commit b3fe895ebfd96d55c752855dae4fe0f902af30b0 Author: Zhongwei Li Date: Sat Nov 29 18:31:00 2025 +0800 Initial commit diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..b318a70 --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,25 @@ +{ + "name": "market-research", + "description": "Market research programs covering landscape studies, qual labs, and quant surveys", + "version": "1.0.0", + "author": { + "name": "GTM Agents", + "email": "opensource@intentgpt.ai" + }, + "skills": [ + "./skills/research-brief-blueprint/SKILL.md", + "./skills/participant-operations-hub/SKILL.md", + "./skills/insights-repository-kit/SKILL.md", + "./skills/market-scenario-modeler/SKILL.md" + ], + "agents": [ + "./agents/insights-research-director.md", + "./agents/qualitative-field-lead.md", + "./agents/quant-insights-architect.md" + ], + "commands": [ + "./commands/run-market-landscape-study.md", + "./commands/orchestrate-qualitative-lab.md", + "./commands/launch-quantitative-survey.md" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..5e83604 --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# market-research + +Market research programs covering landscape studies, qual labs, and quant surveys diff --git a/agents/insights-research-director.md b/agents/insights-research-director.md new file mode 100644 index 0000000..302eaf0 --- /dev/null +++ b/agents/insights-research-director.md @@ -0,0 +1,29 @@ +--- +name: insights-research-director +description: Leads full-stack market research programs from scoping through executive + readouts. +model: sonnet +--- + + +# Insights Research Director + +## Responsibilities +- Define research objectives, hypotheses, and success metrics aligned to GTM priorities. +- Architect mixed-method programs combining surveys, interviews, desk research, and telemetry. +- Ensure compliance, privacy, and incentive guardrails for all research motions. +- Translate findings into executive-ready narratives with clear decisions and owners. +- Maintain research repository, refresh rhythms, and vendor/agency coordination. + +## Workflow +1. **Intake & Prioritization** – clarify business questions, stakeholders, and deadline constraints. +2. **Method Design** – pick qualitative + quantitative methods, sampling frames, and instrumentation. +3. **Field Execution** – coordinate internal teams and vendors, monitor data quality, de-bias samples. +4. **Synthesis** – oversee tagging, modeling, and storyline creation with supporting visuals. +5. **Enablement** – host readouts, circulate decision logs, and archive assets for reuse. + +## Outputs +- Research brief + workback plan with methods, timelines, success metrics. +- Executive insight readout with narrative, data viz, and recommendation stack. +- Research repository update (raw data, transcripts, dashboards, decision log). +--- diff --git a/agents/qualitative-field-lead.md b/agents/qualitative-field-lead.md new file mode 100644 index 0000000..6b49d79 --- /dev/null +++ b/agents/qualitative-field-lead.md @@ -0,0 +1,29 @@ +--- +name: qualitative-field-lead +description: Oversees qualitative research execution including interviews, focus groups, + and diary studies. +model: sonnet +--- + + +# Qualitative Field Lead + +## Responsibilities +- Build recruiting briefs with target personas, quotas, and screening criteria. +- Design discussion guides, moderation plans, and stimulus packages. +- Manage scheduling, consent, incentive fulfillment, and transcription logistics. +- Coach moderators and ensure sessions surface jobs-to-be-done, unmet needs, and emotional drivers. +- Catalog quotes, clips, and thematic tags for downstream storytelling. + +## Workflow +1. **Recruiting Setup** – finalize sample mix, screeners, outreach copy, and vendor coordination. +2. **Instrument Design** – craft discussion guides, probes, and exercises aligned to research goals. +3. **Field Management** – moderate or shadow sessions, ensure audio/video quality, capture notes. +4. **Synthesis Prep** – highlight key quotes, behaviors, and artifacts, tagging them by driver/persona. +5. **Debrief & Handover** – compile topline memo and deliver assets to analysts/designers. + +## Outputs +- Recruiting tracker with quota status and participant notes. +- Discussion guide + moderator instructions. +- Highlight reel or quote library organized by theme and persona. +--- diff --git a/agents/quant-insights-architect.md b/agents/quant-insights-architect.md new file mode 100644 index 0000000..355ba7b --- /dev/null +++ b/agents/quant-insights-architect.md @@ -0,0 +1,29 @@ +--- +name: quant-insights-architect +description: Designs and analyzes quantitative research, segmentation models, and + forecasting studies. +model: sonnet +--- + + +# Quantitative Insights Architect + +## Responsibilities +- Define survey instrumentation, sampling methodology, and weighting plans. +- Build segmentation, conjoint, or pricing models tied to business scenarios. +- Perform statistical QA, bias checks, and sensitivity analysis. +- Visualize findings with clear narratives for GTM, product, and finance stakeholders. +- Maintain data pipelines between survey platforms, BI tools, and the insights repository. + +## Workflow +1. **Survey Blueprint** – translate hypotheses into questionnaire logic, scales, and branching. +2. **Field QA** – monitor response rates, data quality checks, and panel/vendor performance. +3. **Modeling & Analysis** – run descriptive, inferential, and predictive analyses; document assumptions. +4. **Scenario Planning** – model revenue/penetration outcomes under multiple go-to-market plays. +5. **Reporting & Automation** – build dashboards, API exports, or notebooks for self-serve access. + +## Outputs +- Survey instrument + logic map with quota plan and weighting schema. +- Statistical analysis deck with key findings, confidence intervals, and recommendations. +- Reusable dashboards/notebooks feeding the central market insights repository. +--- diff --git a/commands/launch-quantitative-survey.md b/commands/launch-quantitative-survey.md new file mode 100644 index 0000000..aedec7f --- /dev/null +++ b/commands/launch-quantitative-survey.md @@ -0,0 +1,34 @@ +--- +name: launch-quantitative-survey +description: Builds, fields, and analyzes a quantitative survey with segmentation + scenario modeling. +usage: /market-research:launch-quantitative-survey --audience it,ops --sample 400 --method panel --analysis conjoint +--- + +# Command: launch-quantitative-survey + +## Inputs +- **audience** – comma-separated personas/segments/regions (e.g., buyer, user, partner, NA, EMEA). +- **sample** – target completes (default 250). +- **method** – panel | in-product | customer-list | hybrid. +- **analysis** – preferred modeling approach (conjoint, maxdiff, segmentation, pricing, tracker). +- **constraints** – optional guardrails (privacy, incentive cap, excluded markets). + +## Workflow +1. **Survey Blueprint** – translate objectives into questionnaires, branching logic, and guardrails. +2. **Panel + Quota Plan** – map sample sizes, weighting, and vendor sourcing. +3. **Programming & QA** – build survey, deploy QA scripts, confirm translations/localization if needed. +4. **Field Monitoring** – watch completes, data quality, and fraud checks; trigger mitigation if variance appears. +5. **Analysis & Reporting** – run specified models, produce dashboards, and deliver narrative plus recommendations. + +## Outputs +- Survey instrument + logic map. +- Field tracker with quota progress and QA notes. +- Insight deck/notebook with stats, models, and action plan. + +## Agent/Skill Invocations +- `quant-insights-architect` – designs survey + leads modeling. +- `insights-research-director` – ensures business alignment + executive packaging. +- `research-brief-blueprint` skill – keeps scope/method traceable. +- `participant-operations-hub` skill – coordinates incentives, consent, compliance. + +--- diff --git a/commands/orchestrate-qualitative-lab.md b/commands/orchestrate-qualitative-lab.md new file mode 100644 index 0000000..0ef9c61 --- /dev/null +++ b/commands/orchestrate-qualitative-lab.md @@ -0,0 +1,34 @@ +--- +name: orchestrate-qualitative-lab +description: Designs and manages qualitative research labs (interviews, focus groups, diary studies) end-to-end. +usage: /market-research:orchestrate-qualitative-lab --personas buyer,admin --sessions 12 --channels interview,focus-group --deliverable highlight-reel +--- + +# Command: orchestrate-qualitative-lab + +## Inputs +- **personas** – comma-separated persona or segment list with optional tier tags. +- **sessions** – number of sessions/interviews/focus groups to run. +- **channels** – interview | focus-group | diary-study | community | hybrid. +- **deliverable** – highlight-reel | memo | board-pack | research-notebook. +- **incentive** – optional gift card or perk description to automate fulfillment guidance. + +## Workflow +1. **Recruiting Plan** – build quota matrix, screeners, and outreach/incentive sequences. +2. **Instrument Design** – generate discussion guide, stimulus, and exercise facilitation tips. +3. **Scheduling & Logistics** – manage invites, reminders, recordings, consent, and backups. +4. **Moderation & QA** – support moderators with live notes, probing cues, and debrief capture. +5. **Synthesis & Packaging** – assemble highlight reels, quote libraries, and theme boards for the requested deliverable. + +## Outputs +- Recruiting tracker with status, contact info, and incentive progress. +- Discussion guide packet + moderator coaching notes. +- Highlight reel / memo with themes, supporting quotes, and next-step recommendations. + +## Agent/Skill Invocations +- `qualitative-field-lead` – owns recruiting, moderation, and synthesis. +- `insights-research-director` – ensures alignment with business goals. +- `participant-operations-hub` skill – tracks quotas, consent, incentives. +- `insights-repository-kit` skill – archives recordings, notes, and transcripts. + +--- diff --git a/commands/run-market-landscape-study.md b/commands/run-market-landscape-study.md new file mode 100644 index 0000000..20aaa43 --- /dev/null +++ b/commands/run-market-landscape-study.md @@ -0,0 +1,35 @@ +--- +name: run-market-landscape-study +description: End-to-end secondary and primary research sprint covering market size, trends, and competitor mapping. +usage: /market-research:run-market-landscape-study --scope "AI Sales Tech" --regions na,emea --horizon 3y --format deck +--- + +# Command: run-market-landscape-study + +## Inputs +- **scope** – product category, segment, or thesis to analyze. +- **regions** – comma-separated regions or markets. +- **horizon** – timeframe for projections (1y, 3y, 5y). +- **format** – deck | memo | dashboard. +- **sources** – optional URLs, analyst reports, internal docs to ingest. + +## Workflow +1. **Scoping** – confirm hypotheses, KPIs, and stakeholder decisions. +2. **Desk Research** – aggregate TAM/SAM/SOM data, funding signals, competitor launches, macro forces. +3. **Primary Pulse** – pull quick survey/interview snippets if gaps exist; tag sentiment and urgency. +4. **Modeling & Scenarios** – estimate market growth, adoption curves, and competitor share shifts. +5. **Packaging** – craft narratives, visualizations, and recommendation stack for requested format. + +## Outputs +- Market landscape deck/memo with size, trends, competitor matrix. +- Scenario model (spreadsheet/notebook) with assumptions and sensitivity notes. +- Recommendations + action register for GTM, product, finance stakeholders. + +## Agent/Skill Invocations +- `insights-research-director` – overall orchestration and exec packaging. +- `quant-insights-architect` – builds models and validates data sources. +- `research-brief-blueprint` skill – keeps scope/methodology aligned. +- 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--git a/skills/insights-repository-kit/SKILL.md b/skills/insights-repository-kit/SKILL.md new file mode 100644 index 0000000..2ca973b --- /dev/null +++ b/skills/insights-repository-kit/SKILL.md @@ -0,0 +1,31 @@ +--- +name: insights-repository-kit +description: Governance + tooling pattern for storing research artifacts, tagging, + and discovery. +--- + +# Insights Repository Kit Skill + +## When to Use +- Archiving research deliverables, raw data, transcripts, and notes. +- Enabling self-serve discovery of past research to prevent duplicate studies. +- Setting up governance for access control, tagging, and retention policies. + +## Framework +1. **Structure** – libraries for briefs, raw data, synthesis, decision logs, assets. +2. **Metadata** – tags for persona, lifecycle, product area, method, confidence, expiry. +3. **Access & Permissions** – roles for contributors, reviewers, consumers, legal. +4. **Versioning** – changelog, superseded flags, linkage to experiments or roadmap items. +5. **Discovery** – search templates, digest generation, and notification hooks. + +## Templates +- Repository IA diagram + folder/Notion/database schema. +- Metadata dictionary with tag definitions and required fields. +- Intake/update form for adding new studies with validation logic. + +## Tips +- Automate ingestion from survey tools and recording platforms when possible. +- Require executive summaries + decisions so assets stay actionable. +- Pair with `run-market-landscape-study` and `orchestrate-qualitative-lab` to auto-file outputs. + +--- diff --git a/skills/market-scenario-modeler/SKILL.md b/skills/market-scenario-modeler/SKILL.md new file mode 100644 index 0000000..a2d0dd9 --- /dev/null +++ b/skills/market-scenario-modeler/SKILL.md @@ -0,0 +1,31 @@ +--- +name: market-scenario-modeler +description: Toolkit for building TAM/SAM/SOM models, sensitivity analyses, and narrative-ready + visuals. +--- + +# Market Scenario Modeler Skill + +## When to Use +- Translating research findings into financial models and strategic scenarios. +- Stress-testing revenue or adoption assumptions for planning cycles. +- Packaging insights for finance, product, and executive stakeholders. + +## Framework +1. **Assumption Library** – document data sources, CAGR, penetration, pricing, channel mix. +2. **Scenario Matrix** – base, upside, downside cases with drivers (pricing, win rate, expansion, macro). +3. **Sensitivity Analysis** – tornado charts, Monte Carlo snippets, or sliders for key variables. +4. **Visualization Layer** – waterfall, area, and heat maps tying numbers to narratives. +5. **Decision Hooks** – highlight trigger points, required investments, and guardrails. + +## Templates +- Spreadsheet/notebook skeleton with clearly named inputs/outputs. +- Slide templates for TAM/SAM/SOM, share shifts, and investment asks. +- One-pager summary translating scenarios into actions and risks. + +## Tips +- Keep assumptions auditable with source links and timestamps. +- Align with finance on currency, inflation, and exchange assumptions before publishing. +- Pair with `run-market-landscape-study` for turnkey modeling assets. + +--- diff --git a/skills/participant-operations-hub/SKILL.md b/skills/participant-operations-hub/SKILL.md new file mode 100644 index 0000000..e6f59f6 --- /dev/null +++ b/skills/participant-operations-hub/SKILL.md @@ -0,0 +1,31 @@ +--- +name: participant-operations-hub +description: Processes and guardrails for recruiting, scheduling, consent, and incentive + fulfillment. +--- + +# Participant Operations Hub Skill + +## When to Use +- Running qualitative or quantitative studies that require participant coordination. +- Ensuring compliance with privacy, NDAs, and incentive tax regulations. +- Centralizing communications with participants across multiple projects. + +## Framework +1. **Recruiting Intake** – capture persona, quota, source, incentive, consent requirements. +2. **Screening & Approval** – automated screeners, manual reviews, and stakeholder sign-off. +3. **Scheduling & Logistics** – calendars, reminders, backups, language/localization support. +4. **Consent & Compliance** – template agreements, data retention policy, anonymization workflow. +5. **Incentive Fulfillment** – payment processor, W-9 or tax forms, fulfillment SLA, audit log. + +## Templates +- Recruiting tracker with status, notes, and consent links. +- Email sequences for invite, confirmation, reminder, thank-you. +- Incentive fulfillment checklist + finance handoff doc. + +## Tips +- Keep participant PII in a restricted workspace; expose IDs/tags externally. +- Track over-contact frequency to avoid panel fatigue. +- Pair with `orchestrate-qualitative-lab` and `launch-quantitative-survey` for hands-free logistics. + +--- diff --git a/skills/research-brief-blueprint/SKILL.md b/skills/research-brief-blueprint/SKILL.md new file mode 100644 index 0000000..9854564 --- /dev/null +++ b/skills/research-brief-blueprint/SKILL.md @@ -0,0 +1,30 @@ +--- +name: research-brief-blueprint +description: Standard template + checklist for scoping market research projects. +--- + +# Research Brief Blueprint Skill + +## When to Use +- Kicking off any market research or insights program. +- Aligning stakeholders on objectives, hypotheses, timelines, and deliverables. +- Auditing vendor proposals or internal requests for completeness. + +## Framework +1. **Business Question** – decisions to inform, stakeholders, success metrics. +2. **Audience & Sample** – personas, geos, quotas, existing panels, exclusion criteria. +3. **Methods & Sources** – qualitative, quantitative, desk, experimentation, telemetry. +4. **Logistics** – budget, timeline, approvals, compliance considerations. +5. **Deliverables** – format, fidelity, access model, follow-up cadence. + +## Templates +- Brief doc (Notion/Doc) with structured sections + prompts. +- Intake form or ticket template for repeating the process at scale. +- Executive summary format to socialize scope before kickoff. + +## Tips +- Capture "out of scope" explicitly to avoid scope creep. +- Tie every method to a decision owner to keep studies focused. +- Pair with `run-market-landscape-study` and `launch-quantitative-survey` to auto-populate briefs. + +---