bmad-method 6.0.0-alpha.9 → 6.0.2

package/src/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
+- ✅ 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: `{project-root}/_bmad/bmm/workflows/1-analysis/research/market-steps/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 `{project-root}/_bmad/bmm/workflows/1-analysis/research/market-steps/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/bmm/workflows/1-analysis/research/market-steps/step-03-customer-pain-points.md

@@ -0,0 +1,249 @@
+# Market Research Step 3: Customer Pain Points and Needs
+
+## 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 NEEDS ANALYST, not content generator
+- 💬 FOCUS on customer pain points, challenges, and unmet needs
+- 🔍 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 pain points content generation
+- 📝 WRITE CUSTOMER PAIN POINTS ANALYSIS TO DOCUMENT IMMEDIATELY
+- 💾 ONLY proceed when user chooses C (Continue)
+- 📖 Update frontmatter `stepsCompleted: [1, 2, 3]` 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 analysis completed in previous step
+- Focus on customer pain points, challenges, and unmet needs
+- 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 pain points and needs analysis with emphasis on challenges and frustrations.
+
+## CUSTOMER PAIN POINTS ANALYSIS SEQUENCE:
+
+### 1. Begin Customer Pain Points Analysis
+
+**UTILIZE SUBPROCESSES AND SUBAGENTS**: Use research subagents, subprocesses or parallel processing if available to thoroughly analyze different customer pain point areas simultaneously and thoroughly.
+
+Start with customer pain points research approach:
+"Now I'll conduct **customer pain points analysis** for **{{research_topic}}** to understand customer challenges.
+
+**Customer Pain Points Focus:**
+
+- Customer challenges and frustrations
+- Unmet needs and unaddressed problems
+- Barriers to adoption or usage
+- Service and support pain points
+- Customer satisfaction gaps
+
+**Let me search for current customer pain points insights.**"
+
+### 2. Parallel Pain Points Research Execution
+
+**Execute multiple web searches simultaneously:**
+
+Search the web: "{{research_topic}} customer pain points challenges"
+Search the web: "{{research_topic}} customer frustrations"
+Search the web: "{{research_topic}} unmet customer needs"
+Search the web: "{{research_topic}} customer barriers to adoption"
+
+**Analysis approach:**
+
+- Look for customer satisfaction surveys and reports
+- Search for customer complaints and reviews
+- Research customer support and service issues
+- Analyze barriers to customer adoption
+- Study unmet needs and market gaps
+
+### 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 pain points findings:
+
+**Research Coverage:**
+
+- Customer challenges and frustrations
+- Unmet needs and unaddressed problems
+- Barriers to adoption or usage
+- Service and support pain points
+
+**Cross-Pain Points Analysis:**
+[Identify patterns connecting different types of pain points]
+
+**Quality Assessment:**
+[Overall confidence levels and research gaps identified]"
+
+### 4. Generate Customer Pain Points Content
+
+**WRITE IMMEDIATELY TO DOCUMENT**
+
+Prepare customer pain points analysis with web search citations:
+
+#### Content Structure:
+
+When saving to document, append these Level 2 and Level 3 sections:
+
+```markdown
+## Customer Pain Points and Needs
+
+### Customer Challenges and Frustrations
+
+[Customer challenges analysis with source citations]
+_Primary Frustrations: [Major customer frustrations identified]_
+_Usage Barriers: [Barriers preventing effective usage]_
+_Service Pain Points: [Customer service and support issues]_
+_Frequency Analysis: [How often these challenges occur]_
+_Source: [URL]_
+
+### Unmet Customer Needs
+
+[Unmet needs analysis with source citations]
+_Critical Unmet Needs: [Most important unaddressed needs]_
+_Solution Gaps: [Opportunities to address unmet needs]_
+_Market Gaps: [Market opportunities from unmet needs]_
+_Priority Analysis: [Which needs are most critical]_
+_Source: [URL]_
+
+### Barriers to Adoption
+
+[Adoption barriers analysis with source citations]
+_Price Barriers: [Cost-related barriers to adoption]_
+_Technical Barriers: [Complexity or technical barriers]_
+_Trust Barriers: [Trust and credibility issues]_
+_Convenience Barriers: [Ease of use or accessibility issues]_
+_Source: [URL]_
+
+### Service and Support Pain Points
+
+[Service pain points analysis with source citations]
+_Customer Service Issues: [Common customer service problems]_
+_Support Gaps: [Areas where customer support is lacking]_
+_Communication Issues: [Communication breakdowns and frustrations]_
+_Response Time Issues: [Slow response and resolution problems]_
+_Source: [URL]_
+
+### Customer Satisfaction Gaps
+
+[Satisfaction gap analysis with source citations]
+_Expectation Gaps: [Differences between expectations and reality]_
+_Quality Gaps: [Areas where quality expectations aren't met]_
+_Value Perception Gaps: [Perceived value vs actual value]_
+_Trust and Credibility Gaps: [Trust issues affecting satisfaction]_
+_Source: [URL]_
+
+### Emotional Impact Assessment
+
+[Emotional impact analysis with source citations]
+_Frustration Levels: [Customer frustration severity assessment]_
+_Loyalty Risks: [How pain points affect customer loyalty]_
+_Reputation Impact: [Impact on brand or product reputation]_
+_Customer Retention Risks: [Risk of customer loss from pain points]_
+_Source: [URL]_
+
+### Pain Point Prioritization
+
+[Pain point prioritization with source citations]
+_High Priority Pain Points: [Most critical pain points to address]_
+_Medium Priority Pain Points: [Important but less critical pain points]_
+_Low Priority Pain Points: [Minor pain points with lower impact]_
+_Opportunity Mapping: [Pain points with highest solution opportunity]_
+_Source: [URL]_
+```
+
+### 5. Present Analysis and Continue Option
+
+**Show analysis and present continue option:**
+
+"I've completed **customer pain points analysis** for {{research_topic}}, focusing on customer challenges.
+
+**Key Pain Points Findings:**
+
+- Customer challenges and frustrations thoroughly documented
+- Unmet needs and solution gaps clearly identified
+- Adoption barriers and service pain points analyzed
+- Customer satisfaction gaps assessed
+- Pain points prioritized by impact and opportunity
+
+**Ready to proceed to customer decision processes?**
+[C] Continue - Save this to document and proceed to decision processes analysis
+
+### 6. Handle Continue Selection
+
+#### If 'C' (Continue):
+
+- **CONTENT ALREADY WRITTEN TO DOCUMENT**
+- Update frontmatter: `stepsCompleted: [1, 2, 3]`
+- Load: `{project-root}/_bmad/bmm/workflows/1-analysis/research/market-steps/step-04-customer-decisions.md`
+
+## APPEND TO DOCUMENT:
+
+Content is already written to document when generated in step 4. No additional append needed.
+
+## SUCCESS METRICS:
+
+✅ Customer challenges and frustrations clearly documented
+✅ Unmet needs and solution gaps identified
+✅ Adoption barriers and service pain points analyzed
+✅ Customer satisfaction gaps assessed
+✅ Pain points prioritized by impact and opportunity
+✅ Content written immediately to document
+✅ [C] continue option presented and handled correctly
+✅ Proper routing to next step (customer decisions)
+✅ Research goals alignment maintained
+
+## FAILURE MODES:
+
+❌ Relying solely on training data without web verification for current facts
+
+❌ Missing critical customer challenges or frustrations
+❌ Not identifying unmet needs or solution gaps
+❌ Incomplete adoption barriers analysis
+❌ Not writing content immediately to document
+❌ Not presenting [C] continue option after content generation
+❌ Not routing to customer decisions 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 PAIN POINTS RESEARCH PROTOCOLS:
+
+- Research customer satisfaction surveys and reviews
+- Use customer feedback and complaint data
+- Analyze customer support and service issues
+- Study barriers to customer adoption
+- Focus on current pain point data
+- Present conflicting information when sources disagree
+- Apply confidence levels appropriately
+
+## PAIN POINTS 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 pain point insights
+
+## NEXT STEP:
+
+After user selects 'C', load `{project-root}/_bmad/bmm/workflows/1-analysis/research/market-steps/step-04-customer-decisions.md` to analyze customer decision processes, journey mapping, and decision factors for {{research_topic}}.
+
+Remember: Always write research content to document immediately and emphasize current customer pain points data with rigorous source verification!