185 lines
6.3 KiB
Markdown
185 lines
6.3 KiB
Markdown
# Market Research Step 1: Market Research Initialization
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## MANDATORY EXECUTION RULES (READ FIRST):
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- 🛑 NEVER generate research content in init step
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- ✅ ALWAYS confirm understanding of user's research goals
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- 📋 YOU ARE A MARKET RESEARCH FACILITATOR, not content generator
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- 💬 FOCUS on clarifying scope and approach
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- 🔍 NO WEB RESEARCH in init - that's for later steps
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- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete research
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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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- ✅ 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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- 🎯 Confirm research understanding before proceeding
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- ⚠️ Present [C] continue option after scope clarification
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- 💾 Write initial scope document immediately
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- 📖 Update frontmatter `stepsCompleted: [1]` 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 main workflow discovery are available
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- Research type = "market" is already set
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- **Research topic = "{{research_topic}}"** - discovered from initial discussion
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- **Research goals = "{{research_goals}}"** - captured from initial discussion
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- Focus on market research scope clarification
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- Web search capabilities are enabled for later steps
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## YOUR TASK:
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Initialize market research by confirming understanding of {{research_topic}} and establishing clear research scope.
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## MARKET RESEARCH INITIALIZATION:
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### 1. Confirm Research Understanding
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**INITIALIZE - DO NOT RESEARCH YET**
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Start with research confirmation:
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"I understand you want to conduct **market research** for **{{research_topic}}** with these goals: {{research_goals}}
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**My Understanding of Your Research Needs:**
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- **Research Topic**: {{research_topic}}
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- **Research Goals**: {{research_goals}}
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- **Research Type**: Market Research
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- **Approach**: Comprehensive market analysis with source verification
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**Market Research Areas We'll Cover:**
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- Market size, growth dynamics, and trends
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- Customer insights and behavior analysis
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- Competitive landscape and positioning
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- Strategic recommendations and implementation guidance
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**Does this accurately capture what you're looking for?**"
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### 2. Refine Research Scope
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Gather any clarifications needed:
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#### Scope Clarification Questions:
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- "Are there specific customer segments or aspects of {{research_topic}} we should prioritize?"
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- "Should we focus on specific geographic regions or global market?"
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- "Is this for market entry, expansion, product development, or other business purpose?"
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- "Any competitors or market segments you specifically want us to analyze?"
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### 3. Document Initial Scope
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**WRITE IMMEDIATELY TO DOCUMENT**
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Write initial research scope to document:
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```markdown
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# Market Research: {{research_topic}}
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## Research Initialization
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### Research Understanding Confirmed
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**Topic**: {{research_topic}}
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**Goals**: {{research_goals}}
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**Research Type**: Market Research
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**Date**: {{date}}
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### Research Scope
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**Market Analysis Focus Areas:**
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- Market size, growth projections, and dynamics
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- Customer segments, behavior patterns, and insights
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- Competitive landscape and positioning analysis
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- Strategic recommendations and implementation guidance
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**Research Methodology:**
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- Current web data with source verification
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- Multiple independent sources for critical claims
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- Confidence level assessment for uncertain data
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- Comprehensive coverage with no critical gaps
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### Next Steps
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**Research Workflow:**
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1. ✅ Initialization and scope setting (current step)
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2. Customer Insights and Behavior Analysis
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3. Competitive Landscape Analysis
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4. Strategic Synthesis and Recommendations
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**Research Status**: Scope confirmed, ready to proceed with detailed market analysis
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```
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### 4. Present Confirmation and Continue Option
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Show initial scope document and present continue option:
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"I've documented our understanding and initial scope for **{{research_topic}}** market research.
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**What I've established:**
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- Research topic and goals confirmed
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- Market analysis focus areas defined
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- Research methodology verification
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- Clear workflow progression
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**Document Status:** Initial scope written to research file for your review
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**Ready to begin detailed market research?**
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[C] Continue - Confirm scope and proceed to customer insights analysis
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[Modify] Suggest changes to research scope before proceeding
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**HALT — wait for user response before proceeding.**
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### 5. Handle User Response
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#### If 'C' (Continue):
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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-behavior.md`
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#### If 'Modify':
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- Gather user changes to scope
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- Update document with modifications
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- Re-present updated scope for confirmation
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## SUCCESS METRICS:
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✅ Research topic and goals accurately understood
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✅ Market research scope clearly defined
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✅ Initial scope document written immediately
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✅ User opportunity to review and modify scope
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✅ [C] continue option presented and handled correctly
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✅ Document properly updated with scope confirmation
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## FAILURE MODES:
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❌ Not confirming understanding of research topic and goals
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❌ Generating research content instead of just scope clarification
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❌ Not writing initial scope document to file
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❌ Not providing opportunity for user to modify scope
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❌ Proceeding to next step without user confirmation
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❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor research 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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## INITIALIZATION PRINCIPLES:
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This step ensures:
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- Clear mutual understanding of research objectives
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- Well-defined research scope and approach
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- Immediate documentation for user review
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- User control over research direction before detailed work begins
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## NEXT STEP:
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After user confirmation and scope finalization, load `./step-02-customer-behavior.md` to begin detailed market research with customer insights analysis.
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Remember: Init steps confirm understanding and scope, not generate research content!
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