bmad-method 5.1.3 → 6.0.0-Beta.1

package/src/bmm/workflows/1-analysis/research/market-steps/step-04-customer-decisions.md

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+# 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/src/bmm/workflows/1-analysis/research/market-steps/step-05-competitive-analysis.md

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+# 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! 🎉