fraim-framework 2.0.55 → 2.0.56
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/registry/ai-manager-rules/customer-development-phases/phase1-customer-profiling.md +101 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase2-platform-discovery.md +235 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase3-prospect-qualification.md +243 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase4-inventory-compilation.md +206 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase1-survey-scoping.md +60 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase2-survey-build-linkedin.md +23 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase3-survey-build-reddit.md +22 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase4-survey-build-x.md +21 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase5-survey-build-facebook.md +19 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase6-survey-build-custom.md +15 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase7-survey-dispatch.md +45 -0
- package/dist/registry/templates/bootstrap/ARCHITECTURE-TEMPLATE.md +53 -0
- package/dist/registry/templates/bootstrap/CODE-QUALITY-REPORT-TEMPLATE.md +37 -0
- package/dist/registry/templates/bootstrap/TEST-COVERAGE-REPORT-TEMPLATE.md +35 -0
- package/dist/registry/templates/business-development/IDEATION-REPORT-TEMPLATE.md +29 -0
- package/dist/registry/templates/business-development/PRICING-STRATEGY-TEMPLATE.md +126 -0
- package/dist/registry/templates/customer-development/customer-interview-template.md +99 -0
- package/dist/registry/templates/customer-development/customer-persona-template.md +69 -0
- package/dist/registry/templates/customer-development/follow-up-email-templates.md +132 -0
- package/dist/registry/templates/customer-development/insight-analysis-template.md +74 -0
- package/dist/registry/templates/customer-development/prospect-inventory-template.csv +3 -0
- package/dist/registry/templates/customer-development/search-strategy-template.md +123 -0
- package/dist/registry/templates/customer-development/strategic-recommendations-template.md +53 -0
- package/dist/registry/templates/customer-development/thank-you-email-template.html +124 -0
- package/dist/registry/templates/customer-development/thank-you-note-template.md +16 -0
- package/dist/registry/templates/customer-development/triage-log-template.md +278 -0
- package/dist/registry/templates/customer-development/weekly-newsletter-template.html +204 -0
- package/dist/registry/templates/evidence/Design-Evidence.md +30 -0
- package/dist/registry/templates/evidence/Implementation-BugEvidence.md +94 -0
- package/dist/registry/templates/evidence/Implementation-FeatureEvidence.md +129 -0
- package/dist/registry/templates/evidence/Spec-Evidence.md +19 -0
- package/dist/registry/templates/help/HelpNeeded.md +14 -0
- package/dist/registry/templates/legal/NDA-TEMPLATE.md +170 -0
- package/dist/registry/templates/legal/PATENT-TEMPLATE.md +372 -0
- package/dist/registry/templates/legal/TRADEMARK-TEMPLATE.md +339 -0
- package/dist/registry/templates/legal/contract-review-checklist.md +193 -0
- package/dist/registry/templates/legal/review-report-template.md +198 -0
- package/dist/registry/templates/legal/saas-terms-template.md +174 -0
- package/dist/registry/templates/legal/sow-template.md +117 -0
- package/dist/registry/templates/legal/template-variables.md +131 -0
- package/dist/registry/templates/marketing/DOMAIN-REGISTRATION-TEMPLATE.md +194 -0
- package/dist/registry/templates/marketing/HBR-ARTICLE-TEMPLATE.md +66 -0
- package/dist/registry/templates/marketing/STORYTELLING-TEMPLATE.md +130 -0
- package/dist/registry/templates/marketing/WEBSITE-TEMPLATE.md +262 -0
- package/dist/registry/templates/marketing/github-pages-workflow.yml +64 -0
- package/dist/registry/templates/replicate/implementation-checklist.md +39 -0
- package/dist/registry/templates/replicate/use-cases-template.md +88 -0
- package/dist/registry/templates/retrospective/RETROSPECTIVE-TEMPLATE.md +55 -0
- package/dist/registry/templates/specs/BUGSPEC-TEMPLATE.md +37 -0
- package/dist/registry/templates/specs/FEATURESPEC-TEMPLATE.md +66 -0
- package/dist/registry/templates/specs/TECHSPEC-TEMPLATE.md +39 -0
- package/dist/registry/workflows/bootstrap/create-architecture.md +38 -0
- package/dist/registry/workflows/bootstrap/detect-broken-windows.md +300 -0
- package/dist/registry/workflows/bootstrap/evaluate-code-quality.md +35 -0
- package/dist/registry/workflows/bootstrap/verify-test-coverage.md +36 -0
- package/dist/registry/workflows/brainstorming/blue-sky-brainstorming.md +211 -0
- package/dist/registry/workflows/brainstorming/codebase-brainstorming.md +165 -0
- package/dist/registry/workflows/business-development/create-business-plan.md +737 -0
- package/dist/registry/workflows/business-development/ideate-business-opportunity.md +55 -0
- package/dist/registry/workflows/business-development/price-product.md +325 -0
- package/dist/registry/workflows/compliance/detect-compliance-requirements.md +78 -0
- package/dist/registry/workflows/compliance/generate-audit-evidence.md +75 -0
- package/dist/registry/workflows/compliance/soc2-evidence-generator.md +332 -0
- package/dist/registry/workflows/customer-development/insight-analysis.md +156 -0
- package/dist/registry/workflows/customer-development/insight-triage.md +938 -0
- package/dist/registry/workflows/customer-development/interview-preparation.md +452 -0
- package/dist/registry/workflows/customer-development/linkedin-outreach.md +593 -0
- package/dist/registry/workflows/customer-development/strategic-brainstorming.md +146 -0
- package/dist/registry/workflows/customer-development/thank-customers.md +203 -0
- package/dist/registry/workflows/customer-development/user-survey-dispatch.md +60 -0
- package/dist/registry/workflows/customer-development/users-to-target.md +112 -0
- package/dist/registry/workflows/customer-development/weekly-newsletter.md +366 -0
- package/dist/registry/workflows/deploy/cloud-deployment.md +310 -0
- package/dist/registry/workflows/improve-fraim/contribute.md +32 -0
- package/dist/registry/workflows/improve-fraim/file-issue.md +32 -0
- package/dist/registry/workflows/learning/build-skillset.md +212 -0
- package/dist/registry/workflows/learning/synthesize-learnings.md +284 -0
- package/dist/registry/workflows/legal/contract-review-analysis.md +382 -0
- package/dist/registry/workflows/legal/nda.md +69 -0
- package/dist/registry/workflows/legal/patent-filing.md +76 -0
- package/dist/registry/workflows/legal/saas-contract-development.md +213 -0
- package/dist/registry/workflows/legal/trademark-filing.md +77 -0
- package/dist/registry/workflows/marketing/content-creation.md +37 -0
- package/dist/registry/workflows/marketing/convert-to-pdf.md +235 -0
- package/dist/registry/workflows/marketing/create-modern-website.md +456 -0
- package/dist/registry/workflows/marketing/domain-registration.md +323 -0
- package/dist/registry/workflows/marketing/hbr-article.md +73 -0
- package/dist/registry/workflows/marketing/launch-checklist.md +37 -0
- package/dist/registry/workflows/marketing/marketing-strategy.md +45 -0
- package/dist/registry/workflows/marketing/storytelling.md +65 -0
- package/dist/registry/workflows/performance/analyze-performance.md +65 -0
- package/dist/registry/workflows/product-building/design.md +103 -0
- package/dist/registry/workflows/product-building/implement.md +74 -0
- package/dist/registry/workflows/product-building/iterate-on-pr-comments.md +70 -0
- package/dist/registry/workflows/product-building/prep-issue.md +41 -0
- package/dist/registry/workflows/product-building/prototype.md +65 -0
- package/dist/registry/workflows/product-building/resolve.md +168 -0
- package/dist/registry/workflows/product-building/retrospect.md +86 -0
- package/dist/registry/workflows/product-building/spec.md +181 -0
- package/dist/registry/workflows/product-building/test.md +125 -0
- package/dist/registry/workflows/productivity-report/productivity-report.md +263 -0
- package/dist/registry/workflows/quality-assurance/browser-validation.md +221 -0
- package/dist/registry/workflows/quality-assurance/iterative-improvement-cycle.md +562 -0
- package/dist/registry/workflows/replicate/replicate-discovery.md +336 -0
- package/dist/registry/workflows/replicate/replicate-to-issues.md +324 -0
- package/dist/registry/workflows/reviewer/review-implementation-vs-design-spec.md +638 -0
- package/dist/registry/workflows/reviewer/review-implementation-vs-feature-spec.md +675 -0
- package/dist/registry/workflows/startup-credits/aws-activate-application.md +535 -0
- package/dist/registry/workflows/startup-credits/google-cloud-application.md +647 -0
- package/dist/registry/workflows/startup-credits/microsoft-azure-application.md +538 -0
- package/dist/src/ai-manager/ai-manager.js +4 -6
- package/dist/tests/test-users-to-target-workflow.js +2 -2
- package/package.json +1 -1
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase1-customer-profiling.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase1-survey-scoping.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase2-platform-discovery.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase2-survey-build-linkedin.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase3-prospect-qualification.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase3-survey-build-reddit.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase4-inventory-compilation.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase4-survey-build-x.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase5-survey-build-facebook.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase6-survey-build-custom.md +0 -11
- package/registry/stubs/workflows/customer-development/ai-coach-phases/phase7-survey-dispatch.md +0 -11
- package/registry/stubs/workflows/customer-development/templates/customer-persona-template.md +0 -11
- package/registry/stubs/workflows/customer-development/templates/search-strategy-template.md +0 -11
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# Pricing & Packaging Strategy — [Product Name]
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**Date:** YYYY-MM-DD
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**Owner:** [Name/Team]
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**Purpose:** Define SKUs, pricing, unit economics, and competitive positioning
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---
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## Executive Summary
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- What we sell (one-liner)
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- Who buys (top 2–3 segments)
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- Recommended pricing metric
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- Recommended SKUs/tiers
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- Price list snapshot
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- Biggest risks + mitigations
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- Next 30 days plan
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---
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## Product Context
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- Core outcomes
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- Buyer vs user
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- Delivery model (SaaS / services / hybrid)
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- Constraints (margin targets, capacity, sales motion)
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---
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## Customer Segments (ICP)
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### Segment 1: [Name]
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- Job-to-be-done
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- Pain points
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- Alternatives today
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- Willingness to pay signals
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- Buying process & budget
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- Success metrics
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[Repeat for 3–7 segments]
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### Segment Comparison Table
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| Segment | Pain | Frequency | Budget Owner | WTP | Reach | Competition | Notes |
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---
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## Value Narrative (Why Before Pricing)
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- Headline value statement
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- Why outcomes vary (if relevant)
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- 3 adoption paths / maturity levels (optional)
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- CTA
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---
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## Packaging Architecture (SKUs + tiers)
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### SKU Catalog
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| SKU | Who it’s for | Primary outcomes | Included | Excludes | Success metrics |
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### Tier Comparison
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| Tier | Best for | Outcomes | Limits | Support | Upgrade triggers |
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## Pricing Metric
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- Primary metric: [e.g., per seat / per workspace / per project / per run]
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- Why this metric fits value + predictability
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- Guardrails and anti-gaming
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- Secondary metrics (optional add-ons)
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---
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## Price List
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### Hero Table (simple first)
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| | Tier 1 | Tier 2 | Tier 3 |
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| What you get | | | |
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| What you save/earn | | | |
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| What you pay | | | |
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### Add-ons
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| Add-on | What it includes | Who buys it | Price | Notes |
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### Discounts & Terms
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- annual/volume/enterprise terms
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---
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## Unit Economics
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### Assumptions
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| Driver | Assumption | Notes |
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### Margin by SKU/Tier
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| SKU/Tier | ARPU/ACV | COGS | Gross Margin | Notes |
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### Scalability Constraints
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- staffing ratios (if services)
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- compute caps
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- support burden
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---
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## Competitive Landscape (with citations)
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### Competitor Matrix
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| Competitor | What they sell | Who buys | Pricing model | Strengths | Weaknesses | Win strategy |
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### Positioning & Talk Tracks
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- Differentiation pillars
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- Objections + responses
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- Win/loss summary
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---
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## Risks & Mitigations
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| Risk | Impact | Mitigation | Owner | Leading indicator |
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---
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## Validation Plan (30/60/90)
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- experiments
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- metrics
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- decision points
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# Customer Interview Template
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## Interview Preparation Section (AI Agent fills this before interview)
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### Customer Overview
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**Name**: [Full Name]
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**Role**: [Current Title] at [Company]
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**Location**: [City, State/Country]
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**Experience**: [Years] at [Company], [Total] years in [Industry]
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**Connection**: [Degree] degree connection with [X] mutual connections
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### Professional Background
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#### Current Role ([Date] - Present)
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**[Title]** - [Company/Department]
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- **Mission**: [Key responsibilities and team focus]
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- **Team Leadership**: [Team size and management responsibilities]
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- **Key Responsibilities**:
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- [Specific responsibility 1]
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- [Specific responsibility 2]
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- [Specific responsibility 3]
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#### Previous Role ([Date] - [Date])
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**[Title]** - [Company/Department]
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- **Focus**: [Key focus areas and achievements]
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- **Key Products/Projects**:
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- [Product/Project 1]: [Description]
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- [Product/Project 2]: [Description]
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- **Innovation**: [Key innovations or approaches]
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#### Career Progression
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- **[X] years at [Company]** ([Additional context])
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- **Technical Background**: [Background details]
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- **Enterprise Experience**: [Relevant experience]
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- **Product Creation**: [Notable products built]
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- **Education**: [Education background]
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### Key Insights for Interview
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#### Product Philosophy
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- **[Quote or philosophy from profile]**
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- **[Key mindset or approach]**
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- **[Customer-centric focus areas]**
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#### Technical & Business Acumen
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- **Hybrid Background**: [Technical + Business background]
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- **Enterprise Focus**: [Enterprise experience details]
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- **AI Integration**: [AI/Technology experience]
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- **Product-Led Growth**: [Growth and adoption expertise]
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#### Company Context
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- **Long Tenure**: [Company experience details]
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- **Current Focus**: [Current team and project focus]
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- **Hierarchy Awareness**: [Level and leadership context]
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- **Cross-Functional**: [Cross-functional experience]
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#### LinkedIn Activity Insights
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- **Recent Posts**: [Topics they write about, tone, expertise areas]
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- **Liked/Reshared Content**: [Interests and influences from their engagement]
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- **Comments**: [Perspectives and opinions from their comments]
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- **Recurring Themes**: [Pain points, interests, expertise areas from content]
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- **Communication Style**: [Personality and approach from posts/comments]
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- **Thought Leadership**: [Areas where they share insights and opinions]
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#### Additional Research Insights
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- **Web Search Findings**: [Articles, interviews, press mentions found online]
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- **Professional Content**: [Blog posts, articles, speaking engagements, podcasts]
|
|
68
|
+
- **Social Media Activity**: [Twitter/X, Medium, other platforms activity]
|
|
69
|
+
- **Company Intelligence**: [Company culture, tools, policies, recent changes]
|
|
70
|
+
- **Industry Context**: [Industry trends, challenges, competitive landscape]
|
|
71
|
+
|
|
72
|
+
### Interview Strategy
|
|
73
|
+
|
|
74
|
+
#### Conversation Starters
|
|
75
|
+
- **Mutual Connections**: Reference [Specific mutual connections]
|
|
76
|
+
- **Shared Experience**: [Shared context or experience]
|
|
77
|
+
- **Product Philosophy**: Connect to [Specific philosophy or approach]
|
|
78
|
+
- **Recent Work**: Ask about [Specific recent work or projects]
|
|
79
|
+
|
|
80
|
+
### Research Notes
|
|
81
|
+
- **LinkedIn Profile**: [Profile research summary]
|
|
82
|
+
- **Mutual Connections**: [Network overlap details]
|
|
83
|
+
- **Company Context**: [Company and industry context]
|
|
84
|
+
- **Role Relevance**: [Why this customer is a good fit]
|
|
85
|
+
- **Timing**: [Why timing is good for interview]
|
|
86
|
+
|
|
87
|
+
## Interview Questions (AI Agent creates these based on strategic document - Mom Test Compliant)
|
|
88
|
+
|
|
89
|
+
### Priority Questions
|
|
90
|
+
[AI Agent creates specific questions based on strategic assumptions and customer context]
|
|
91
|
+
**Mom Test Format**: "Tell me about the last time you..." or "Walk me through what happened when..."
|
|
92
|
+
|
|
93
|
+
### Validation Questions
|
|
94
|
+
[AI Agent creates questions to validate specific strategic assumptions from the strategy document]
|
|
95
|
+
**Focus**: Past behavior, specific examples, current processes
|
|
96
|
+
|
|
97
|
+
### Follow-up Questions
|
|
98
|
+
[AI Agent creates follow-up questions based on customer background and role]
|
|
99
|
+
**Format**: "How did that work out?" or "What would you have done differently?"
|
|
@@ -0,0 +1,69 @@
|
|
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1
|
+
# Customer Persona Template
|
|
2
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+
|
|
3
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+
## Basic Information
|
|
4
|
+
- **Persona Name**: [Give your ideal customer a name]
|
|
5
|
+
- **Industry/Sector**: [What industry do they work in?]
|
|
6
|
+
- **Job Title/Role**: [What is their position?]
|
|
7
|
+
- **Company Size**: [Startup, SMB, Enterprise]
|
|
8
|
+
- **Geographic Location**: [Where are they located?]
|
|
9
|
+
|
|
10
|
+
## Demographics
|
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|
+
- **Age Range**: [Age bracket]
|
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12
|
+
- **Education Level**: [Educational background]
|
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13
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+
- **Income Range**: [If relevant]
|
|
14
|
+
- **Experience Level**: [Years in role/industry]
|
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15
|
+
|
|
16
|
+
## Pain Points & Challenges
|
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17
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+
1. **Primary Pain Point**: [Main problem your solution addresses]
|
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18
|
+
2. **Secondary Pain Points**: [Additional problems they face]
|
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19
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+
3. **Current Solutions**: [How do they currently handle these problems?]
|
|
20
|
+
4. **Frustrations**: [What frustrates them about current solutions?]
|
|
21
|
+
|
|
22
|
+
## Behavioral Indicators
|
|
23
|
+
- **Online Behavior**: [Where do they spend time online?]
|
|
24
|
+
- **Content Consumption**: [What do they read/watch?]
|
|
25
|
+
- **Social Media Usage**: [Which platforms do they use?]
|
|
26
|
+
- **Professional Networks**: [LinkedIn groups, associations]
|
|
27
|
+
- **Forums/Communities**: [Where do they seek help/advice?]
|
|
28
|
+
|
|
29
|
+
## Search Keywords
|
|
30
|
+
### LinkedIn Keywords
|
|
31
|
+
- [Professional terms they use]
|
|
32
|
+
- [Job titles to search for]
|
|
33
|
+
- [Company types]
|
|
34
|
+
- [Skills they mention]
|
|
35
|
+
|
|
36
|
+
### Reddit Keywords
|
|
37
|
+
- [Subreddits they frequent]
|
|
38
|
+
- [Problems they discuss]
|
|
39
|
+
- [Solutions they seek]
|
|
40
|
+
|
|
41
|
+
### X (Twitter) Keywords
|
|
42
|
+
- [Hashtags they use]
|
|
43
|
+
- [Complaints they voice]
|
|
44
|
+
- [Topics they discuss]
|
|
45
|
+
|
|
46
|
+
### Facebook Keywords
|
|
47
|
+
- [Groups they join]
|
|
48
|
+
- [Topics they discuss]
|
|
49
|
+
- [Problems they share]
|
|
50
|
+
|
|
51
|
+
### Web Search Keywords
|
|
52
|
+
- [Blog topics they read]
|
|
53
|
+
- [Problems they Google]
|
|
54
|
+
- [Solutions they research]
|
|
55
|
+
|
|
56
|
+
## Qualification Criteria
|
|
57
|
+
- **Must Have**: [Non-negotiable requirements]
|
|
58
|
+
- **Nice to Have**: [Preferred but not required]
|
|
59
|
+
- **Red Flags**: [Disqualifying factors]
|
|
60
|
+
|
|
61
|
+
## Contact Preferences
|
|
62
|
+
- **Preferred Channels**: [Email, LinkedIn, Twitter DM, etc.]
|
|
63
|
+
- **Best Times**: [When to reach out]
|
|
64
|
+
- **Messaging Tone**: [Professional, casual, technical]
|
|
65
|
+
|
|
66
|
+
## Success Indicators
|
|
67
|
+
- **Budget Authority**: [Do they have buying power?]
|
|
68
|
+
- **Urgency**: [How urgent is their need?]
|
|
69
|
+
- **Fit Score**: [How well do they match your solution?]
|
|
@@ -0,0 +1,132 @@
|
|
|
1
|
+
# Customer Follow-up Email Templates
|
|
2
|
+
|
|
3
|
+
## Template 1: Thank You + Key Takeaways Confirmation
|
|
4
|
+
|
|
5
|
+
**Subject**: Thank you for the insightful conversation about [Topic] - [Company Name]
|
|
6
|
+
|
|
7
|
+
Hi [Customer Name],
|
|
8
|
+
|
|
9
|
+
Thank you for taking the time to speak with me about [Topic] yesterday. I really appreciated your insights and candor about [Specific Pain Point].
|
|
10
|
+
|
|
11
|
+
**Key Takeaways I Want to Confirm:**
|
|
12
|
+
- [Pain Point 1]: [Customer's specific example/quote]
|
|
13
|
+
- [Pain Point 2]: [Customer's specific example/quote]
|
|
14
|
+
- [Success Criteria]: [What customer said success would look like]
|
|
15
|
+
- [Budget/Decision Process]: [What customer said about budget/timeline]
|
|
16
|
+
|
|
17
|
+
**Next Steps:**
|
|
18
|
+
- [Follow-up action 1]
|
|
19
|
+
- [Follow-up action 2]
|
|
20
|
+
- [Timeline for next steps]
|
|
21
|
+
|
|
22
|
+
I'll [specific commitment] and get back to you by [date].
|
|
23
|
+
|
|
24
|
+
Thanks again for your time and insights!
|
|
25
|
+
|
|
26
|
+
Best regards,
|
|
27
|
+
[Your Name]
|
|
28
|
+
|
|
29
|
+
---
|
|
30
|
+
|
|
31
|
+
## Template 2: Follow-up Questions + Demo Offer
|
|
32
|
+
|
|
33
|
+
**Subject**: Follow-up questions from our conversation + Demo offer
|
|
34
|
+
|
|
35
|
+
Hi [Customer Name],
|
|
36
|
+
|
|
37
|
+
Thanks again for the great conversation about [Topic]. I have a few follow-up questions that came up after our discussion:
|
|
38
|
+
|
|
39
|
+
**Questions:**
|
|
40
|
+
1. [Question 1 based on gaps in understanding]
|
|
41
|
+
2. [Question 2 based on gaps in understanding]
|
|
42
|
+
3. [Question 3 based on gaps in understanding]
|
|
43
|
+
|
|
44
|
+
**Demo Offer:**
|
|
45
|
+
Based on what you shared about [Pain Point], I think you might find value in seeing how [Product] addresses [Specific Problem]. Would you be interested in a brief demo?
|
|
46
|
+
|
|
47
|
+
**Referrals:**
|
|
48
|
+
You mentioned [Colleague Name] at [Company] might also be interested in this topic. Would you be comfortable if I reached out to them as well?
|
|
49
|
+
|
|
50
|
+
Let me know your thoughts on the questions and demo offer.
|
|
51
|
+
|
|
52
|
+
Best regards,
|
|
53
|
+
[Your Name]
|
|
54
|
+
|
|
55
|
+
---
|
|
56
|
+
|
|
57
|
+
## Template 3: Resource Sharing + Next Steps
|
|
58
|
+
|
|
59
|
+
**Subject**: Resources from our conversation + Next steps
|
|
60
|
+
|
|
61
|
+
Hi [Customer Name],
|
|
62
|
+
|
|
63
|
+
Thanks for the insightful conversation about [Topic]. As promised, here are some resources that might be helpful:
|
|
64
|
+
|
|
65
|
+
**Resources:**
|
|
66
|
+
- [Resource 1]: [Description and why it's relevant]
|
|
67
|
+
- [Resource 2]: [Description and why it's relevant]
|
|
68
|
+
- [Resource 3]: [Description and why it's relevant]
|
|
69
|
+
|
|
70
|
+
**Next Steps:**
|
|
71
|
+
- [Specific next step 1]
|
|
72
|
+
- [Specific next step 2]
|
|
73
|
+
- [Timeline and commitment]
|
|
74
|
+
|
|
75
|
+
**Questions:**
|
|
76
|
+
If you have any questions about the resources or next steps, feel free to reach out.
|
|
77
|
+
|
|
78
|
+
Thanks again for your time and insights!
|
|
79
|
+
|
|
80
|
+
Best regards,
|
|
81
|
+
[Your Name]
|
|
82
|
+
|
|
83
|
+
---
|
|
84
|
+
|
|
85
|
+
## Template 4: Referral Request + Thank You
|
|
86
|
+
|
|
87
|
+
**Subject**: Thank you + Referral request
|
|
88
|
+
|
|
89
|
+
Hi [Customer Name],
|
|
90
|
+
|
|
91
|
+
Thank you for the valuable conversation about [Topic]. Your insights about [Specific Insight] were particularly helpful.
|
|
92
|
+
|
|
93
|
+
**Referral Request:**
|
|
94
|
+
You mentioned that [Colleague Name] at [Company] might also be interested in [Topic]. Would you be comfortable making an introduction? I'd be happy to share what we discussed and see if they have similar challenges.
|
|
95
|
+
|
|
96
|
+
**What I'd Share:**
|
|
97
|
+
- Brief overview of [Topic] and common challenges
|
|
98
|
+
- How [Product] addresses these challenges
|
|
99
|
+
- 15-20 minute conversation to understand their needs
|
|
100
|
+
|
|
101
|
+
**Next Steps:**
|
|
102
|
+
- [Your specific commitment]
|
|
103
|
+
- [Timeline for follow-up]
|
|
104
|
+
|
|
105
|
+
Thanks again for your time and insights!
|
|
106
|
+
|
|
107
|
+
Best regards,
|
|
108
|
+
[Your Name]
|
|
109
|
+
|
|
110
|
+
---
|
|
111
|
+
|
|
112
|
+
## Template Usage Guidelines
|
|
113
|
+
|
|
114
|
+
### When to Use Each Template:
|
|
115
|
+
- **Template 1**: Standard follow-up for most interviews
|
|
116
|
+
- **Template 2**: When you need more information or want to offer a demo
|
|
117
|
+
- **Template 3**: When you promised to share resources
|
|
118
|
+
- **Template 4**: When customer mentioned referrals
|
|
119
|
+
|
|
120
|
+
### Customization Tips:
|
|
121
|
+
- Always personalize with specific quotes and examples
|
|
122
|
+
- Include specific commitments and timelines
|
|
123
|
+
- Reference specific pain points mentioned in the interview
|
|
124
|
+
- Keep tone professional but friendly
|
|
125
|
+
- Include clear next steps and expectations
|
|
126
|
+
|
|
127
|
+
### Best Practices:
|
|
128
|
+
- Send within 24-48 hours of the interview
|
|
129
|
+
- Include specific quotes and examples from the conversation
|
|
130
|
+
- Make specific commitments and follow through
|
|
131
|
+
- Ask for referrals when appropriate
|
|
132
|
+
- Keep emails concise and actionable
|
|
@@ -0,0 +1,74 @@
|
|
|
1
|
+
# Insight Analysis Template
|
|
2
|
+
|
|
3
|
+
## Analysis File Template
|
|
4
|
+
```markdown
|
|
5
|
+
# Interview Analysis - [Customer Name] - [Date]
|
|
6
|
+
|
|
7
|
+
## Executive Summary
|
|
8
|
+
[Brief overview of key insights and customer fit]
|
|
9
|
+
|
|
10
|
+
## Customer Scoring & Prioritization
|
|
11
|
+
### Customer Fit Score: [X]/10
|
|
12
|
+
**Reasoning**: [Why this score - segment alignment, pain point severity, budget authority]
|
|
13
|
+
|
|
14
|
+
### Urgency Level: [High/Medium/Low]
|
|
15
|
+
**Reasoning**: [Why this urgency - active seeking, timeline, competitive pressure]
|
|
16
|
+
|
|
17
|
+
### Willingness to Pay: [High/Medium/Low]
|
|
18
|
+
**Reasoning**: [Why this willingness - budget authority, current spending, value perception]
|
|
19
|
+
|
|
20
|
+
### Likelihood to Buy: [High/Medium/Low]
|
|
21
|
+
**Reasoning**: [Why this likelihood - decision power, implementation readiness, engagement]
|
|
22
|
+
|
|
23
|
+
## Key Insights from Interview
|
|
24
|
+
### Pain Points Confirmed
|
|
25
|
+
1. [Pain point 1 with customer quote]
|
|
26
|
+
2. [Pain point 2 with customer quote]
|
|
27
|
+
3. [Pain point 3 with customer quote]
|
|
28
|
+
|
|
29
|
+
### Success & Failure Criteria
|
|
30
|
+
**Success**: [Success criteria with customer quotes]
|
|
31
|
+
**Failure**: [Failure criteria with customer quotes]
|
|
32
|
+
|
|
33
|
+
### Feature Validation
|
|
34
|
+
- **Calendar & Scheduling**: [Priority, pain level, willingness to pay, customer quote]
|
|
35
|
+
- **Email Management**: [Priority, pain level, willingness to pay, customer quote]
|
|
36
|
+
- **Other Features**: [Additional feature insights]
|
|
37
|
+
|
|
38
|
+
## Memorable Quotes
|
|
39
|
+
> "[Customer quote 1]"
|
|
40
|
+
|
|
41
|
+
> "[Customer quote 2]"
|
|
42
|
+
|
|
43
|
+
> "[Customer quote 3]"
|
|
44
|
+
|
|
45
|
+
## Follow-up Actions
|
|
46
|
+
### Immediate Actions
|
|
47
|
+
- [ ] [Action 1 with timeline]
|
|
48
|
+
- [ ] [Action 2 with timeline]
|
|
49
|
+
- [ ] [Action 3 with timeline]
|
|
50
|
+
|
|
51
|
+
### Suggested Follow-up Email
|
|
52
|
+
[Generated personalized follow-up email using follow-up email templates as reference]
|
|
53
|
+
|
|
54
|
+
### Next Questions
|
|
55
|
+
1. [Follow-up question 1]
|
|
56
|
+
2. [Follow-up question 2]
|
|
57
|
+
3. [Follow-up question 3]
|
|
58
|
+
|
|
59
|
+
### Referrals
|
|
60
|
+
- **Potential referrals**: [Referral opportunities]
|
|
61
|
+
- **Introduction approach**: [How to approach referrals]
|
|
62
|
+
|
|
63
|
+
## Reference Files
|
|
64
|
+
- **Interview Preparation**: `[customer-name]-interview-prep.md`
|
|
65
|
+
- **Strategic Context**: `ashley-market-niche-strategy.md`
|
|
66
|
+
```
|
|
67
|
+
|
|
68
|
+
## Usage Notes
|
|
69
|
+
- Extract insights from raw interview notes
|
|
70
|
+
- Score customer based on fit, urgency, willingness to pay, and likelihood to buy
|
|
71
|
+
- Include direct customer quotes for authenticity
|
|
72
|
+
- **Generate personalized follow-up emails using follow-up email templates as reference**
|
|
73
|
+
- Create actionable next steps with timelines
|
|
74
|
+
- Reference the original prep file for context
|
|
@@ -0,0 +1,3 @@
|
|
|
1
|
+
Name,Platform Found,Profile URL,Contact Information,Pain Points Identified,Relevance Score,Discovery Context,Follow-up Priority,Notes,Date Found,Industry,Job Title,Company,Location,Engagement Level
|
|
2
|
+
John Doe,LinkedIn,https://linkedin.com/in/johndoe,john.doe@company.com,"Struggling with manual data entry, needs automation",9,"Posted about spending 10 hours/week on manual tasks",High,"Active poster about productivity challenges",2026-02-03,SaaS,Operations Manager,TechCorp,San Francisco,High
|
|
3
|
+
Jane Smith,Reddit,https://reddit.com/u/janesmith,,"Looking for better project management tools",7,"Comment in r/projectmanagement about current tool limitations",Medium,"Frequent contributor to PM discussions",2026-02-03,Marketing,Project Manager,Unknown,Unknown,Medium
|
|
@@ -0,0 +1,123 @@
|
|
|
1
|
+
# Search Strategy Template
|
|
2
|
+
|
|
3
|
+
## Target Customer Profile Summary
|
|
4
|
+
- **Primary Persona**: [Brief description]
|
|
5
|
+
- **Key Pain Points**: [Top 3 problems]
|
|
6
|
+
- **Search Objective**: [What are you trying to find?]
|
|
7
|
+
|
|
8
|
+
## Platform-Specific Strategies
|
|
9
|
+
|
|
10
|
+
### LinkedIn Strategy
|
|
11
|
+
**Search Approach**:
|
|
12
|
+
- [ ] People search with job titles
|
|
13
|
+
- [ ] Company search for target organizations
|
|
14
|
+
- [ ] Group search for relevant communities
|
|
15
|
+
- [ ] Post search for pain point discussions
|
|
16
|
+
|
|
17
|
+
**Search Queries**:
|
|
18
|
+
1. [Job title] + [industry] + [location]
|
|
19
|
+
2. [Pain point keyword] + [solution keyword]
|
|
20
|
+
3. [Company type] + [role] + [challenge]
|
|
21
|
+
|
|
22
|
+
**Target Groups**:
|
|
23
|
+
- [Relevant LinkedIn groups]
|
|
24
|
+
- [Industry associations]
|
|
25
|
+
- [Professional communities]
|
|
26
|
+
|
|
27
|
+
### Reddit Strategy
|
|
28
|
+
**Target Subreddits**:
|
|
29
|
+
- r/[relevant subreddit 1]
|
|
30
|
+
- r/[relevant subreddit 2]
|
|
31
|
+
- r/[relevant subreddit 3]
|
|
32
|
+
|
|
33
|
+
**Search Queries**:
|
|
34
|
+
1. [Pain point] + [industry]
|
|
35
|
+
2. [Problem description] + [help/advice]
|
|
36
|
+
3. [Current solution] + [frustration/problem]
|
|
37
|
+
|
|
38
|
+
**Post Types to Look For**:
|
|
39
|
+
- [ ] Help requests
|
|
40
|
+
- [ ] Problem complaints
|
|
41
|
+
- [ ] Solution discussions
|
|
42
|
+
- [ ] Tool recommendations
|
|
43
|
+
|
|
44
|
+
### X (Twitter) Strategy
|
|
45
|
+
**Search Queries**:
|
|
46
|
+
1. [Pain point] + [industry hashtag]
|
|
47
|
+
2. [Problem] + [frustrated/annoyed]
|
|
48
|
+
3. [Current tool] + [doesn't work/broken]
|
|
49
|
+
|
|
50
|
+
**Hashtags to Monitor**:
|
|
51
|
+
- #[industry hashtag]
|
|
52
|
+
- #[problem hashtag]
|
|
53
|
+
- #[solution category hashtag]
|
|
54
|
+
|
|
55
|
+
**Account Types to Target**:
|
|
56
|
+
- [ ] Industry professionals
|
|
57
|
+
- [ ] Company decision makers
|
|
58
|
+
- [ ] Thought leaders
|
|
59
|
+
- [ ] Active complainers
|
|
60
|
+
|
|
61
|
+
### Facebook Strategy
|
|
62
|
+
**Target Groups**:
|
|
63
|
+
- [Industry-specific groups]
|
|
64
|
+
- [Professional communities]
|
|
65
|
+
- [Problem-focused groups]
|
|
66
|
+
|
|
67
|
+
**Search Approach**:
|
|
68
|
+
- [ ] Group member search
|
|
69
|
+
- [ ] Post search within groups
|
|
70
|
+
- [ ] Comment analysis on relevant posts
|
|
71
|
+
|
|
72
|
+
### Forum Strategy
|
|
73
|
+
**Target Forums**:
|
|
74
|
+
- [Industry forum 1]
|
|
75
|
+
- [Professional community 2]
|
|
76
|
+
- [Problem-specific forum 3]
|
|
77
|
+
|
|
78
|
+
**Search Approach**:
|
|
79
|
+
- [ ] Thread search for pain points
|
|
80
|
+
- [ ] User profile analysis
|
|
81
|
+
- [ ] Active contributor identification
|
|
82
|
+
|
|
83
|
+
### Web Search Strategy
|
|
84
|
+
**Search Queries**:
|
|
85
|
+
1. "[Pain point]" + blog + [industry]
|
|
86
|
+
2. "[Problem]" + article + [year]
|
|
87
|
+
3. "[Current solution]" + review + problems
|
|
88
|
+
|
|
89
|
+
**Target Content Types**:
|
|
90
|
+
- [ ] Blog posts about problems
|
|
91
|
+
- [ ] Industry articles
|
|
92
|
+
- [ ] Review sites
|
|
93
|
+
- [ ] Comment sections
|
|
94
|
+
|
|
95
|
+
## Qualification Filters
|
|
96
|
+
**Must Include**:
|
|
97
|
+
- [ ] Clear pain point expression
|
|
98
|
+
- [ ] Recent activity (within 6 months)
|
|
99
|
+
- [ ] Professional context
|
|
100
|
+
- [ ] Contact information available
|
|
101
|
+
|
|
102
|
+
**Exclude**:
|
|
103
|
+
- [ ] Competitors
|
|
104
|
+
- [ ] Students (unless targeting)
|
|
105
|
+
- [ ] Inactive profiles
|
|
106
|
+
- [ ] Irrelevant industries
|
|
107
|
+
|
|
108
|
+
## Success Metrics per Platform
|
|
109
|
+
- **LinkedIn**: [Target number] qualified professionals
|
|
110
|
+
- **Reddit**: [Target number] active community members
|
|
111
|
+
- **X (Twitter)**: [Target number] engaged users
|
|
112
|
+
- **Facebook**: [Target number] group members
|
|
113
|
+
- **Forums**: [Target number] active contributors
|
|
114
|
+
- **Web Search**: [Target number] content creators/commenters
|
|
115
|
+
|
|
116
|
+
## Time Allocation
|
|
117
|
+
- **LinkedIn**: [X hours]
|
|
118
|
+
- **Reddit**: [X hours]
|
|
119
|
+
- **X (Twitter)**: [X hours]
|
|
120
|
+
- **Facebook**: [X hours]
|
|
121
|
+
- **Forums**: [X hours]
|
|
122
|
+
- **Web Search**: [X hours]
|
|
123
|
+
- **Total**: [Total hours]
|
|
@@ -0,0 +1,53 @@
|
|
|
1
|
+
# Strategic Recommendations Template
|
|
2
|
+
|
|
3
|
+
## Document Structure
|
|
4
|
+
```markdown
|
|
5
|
+
# Customer Development Strategy - [Date]
|
|
6
|
+
|
|
7
|
+
## Executive Summary
|
|
8
|
+
[Brief overview of recommendations and next steps]
|
|
9
|
+
|
|
10
|
+
## Market Research Findings
|
|
11
|
+
[Key insights from research and existing customer data]
|
|
12
|
+
|
|
13
|
+
## Recommended Customer Segments
|
|
14
|
+
|
|
15
|
+
### Priority 1: [Customer Segment]
|
|
16
|
+
- **Rationale**: [Why this segment first]
|
|
17
|
+
- **Key Assumptions to Validate**: [List assumptions]
|
|
18
|
+
- **Success Criteria**: [What validates this segment]
|
|
19
|
+
- **Sample Customers**: [Specific companies/people to target]
|
|
20
|
+
|
|
21
|
+
### Priority 2: [Customer Segment]
|
|
22
|
+
- **Rationale**: [Why this segment second]
|
|
23
|
+
- **Key Assumptions to Validate**: [List assumptions]
|
|
24
|
+
- **Success Criteria**: [What validates this segment]
|
|
25
|
+
- **Sample Customers**: [Specific companies/people to target]
|
|
26
|
+
|
|
27
|
+
## Assumption Validation Map
|
|
28
|
+
|
|
29
|
+
| Assumption | Priority | Customer Segment | Validation Question | Success Criteria |
|
|
30
|
+
|------------|----------|------------------|-------------------|------------------|
|
|
31
|
+
| [Assumption] | [High/Medium/Low] | [Segment] | [Question] | [Criteria] |
|
|
32
|
+
|
|
33
|
+
## Interview Planning Recommendations
|
|
34
|
+
- **Total Interviews Needed**: [Number]
|
|
35
|
+
- **Timeline**: [Suggested timeline]
|
|
36
|
+
- **Interview Frequency**: [How often]
|
|
37
|
+
- **Key Metrics to Track**: [What to measure]
|
|
38
|
+
|
|
39
|
+
## Risk Mitigation
|
|
40
|
+
- **Assumption Risks**: [What if assumptions are wrong]
|
|
41
|
+
- **Customer Access Risks**: [What if can't reach customers]
|
|
42
|
+
- **Timeline Risks**: [What if timeline slips]
|
|
43
|
+
- **Mitigation Strategies**: [How to address risks]
|
|
44
|
+
|
|
45
|
+
## Next Steps
|
|
46
|
+
[Actionable next steps for PM]
|
|
47
|
+
```
|
|
48
|
+
|
|
49
|
+
## Usage Notes
|
|
50
|
+
- Use contextual naming based on the strategic focus
|
|
51
|
+
- Include specific customer names and companies when available
|
|
52
|
+
- Reference existing business documents and customer insights
|
|
53
|
+
- Provide clear, actionable next steps for the PM
|