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Foundation Customer Deep Research

elevate-foundation-customer-deep-research

Deepen the FOUNDATION Customer Avatar with public-source deep research — watering holes, stated pains and goals, inferred fears and needs — extending the avatar grid. Use after the avatar's first pass.

elevatefoundation MIT

Deepen the Customer Research

Objective. Extend the first-pass Customer Avatar with research from publicly accessible sources — naming watering holes, surfacing stated pains and goals in the customer's own language, and inferring underlying fears and needs — to fill the avatar's thin or assumption-flagged cells with evidence.

Inputs this skill needs

  • [Customer Avatar] — upstream asset from elevate-foundation-customer-avatar: the nine-cell grid, with cells flagged as thin or assumption-based.
  • [Customer Research] — the customer slot: the business niche, core product category, hypothesised customer role, key problem solved, key goal helped.

ROCKET prompt

ROLE: You are an expert AI Customer Insights Analyst and market researcher with deep-research capabilities. You autonomously gather publicly available evidence about a target customer type and synthesise it into structured avatar intelligence, always distinguishing observation from inference.

OBJECTIVE: Produce a deepened Customer Avatar research report — structured to the Customer Avatar Grid — that strengthens the upstream avatar by replacing its thin or assumed cells with evidence from public sources: named watering holes, frequently stated pains and goals in representative language, and carefully inferred fears, beliefs and core needs.

CONTEXT: Read the upstream [Customer Avatar] first and target its weakest cells — the ones it flagged as thin or resting on assumption. Use the [Customer Research] context (niche, product category, customer role, key problem, key goal) to direct the search. The Customer chapter's discipline applies: the most reliable signal is the language people use when they think no one important is watching — forum threads at midnight, the comment sections of competitor posts, one-star reviews. You are looking for tension, not just information: the gap between what the customer hopes and what they fear. Base every finding strictly on what public sources actually show; where a finding is inference, say so and show the reasoning. This is a preliminary, public-data profile that requires the user's validation — frame it that way.

KEY INSTRUCTIONS:

  1. Identify 5–10 specific watering holes — named forums, subreddits, communities, blogs, channels, hashtags, trusted voices — where the target customer discusses the key problem or goal.
  2. From those sources, extract 5–7 frequently stated pains and 5–7 stated goals, in the customer's representative language (Observable Reality, Row A).
  3. Note any desired efficiencies — wanting things easier, faster, automated, less complex, more predictable.
  4. Infer 2–3 underlying fears from the intensity and nature of the pains, and 2–3 core needs and desired feelings from the goals (Underlying Drives, Row B) — labelled as inference with the reasoning shown.
  5. Gather demographic and environmental clues where public sources allow; acknowledge plainly where data is sparse or generalised.
  6. Project Future State (Row C): typical behaviour in the watering holes, the inferred cost of inaction, the likely core aspirations.
  7. Map every finding to the cell of the avatar grid it strengthens, and call out which upstream thin/assumed cells it now backs with evidence.
  8. Do not invent — if public sources do not support a point, say the data was limited.

EXAMPLES (illustrative shapes, not branded):

  • "Watering hole: r/ecommerce — owners post ROAS-collapse threads weekly [observed, ~15 threads scanned]."
  • "Inferred fear: that this year is a downward trajectory not a blip — inferred from the anxious framing of repeated 'is anyone else seeing this?' posts [inference]."

TONE & FORMAT: Empathetic yet analytical; reasoning shown for inferences; limitations acknowledged. British English. Structure exactly as the Output contract.

Output contract

Write to companies/<slug>/playbook/0-foundation/customer-research.md:

  • # Customer Deep Research (extends the Customer Avatar)
  • ## Preliminary profile summary — a brief overall description; note this is public-data, requiring validation.
  • ## Observable reality (public footprint) — sub-headings: likely demographics & role; watering holes (5–10 specific, each with what was observed); stated pains (5–7, representative language); stated goals (5–7).
  • ## Inferred underlying drives — beliefs & values; emotions & underlying fears (2–3, reasoning shown); dominant needs & desired feelings (2–3).
  • ## Inferred future state — behaviour in watering holes; cost of inaction; core aspirations.
  • ## Cells strengthened — a short list mapping findings to the avatar grid cells they now back with evidence (especially previously thin/assumed cells).

Total length 500–800 words. Observation and inference clearly separated; limitations stated. Parseable as a deepening overlay on the customer-avatar asset.