bmalph 1.0.0 → 2.2.1

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

@@ -1,237 +1,237 @@
-# 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: `./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!
+# 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: `./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!