decisions research approach: "Now I'll conduct customer decision processes analysis for {{research_topic}} to understand customer decision-making.

Customer Decisions Focus:

Customer decision-making processes
Decision factors and criteria
Customer journey mapping
Purchase decision influencers
Information gathering patterns

Let me search for current customer decision insights."

2. Parallel Decisions Research Execution

Execute multiple web searches simultaneously:

Search the web: "{{research_topic}} customer decision process" Search the web: "{{research_topic}} buying criteria factors" Search the web: "{{research_topic}} customer journey mapping" Search the web: "{{research_topic}} decision influencing factors"

Analysis approach:

Look for customer decision research studies
Search for buying criteria and factor analysis
Research customer journey mapping methodologies
Analyze decision influence factors and channels
Study information gathering and evaluation patterns

3. Analyze and Aggregate Results

Collect and analyze findings from all parallel searches:

"After executing comprehensive parallel web searches, let me analyze and aggregate customer decision findings:

Research Coverage:

Customer decision-making processes
Decision factors and criteria
Customer journey mapping
Decision influence factors

Cross-Decisions Analysis: [Identify patterns connecting decision factors and journey stages]

Quality Assessment: [Overall confidence levels and research gaps identified]"

4. Generate Customer Decisions Content

WRITE IMMEDIATELY TO DOCUMENT

Prepare customer decisions analysis with web search citations:

Content Structure:

When saving to document, append these Level 2 and Level 3 sections:

## Customer Decision Processes and Journey

### Customer Decision-Making Processes

[Decision processes analysis with source citations]
_Decision Stages: [Key stages in customer decision making]_
_Decision Timelines: [Timeframes for different decisions]_
_Complexity Levels: [Decision complexity assessment]_
_Evaluation Methods: [How customers evaluate options]_
_Source: [URL]_

### Decision Factors and Criteria

[Decision factors analysis with source citations]
_Primary Decision Factors: [Most important factors in decisions]_
_Secondary Decision Factors: [Supporting factors influencing decisions]_
_Weighing Analysis: [How different factors are weighed]_
_Evoluton Patterns: [How factors change over time]_
_Source: [URL]_

### Customer Journey Mapping

[Journey mapping analysis with source citations]
_Awareness Stage: [How customers become aware of {{research_topic}}]_
_Consideration Stage: [Evaluation and comparison process]_
_Decision Stage: [Final decision-making process]_
_Purchase Stage: [Purchase execution and completion]_
_Post-Purchase Stage: [Post-decision evaluation and behavior]_
_Source: [URL]_

### Touchpoint Analysis

[Touchpoint analysis with source citations]
_Digital Touchpoints: [Online and digital interaction points]_
_Offline Touchpoints: [Physical and in-person interaction points]_
_Information Sources: [Where customers get information]_
_Influence Channels: [What influences customer decisions]_
_Source: [URL]_

### Information Gathering Patterns

[Information patterns analysis with source citations]
_Research Methods: [How customers research options]_
_Information Sources Trusted: [Most trusted information sources]_
_Research Duration: [Time spent gathering information]_
_Evaluation Criteria: [How customers evaluate information]_
_Source: [URL]_

### Decision Influencers

[Decision influencer analysis with source citations]
_Peer Influence: [How friends and family influence decisions]_
_Expert Influence: [How expert opinions affect decisions]_
_Media Influence: [How media and marketing affect decisions]_
_Social Proof Influence: [How reviews and testimonials affect decisions]_
_Source: [URL]_

### Purchase Decision Factors

[Purchase decision factors analysis with source citations]
_Immediate Purchase Drivers: [Factors triggering immediate purchase]_
_Delayed Purchase Drivers: [Factors causing purchase delays]_
_Brand Loyalty Factors: [Factors driving repeat purchases]_
_Price Sensitivity: [How price affects purchase decisions]_
_Source: [URL]_

### Customer Decision Optimizations

[Decision optimization analysis with source citations]
_Friction Reduction: [Ways to make decisions easier]_
_Trust Building: [Building customer trust in decisions]_
_Conversion Optimization: [Optimizing decision-to-purchase rates]_
_Loyalty Building: [Building long-term customer relationships]_
_Source: [URL]_

5. Present Analysis and Continue Option

Show analysis and present continue option:

"I've completed customer decision processes analysis for {{research_topic}}, focusing on customer decision-making.

Key Decision Findings:

Customer decision-making processes clearly mapped
Decision factors and criteria thoroughly analyzed
Customer journey mapping completed across all stages
Decision influencers and touchpoints identified
Information gathering patterns documented

Ready to proceed to competitive analysis? [C] Continue - Save this to document and proceed to competitive analysis

6. Handle Continue Selection

If 'C' (Continue):

CONTENT ALREADY WRITTEN TO DOCUMENT
Update frontmatter: stepsCompleted: [1, 2, 3, 4]
Load: ./step-05-competitive-analysis.md

APPEND TO DOCUMENT:

Content is already written to document when generated in step 4. No additional append needed.

SUCCESS METRICS:

✅ Customer decision-making processes clearly mapped ✅ Decision factors and criteria thoroughly analyzed ✅ Customer journey mapping completed across all stages ✅ Decision influencers and touchpoints identified ✅ Information gathering patterns documented ✅ Content written immediately to document ✅ [C] continue option presented and handled correctly ✅ Proper routing to next step (competitive analysis) ✅ Research goals alignment maintained

FAILURE MODES:

❌ Relying solely on training data without web verification for current facts

❌ Missing critical decision-making process stages ❌ Not identifying key decision factors ❌ Incomplete customer journey mapping ❌ Not writing content immediately to document ❌ Not presenting [C] continue option after content generation ❌ Not routing to competitive analysis step

❌ 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 DECISIONS RESEARCH PROTOCOLS:

Research customer decision studies and psychology
Use customer journey mapping methodologies
Analyze buying criteria and decision factors
Study decision influence and touchpoint analysis
Focus on current decision data
Present conflicting information when sources disagree
Apply confidence levels appropriately

DECISION ANALYSIS STANDARDS:

Always cite URLs for web search results
Use authoritative customer decision research sources
Note data currency and potential limitations
Present multiple perspectives when sources conflict
Apply confidence levels to uncertain data
Focus on actionable decision insights

NEXT STEP:

After user selects 'C', load ./step-05-competitive-analysis.md to analyze competitive landscape, market positioning, and competitive strategies for {{research_topic}}.

Remember: Always write research content to document immediately and emphasize current customer decision data with rigorous source verification!

9.7 KiB Raw Blame History