@pennyfarthing/core 9.2.0 → 9.3.0

package/pennyfarthing-dist/workflows/research/steps-market/step-02-customer-behavior.md

@@ -1,262 +0,0 @@
-# Market Research Step 2: Customer Behavior and Segments
-
-<purpose>
-Conduct customer behavior analysis identifying behavior patterns, demographic segmentation, psychographic profiles, customer segments, behavior drivers, and interaction patterns using verified web search data.
-</purpose>
-
-<instructions>
-1. Execute parallel web searches for customer behavior, demographics, psychographics, and drivers
-2. Analyze and aggregate customer behavior findings
-3. Generate customer behavior analysis content with six subsections (Behavior Patterns, Demographic Segmentation, Psychographic Profiles, Customer Segments, Behavior Drivers, Customer Interaction)
-4. Include source citations for all behavioral data
-5. Write content immediately to document
-6. Present [C] continue option after content generation
-7. Update frontmatter stepsCompleted to [1, 2] before loading next step
-</instructions>
-
-<output>
-Customer behavior analysis sections containing:
-- Customer behavior patterns and preferences with source citations
-- Demographic segmentation analysis with source citations
-- Psychographic profiles documentation with source citations
-- Detailed customer segment profiles with source citations
-- Behavior drivers and influences with source citations
-- Customer interaction patterns with source citations
-- All content appended to research document
-</output>
-
-## MANDATORY EXECUTION RULES (READ FIRST):
-
-- 🛑 NEVER generate content without web search verification
-- ✅ Search the web to verify and supplement your knowledge with current facts
-- 📋 YOU ARE A CUSTOMER BEHAVIOR ANALYST, not content generator
-- 💬 FOCUS on customer behavior patterns and demographic analysis
-- 🔍 WEB SEARCH REQUIRED - verify current facts against live sources
-- 📝 WRITE CONTENT IMMEDIATELY TO DOCUMENT
-- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete research
-- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding
-- ✅ 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 customer behavior content generation
-- 📝 WRITE CUSTOMER BEHAVIOR ANALYSIS TO DOCUMENT IMMEDIATELY
-- 💾 ONLY proceed when user chooses C (Continue)
-- 📖 Update frontmatter `stepsCompleted: [1, 2]` before loading next step
-- 🚫 FORBIDDEN to load next step until C is selected
-
-## CONTEXT BOUNDARIES:
-
-- Current document and frontmatter from step-01 are available
-- Focus on customer behavior patterns and demographic analysis
-- Web search capabilities with source verification are enabled
-- Previous step confirmed research scope and goals
-- **Research topic = "{{research_topic}}"** - established from initial discussion
-- **Research goals = "{{research_goals}}"** - established from initial discussion
-
-## YOUR TASK:
-
-Conduct customer behavior and segment analysis with emphasis on patterns and demographics.
-
-## CUSTOMER BEHAVIOR ANALYSIS SEQUENCE:
-
-### 1. Begin Customer Behavior Analysis
-
-**UTILIZE SUBPROCESSES AND SUBAGENTS**: Use research subagents, subprocesses or parallel processing if available to thoroughly analyze different customer behavior areas simultaneously and thoroughly.
-
-Start with customer behavior research approach:
-"Now I'll conduct **customer behavior analysis** for **{{research_topic}}** to understand customer patterns.
-
-**Customer Behavior Focus:**
-
-- Customer behavior patterns and preferences
-- Demographic profiles and segmentation
-- Psychographic characteristics and values
-- Behavior drivers and influences
-- Customer interaction patterns and engagement
-
-**Let me search for current customer behavior insights.**"
-
-### 2. Parallel Customer Behavior Research Execution
-
-**Execute multiple web searches simultaneously:**
-
-Search the web: "{{research_topic}} customer behavior patterns"
-Search the web: "{{research_topic}} customer demographics"
-Search the web: "{{research_topic}} psychographic profiles"
-Search the web: "{{research_topic}} customer behavior drivers"
-
-**Analysis approach:**
-
-- Look for customer behavior studies and research reports
-- Search for demographic segmentation and analysis
-- Research psychographic profiling and value systems
-- Analyze behavior drivers and influencing factors
-- Study customer interaction and engagement 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 behavior findings:
-
-**Research Coverage:**
-
-- Customer behavior patterns and preferences
-- Demographic profiles and segmentation
-- Psychographic characteristics and values
-- Behavior drivers and influences
-- Customer interaction patterns and engagement
-
-**Cross-Behavior Analysis:**
-[Identify patterns connecting demographics, psychographics, and behaviors]
-
-**Quality Assessment:**
-[Overall confidence levels and research gaps identified]"
-
-### 4. Generate Customer Behavior Content
-
-**WRITE IMMEDIATELY TO DOCUMENT**
-
-Prepare customer behavior analysis with web search citations:
-
-#### Content Structure:
-
-When saving to document, append these Level 2 and Level 3 sections:
-
-```markdown
-## Customer Behavior and Segments
-
-### Customer Behavior Patterns
-
-[Customer behavior patterns analysis with source citations]
-_Behavior Drivers: [Key motivations and patterns from web search]_
-_Interaction Preferences: [Customer engagement and interaction patterns]_
-_Decision Habits: [How customers typically make decisions]_
-_Source: [URL]_
-
-### Demographic Segmentation
-
-[Demographic analysis with source citations]
-_Age Demographics: [Age groups and preferences]_
-_Income Levels: [Income segments and purchasing behavior]_
-_Geographic Distribution: [Regional/city differences]_
-_Education Levels: [Education impact on behavior]_
-_Source: [URL]_
-
-### Psychographic Profiles
-
-[Psychographic analysis with source citations]
-_Values and Beliefs: [Core values driving customer behavior]_
-_Lifestyle Preferences: [Lifestyle choices and behaviors]_
-_Attitudes and Opinions: [Customer attitudes toward products/services]_
-_Personality Traits: [Personality influences on behavior]_
-_Source: [URL]_
-
-### Customer Segment Profiles
-
-[Detailed customer segment profiles with source citations]
-_Segment 1: [Detailed profile including demographics, psychographics, behavior]_
-_Segment 2: [Detailed profile including demographics, psychographics, behavior]_
-_Segment 3: [Detailed profile including demographics, psychographics, behavior]_
-_Source: [URL]_
-
-### Behavior Drivers and Influences
-
-[Behavior drivers analysis with source citations]
-_Emotional Drivers: [Emotional factors influencing behavior]_
-_Rational Drivers: [Logical decision factors]_
-_Social Influences: [Social and peer influences]_
-_Economic Influences: [Economic factors affecting behavior]_
-_Source: [URL]_
-
-### Customer Interaction Patterns
-
-[Customer interaction analysis with source citations]
-_Research and Discovery: [How customers find and research options]_
-_Purchase Decision Process: [Steps in purchase decision making]_
-_Post-Purchase Behavior: [After-purchase engagement patterns]_
-_Loyalty and Retention: [Factors driving customer loyalty]_
-_Source: [URL]_
-```
-
-### 5. Present Analysis and Continue Option
-
-**Show analysis and present continue option:**
-
-"I've completed **customer behavior analysis** for {{research_topic}}, focusing on customer patterns.
-
-**Key Customer Behavior Findings:**
-
-- Customer behavior patterns clearly identified with drivers
-- Demographic segmentation thoroughly analyzed
-- Psychographic profiles mapped and documented
-- Customer interaction patterns captured
-- Multiple sources verified for critical insights
-
-**Ready to proceed to customer pain points?**
-[C] Continue - Save this to document and proceed to pain points analysis
-
-### 6. Handle Continue Selection
-
-#### If 'C' (Continue):
-
-- **CONTENT ALREADY WRITTEN TO DOCUMENT**
-- Update frontmatter: `stepsCompleted: [1, 2]`
-- Load: `./step-03-customer-pain-points.md`
-
-## APPEND TO DOCUMENT:
-
-Content is already written to document when generated in step 4. No additional append needed.
-
-## SUCCESS METRICS:
-
-✅ Customer behavior patterns identified with current citations
-✅ Demographic segmentation thoroughly analyzed
-✅ Psychographic profiles clearly documented
-✅ Customer interaction patterns captured
-✅ Multiple sources verified for critical insights
-✅ Content written immediately to document
-✅ [C] continue option presented and handled correctly
-✅ Proper routing to next step (customer pain points)
-✅ Research goals alignment maintained
-
-## FAILURE MODES:
-
-❌ Relying solely on training data without web verification for current facts
-
-❌ Missing critical customer behavior patterns
-❌ Incomplete demographic segmentation analysis
-❌ Missing psychographic profile documentation
-❌ Not writing content immediately to document
-❌ Not presenting [C] continue option after content generation
-❌ Not routing to customer pain points analysis step
-❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor research 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 BEHAVIOR RESEARCH PROTOCOLS:
-
-- Research customer behavior studies and market research
-- Use demographic data from authoritative sources
-- Research psychographic profiling and value systems
-- Analyze customer interaction and engagement patterns
-- Focus on current behavior data and trends
-- Present conflicting information when sources disagree
-- Apply confidence levels appropriately
-
-## BEHAVIOR ANALYSIS STANDARDS:
-
-- Always cite URLs for web search results
-- Use authoritative customer research sources
-- Note data currency and potential limitations
-- Present multiple perspectives when sources conflict
-- Apply confidence levels to uncertain data
-- Focus on actionable customer insights
-
-## NEXT STEP:
-
-After user selects 'C', load `./step-03-customer-pain-points.md` to analyze customer pain points, challenges, and unmet needs for {{research_topic}}.
-
-Remember: Always write research content to document immediately and emphasize current customer data with rigorous source verification!

package/pennyfarthing-dist/workflows/research/steps-market/step-02-customer-insights.md

@@ -1,227 +0,0 @@
-# Market Research Step 2: Customer Insights
-
-<purpose>
-Conduct comprehensive customer insights analysis identifying behavior patterns, pain points, decision processes, customer journeys, satisfaction drivers, and demographic/psychographic profiles using verified web search data.
-</purpose>
-
-<instructions>
-1. Execute parallel web searches for customer behavior, pain points, decision processes, and journeys
-2. Analyze and aggregate customer insights findings
-3. Generate customer insights content with seven subsections (Behavior Patterns, Pain Points, Decision-Making, Customer Journey, Satisfaction Drivers, Demographic Profiles, Psychographic Profiles)
-4. Include source citations for all customer data
-5. Write content immediately to document
-6. Present [C] continue option after content generation
-7. Update frontmatter stepsCompleted to [1, 2] before loading next step
-8. Load step-05-competitive-analysis.md as next step
-</instructions>
-
-<output>
-Customer insights analysis sections containing:
-- Customer behavior patterns with source citations
-- Pain points and challenges with source citations
-- Decision-making processes with source citations
-- Customer journey mapping with source citations
-- Customer satisfaction drivers with source citations
-- Demographic profiles with source citations
-- Psychographic profiles with source citations
-- All content appended to research document
-</output>
-
-## 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 INSIGHTS ANALYST, not content generator
-- 💬 FOCUS on customer behavior and needs analysis
-- 🔍 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] continue option after customer insights content generation
-- 💾 ONLY save when user chooses C (Continue)
-- 📖 Update frontmatter `stepsCompleted: [1, 2]` before loading next step
-- 🚫 FORBIDDEN to load next step until C is selected
-
-## CONTEXT BOUNDARIES:
-
-- Current document and frontmatter from step-01 are available
-- Focus on customer behavior and needs analysis
-- Web search capabilities with source verification are enabled
-- May need to search for current customer behavior trends
-
-## YOUR TASK:
-
-Conduct comprehensive customer insights analysis with emphasis on behavior patterns and needs.
-
-## CUSTOMER INSIGHTS SEQUENCE:
-
-### 1. Begin Customer Insights Analysis
-
-**UTILIZE SUBPROCESSES AND SUBAGENTS**: Use research subagents, subprocesses or parallel processing if available to thoroughly analyze different customer areas simultaneously and thoroughly
-
-Start with customer research approach:
-"Now I'll conduct **customer insights analysis** to understand customer behavior and needs.
-
-**Customer Insights Focus:**
-
-- Customer behavior patterns and preferences
-- Pain points and challenges
-- Decision-making processes
-- Customer journey mapping
-- Customer satisfaction drivers
-- Demographic and psychographic profiles
-
-**Let me search for current customer insights using parallel web searches for comprehensive coverage.**"
-
-### 2. Parallel Customer Research Execution
-
-**Execute multiple web searches simultaneously:**
-
-Search the web: "[product/service/market] customer behavior patterns"
-Search the web: "[product/service/market] customer pain points challenges"
-Search the web: "[product/service/market] customer decision process"
-
-**Analysis approach:**
-
-- Look for customer behavior studies and surveys
-- Search for customer experience and interaction patterns
-- Research customer satisfaction methodologies
-- Note generational and cultural customer variations
-- Research customer pain points and frustrations
-- Analyze decision-making processes and criteria
-
-### 3. Analyze and Aggregate Results
-
-**Collect and analyze findings from all parallel searches:**
-
-"After executing comprehensive parallel web searches, let me analyze and aggregate the customer insights:
-
-**Research Coverage:**
-
-- Customer behavior patterns and preferences
-- Pain points and challenges
-- Decision-making processes and journey mapping
-
-**Cross-Customer Analysis:**
-[Identify patterns connecting behavior, pain points, and decisions]
-
-**Quality Assessment:**
-[Overall confidence levels and research gaps identified]"
-
-### 4. Generate Customer Insights Content
-
-Prepare customer analysis with web search citations:
-
-#### Content Structure:
-
-When saving to document, append these Level 2 and Level 3 sections:
-
-```markdown
-## Customer Insights
-
-### Customer Behavior Patterns
-
-[Customer behavior analysis with source citations]
-_Source: [URL]_
-
-### Pain Points and Challenges
-
-[Pain points analysis with source citations]
-_Source: [URL]_
-
-### Decision-Making Processes
-
-[Decision-making analysis with source citations]
-_Source: [URL]_
-
-### Customer Journey Mapping
-
-[Customer journey analysis with source citations]
-_Source: [URL]_
-
-### Customer Satisfaction Drivers
-
-[Satisfaction drivers analysis with source citations]
-_Source: [URL]_
-
-### Demographic Profiles
-
-[Demographic profiles analysis with source citations]
-_Source: [URL]_
-
-### Psychographic Profiles
-
-[Psychographic profiles analysis with source citations]
-_Source: [URL]_
-```
-
-### 5. Present Analysis and Continue Option
-
-Show the generated customer insights and present continue option:
-"I've completed the **customer insights analysis** for customer behavior and needs.
-
-**Key Customer Findings:**
-
-- Customer behavior patterns clearly identified
-- Pain points and challenges thoroughly documented
-- Decision-making processes mapped
-- Customer journey insights captured
-- Satisfaction and profile data analyzed
-
-**Ready to proceed to competitive analysis?**
-[C] Continue - Save this to the document and proceed to competitive analysis
-
-### 6. Handle Continue Selection
-
-#### If 'C' (Continue):
-
-- Append the final content to the research document
-- Update frontmatter: `stepsCompleted: [1, 2]`
-- Load: `./step-05-competitive-analysis.md`
-
-## APPEND TO DOCUMENT:
-
-When user selects 'C', append the content directly to the research document using the structure from step 4.
-
-## SUCCESS METRICS:
-
-✅ Customer behavior patterns identified with current citations
-✅ Pain points and challenges clearly documented
-✅ Decision-making processes thoroughly analyzed
-✅ Customer journey insights captured and mapped
-✅ Customer satisfaction drivers identified
-✅ [C] continue option presented and handled correctly
-✅ Content properly appended to document when C selected
-
-## FAILURE MODES:
-
-❌ Relying solely on training data without web verification for current facts
-
-❌ Missing critical customer behavior patterns
-❌ Not identifying key pain points and challenges
-❌ Incomplete customer journey mapping
-❌ Not presenting [C] continue option after content generation
-❌ 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
-
-## CUSTOMER RESEARCH PROTOCOLS:
-
-- Search for customer behavior studies and surveys
-- Use market research firm and industry association sources
-- Research customer experience and interaction patterns
-- Note generational and cultural customer variations
-- Research customer satisfaction methodologies
-
-## NEXT STEP:
-
-After user selects 'C' and content is saved to document, load `./step-05-competitive-analysis.md` to focus on competitive landscape analysis.
-
-Remember: Always emphasize current customer data and rigorous source verification!