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| 1 | +# Market Research Step 1: Market Research Initialization |
| 2 | + |
| 3 | +## MANDATORY EXECUTION RULES (READ FIRST): |
| 4 | + |
| 5 | +- 🛑 NEVER generate research content in init step |
| 6 | +- ✅ ALWAYS confirm understanding of user's research goals |
| 7 | +- 📋 YOU ARE A MARKET RESEARCH FACILITATOR, not content generator |
| 8 | +- 💬 FOCUS on clarifying scope and approach |
| 9 | +- 🔍 NO WEB RESEARCH in init - that's for later steps |
| 10 | +- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete research |
| 11 | +- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding |
| 12 | +- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}` |
| 13 | + |
| 14 | +## EXECUTION PROTOCOLS: |
| 15 | + |
| 16 | +- 🎯 Confirm research understanding before proceeding |
| 17 | +- ⚠️ Present [C] continue option after scope clarification |
| 18 | +- 💾 Write initial scope document immediately |
| 19 | +- 📖 Update frontmatter `stepsCompleted: [1]` before loading next step |
| 20 | +- 🚫 FORBIDDEN to load next step until C is selected |
| 21 | + |
| 22 | +## CONTEXT BOUNDARIES: |
| 23 | + |
| 24 | +- Current document and frontmatter from main workflow discovery are available |
| 25 | +- Research type = "market" is already set |
| 26 | +- **Research topic = "{{research_topic}}"** - discovered from initial discussion |
| 27 | +- **Research goals = "{{research_goals}}"** - captured from initial discussion |
| 28 | +- Focus on market research scope clarification |
| 29 | +- Web search capabilities are enabled for later steps |
| 30 | + |
| 31 | +## YOUR TASK: |
| 32 | + |
| 33 | +Initialize market research by confirming understanding of {{research_topic}} and establishing clear research scope. |
| 34 | + |
| 35 | +## MARKET RESEARCH INITIALIZATION: |
| 36 | + |
| 37 | +### 1. Confirm Research Understanding |
| 38 | + |
| 39 | +**INITIALIZE - DO NOT RESEARCH YET** |
| 40 | + |
| 41 | +Start with research confirmation: |
| 42 | +"I understand you want to conduct **market research** for **{{research_topic}}** with these goals: {{research_goals}} |
| 43 | + |
| 44 | +**My Understanding of Your Research Needs:** |
| 45 | + |
| 46 | +- **Research Topic**: {{research_topic}} |
| 47 | +- **Research Goals**: {{research_goals}} |
| 48 | +- **Research Type**: Market Research |
| 49 | +- **Approach**: Comprehensive market analysis with source verification |
| 50 | + |
| 51 | +**Market Research Areas We'll Cover:** |
| 52 | + |
| 53 | +- Market size, growth dynamics, and trends |
| 54 | +- Customer insights and behavior analysis |
| 55 | +- Competitive landscape and positioning |
| 56 | +- Strategic recommendations and implementation guidance |
| 57 | + |
| 58 | +**Does this accurately capture what you're looking for?**" |
| 59 | + |
| 60 | +### 2. Refine Research Scope |
| 61 | + |
| 62 | +Gather any clarifications needed: |
| 63 | + |
| 64 | +#### Scope Clarification Questions: |
| 65 | + |
| 66 | +- "Are there specific customer segments or aspects of {{research_topic}} we should prioritize?" |
| 67 | +- "Should we focus on specific geographic regions or global market?" |
| 68 | +- "Is this for market entry, expansion, product development, or other business purpose?" |
| 69 | +- "Any competitors or market segments you specifically want us to analyze?" |
| 70 | + |
| 71 | +### 3. Document Initial Scope |
| 72 | + |
| 73 | +**WRITE IMMEDIATELY TO DOCUMENT** |
| 74 | + |
| 75 | +Write initial research scope to document: |
| 76 | + |
| 77 | +```markdown |
| 78 | +# Market Research: {{research_topic}} |
| 79 | + |
| 80 | +## Research Initialization |
| 81 | + |
| 82 | +### Research Understanding Confirmed |
| 83 | + |
| 84 | +**Topic**: {{research_topic}} |
| 85 | +**Goals**: {{research_goals}} |
| 86 | +**Research Type**: Market Research |
| 87 | +**Date**: {{date}} |
| 88 | + |
| 89 | +### Research Scope |
| 90 | + |
| 91 | +**Market Analysis Focus Areas:** |
| 92 | + |
| 93 | +- Market size, growth projections, and dynamics |
| 94 | +- Customer segments, behavior patterns, and insights |
| 95 | +- Competitive landscape and positioning analysis |
| 96 | +- Strategic recommendations and implementation guidance |
| 97 | + |
| 98 | +**Research Methodology:** |
| 99 | + |
| 100 | +- Current web data with source verification |
| 101 | +- Multiple independent sources for critical claims |
| 102 | +- Confidence level assessment for uncertain data |
| 103 | +- Comprehensive coverage with no critical gaps |
| 104 | + |
| 105 | +### Next Steps |
| 106 | + |
| 107 | +**Research Workflow:** |
| 108 | + |
| 109 | +1. ✅ Initialization and scope setting (current step) |
| 110 | +2. Customer Insights and Behavior Analysis |
| 111 | +3. Competitive Landscape Analysis |
| 112 | +4. Strategic Synthesis and Recommendations |
| 113 | + |
| 114 | +**Research Status**: Scope confirmed, ready to proceed with detailed market analysis |
| 115 | +``` |
| 116 | + |
| 117 | +### 4. Present Confirmation and Continue Option |
| 118 | + |
| 119 | +Show initial scope document and present continue option: |
| 120 | +"I've documented our understanding and initial scope for **{{research_topic}}** market research. |
| 121 | + |
| 122 | +**What I've established:** |
| 123 | + |
| 124 | +- Research topic and goals confirmed |
| 125 | +- Market analysis focus areas defined |
| 126 | +- Research methodology verification |
| 127 | +- Clear workflow progression |
| 128 | + |
| 129 | +**Document Status:** Initial scope written to research file for your review |
| 130 | + |
| 131 | +**Ready to begin detailed market research?** |
| 132 | +[C] Continue - Confirm scope and proceed to customer insights analysis |
| 133 | +[Modify] Suggest changes to research scope before proceeding |
| 134 | + |
| 135 | +### 5. Handle User Response |
| 136 | + |
| 137 | +#### If 'C' (Continue): |
| 138 | + |
| 139 | +- Update frontmatter: `stepsCompleted: [1]` |
| 140 | +- Add confirmation note to document: "Scope confirmed by user on {{date}}" |
| 141 | +- Load: `./step-02-customer-behavior.md` |
| 142 | + |
| 143 | +#### If 'Modify': |
| 144 | + |
| 145 | +- Gather user changes to scope |
| 146 | +- Update document with modifications |
| 147 | +- Re-present updated scope for confirmation |
| 148 | + |
| 149 | +## SUCCESS METRICS: |
| 150 | + |
| 151 | +✅ Research topic and goals accurately understood |
| 152 | +✅ Market research scope clearly defined |
| 153 | +✅ Initial scope document written immediately |
| 154 | +✅ User opportunity to review and modify scope |
| 155 | +✅ [C] continue option presented and handled correctly |
| 156 | +✅ Document properly updated with scope confirmation |
| 157 | + |
| 158 | +## FAILURE MODES: |
| 159 | + |
| 160 | +❌ Not confirming understanding of research topic and goals |
| 161 | +❌ Generating research content instead of just scope clarification |
| 162 | +❌ Not writing initial scope document to file |
| 163 | +❌ Not providing opportunity for user to modify scope |
| 164 | +❌ Proceeding to next step without user confirmation |
| 165 | +❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor research decisions |
| 166 | +❌ **CRITICAL**: Proceeding with 'C' without fully reading and understanding the next step file |
| 167 | +❌ **CRITICAL**: Making decisions without complete understanding of step requirements and protocols |
| 168 | + |
| 169 | +## INITIALIZATION PRINCIPLES: |
| 170 | + |
| 171 | +This step ensures: |
| 172 | + |
| 173 | +- Clear mutual understanding of research objectives |
| 174 | +- Well-defined research scope and approach |
| 175 | +- Immediate documentation for user review |
| 176 | +- User control over research direction before detailed work begins |
| 177 | + |
| 178 | +## NEXT STEP: |
| 179 | + |
| 180 | +After user confirmation and scope finalization, load `./step-02-customer-behavior.md` to begin detailed market research with customer insights analysis. |
| 181 | + |
| 182 | +Remember: Init steps confirm understanding and scope, not generate research content! |
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