bmad-method 6.0.0-alpha.2 → 6.0.0-alpha.20

package/src/modules/bmm/workflows/1-analysis/research/market-steps/step-01-init.md

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

package/src/modules/bmm/workflows/1-analysis/research/market-steps/step-02-customer-behavior.md

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+# Market Research Step 2: Customer Behavior and Segments
+
+## 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
+
+## 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/src/modules/bmm/workflows/1-analysis/research/market-steps/step-02-customer-insights.md

@@ -0,0 +1,199 @@
+# Market Research Step 2: Customer Insights
+
+## 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
+
+## 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!