mirror of
https://github.com/bmadcode/BMAD-METHOD.git
synced 2025-12-29 16:14:59 +00:00
docs: massive documentation overhaul + introduce Paige (Documentation Guide agent)
## 📚 Complete Documentation Restructure **BMM Documentation Hub Created:** - New centralized documentation system at `src/modules/bmm/docs/` - 18 comprehensive guides organized by topic (7000+ lines total) - Clear learning paths for greenfield, brownfield, and quick spec flows - Professional technical writing standards throughout **New Documentation:** - `README.md` - Complete documentation hub with navigation - `quick-start.md` - 15-minute getting started guide - `agents-guide.md` - Comprehensive 12-agent reference (45 min read) - `party-mode.md` - Multi-agent collaboration guide (20 min read) - `scale-adaptive-system.md` - Deep dive on Levels 0-4 (42 min read) - `brownfield-guide.md` - Existing codebase development (53 min read) - `quick-spec-flow.md` - Rapid Level 0-1 development (26 min read) - `workflows-analysis.md` - Phase 1 workflows (12 min read) - `workflows-planning.md` - Phase 2 workflows (19 min read) - `workflows-solutioning.md` - Phase 3 workflows (13 min read) - `workflows-implementation.md` - Phase 4 workflows (33 min read) - `workflows-testing.md` - Testing & QA workflows (29 min read) - `workflow-architecture-reference.md` - Architecture workflow deep-dive - `workflow-document-project-reference.md` - Document-project workflow reference - `enterprise-agentic-development.md` - Team collaboration patterns - `faq.md` - Comprehensive Q&A covering all topics - `glossary.md` - Complete terminology reference - `troubleshooting.md` - Common issues and solutions **Documentation Improvements:** - Removed all version/date footers (git handles versioning) - Agent customization docs now include full rebuild process - Cross-referenced links between all guides - Reading time estimates for all major docs - Consistent professional formatting and structure **Consolidated & Streamlined:** - Module README (`src/modules/bmm/README.md`) streamlined to lean signpost - Root README polished with better hierarchy and clear CTAs - Moved docs from root `docs/` to module-specific locations - Better separation of user docs vs. developer reference ## 🤖 New Agent: Paige (Documentation Guide) **Role:** Technical documentation specialist and information architect **Expertise:** - Professional technical writing standards - Documentation structure and organization - Information architecture and navigation - User-focused content design - Style guide enforcement **Status:** Work in progress - Paige will evolve as documentation needs grow **Integration:** - Listed in agents-guide.md, glossary.md, FAQ - Available for all phases (documentation is continuous) - Can be customized like all BMM agents ## 🔧 Additional Changes - Updated agent manifest with Paige - Updated workflow manifest with new documentation workflows - Fixed workflow-to-agent mappings across all guides - Improved root README with clearer Quick Start section - Better module structure explanations - Enhanced community links with Discord channel names **Total Impact:** - 18 new/restructured documentation files - 7000+ lines of professional technical documentation - Complete navigation system with cross-references - Clear learning paths for all user types - Foundation for knowledge base (coming in beta) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Brian Madison
679
bmad/bmm/workflows/1-analysis/research/instructions-market.md
Normal file
679
bmad/bmm/workflows/1-analysis/research/instructions-market.md
Normal file
@@ -0,0 +1,679 @@
|
||||
# Market Research Workflow Instructions
|
||||
|
||||
<critical>The workflow execution engine is governed by: {project_root}/bmad/core/tasks/workflow.xml</critical>
|
||||
<critical>You MUST have already loaded and processed: {installed_path}/workflow.yaml</critical>
|
||||
<critical>This workflow uses ADAPTIVE FACILITATION - adjust your communication style based on {user_skill_level}</critical>
|
||||
<critical>This is a HIGHLY INTERACTIVE workflow - collaborate with user throughout, don't just gather info and disappear</critical>
|
||||
<critical>Web research is MANDATORY - use WebSearch tool with {{current_year}} for all market intelligence gathering</critical>
|
||||
<critical>Communicate all responses in {communication_language} and tailor to {user_skill_level}</critical>
|
||||
<critical>Generate all documents in {document_output_language}</critical>
|
||||
|
||||
<critical>🚨 ANTI-HALLUCINATION PROTOCOL - MANDATORY 🚨</critical>
|
||||
<critical>NEVER invent market data - if you cannot find reliable data, explicitly state: "I could not find verified data for [X]"</critical>
|
||||
<critical>EVERY statistic, market size, growth rate, or competitive claim MUST have a cited source with URL</critical>
|
||||
<critical>For CRITICAL claims (TAM/SAM/SOM, market size, growth rates), require 2+ independent sources that agree</critical>
|
||||
<critical>When data sources conflict (e.g., different market size estimates), present ALL estimates with sources and explain variance</critical>
|
||||
<critical>Mark data confidence: [Verified - 2+ sources], [Single source - verify], [Estimated - low confidence]</critical>
|
||||
<critical>Clearly label: FACT (sourced data), ANALYSIS (your interpretation), PROJECTION (forecast/speculation)</critical>
|
||||
<critical>After each WebSearch, extract and store source URLs - include them in the report</critical>
|
||||
<critical>If a claim seems suspicious or too convenient, STOP and cross-verify with additional searches</critical>
|
||||
|
||||
<!-- IDE-INJECT-POINT: market-research-subagents -->
|
||||
|
||||
<workflow>
|
||||
|
||||
<step n="1" goal="Discover research needs and scope collaboratively">
|
||||
|
||||
<action>Welcome {user_name} warmly. Position yourself as their collaborative research partner who will:
|
||||
|
||||
- Gather live {{current_year}} market data
|
||||
- Share findings progressively throughout
|
||||
- Help make sense of what we discover together
|
||||
|
||||
Ask what they're building and what market questions they need answered.
|
||||
</action>
|
||||
|
||||
<action>Through natural conversation, discover:
|
||||
|
||||
- The product/service and current stage
|
||||
- Their burning questions (what they REALLY need to know)
|
||||
- Context and urgency (fundraising? launch decision? pivot?)
|
||||
- Existing knowledge vs. uncertainties
|
||||
- Desired depth (gauge from their needs, don't ask them to choose)
|
||||
|
||||
Adapt your approach: If uncertain → help them think it through. If detailed → dig deeper.
|
||||
|
||||
Collaboratively define scope:
|
||||
|
||||
- Markets/segments to focus on
|
||||
- Geographic boundaries
|
||||
- Critical questions vs. nice-to-have
|
||||
</action>
|
||||
|
||||
<action>Reflect understanding back to confirm you're aligned on what matters.</action>
|
||||
|
||||
<template-output>product_name</template-output>
|
||||
<template-output>product_description</template-output>
|
||||
<template-output>research_objectives</template-output>
|
||||
<template-output>research_scope</template-output>
|
||||
</step>
|
||||
|
||||
<step n="2" goal="Market Definition and Boundaries">
|
||||
<action>Help the user precisely define the market scope</action>
|
||||
|
||||
Work with the user to establish:
|
||||
|
||||
1. **Market Category Definition**
|
||||
- Primary category/industry
|
||||
- Adjacent or overlapping markets
|
||||
- Where this fits in the value chain
|
||||
|
||||
2. **Geographic Scope**
|
||||
- Global, regional, or country-specific?
|
||||
- Primary markets vs. expansion markets
|
||||
- Regulatory considerations by region
|
||||
|
||||
3. **Customer Segment Boundaries**
|
||||
- B2B, B2C, or B2B2C?
|
||||
- Primary vs. secondary segments
|
||||
- Segment size estimates
|
||||
|
||||
<ask>Should we include adjacent markets in the TAM calculation? This could significantly increase market size but may be less immediately addressable.</ask>
|
||||
|
||||
<template-output>market_definition</template-output>
|
||||
<template-output>geographic_scope</template-output>
|
||||
<template-output>segment_boundaries</template-output>
|
||||
</step>
|
||||
|
||||
<step n="3" goal="Gather live market intelligence collaboratively">
|
||||
|
||||
<critical>This step REQUIRES WebSearch tool usage - gather CURRENT data from {{current_year}}</critical>
|
||||
<critical>Share findings as you go - make this collaborative, not a black box</critical>
|
||||
|
||||
<action>Let {user_name} know you're searching for current {{market_category}} market data: size, growth, analyst reports, recent trends. Tell them you'll share what you find in a few minutes and review it together.</action>
|
||||
|
||||
<step n="3a" title="Search for market size and industry data">
|
||||
<action>Conduct systematic web searches using WebSearch tool:
|
||||
|
||||
<WebSearch>{{market_category}} market size {{geographic_scope}} {{current_year}}</WebSearch>
|
||||
<WebSearch>{{market_category}} industry report Gartner Forrester IDC {{current_year}}</WebSearch>
|
||||
<WebSearch>{{market_category}} market growth rate CAGR forecast {{current_year}}</WebSearch>
|
||||
<WebSearch>{{market_category}} market trends {{current_year}}</WebSearch>
|
||||
<WebSearch>{{market_category}} TAM SAM market opportunity {{current_year}}</WebSearch>
|
||||
</action>
|
||||
|
||||
<action>Share findings WITH SOURCES including URLs and dates. Ask if it aligns with their expectations.</action>
|
||||
|
||||
<action>CRITICAL - Validate data before proceeding:
|
||||
|
||||
- Multiple sources with similar figures?
|
||||
- Recent sources ({{current_year}} or within 1-2 years)?
|
||||
- Credible sources (Gartner, Forrester, govt data, reputable pubs)?
|
||||
- Conflicts? Note explicitly, search for more sources, mark [Low Confidence]
|
||||
</action>
|
||||
|
||||
<action if="user_has_questions">Explore surprising data points together</action>
|
||||
|
||||
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
|
||||
|
||||
<template-output>sources_market_size</template-output>
|
||||
</step>
|
||||
|
||||
<step n="3b" title="Search for recent news and developments" optional="true">
|
||||
<action>Search for recent market developments:
|
||||
|
||||
<WebSearch>{{market_category}} news {{current_year}} funding acquisitions</WebSearch>
|
||||
<WebSearch>{{market_category}} recent developments {{current_year}}</WebSearch>
|
||||
<WebSearch>{{market_category}} regulatory changes {{current_year}}</WebSearch>
|
||||
</action>
|
||||
|
||||
<action>Share noteworthy findings:
|
||||
|
||||
"I found some interesting recent developments:
|
||||
|
||||
{{key_news_highlights}}
|
||||
|
||||
Anything here surprise you or confirm what you suspected?"
|
||||
</action>
|
||||
</step>
|
||||
|
||||
<step n="3c" title="Optional: Government and academic sources" optional="true">
|
||||
<action if="research needs high credibility">Search for authoritative sources:
|
||||
|
||||
<WebSearch>{{market_category}} government statistics census data {{current_year}}</WebSearch>
|
||||
<WebSearch>{{market_category}} academic research white papers {{current_year}}</WebSearch>
|
||||
</action>
|
||||
</step>
|
||||
|
||||
<template-output>market_intelligence_raw</template-output>
|
||||
<template-output>key_data_points</template-output>
|
||||
<template-output>source_credibility_notes</template-output>
|
||||
</step>
|
||||
|
||||
<step n="4" goal="TAM, SAM, SOM Calculations">
|
||||
<action>Calculate market sizes using multiple methodologies for triangulation</action>
|
||||
|
||||
<critical>Use actual data gathered in previous steps, not hypothetical numbers</critical>
|
||||
|
||||
<step n="4a" title="TAM Calculation">
|
||||
**Method 1: Top-Down Approach**
|
||||
- Start with total industry size from research
|
||||
- Apply relevant filters and segments
|
||||
- Show calculation: Industry Size × Relevant Percentage
|
||||
|
||||
**Method 2: Bottom-Up Approach**
|
||||
|
||||
- Number of potential customers × Average revenue per customer
|
||||
- Build from unit economics
|
||||
|
||||
**Method 3: Value Theory Approach**
|
||||
|
||||
- Value created × Capturable percentage
|
||||
- Based on problem severity and alternative costs
|
||||
|
||||
<ask>Which TAM calculation method seems most credible given our data? Should we use multiple methods and triangulate?</ask>
|
||||
|
||||
<template-output>tam_calculation</template-output>
|
||||
<template-output>tam_methodology</template-output>
|
||||
</step>
|
||||
|
||||
<step n="4b" title="SAM Calculation">
|
||||
<action>Calculate Serviceable Addressable Market</action>
|
||||
|
||||
Apply constraints to TAM:
|
||||
|
||||
- Geographic limitations (markets you can serve)
|
||||
- Regulatory restrictions
|
||||
- Technical requirements (e.g., internet penetration)
|
||||
- Language/cultural barriers
|
||||
- Current business model limitations
|
||||
|
||||
SAM = TAM × Serviceable Percentage
|
||||
Show the calculation with clear assumptions.
|
||||
|
||||
<template-output>sam_calculation</template-output>
|
||||
</step>
|
||||
|
||||
<step n="4c" title="SOM Calculation">
|
||||
<action>Calculate realistic market capture</action>
|
||||
|
||||
Consider competitive dynamics:
|
||||
|
||||
- Current market share of competitors
|
||||
- Your competitive advantages
|
||||
- Resource constraints
|
||||
- Time to market considerations
|
||||
- Customer acquisition capabilities
|
||||
|
||||
Create 3 scenarios:
|
||||
|
||||
1. Conservative (1-2% market share)
|
||||
2. Realistic (3-5% market share)
|
||||
3. Optimistic (5-10% market share)
|
||||
|
||||
<template-output>som_scenarios</template-output>
|
||||
</step>
|
||||
</step>
|
||||
|
||||
<step n="5" goal="Customer Segment Deep Dive">
|
||||
<action>Develop detailed understanding of target customers</action>
|
||||
|
||||
<step n="5a" title="Segment Identification" repeat="for-each-segment">
|
||||
For each major segment, research and define:
|
||||
|
||||
**Demographics/Firmographics:**
|
||||
|
||||
- Size and scale characteristics
|
||||
- Geographic distribution
|
||||
- Industry/vertical (for B2B)
|
||||
|
||||
**Psychographics:**
|
||||
|
||||
- Values and priorities
|
||||
- Decision-making process
|
||||
- Technology adoption patterns
|
||||
|
||||
**Behavioral Patterns:**
|
||||
|
||||
- Current solutions used
|
||||
- Purchasing frequency
|
||||
- Budget allocation
|
||||
|
||||
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
|
||||
<template-output>segment*profile*{{segment_number}}</template-output>
|
||||
</step>
|
||||
|
||||
<step n="5b" title="Jobs-to-be-Done Framework">
|
||||
<action>Apply JTBD framework to understand customer needs</action>
|
||||
|
||||
For primary segment, identify:
|
||||
|
||||
**Functional Jobs:**
|
||||
|
||||
- Main tasks to accomplish
|
||||
- Problems to solve
|
||||
- Goals to achieve
|
||||
|
||||
**Emotional Jobs:**
|
||||
|
||||
- Feelings sought
|
||||
- Anxieties to avoid
|
||||
- Status desires
|
||||
|
||||
**Social Jobs:**
|
||||
|
||||
- How they want to be perceived
|
||||
- Group dynamics
|
||||
- Peer influences
|
||||
|
||||
<ask>Would you like to conduct actual customer interviews or surveys to validate these jobs? (We can create an interview guide)</ask>
|
||||
|
||||
<template-output>jobs_to_be_done</template-output>
|
||||
</step>
|
||||
|
||||
<step n="5c" title="Willingness to Pay Analysis">
|
||||
<action>Research and estimate pricing sensitivity</action>
|
||||
|
||||
Analyze:
|
||||
|
||||
- Current spending on alternatives
|
||||
- Budget allocation for this category
|
||||
- Value perception indicators
|
||||
- Price points of substitutes
|
||||
|
||||
<template-output>pricing_analysis</template-output>
|
||||
</step>
|
||||
</step>
|
||||
|
||||
<step n="6" goal="Understand the competitive landscape">
|
||||
<action>Ask if they know their main competitors or if you should search for them.</action>
|
||||
|
||||
<step n="6a" title="Discover competitors together">
|
||||
<action if="user doesn't know competitors">Search for competitors:
|
||||
|
||||
<WebSearch>{{product_category}} competitors {{geographic_scope}} {{current_year}}</WebSearch>
|
||||
<WebSearch>{{product_category}} alternatives comparison {{current_year}}</WebSearch>
|
||||
<WebSearch>top {{product_category}} companies {{current_year}}</WebSearch>
|
||||
</action>
|
||||
|
||||
<action>Present findings. Ask them to pick the 3-5 that matter most (most concerned about or curious to understand).</action>
|
||||
</step>
|
||||
|
||||
<step n="6b" title="Research each competitor together" repeat="for-each-selected-competitor">
|
||||
<action>For each competitor, search for:
|
||||
- Company overview, product features
|
||||
- Pricing model
|
||||
- Funding and recent news
|
||||
- Customer reviews and ratings
|
||||
|
||||
Use {{current_year}} in all searches.
|
||||
</action>
|
||||
|
||||
<action>Share findings with sources. Ask what jumps out and if it matches expectations.</action>
|
||||
|
||||
<action if="user has follow-up questions">Dig deeper based on their interests</action>
|
||||
|
||||
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
|
||||
<template-output>competitor*analysis*{{competitor_name}}</template-output>
|
||||
</step>
|
||||
|
||||
<step n="6c" title="Competitive Positioning Map">
|
||||
<action>Create positioning analysis</action>
|
||||
|
||||
Map competitors on key dimensions:
|
||||
|
||||
- Price vs. Value
|
||||
- Feature completeness vs. Ease of use
|
||||
- Market segment focus
|
||||
- Technology approach
|
||||
- Business model
|
||||
|
||||
Identify:
|
||||
|
||||
- Gaps in the market
|
||||
- Over-served areas
|
||||
- Differentiation opportunities
|
||||
|
||||
<template-output>competitive_positioning</template-output>
|
||||
</step>
|
||||
</step>
|
||||
|
||||
<step n="7" goal="Industry Forces Analysis">
|
||||
<action>Apply Porter's Five Forces framework</action>
|
||||
|
||||
<critical>Use specific evidence from research, not generic assessments</critical>
|
||||
|
||||
Analyze each force with concrete examples:
|
||||
|
||||
<step n="7a" title="Supplier Power">
|
||||
Rate: [Low/Medium/High]
|
||||
- Key suppliers and dependencies
|
||||
- Switching costs
|
||||
- Concentration of suppliers
|
||||
- Forward integration threat
|
||||
</step>
|
||||
|
||||
<step n="7b" title="Buyer Power">
|
||||
Rate: [Low/Medium/High]
|
||||
- Customer concentration
|
||||
- Price sensitivity
|
||||
- Switching costs for customers
|
||||
- Backward integration threat
|
||||
</step>
|
||||
|
||||
<step n="7c" title="Competitive Rivalry">
|
||||
Rate: [Low/Medium/High]
|
||||
- Number and strength of competitors
|
||||
- Industry growth rate
|
||||
- Exit barriers
|
||||
- Differentiation levels
|
||||
</step>
|
||||
|
||||
<step n="7d" title="Threat of New Entry">
|
||||
Rate: [Low/Medium/High]
|
||||
- Capital requirements
|
||||
- Regulatory barriers
|
||||
- Network effects
|
||||
- Brand loyalty
|
||||
</step>
|
||||
|
||||
<step n="7e" title="Threat of Substitutes">
|
||||
Rate: [Low/Medium/High]
|
||||
- Alternative solutions
|
||||
- Switching costs to substitutes
|
||||
- Price-performance trade-offs
|
||||
</step>
|
||||
|
||||
<template-output>porters_five_forces</template-output>
|
||||
</step>
|
||||
|
||||
<step n="8" goal="Market Trends and Future Outlook">
|
||||
<action>Identify trends and future market dynamics</action>
|
||||
|
||||
Research and analyze:
|
||||
|
||||
**Technology Trends:**
|
||||
|
||||
- Emerging technologies impacting market
|
||||
- Digital transformation effects
|
||||
- Automation possibilities
|
||||
|
||||
**Social/Cultural Trends:**
|
||||
|
||||
- Changing customer behaviors
|
||||
- Generational shifts
|
||||
- Social movements impact
|
||||
|
||||
**Economic Trends:**
|
||||
|
||||
- Macroeconomic factors
|
||||
- Industry-specific economics
|
||||
- Investment trends
|
||||
|
||||
**Regulatory Trends:**
|
||||
|
||||
- Upcoming regulations
|
||||
- Compliance requirements
|
||||
- Policy direction
|
||||
|
||||
<ask>Should we explore any specific emerging technologies or disruptions that could reshape this market?</ask>
|
||||
|
||||
<template-output>market_trends</template-output>
|
||||
<template-output>future_outlook</template-output>
|
||||
</step>
|
||||
|
||||
<step n="9" goal="Opportunity Assessment and Strategy">
|
||||
<action>Synthesize research into strategic opportunities</action>
|
||||
|
||||
<step n="9a" title="Opportunity Identification">
|
||||
Based on all research, identify top 3-5 opportunities:
|
||||
|
||||
For each opportunity:
|
||||
|
||||
- Description and rationale
|
||||
- Size estimate (from SOM)
|
||||
- Resource requirements
|
||||
- Time to market
|
||||
- Risk assessment
|
||||
- Success criteria
|
||||
|
||||
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
|
||||
<template-output>market_opportunities</template-output>
|
||||
</step>
|
||||
|
||||
<step n="9b" title="Go-to-Market Recommendations">
|
||||
Develop GTM strategy based on research:
|
||||
|
||||
**Positioning Strategy:**
|
||||
|
||||
- Value proposition refinement
|
||||
- Differentiation approach
|
||||
- Messaging framework
|
||||
|
||||
**Target Segment Sequencing:**
|
||||
|
||||
- Beachhead market selection
|
||||
- Expansion sequence
|
||||
- Segment-specific approaches
|
||||
|
||||
**Channel Strategy:**
|
||||
|
||||
- Distribution channels
|
||||
- Partnership opportunities
|
||||
- Marketing channels
|
||||
|
||||
**Pricing Strategy:**
|
||||
|
||||
- Model recommendation
|
||||
- Price points
|
||||
- Value metrics
|
||||
|
||||
<template-output>gtm_strategy</template-output>
|
||||
</step>
|
||||
|
||||
<step n="9c" title="Risk Analysis">
|
||||
Identify and assess key risks:
|
||||
|
||||
**Market Risks:**
|
||||
|
||||
- Demand uncertainty
|
||||
- Market timing
|
||||
- Economic sensitivity
|
||||
|
||||
**Competitive Risks:**
|
||||
|
||||
- Competitor responses
|
||||
- New entrants
|
||||
- Technology disruption
|
||||
|
||||
**Execution Risks:**
|
||||
|
||||
- Resource requirements
|
||||
- Capability gaps
|
||||
- Scaling challenges
|
||||
|
||||
For each risk: Impact (H/M/L) × Probability (H/M/L) = Risk Score
|
||||
Provide mitigation strategies.
|
||||
|
||||
<template-output>risk_assessment</template-output>
|
||||
</step>
|
||||
</step>
|
||||
|
||||
<step n="10" goal="Financial Projections" optional="true" if="enable_financial_modeling == true">
|
||||
<action>Create financial model based on market research</action>
|
||||
|
||||
<ask>Would you like to create a financial model with revenue projections based on the market analysis?</ask>
|
||||
|
||||
<check if="yes">
|
||||
Build 3-year projections:
|
||||
|
||||
- Revenue model based on SOM scenarios
|
||||
- Customer acquisition projections
|
||||
- Unit economics
|
||||
- Break-even analysis
|
||||
- Funding requirements
|
||||
|
||||
<template-output>financial_projections</template-output>
|
||||
</check>
|
||||
|
||||
</step>
|
||||
|
||||
<step n="11" goal="Synthesize findings together into executive summary">
|
||||
|
||||
<critical>This is the last major content section - make it collaborative</critical>
|
||||
|
||||
<action>Review the research journey together. Share high-level summaries of market size, competitive dynamics, customer insights. Ask what stands out most - what surprised them or confirmed their thinking.</action>
|
||||
|
||||
<action>Collaboratively craft the narrative:
|
||||
|
||||
- What's the headline? (The ONE thing someone should know)
|
||||
- What are the 3-5 critical insights?
|
||||
- Recommended path forward?
|
||||
- Key risks?
|
||||
|
||||
This should read like a strategic brief, not a data dump.
|
||||
</action>
|
||||
|
||||
<action>Draft executive summary and share. Ask if it captures the essence and if anything is missing or overemphasized.</action>
|
||||
|
||||
<template-output>executive_summary</template-output>
|
||||
</step>
|
||||
|
||||
<step n="12" goal="Validate sources and compile report">
|
||||
|
||||
<critical>MANDATORY SOURCE VALIDATION - Do NOT skip this step!</critical>
|
||||
|
||||
<action>Before finalizing, conduct source audit:
|
||||
|
||||
Review every major claim in the report and verify:
|
||||
|
||||
**For Market Size Claims:**
|
||||
|
||||
- [ ] At least 2 independent sources cited with URLs
|
||||
- [ ] Sources are from {{current_year}} or within 2 years
|
||||
- [ ] Sources are credible (Gartner, Forrester, govt data, reputable pubs)
|
||||
- [ ] Conflicting estimates are noted with all sources
|
||||
|
||||
**For Competitive Data:**
|
||||
|
||||
- [ ] Competitor information has source URLs
|
||||
- [ ] Pricing data is current and sourced
|
||||
- [ ] Funding data is verified with dates
|
||||
- [ ] Customer reviews/ratings have source links
|
||||
|
||||
**For Growth Rates and Projections:**
|
||||
|
||||
- [ ] CAGR and forecast data are sourced
|
||||
- [ ] Methodology is explained or linked
|
||||
- [ ] Multiple analyst estimates are compared if available
|
||||
|
||||
**For Customer Insights:**
|
||||
|
||||
- [ ] Persona data is based on real research (cited)
|
||||
- [ ] Survey/interview data has sample size and source
|
||||
- [ ] Behavioral claims are backed by studies/data
|
||||
</action>
|
||||
|
||||
<action>Count and document source quality:
|
||||
|
||||
- Total sources cited: {{count_all_sources}}
|
||||
- High confidence (2+ sources): {{high_confidence_claims}}
|
||||
- Single source (needs verification): {{single_source_claims}}
|
||||
- Uncertain/speculative: {{low_confidence_claims}}
|
||||
|
||||
If {{single_source_claims}} or {{low_confidence_claims}} is high, consider additional research.
|
||||
</action>
|
||||
|
||||
<action>Compile full report with ALL sources properly referenced:
|
||||
|
||||
Generate the complete market research report using the template:
|
||||
|
||||
- Ensure every statistic has inline citation: [Source: Company, Year, URL]
|
||||
- Populate all {{sources_*}} template variables
|
||||
- Include confidence levels for major claims
|
||||
- Add References section with full source list
|
||||
</action>
|
||||
|
||||
<action>Present source quality summary to user:
|
||||
|
||||
"I've completed the research with {{count_all_sources}} total sources:
|
||||
|
||||
- {{high_confidence_claims}} claims verified with multiple sources
|
||||
- {{single_source_claims}} claims from single sources (marked for verification)
|
||||
- {{low_confidence_claims}} claims with low confidence or speculation
|
||||
|
||||
Would you like me to strengthen any areas with additional research?"
|
||||
</action>
|
||||
|
||||
<ask>Would you like to review any specific sections before finalizing? Are there any additional analyses you'd like to include?</ask>
|
||||
|
||||
<goto step="9a" if="user requests changes">Return to refine opportunities</goto>
|
||||
|
||||
<template-output>final_report_ready</template-output>
|
||||
<template-output>source_audit_complete</template-output>
|
||||
</step>
|
||||
|
||||
<step n="13" goal="Appendices and Supporting Materials" optional="true">
|
||||
<ask>Would you like to include detailed appendices with calculations, full competitor profiles, or raw research data?</ask>
|
||||
|
||||
<check if="yes">
|
||||
Create appendices with:
|
||||
|
||||
- Detailed TAM/SAM/SOM calculations
|
||||
- Full competitor profiles
|
||||
- Customer interview notes
|
||||
- Data sources and methodology
|
||||
- Financial model details
|
||||
- Glossary of terms
|
||||
|
||||
<template-output>appendices</template-output>
|
||||
</check>
|
||||
|
||||
</step>
|
||||
|
||||
<step n="14" goal="Update status file on completion" tag="workflow-status">
|
||||
<check if="standalone_mode != true">
|
||||
<action>Load the FULL file: {output_folder}/bmm-workflow-status.yaml</action>
|
||||
<action>Find workflow_status key "research"</action>
|
||||
<critical>ONLY write the file path as the status value - no other text, notes, or metadata</critical>
|
||||
<action>Update workflow_status["research"] = "{output_folder}/bmm-research-{{research_mode}}-{{date}}.md"</action>
|
||||
<action>Save file, preserving ALL comments and structure including STATUS DEFINITIONS</action>
|
||||
|
||||
<action>Find first non-completed workflow in workflow_status (next workflow to do)</action>
|
||||
<action>Determine next agent from path file based on next workflow</action>
|
||||
</check>
|
||||
|
||||
<output>**✅ Research Complete ({{research_mode}} mode)**
|
||||
|
||||
**Research Report:**
|
||||
|
||||
- Research report generated and saved to {output_folder}/bmm-research-{{research_mode}}-{{date}}.md
|
||||
|
||||
{{#if standalone_mode != true}}
|
||||
**Status Updated:**
|
||||
|
||||
- Progress tracking updated: research marked complete
|
||||
- Next workflow: {{next_workflow}}
|
||||
{{else}}
|
||||
**Note:** Running in standalone mode (no progress tracking)
|
||||
{{/if}}
|
||||
|
||||
**Next Steps:**
|
||||
|
||||
{{#if standalone_mode != true}}
|
||||
|
||||
- **Next workflow:** {{next_workflow}} ({{next_agent}} agent)
|
||||
- **Optional:** Review findings with stakeholders, or run additional analysis workflows (product-brief, game-brief, etc.)
|
||||
|
||||
Check status anytime with: `workflow-status`
|
||||
{{else}}
|
||||
Since no workflow is in progress:
|
||||
|
||||
- Review research findings
|
||||
- Refer to the BMM workflow guide if unsure what to do next
|
||||
- Or run `workflow-init` to create a workflow path and get guided next steps
|
||||
{{/if}}
|
||||
</output>
|
||||
</step>
|
||||
|
||||
</workflow>
|
||||
Reference in New Issue
Block a user