fraim-framework 2.0.65 → 2.0.67

package/dist/registry/workflows/business-development/create-business-plan.md

@@ -0,0 +1,737 @@
+# Business Plan Strategy Workflow
+
+**Path:** `workflows/business-development/create-business-plan.md`
+
+## INTENT
+To create a comprehensive go-to-market strategy document that identifies target market segments, analyzes market opportunity, defines growth mechanisms, and establishes competitive positioning. This workflow produces a single strategic document combining market research, growth strategy, and competitive analysis.
+
+## PRINCIPLES
+- **Segment Focus**: Identify sharp, focused entry points ("tip of the spear") rather than broad market appeal
+- **Data-Driven**: Use research from Gartner, Forrester, and credible sources with proper citations
+- **Comprehensive Analysis**: Combine market research, growth strategy, and competitive analysis in one document
+- **Actionable Insights**: Provide clear strategic recommendations and next steps
+- **Reusable Framework**: Create a document structure that can be adapted for any product or market
+
+## WORKFLOW OVERVIEW
+
+This workflow produces a single comprehensive document (`docs/business/business-plan.md`) that includes:
+1. Market segments overview (3-7 target segments)
+2. Market research synopsis (TAM, network effects, Porter's Five Forces)
+3. Virality & growth synopsis (viral mechanisms, retention, CAC/LTV)
+4. Detailed market research (full TAM calculations, network effects analysis, Porter's Five Forces)
+5. Detailed virality & growth strategy (viral touchpoints, retention strategies, CAC/LTV analysis)
+6. Competitive matrix (players vs. segments analysis)
+7. Additional business considerations (pricing, risks, metrics)
+8. Next steps & implementation plan
+
+---
+
+## STEP-BY-STEP WORKFLOW
+
+### Step 1: Product Context Gathering
+
+**Objective:** Understand the product and its general-purpose applicability
+
+**Actions:**
+1. Ask the user to describe their product and its general-purpose use cases
+2. Identify the product's core value proposition
+3. Understand the product's current state (MVP, beta, launched, etc.)
+4. Note any existing market segments or customer types
+
+**Output:** Brief product description and context
+
+---
+
+### Step 2: Market Segment Identification
+
+**Objective:** Identify 3-7 high-potential market segments for focused entry
+
+**Process:**
+1. **Brainstorm Segments:**
+   - Think about who has acute pain points the product solves
+   - Consider segments where scheduling/coordination is critical
+   - Identify segments with strong network effects potential
+   - Look for segments with high willingness to pay
+
+2. **Segment Selection Criteria:**
+   - **Pain Point Intensity:** How acute is the problem for this segment?
+   - **Market Size:** How large is the addressable market?
+   - **Willingness to Pay:** How much will this segment pay?
+   - **Network Effects:** Does this segment create natural viral loops?
+   - **Distribution:** How easy is it to reach this segment?
+   - **Competitive Landscape:** Is this segment underserved?
+
+3. **Document Each Segment:**
+   For each identified segment, document:
+   - **Customer Profile:** Primary and secondary customer types, characteristics
+   - **Core Pain Points:** 2-3 main problems the product solves
+   - **Value Proposition:** One-sentence value prop specific to this segment
+   - **Key Use Cases:** 2-3 primary use cases
+   - **Differentiation Factors:** What makes the product unique for this segment
+   - **Market Characteristics:** Size, willingness to pay, distribution, competition
+
+**Output:** Segment overview section with 3-7 segments documented
+
+---
+
+### Step 3: Market Research - TAM Analysis
+
+**Objective:** Calculate Total Addressable Market (TAM), Serviceable Addressable Market (SAM), and Serviceable Obtainable Market (SOM) for each segment
+
+**Process:**
+
+1. **Research Market Size Data:**
+   - Search Gartner, Forrester, and other research sources for:
+     - Industry-specific market size data
+     - Related software market sizes
+     - Professional population statistics
+     - Market growth forecasts
+   - **Always cite sources** with URLs and publication dates
+
+2. **For Each Segment, Calculate:**
+   - **TAM (Total Addressable Market):**
+     - Total potential customers globally
+     - Formula: Total customers × ARPU per year
+   - **SAM (Serviceable Addressable Market):**
+     - Customers we can realistically reach (tech-enabled, language, geography, willingness to pay)
+     - Formula: Addressable customers × ARPU per year
+   - **SOM (Serviceable Obtainable Market):**
+     - Market share we can capture in 2-3 years (realistic estimate: 2-10%)
+     - Formula: (SAM × Market Share %) = ARR in Year 2
+
+3. **Assumptions Documentation:**
+   For each segment, document:
+   - Global population size
+   - Addressable population (tech-enabled, language, geography, willingness to pay)
+   - Average Revenue Per User (ARPU) per month and year
+   - Average subscription length (months)
+   - Realistic market share percentage for Year 2
+
+4. **Create TAM Summary Table:**
+   - Include all segments
+   - Show TAM, SAM, SOM for each
+   - Include key market data points
+   - Add insights comparing segments
+
+**Output:** Complete TAM analysis with calculations, assumptions, and citations
+
+---
+
+### Step 4: Network Effects Analysis
+
+**Objective:** Identify and analyze network effects (data, customer, platform) for each segment
+
+**Process:**
+
+1. **Define Network Effect Types:**
+   - **Data Network Effects:** How aggregated data improves the product
+   - **Customer Network Effects:** How value increases when more users in network adopt
+   - **Platform Network Effects:** How integrations increase value
+
+2. **For Each Segment, Analyze:**
+   - **Network Effects Strength:** Very High, High, Medium-High, Medium
+   - **Why:** What creates network effects in this segment
+   - **Viral Potential:**
+     - Viral coefficient target (0.2-0.6)
+     - Network penetration potential
+     - Switching costs
+   - **Data Network Effects:** What data improves the product
+   - **Customer Network Effects:** What networks drive adoption
+   - **Platform Network Effects:** What integrations are critical
+
+3. **Research Support:**
+   - Cite examples from Gartner, Forrester, or industry research
+   - Reference similar products that demonstrate network effects
+
+**Output:** Network effects analysis for each segment with research citations
+
+---
+
+### Step 5: Porter's Five Forces Analysis
+
+**Objective:** Analyze competitive dynamics of the industry
+
+**Process:**
+
+1. **Research Industry Context:**
+   - Search for industry reports from Gartner, Forrester
+   - Identify major competitors
+   - Understand industry structure
+
+2. **Analyze Each Force:**
+
+   **Force 1: Threat of New Entrants**
+   - Low barriers (technology, capital, APIs)
+   - Moderate barriers (brand, user base, integrations)
+   - High barriers (network effects, AI/ML, trust)
+   - Research support and citations
+   - Strategic implications
+
+   **Force 2: Bargaining Power of Suppliers**
+   - Supplier categories (cloud, APIs, tools)
+   - Power level and rationale
+   - Strategic implications and mitigation
+
+   **Force 3: Bargaining Power of Buyers**
+   - Buyer characteristics
+   - Power factors (alternatives, switching costs, price sensitivity)
+   - Segment-specific buyer power
+   - Strategic implications
+
+   **Force 4: Threat of Substitutes**
+   - Substitute categories (manual methods, generic tools, specialized tools)
+   - Threat level per category
+   - Segment-specific substitute threats
+   - Strategic implications
+
+   **Force 5: Competitive Rivalry**
+   - Established players
+   - Competitive intensity factors
+   - Competitive advantages/disadvantages
+   - Strategic implications
+
+3. **Create Summary Table:**
+   - Rate each force (Low, Moderate, High, Very High)
+   - Key factors
+   - Strategic implications
+
+4. **Overall Industry Attractiveness:**
+   - Rate: Low, Moderate, High
+   - Positive and negative factors
+   - Strategic recommendations
+
+**Output:** Complete Porter's Five Forces analysis with ratings, research citations, and strategic implications
+
+---
+
+### Step 6: Virality Mechanisms Identification
+
+**Objective:** Identify all viral touchpoints where users interact with others
+
+**Process:**
+
+1. **Identify Viral Touchpoints:**
+   Think about all places where users interact with non-users:
+   - Email signatures/footers
+   - Calendar invites
+   - Social media messages
+   - Meeting follow-ups
+   - Shared calendars/coordination
+   - Scheduling links
+   - Digest emails/reports
+   - Any other user-to-non-user touchpoints
+
+2. **For Each Touchpoint, Document:**
+   - **Current State:** How users currently interact
+   - **Viral Mechanism:** How to add branding/messaging
+   - **Segment-Specific Variations:** Customize messaging per segment
+   - **Viral Potential:**
+     - Frequency (how often it occurs)
+     - Visibility (how many people see it)
+     - Actionability (how likely to convert)
+     - Social Proof (how it positions the user)
+   - **Optimization Ideas:** A/B testing, tracking, improvements
+
+3. **Viral Growth Loops by Segment:**
+   For each segment, document:
+   - **Primary Loop:** Step-by-step viral growth mechanism
+   - **Secondary Loop:** Alternative viral path
+   - **Viral Coefficient Target:** Realistic K value (0.2-0.6)
+
+**Output:** Complete virality mechanisms analysis with touchpoints, loops, and optimization strategies
+
+---
+
+### Step 7: Retention Strategy Development
+
+**Objective:** Define retention strategies for each segment
+
+**Process:**
+
+1. **Retention Philosophy:**
+   Define: Retention = [Key Components]
+   Example: Daily Habit + High Value + Low Friction + Emotional Connection
+
+2. **For Each Segment, Define:**
+   - **Daily Habit Formation:** How to make product a daily habit
+   - **High Value Moments:** When users see clear value
+   - **Low Friction:** How to reduce friction
+   - **Emotional Connection:** How to create emotional bond
+   - **Retention Metrics Targets:**
+     - Day 1, Day 7, Day 30 retention
+     - Monthly Active Users (MAU) percentage
+
+3. **Universal Retention Strategies:**
+   Document strategies that apply across all segments:
+   - Onboarding excellence
+   - Habit loops
+   - Value demonstration
+   - Feature discovery
+   - Community & social proof
+   - Proactive engagement
+   - Emotional connection
+
+**Output:** Complete retention strategy for each segment with universal strategies
+
+---
+
+### Step 8: CAC/LTV Analysis
+
+**Objective:** Calculate Customer Acquisition Cost (CAC) and Lifetime Value (LTV) for each segment
+
+**Process:**
+
+1. **CAC Analysis by Segment:**
+   For each segment, identify:
+   - **Acquisition Channels:**
+     - Viral/Organic (percentage, CAC range)
+     - Content Marketing (percentage, CAC range)
+     - Paid Ads (percentage, CAC range)
+     - Partnerships (percentage, CAC range)
+     - Direct Sales (percentage, CAC range)
+   - **Blended CAC:** Weighted average across channels
+   - **CAC Payback Period:** Months to recover CAC
+
+2. **LTV Analysis by Segment:**
+   For each segment, calculate:
+   - **Pricing Assumptions:**
+     - Monthly plan price
+     - Annual plan price (if applicable)
+     - Team/enterprise pricing (if applicable)
+   - **Retention Assumptions:**
+     - Month 1 churn rate
+     - Month 2-6 churn rate
+     - Month 7-12 churn rate
+     - Month 13+ churn rate
+   - **LTV Calculation:**
+     - Average subscription length (months)
+     - Average monthly revenue
+     - LTV = Average monthly revenue × Average subscription length
+   - **LTV:CAC Ratio:** LTV ÷ CAC (target >3:1 minimum, >10:1 healthy)
+
+3. **Create CAC/LTV Summary Table:**
+   - All segments
+   - Blended CAC, LTV, LTV:CAC ratio, payback period
+   - Key insights
+
+**Output:** Complete CAC/LTV analysis with calculations and insights
+
+---
+
+### Step 9: Competitive Matrix Creation
+
+**Objective:** Analyze competitive advantage of major players across all segments
+
+**Process:**
+
+1. **Identify Major Players:**
+   - List 5-10 major competitors in the market
+   - Include generic solutions and specialized players
+   - Include big tech players if relevant
+
+2. **Create Competitive Matrix:**
+   - **Rows:** Major players (including your product)
+   - **Columns:** All identified segments
+   - **Each Cell Contains:**
+     - **Advantage:** Primary strength in this segment
+     - **Weakness:** Primary limitation in this segment
+     - **Position:** Market position assessment
+     - **Segment Size:** TAM for reference
+
+3. **Competitive Matrix Analysis:**
+   Document key insights:
+   - Generic solutions vs. segment-specific
+   - Segment-specific gaps
+   - Your competitive advantages
+   - Your challenges
+   - Market opportunities
+
+4. **Strategic Recommendations:**
+   Based on matrix, provide:
+   - Which segments have weak competition
+   - How to build segment-specific advantages
+   - How to leverage network effects
+   - How to differentiate from generic players
+
+**Output:** Complete competitive matrix with analysis and strategic recommendations
+
+---
+
+### Step 10: Additional Business Considerations
+
+**Objective:** Document pricing strategy, risks, and success metrics
+
+**Process:**
+
+1. **Pricing Strategy:**
+   For each segment, define:
+   - Pricing tiers (individual, team, enterprise)
+   - Price points with rationale
+   - Discount strategies (annual, quarterly)
+   - Upsell opportunities
+
+2. **Risk Factors & Mitigation:**
+   Identify 5-7 key risks:
+   - High churn in certain segments
+   - Slow growth in certain segments
+   - Competitive response
+   - CAC creep
+   - Feature bloat
+   - Compliance requirements
+   - Other segment-specific risks
+   For each risk, document mitigation strategies
+
+3. **Success Metrics & KPIs:**
+   Define metrics in four categories:
+   - **Growth Metrics:** MRR growth, customer count, viral coefficient, CAC payback
+   - **Retention Metrics:** Day 1/7/30 retention, churn rate, LTV:CAC ratio
+   - **Engagement Metrics:** DAU, feature adoption, time to value
+   - **Business Metrics:** Net Revenue Retention, gross margin, burn rate
+
+**Output:** Pricing strategy, risk factors, and success metrics documentation
+
+---
+
+### Step 11: Next Steps & Implementation Plan
+
+**Objective:** Create actionable next steps and implementation timeline
+
+**Process:**
+
+1. **Immediate Actions (Next 30 Days):**
+   - List 3-5 critical actions to take immediately
+   - Focus on quick wins and foundational work
+
+2. **Short-Term (Next 90 Days):**
+   - List 3-5 actions for next quarter
+   - Focus on segment-specific features and marketing
+
+3. **Medium-Term (Next 6 Months):**
+   - List 3-5 actions for next 6 months
+   - Focus on scaling and expansion
+
+4. **Deep Dive Activities:**
+   - Customer interviews and validation
+   - Competitive analysis per segment
+   - Pricing strategy finalization
+   - Distribution channel analysis
+
+5. **Strategic Questions to Resolve:**
+   - List 5-7 open strategic questions
+   - Examples: Single vs. multi-segment launch, branding strategy, pricing approach
+
+**Output:** Complete implementation plan with timeline and strategic questions
+
+---
+
+### Step 12: Document Assembly
+
+**Objective:** Combine all sections into a single comprehensive document
+
+**Process:**
+
+1. **Create Document Structure:**
+   ```
+   # [Product Name] Business Plan Strategy
+   
+   ## Executive Summary
+   - Overview of all findings
+   - Key strategic recommendations
+   
+   ## Part 1: Market Segments Overview
+   - All segments with profiles, pain points, value props
+   - Segment comparison matrix
+   
+   ## Part 2: Market Research Synopsis
+   - High-level TAM summary
+   - Network effects summary
+   - Porter's Five Forces summary
+   
+   ## Part 3: Virality & Growth Synopsis
+   - High-level virality mechanisms
+   - Retention strategy overview
+   - CAC/LTV summary table
+   
+   ## Part 4: Detailed Market Research
+   - Complete TAM calculations for all segments
+   - Network effects analysis by segment
+   - Porter's Five Forces analysis
+   
+   ## Part 5: Detailed Virality & Growth Strategy
+   - All viral touchpoints with mechanics
+   - Retention strategies by segment
+   - Complete CAC/LTV analysis
+   
+   ## Part 6: Competitive Matrix by Segment
+   - Matrix with all players and segments
+   - Competitive analysis and recommendations
+   
+   ## Part 7: Additional Business Considerations
+   - Pricing strategy
+   - Risk factors & mitigation
+   - Success metrics & KPIs
+   
+   ## Part 8: Next Steps & Implementation
+   - Immediate, short-term, medium-term actions
+   - Strategic questions to resolve
+   
+   ## References
+   - All citations from research sources
+   ```
+
+2. **Ensure Completeness:**
+   - All sections from Steps 2-11 are included
+   - All research is properly cited
+   - All tables and matrices are complete
+   - No placeholder text remains
+
+3. **Quality Checks:**
+   - [ ] All segments documented
+   - [ ] All TAM calculations include citations
+   - [ ] Network effects analyzed for each segment
+   - [ ] Porter's Five Forces complete with ratings
+   - [ ] Viral touchpoints identified
+   - [ ] Retention strategies defined
+   - [ ] CAC/LTV calculated for all segments
+   - [ ] Competitive matrix complete
+   - [ ] Pricing strategy documented
+   - [ ] Risks and metrics defined
+   - [ ] Next steps actionable
+   - [ ] All references cited
+
+**Output:** Single comprehensive document: `docs/business/business-plan.md`
+
+---
+
+## DOCUMENT TEMPLATE STRUCTURE
+
+When creating the business-plan document, follow this structure:
+
+```markdown
+# [Product Name] Business Plan Strategy
+
+**Date:** [Date]  
+**Purpose:** Comprehensive go-to-market strategy combining market segments, research, and growth strategy
+
+---
+
+## Executive Summary
+
+[2-3 paragraphs summarizing key findings and strategic recommendations]
+
+---
+
+## Part 1: Market Segments Overview
+
+### Overview
+[Brief introduction to segment-focused approach]
+
+### Segment 1: [Segment Name]
+- Customer Profile
+- Core Pain Points
+- Value Proposition
+- Key Use Cases
+- Market Size: TAM $X | SAM $Y | SOM $Z
+- Differentiation Factors
+
+[Repeat for all segments]
+
+### Segment Comparison Matrix
+[Table comparing all segments across key dimensions]
+
+---
+
+## Part 2: Market Research Synopsis
+
+### Total Addressable Market (TAM) Summary
+[High-level TAM summary table and insights]
+
+### Network Effects Summary
+[High-level network effects overview]
+
+### Porter's Five Forces Summary
+[Summary table and overall industry attractiveness]
+
+---
+
+## Part 3: Virality & Growth Synopsis
+
+### Virality Mechanisms Summary
+[High-level overview of viral touchpoints]
+
+### Retention Strategy Summary
+[High-level retention philosophy and targets]
+
+### CAC/LTV Summary
+[Summary table with key insights]
+
+---
+
+## Part 4: Detailed Market Research
+
+[Full TAM calculations, network effects analysis, Porter's Five Forces with citations]
+
+---
+
+## Part 5: Detailed Virality & Growth Strategy
+
+[Full viral touchpoints, retention strategies, CAC/LTV analysis]
+
+---
+
+## Part 6: Competitive Matrix by Segment
+
+[Matrix and analysis]
+
+---
+
+## Part 7: Additional Business Considerations
+
+[Pricing, risks, metrics]
+
+---
+
+## Part 8: Next Steps & Implementation
+
+[Action plan and strategic questions]
+
+---
+
+## References
+
+[All citations organized by source type]
+```
+
+---
+
+## QUALITY CHECKLIST
+
+Before finalizing the document, verify:
+
+### Content Completeness
+- [ ] 3-7 market segments identified and documented
+- [ ] TAM/SAM/SOM calculated for all segments with citations
+- [ ] Network effects analyzed for all segments
+- [ ] Porter's Five Forces complete with ratings and research support
+- [ ] 5-10 viral touchpoints identified
+- [ ] Retention strategies defined for all segments
+- [ ] CAC/LTV calculated for all segments
+- [ ] Competitive matrix includes all major players and segments
+- [ ] Pricing strategy documented for all segments
+- [ ] 5-7 risk factors identified with mitigation
+- [ ] Success metrics defined in all categories
+- [ ] Next steps include immediate, short-term, and medium-term actions
+
+### Research Quality
+- [ ] All market size data cited (Gartner, Forrester, or other credible sources)
+- [ ] All statistics include source and date
+- [ ] URLs provided for all research citations
+- [ ] No unsupported claims or numbers
+
+### Document Quality
+- [ ] Executive summary captures key findings
+- [ ] Synopsis sections provide high-level overview
+- [ ] Detailed sections provide full analysis
+- [ ] Tables and matrices are complete and accurate
+- [ ] No placeholder text or TODOs
+- [ ] Document flows logically from overview to details
+- [ ] All sections properly formatted
+
+### Strategic Value
+- [ ] Clear strategic recommendations provided
+- [ ] Segment prioritization guidance included
+- [ ] Competitive advantages clearly articulated
+- [ ] Implementation plan is actionable
+- [ ] Strategic questions identified for resolution
+
+---
+
+## WORKFLOW COMPLETION
+
+### Final Steps
+
+1. **Review Document:**
+   - Read through entire document
+   - Verify all sections are complete
+   - Check all citations are accurate
+   - Ensure no product-specific assumptions are hardcoded (keep generic)
+
+2. **User Review:**
+   - Present document to user
+   - Highlight key findings and recommendations
+   - Discuss segment prioritization
+   - Address any questions or concerns
+
+3. **Iteration:**
+   - Incorporate user feedback
+   - Add any missing segments or analysis
+   - Refine strategic recommendations
+   - Update next steps based on priorities
+
+4. **Finalization:**
+   - Final quality check
+   - Ensure document is ready for strategic planning
+   - Document status: "Comprehensive Strategic Framework - Ready for Implementation Planning"
+
+---
+
+## NOTES FOR AI AGENTS
+
+### Research Best Practices
+- **Always cite sources:** Every market size number, statistic, or research finding must have a citation
+- **Use credible sources:** Prioritize Gartner, Forrester, industry associations, government statistics
+- **Include URLs:** When possible, provide direct links to research sources
+- **Date citations:** Include publication year/date for all research
+- **Be transparent:** If data is estimated or inferred, note this clearly
+
+### Segment Selection Guidance
+- **Start broad, then narrow:** Identify 5-10 potential segments, then narrow to 3-7 based on criteria
+- **Look for acute pain:** Segments with intense, frequent pain points are better than those with mild, occasional pain
+- **Consider network effects:** Segments that create natural viral loops are more valuable
+- **Balance size and accessibility:** Large markets are good, but only if you can reach them efficiently
+- **Check competition:** Underserved segments are easier to enter than crowded ones
+
+### TAM Calculation Guidance
+- **Be conservative:** Use conservative estimates for market share and addressability
+- **Document assumptions:** Clearly state all assumptions (tech-enabled, language, geography, willingness to pay)
+- **Use multiple data points:** Cross-reference market size from multiple sources when possible
+- **Consider growth:** Note market growth trends, not just current size
+- **Segment realistically:** Not everyone in a market is addressable—be realistic about filters
+
+### Network Effects Guidance
+- **Think about data:** What data does the product collect that improves with scale?
+- **Think about networks:** What networks do users belong to that create viral loops?
+- **Think about integrations:** What platforms do users use that create lock-in?
+- **Be specific:** Don't just say "network effects exist"—explain how they work for each segment
+
+### Virality Guidance
+- **Think like a user:** What touchpoints do users have with non-users?
+- **Make it natural:** Viral mechanisms should feel natural, not forced
+- **Segment-specific:** Different segments may have different viral touchpoints
+- **Measure everything:** Define how to measure viral coefficient and touchpoint effectiveness
+
+### Competitive Analysis Guidance
+- **Be honest:** Acknowledge where competitors are strong
+- **Find gaps:** Look for segments or features where competitors are weak
+- **Differentiate clearly:** Articulate what makes your product different, not just better
+- **Consider future:** Think about how competitors might respond
+
+---
+
+## WORKFLOW SUMMARY
+
+This workflow produces a comprehensive business plan strategy document through:
+
+1. **Segment Identification** (Step 2): Identify 3-7 focused market segments
+2. **Market Research** (Steps 3-5): TAM analysis, network effects, Porter's Five Forces
+3. **Growth Strategy** (Steps 6-8): Virality mechanisms, retention, CAC/LTV
+4. **Competitive Analysis** (Step 9): Competitive matrix across segments
+5. **Business Planning** (Step 10): Pricing, risks, metrics
+6. **Implementation** (Step 11): Next steps and strategic questions
+7. **Document Assembly** (Step 12): Combine into single comprehensive document
+
+**Output:** `docs/business/business-plan.md` - A complete strategic framework ready for implementation planning.
+
+---
+
+*This workflow is designed to be reusable for any product or startup. Adapt segment selection criteria, viral touchpoints, and competitive analysis to your specific product and market.*