262 lines
9.8 KiB
Markdown
262 lines
9.8 KiB
Markdown
# 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:
|
|
|
|
```markdown
|
|
## 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
|
|
|
|
**HALT — wait for user response before proceeding.**
|
|
|
|
### 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!
|