@pennyfarthing/core 7.9.0 → 7.9.2

package/pennyfarthing-dist/workflows/research/steps-market/step-04-customer-decisions.md

@@ -1,259 +0,0 @@
-# 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
-
-### 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!

package/pennyfarthing-dist/workflows/research/steps-market/step-05-competitive-analysis.md

@@ -1,177 +0,0 @@
-# Market Research Step 5: Competitive Analysis
-
-## 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 COMPETITIVE ANALYST, not content generator
-- 💬 FOCUS on competitive landscape and market positioning
-- 🔍 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] complete option after competitive analysis content generation
-- 💾 ONLY save when user chooses C (Complete)
-- 📖 Update frontmatter `stepsCompleted: [1, 2, 3, 4, 5]` before completing workflow
-- 🚫 FORBIDDEN to complete workflow until C is selected
-
-## CONTEXT BOUNDARIES:
-
-- Current document and frontmatter from previous steps are available
-- Focus on competitive landscape and market positioning analysis
-- Web search capabilities with source verification are enabled
-- May need to search for specific competitor information
-
-## YOUR TASK:
-
-Conduct comprehensive competitive analysis with emphasis on market positioning.
-
-## COMPETITIVE ANALYSIS SEQUENCE:
-
-### 1. Begin Competitive Analysis
-
-Start with competitive research approach:
-"Now I'll conduct **competitive analysis** to understand the competitive landscape.
-
-**Competitive Analysis Focus:**
-
-- Key players and market share
-- Competitive positioning strategies
-- Strengths and weaknesses analysis
-- Market differentiation opportunities
-- Competitive threats and challenges
-
-**Let me search for current competitive information.**"
-
-### 2. Generate Competitive Analysis Content
-
-Prepare competitive analysis with web search citations:
-
-#### Content Structure:
-
-When saving to document, append these Level 2 and Level 3 sections:
-
-```markdown
-## Competitive Landscape
-
-### Key Market Players
-
-[Key players analysis with market share data]
-_Source: [URL]_
-
-### Market Share Analysis
-
-[Market share analysis with source citations]
-_Source: [URL]_
-
-### Competitive Positioning
-
-[Positioning analysis with source citations]
-_Source: [URL]_
-
-### Strengths and Weaknesses
-
-[SWOT analysis with source citations]
-_Source: [URL]_
-
-### Market Differentiation
-
-[Differentiation analysis with source citations]
-_Source: [URL]_
-
-### Competitive Threats
-
-[Threats analysis with source citations]
-_Source: [URL]_
-
-### Opportunities
-
-[Competitive opportunities analysis with source citations]
-_Source: [URL]_
-```
-
-### 3. Present Analysis and Complete Option
-
-Show the generated competitive analysis and present complete option:
-"I've completed the **competitive analysis** for the competitive landscape.
-
-**Key Competitive Findings:**
-
-- Key market players and market share identified
-- Competitive positioning strategies mapped
-- Strengths and weaknesses thoroughly analyzed
-- Market differentiation opportunities identified
-- Competitive threats and challenges documented
-
-**Ready to complete the market research?**
-[C] Complete Research - Save final document and conclude
-
-### 4. Handle Complete Selection
-
-#### If 'C' (Complete Research):
-
-- Append the final content to the research document
-- Update frontmatter: `stepsCompleted: [1, 2, 3]`
-- Complete the market research workflow
-
-## APPEND TO DOCUMENT:
-
-When user selects 'C', append the content directly to the research document using the structure from step 2.
-
-## SUCCESS METRICS:
-
-✅ Key market players identified
-✅ Market share analysis completed with source verification
-✅ Competitive positioning strategies clearly mapped
-✅ Strengths and weaknesses thoroughly analyzed
-✅ Market differentiation opportunities identified
-✅ [C] complete option presented and handled correctly
-✅ Content properly appended to document when C selected
-✅ Market research workflow completed successfully
-
-## FAILURE MODES:
-
-❌ Relying solely on training data without web verification for current facts
-
-❌ Missing key market players or market share data
-❌ Incomplete competitive positioning analysis
-❌ Not identifying market differentiation opportunities
-❌ Not presenting completion option for research workflow
-❌ 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
-
-## COMPETITIVE RESEARCH PROTOCOLS:
-
-- Search for industry reports and competitive intelligence
-- Use competitor company websites and annual reports
-- Research market research firm competitive analyses
-- Note competitive advantages and disadvantages
-- Search for recent market developments and disruptions
-
-## MARKET RESEARCH COMPLETION:
-
-When 'C' is selected:
-
-- All market research steps completed
-- Comprehensive market research document generated
-- All sections appended with source citations
-- Market research workflow status updated
-- Final recommendations provided to user
-
-## NEXT STEPS:
-
-Market research workflow complete. User may:
-
-- Use market research to inform product development strategies
-- Conduct additional competitive research on specific companies
-- Combine market research with other research types for comprehensive insights
-
-Congratulations on completing comprehensive market research! 🎉