fraim-framework 2.0.55 → 2.0.56

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Files changed (126) hide show
  1. package/dist/registry/ai-manager-rules/customer-development-phases/phase1-customer-profiling.md +101 -0
  2. package/dist/registry/ai-manager-rules/customer-development-phases/phase2-platform-discovery.md +235 -0
  3. package/dist/registry/ai-manager-rules/customer-development-phases/phase3-prospect-qualification.md +243 -0
  4. package/dist/registry/ai-manager-rules/customer-development-phases/phase4-inventory-compilation.md +206 -0
  5. package/dist/registry/ai-manager-rules/user-survey-phases/phase1-survey-scoping.md +60 -0
  6. package/dist/registry/ai-manager-rules/user-survey-phases/phase2-survey-build-linkedin.md +23 -0
  7. package/dist/registry/ai-manager-rules/user-survey-phases/phase3-survey-build-reddit.md +22 -0
  8. package/dist/registry/ai-manager-rules/user-survey-phases/phase4-survey-build-x.md +21 -0
  9. package/dist/registry/ai-manager-rules/user-survey-phases/phase5-survey-build-facebook.md +19 -0
  10. package/dist/registry/ai-manager-rules/user-survey-phases/phase6-survey-build-custom.md +15 -0
  11. package/dist/registry/ai-manager-rules/user-survey-phases/phase7-survey-dispatch.md +45 -0
  12. package/dist/registry/templates/bootstrap/ARCHITECTURE-TEMPLATE.md +53 -0
  13. package/dist/registry/templates/bootstrap/CODE-QUALITY-REPORT-TEMPLATE.md +37 -0
  14. package/dist/registry/templates/bootstrap/TEST-COVERAGE-REPORT-TEMPLATE.md +35 -0
  15. package/dist/registry/templates/business-development/IDEATION-REPORT-TEMPLATE.md +29 -0
  16. package/dist/registry/templates/business-development/PRICING-STRATEGY-TEMPLATE.md +126 -0
  17. package/dist/registry/templates/customer-development/customer-interview-template.md +99 -0
  18. package/dist/registry/templates/customer-development/customer-persona-template.md +69 -0
  19. package/dist/registry/templates/customer-development/follow-up-email-templates.md +132 -0
  20. package/dist/registry/templates/customer-development/insight-analysis-template.md +74 -0
  21. package/dist/registry/templates/customer-development/prospect-inventory-template.csv +3 -0
  22. package/dist/registry/templates/customer-development/search-strategy-template.md +123 -0
  23. package/dist/registry/templates/customer-development/strategic-recommendations-template.md +53 -0
  24. package/dist/registry/templates/customer-development/thank-you-email-template.html +124 -0
  25. package/dist/registry/templates/customer-development/thank-you-note-template.md +16 -0
  26. package/dist/registry/templates/customer-development/triage-log-template.md +278 -0
  27. package/dist/registry/templates/customer-development/weekly-newsletter-template.html +204 -0
  28. package/dist/registry/templates/evidence/Design-Evidence.md +30 -0
  29. package/dist/registry/templates/evidence/Implementation-BugEvidence.md +94 -0
  30. package/dist/registry/templates/evidence/Implementation-FeatureEvidence.md +129 -0
  31. package/dist/registry/templates/evidence/Spec-Evidence.md +19 -0
  32. package/dist/registry/templates/help/HelpNeeded.md +14 -0
  33. package/dist/registry/templates/legal/NDA-TEMPLATE.md +170 -0
  34. package/dist/registry/templates/legal/PATENT-TEMPLATE.md +372 -0
  35. package/dist/registry/templates/legal/TRADEMARK-TEMPLATE.md +339 -0
  36. package/dist/registry/templates/legal/contract-review-checklist.md +193 -0
  37. package/dist/registry/templates/legal/review-report-template.md +198 -0
  38. package/dist/registry/templates/legal/saas-terms-template.md +174 -0
  39. package/dist/registry/templates/legal/sow-template.md +117 -0
  40. package/dist/registry/templates/legal/template-variables.md +131 -0
  41. package/dist/registry/templates/marketing/DOMAIN-REGISTRATION-TEMPLATE.md +194 -0
  42. package/dist/registry/templates/marketing/HBR-ARTICLE-TEMPLATE.md +66 -0
  43. package/dist/registry/templates/marketing/STORYTELLING-TEMPLATE.md +130 -0
  44. package/dist/registry/templates/marketing/WEBSITE-TEMPLATE.md +262 -0
  45. package/dist/registry/templates/marketing/github-pages-workflow.yml +64 -0
  46. package/dist/registry/templates/replicate/implementation-checklist.md +39 -0
  47. package/dist/registry/templates/replicate/use-cases-template.md +88 -0
  48. package/dist/registry/templates/retrospective/RETROSPECTIVE-TEMPLATE.md +55 -0
  49. package/dist/registry/templates/specs/BUGSPEC-TEMPLATE.md +37 -0
  50. package/dist/registry/templates/specs/FEATURESPEC-TEMPLATE.md +66 -0
  51. package/dist/registry/templates/specs/TECHSPEC-TEMPLATE.md +39 -0
  52. package/dist/registry/workflows/bootstrap/create-architecture.md +38 -0
  53. package/dist/registry/workflows/bootstrap/detect-broken-windows.md +300 -0
  54. package/dist/registry/workflows/bootstrap/evaluate-code-quality.md +35 -0
  55. package/dist/registry/workflows/bootstrap/verify-test-coverage.md +36 -0
  56. package/dist/registry/workflows/brainstorming/blue-sky-brainstorming.md +211 -0
  57. package/dist/registry/workflows/brainstorming/codebase-brainstorming.md +165 -0
  58. package/dist/registry/workflows/business-development/create-business-plan.md +737 -0
  59. package/dist/registry/workflows/business-development/ideate-business-opportunity.md +55 -0
  60. package/dist/registry/workflows/business-development/price-product.md +325 -0
  61. package/dist/registry/workflows/compliance/detect-compliance-requirements.md +78 -0
  62. package/dist/registry/workflows/compliance/generate-audit-evidence.md +75 -0
  63. package/dist/registry/workflows/compliance/soc2-evidence-generator.md +332 -0
  64. package/dist/registry/workflows/customer-development/insight-analysis.md +156 -0
  65. package/dist/registry/workflows/customer-development/insight-triage.md +938 -0
  66. package/dist/registry/workflows/customer-development/interview-preparation.md +452 -0
  67. package/dist/registry/workflows/customer-development/linkedin-outreach.md +593 -0
  68. package/dist/registry/workflows/customer-development/strategic-brainstorming.md +146 -0
  69. package/dist/registry/workflows/customer-development/thank-customers.md +203 -0
  70. package/dist/registry/workflows/customer-development/user-survey-dispatch.md +60 -0
  71. package/dist/registry/workflows/customer-development/users-to-target.md +112 -0
  72. package/dist/registry/workflows/customer-development/weekly-newsletter.md +366 -0
  73. package/dist/registry/workflows/deploy/cloud-deployment.md +310 -0
  74. package/dist/registry/workflows/improve-fraim/contribute.md +32 -0
  75. package/dist/registry/workflows/improve-fraim/file-issue.md +32 -0
  76. package/dist/registry/workflows/learning/build-skillset.md +212 -0
  77. package/dist/registry/workflows/learning/synthesize-learnings.md +284 -0
  78. package/dist/registry/workflows/legal/contract-review-analysis.md +382 -0
  79. package/dist/registry/workflows/legal/nda.md +69 -0
  80. package/dist/registry/workflows/legal/patent-filing.md +76 -0
  81. package/dist/registry/workflows/legal/saas-contract-development.md +213 -0
  82. package/dist/registry/workflows/legal/trademark-filing.md +77 -0
  83. package/dist/registry/workflows/marketing/content-creation.md +37 -0
  84. package/dist/registry/workflows/marketing/convert-to-pdf.md +235 -0
  85. package/dist/registry/workflows/marketing/create-modern-website.md +456 -0
  86. package/dist/registry/workflows/marketing/domain-registration.md +323 -0
  87. package/dist/registry/workflows/marketing/hbr-article.md +73 -0
  88. package/dist/registry/workflows/marketing/launch-checklist.md +37 -0
  89. package/dist/registry/workflows/marketing/marketing-strategy.md +45 -0
  90. package/dist/registry/workflows/marketing/storytelling.md +65 -0
  91. package/dist/registry/workflows/performance/analyze-performance.md +65 -0
  92. package/dist/registry/workflows/product-building/design.md +103 -0
  93. package/dist/registry/workflows/product-building/implement.md +74 -0
  94. package/dist/registry/workflows/product-building/iterate-on-pr-comments.md +70 -0
  95. package/dist/registry/workflows/product-building/prep-issue.md +41 -0
  96. package/dist/registry/workflows/product-building/prototype.md +65 -0
  97. package/dist/registry/workflows/product-building/resolve.md +168 -0
  98. package/dist/registry/workflows/product-building/retrospect.md +86 -0
  99. package/dist/registry/workflows/product-building/spec.md +181 -0
  100. package/dist/registry/workflows/product-building/test.md +125 -0
  101. package/dist/registry/workflows/productivity-report/productivity-report.md +263 -0
  102. package/dist/registry/workflows/quality-assurance/browser-validation.md +221 -0
  103. package/dist/registry/workflows/quality-assurance/iterative-improvement-cycle.md +562 -0
  104. package/dist/registry/workflows/replicate/replicate-discovery.md +336 -0
  105. package/dist/registry/workflows/replicate/replicate-to-issues.md +324 -0
  106. package/dist/registry/workflows/reviewer/review-implementation-vs-design-spec.md +638 -0
  107. package/dist/registry/workflows/reviewer/review-implementation-vs-feature-spec.md +675 -0
  108. package/dist/registry/workflows/startup-credits/aws-activate-application.md +535 -0
  109. package/dist/registry/workflows/startup-credits/google-cloud-application.md +647 -0
  110. package/dist/registry/workflows/startup-credits/microsoft-azure-application.md +538 -0
  111. package/dist/src/ai-manager/ai-manager.js +4 -6
  112. package/dist/tests/test-users-to-target-workflow.js +2 -2
  113. package/package.json +1 -1
  114. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase1-customer-profiling.md +0 -11
  115. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase1-survey-scoping.md +0 -11
  116. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase2-platform-discovery.md +0 -11
  117. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase2-survey-build-linkedin.md +0 -11
  118. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase3-prospect-qualification.md +0 -11
  119. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase3-survey-build-reddit.md +0 -11
  120. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase4-inventory-compilation.md +0 -11
  121. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase4-survey-build-x.md +0 -11
  122. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase5-survey-build-facebook.md +0 -11
  123. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase6-survey-build-custom.md +0 -11
  124. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase7-survey-dispatch.md +0 -11
  125. package/registry/stubs/workflows/customer-development/templates/customer-persona-template.md +0 -11
  126. package/registry/stubs/workflows/customer-development/templates/search-strategy-template.md +0 -11
@@ -0,0 +1,126 @@
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+ # Pricing & Packaging Strategy — [Product Name]
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+
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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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+ ---
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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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+ ---
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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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+ ---
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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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+
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+ [Repeat for 3–7 segments]
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+
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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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+
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+ ---
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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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+ ---
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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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+ |---|---|---|---|---|---|
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+
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+ ### Tier Comparison
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+ | Tier | Best for | Outcomes | Limits | Support | Upgrade triggers |
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+ |---|---|---|---|---|---|
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+
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+ ---
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+
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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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+ ---
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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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+ |---|---|---|---|
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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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+
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+ ### Add-ons
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+ | Add-on | What it includes | Who buys it | Price | Notes |
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+ |---|---|---|---:|---|
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+
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+ ### Discounts & Terms
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+ - annual/volume/enterprise terms
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+
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+ ---
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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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+ |---|---|---|
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+
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+ ### Margin by SKU/Tier
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+ | SKU/Tier | ARPU/ACV | COGS | Gross Margin | Notes |
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+ |---|---:|---:|---:|---|
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+
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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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+ ---
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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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+ |---|---|---|---|---|---|---|
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+
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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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+ ---
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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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+
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+ ---
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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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+
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+ ## Interview Preparation Section (AI Agent fills this before interview)
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+
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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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+
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+ ### Professional Background
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+
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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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+
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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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+
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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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+
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+ ### Key Insights for Interview
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+
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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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+
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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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+
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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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+
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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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+
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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]
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+ - **Social Media Activity**: [Twitter/X, Medium, other platforms activity]
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+ - **Company Intelligence**: [Company culture, tools, policies, recent changes]
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+ - **Industry Context**: [Industry trends, challenges, competitive landscape]
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+
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+ ### Interview Strategy
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+
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+ #### Conversation Starters
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+ - **Mutual Connections**: Reference [Specific mutual connections]
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+ - **Shared Experience**: [Shared context or experience]
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+ - **Product Philosophy**: Connect to [Specific philosophy or approach]
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+ - **Recent Work**: Ask about [Specific recent work or projects]
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+
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+ ### Research Notes
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+ - **LinkedIn Profile**: [Profile research summary]
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+ - **Mutual Connections**: [Network overlap details]
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+ - **Company Context**: [Company and industry context]
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+ - **Role Relevance**: [Why this customer is a good fit]
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+ - **Timing**: [Why timing is good for interview]
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+
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+ ## Interview Questions (AI Agent creates these based on strategic document - Mom Test Compliant)
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+
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+ ### Priority Questions
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+ [AI Agent creates specific questions based on strategic assumptions and customer context]
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+ **Mom Test Format**: "Tell me about the last time you..." or "Walk me through what happened when..."
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+
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+ ### Validation Questions
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+ [AI Agent creates questions to validate specific strategic assumptions from the strategy document]
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+ **Focus**: Past behavior, specific examples, current processes
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+
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+ ### Follow-up Questions
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+ [AI Agent creates follow-up questions based on customer background and role]
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+ **Format**: "How did that work out?" or "What would you have done differently?"
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+ # Customer Persona Template
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+
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+ ## Basic Information
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+ - **Persona Name**: [Give your ideal customer a name]
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+ - **Industry/Sector**: [What industry do they work in?]
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+ - **Job Title/Role**: [What is their position?]
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+ - **Company Size**: [Startup, SMB, Enterprise]
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+ - **Geographic Location**: [Where are they located?]
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+
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+ ## Demographics
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+ - **Age Range**: [Age bracket]
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+ - **Education Level**: [Educational background]
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+ - **Income Range**: [If relevant]
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+ - **Experience Level**: [Years in role/industry]
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+
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+ ## Pain Points & Challenges
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+ 1. **Primary Pain Point**: [Main problem your solution addresses]
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+ 2. **Secondary Pain Points**: [Additional problems they face]
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+ 3. **Current Solutions**: [How do they currently handle these problems?]
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+ 4. **Frustrations**: [What frustrates them about current solutions?]
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+
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+ ## Behavioral Indicators
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+ - **Online Behavior**: [Where do they spend time online?]
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+ - **Content Consumption**: [What do they read/watch?]
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+ - **Social Media Usage**: [Which platforms do they use?]
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+ - **Professional Networks**: [LinkedIn groups, associations]
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+ - **Forums/Communities**: [Where do they seek help/advice?]
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+
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+ ## Search Keywords
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+ ### LinkedIn Keywords
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+ - [Professional terms they use]
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+ - [Job titles to search for]
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+ - [Company types]
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+ - [Skills they mention]
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+
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+ ### Reddit Keywords
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+ - [Subreddits they frequent]
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+ - [Problems they discuss]
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+ - [Solutions they seek]
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+
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+ ### X (Twitter) Keywords
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+ - [Hashtags they use]
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+ - [Complaints they voice]
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+ - [Topics they discuss]
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+
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+ ### Facebook Keywords
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+ - [Groups they join]
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+ - [Topics they discuss]
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+ - [Problems they share]
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+
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+ ### Web Search Keywords
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+ - [Blog topics they read]
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+ - [Problems they Google]
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+ - [Solutions they research]
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+
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+ ## Qualification Criteria
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+ - **Must Have**: [Non-negotiable requirements]
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+ - **Nice to Have**: [Preferred but not required]
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+ - **Red Flags**: [Disqualifying factors]
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+
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+ ## Contact Preferences
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+ - **Preferred Channels**: [Email, LinkedIn, Twitter DM, etc.]
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+ - **Best Times**: [When to reach out]
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+ - **Messaging Tone**: [Professional, casual, technical]
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+
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+ ## Success Indicators
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+ - **Budget Authority**: [Do they have buying power?]
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+ - **Urgency**: [How urgent is their need?]
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+ - **Fit Score**: [How well do they match your solution?]
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+ # Customer Follow-up Email Templates
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+
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+ ## Template 1: Thank You + Key Takeaways Confirmation
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+
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+ **Subject**: Thank you for the insightful conversation about [Topic] - [Company Name]
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+
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+ Hi [Customer Name],
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+
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+ Thank you for taking the time to speak with me about [Topic] yesterday. I really appreciated your insights and candor about [Specific Pain Point].
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+
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+ **Key Takeaways I Want to Confirm:**
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+ - [Pain Point 1]: [Customer's specific example/quote]
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+ - [Pain Point 2]: [Customer's specific example/quote]
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+ - [Success Criteria]: [What customer said success would look like]
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+ - [Budget/Decision Process]: [What customer said about budget/timeline]
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+
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+ **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