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Client Research Skill

客户研究Skill

Synthesize multiple research sources into a comprehensive client strategy document optimized for both human review and downstream AI agents (GTM strategy, list building, email copywriting).
将多个研究来源整合为一份全面的客户策略文档，同时适配人工审阅和下游AI agents使用（适用于GTM策略、名单构建、邮件文案撰写场景）。

Required Context

所需上下文

Before generating the research document, load all available client sources. 
{workspace}
= the client campaign workspace (default 
./cold-email/{slug}/
under the current directory):
Directory Structure Reference:
{workspace}/
├── research.md       # Existing research (preserve metadata if updating) - THIS skill's output
├── notes.md          # Optional client preferences
├── research/         # Source material: scraped website content,
│   └── website/      # transcripts, documents the user dropped in
└── {plan folders}/   # Past campaign plans (note what worked)
Sources may also arrive as user uploads or paths given in the conversation - use whatever is provided.
生成研究文档前，请加载所有可用的客户来源。
{workspace}
= 客户活动工作区（默认路径为当前目录下的 
./cold-email/{slug}/
）：
目录结构参考：
{workspace}/
├── research.md       # Existing research (preserve metadata if updating) - THIS skill's output
├── notes.md          # Optional client preferences
├── research/         # Source material: scraped website content,
│   └── website/      # transcripts, documents the user dropped in
└── {plan folders}/   # Past campaign plans (note what worked)
来源也可能是用户上传的文件或对话中提供的路径——使用所有提供的内容即可。

Inputs

输入

Expect one or more of these source types:
  • Meeting recordings/transcripts (Fireflies, Otter, Gong, etc.)
  • Scraped website content
  • Product documentation
  • Competitor analysis
  • Customer testimonials or case studies
  • Sales materials
支持以下一种或多种来源类型：
  • 会议录音/转录文本（Fireflies、Otter、Gong等工具的输出）
  • 抓取的网站内容
  • 产品文档
  • 竞品分析
  • 客户推荐或案例研究
  • 销售材料

Output Format

输出格式

Generate ONE document, 
{workspace}/research.md
, with a quick-reference summary on top followed by the comprehensive research. This single file is what every downstream campaign skill reads.
生成一份文档 
{workspace}/research.md
，顶部为快速参考摘要，后续为完整研究内容。所有下游活动Skill都将读取这一个文件。

Part 1: Summary (top of research.md)

第一部分：摘要（research.md 顶部）

Quick-reference section for daily use. See 
references/context-template.md
for the exact structure. Key sections:
  • Header metadata (client slug, created date, owner)
  • Elevator Pitch - Short hook answering: "If I met {ICP} in an elevator with {Company}, what should I say in a couple seconds to make them really hooked?"
  • About the Company - 3-paragraph executive summary
  • Target Audience - Condensed ICP (1-2 paragraphs)
  • Core Problems Solved - Bulleted list (3-5 items)
  • Key Assets - Top 3 lead magnets (table format)
  • Case Studies - Top 3 results (table format)
  • Quick Links - Website, other client links
供日常使用的快速参考板块。具体结构请参考 
references/context-template.md
。核心板块包括：
  • 头部元数据（客户slug、创建日期、负责人）
  • Elevator Pitch - 简短钩子，回答以下问题：“如果我和{Company}的{ICP}在电梯里偶遇，我应该在几秒钟内说什么才能让他们产生浓厚兴趣？”
  • 公司简介 - 3段式执行摘要
  • 目标受众 - 精简版ICP（1-2段）
  • 解决的核心问题 - 项目符号列表（3-5项）
  • 核心资产 - Top 3 线索磁铁（表格形式）
  • 案例研究 - Top 3 成果（表格形式）
  • 快速链接 - 官网及其他客户相关链接

Part 2: Comprehensive research (rest of research.md)

第二部分：完整研究（research.md 其余部分）

Full research for strategy and copywriting. Generate with these sections in order:
markdown
undefined
用于策略制定和文案撰写的完整研究内容。按以下顺序生成各板块：
markdown
undefined

[Company Name] Strategy

[Company Name] Strategy

Elevator Pitch

Elevator Pitch

If you met [primary ICP - role/title at company type] in an elevator with [Company], what should you say in a couple seconds to make them really hooked?
[1-3 sentences. Plain English, no buzzwords. Lead with the specific pain or outcome that hits hardest for the ICP, then the mechanism. Should feel like something you'd actually say out loud, not marketing copy.]
If you met [primary ICP - role/title at company type] in an elevator with [Company], what should you say in a couple seconds to make them really hooked?
[1-3 sentences. Plain English, no buzzwords. Lead with the specific pain or outcome that hits hardest for the ICP, then the mechanism. Should feel like something you'd actually say out loud, not marketing copy.]

About the Company

About the Company

Summary

Summary

[3 paragraphs: Business overview, Differentiation & approach, Strategic context]
[3 paragraphs: Business overview, Differentiation & approach, Strategic context]

Product

Product

What it is

What it is

[2-3 paragraphs on core functionality, technical approach, fundamental methodology]
[2-3 paragraphs on core functionality, technical approach, fundamental methodology]

Benefits & Features

Benefits & Features

[Max 3 focused paragraphs on unique capabilities - not generic features]
[Max 3 focused paragraphs on unique capabilities - not generic features]

Problems it solves

Problems it solves

[3-5 problems with structure: Problem Title, The Pain, The Solution, Outbound Angle]
[3-5 problems with structure: Problem Title, The Pain, The Solution, Outbound Angle]

Why this matters

Why this matters

[2-3 paragraphs: Market timing, Financial impact, Operational reality]
[2-3 paragraphs: Market timing, Financial impact, Operational reality]

Pricing

Pricing

[Tiers, ACV, sales cycle if available]
[Tiers, ACV, sales cycle if available]

Unique Competitive Advantages

Unique Competitive Advantages

[3-5 advantages with: What Makes This Different, Outbound Angle]
[3-5 advantages with: What Makes This Different, Outbound Angle]

Target Market

Target Market

Filters

Filters

[Table: Filter, Value, Rationale - for company size, industry, geography, roles]
[Table: Filter, Value, Rationale - for company size, industry, geography, roles]

Core Problems Solved

Core Problems Solved

[Numbered list of 3-5 core problems with business impact and urgency triggers]
[Numbered list of 3-5 core problems with business impact and urgency triggers]

Assets

Assets

Lead Magnets

Lead Magnets

[Top 3 existing lead magnets with: Type/Format, What It Is, What It Does, Strength Assessment, Access Details, Outbound Usage Strategy]
[Top 3 existing lead magnets with: Type/Format, What It Is, What It Does, Strength Assessment, Access Details, Outbound Usage Strategy]

Case Studies

Case Studies

[Top 3 case studies with: Customer Type, Situation, Results Achieved (with metrics), GTM Application]
[Top 3 case studies with: Customer Type, Situation, Results Achieved (with metrics), GTM Application]

Additional Insights

Additional Insights

[Past outbound efforts, sales process, channel performance, decision-maker dynamics, pain point language, onboarding model, strategic context - only what exists in sources]
undefined
[Past outbound efforts, sales process, channel performance, decision-maker dynamics, pain point language, onboarding model, strategic context - only what exists in sources]
undefined

Section Guidelines

板块编写指南

Read references/section-prompts.md for detailed instructions on each section before writing.
编写前请阅读 references/section-prompts.md 了解各板块的详细要求。

Critical Rules

核心规则

  1. Extract, don't invent: Only include information present in the provided sources. Never suggest new ideas or speculate.
  2. Avoid generic language: Never use "innovative", "cutting-edge", "AI-powered" without explaining the actual mechanism. Be specific about how things work.
  3. Quantify when possible: Include specific metrics, percentages, dollar amounts, time savings. Numbers make content actionable for outbound.
  4. Include outbound angles: Every problem, advantage, and lead magnet should have a concrete question or hook for cold email usage.
  5. Prioritize by ICP fit: When selecting case studies, lead magnets, or problems to highlight, prioritize those most relevant to the primary target audience.
  6. Write for dual audiences: Content must be scannable by humans AND parseable by AI agents. Use consistent headers and structured formats.
  1. 只提取不创作：仅包含提供的来源中存在的信息。绝不能提出新想法或进行推测。
  2. 避免空泛表述：未解释实际机制时，不得使用“创新的”、“前沿的”、“AI驱动的”等词汇。需具体说明运作方式。
  3. 尽可能量化：包含具体指标、百分比、金额、时间节省数据。数据让外推内容更具可操作性。
  4. 包含外推切入点：每个问题、优势和线索磁铁都应配有可用于冷邮件的具体问题或钩子。
  5. 按ICP匹配度优先排序：选择要重点展示的案例研究、线索磁铁或问题时，优先考虑与核心目标受众最相关的内容。
  6. 面向双受众编写：内容必须既方便人类快速浏览，又能被AI agents解析。使用统一的标题和结构化格式。

Quality Checklist

质量检查清单

Before finalizing, verify:
  • All sections populated from source material (or explicitly noted as "Not found in resources")
  • No speculative or suggested content
  • Specific metrics included where available
  • Outbound angles are concrete questions, not vague statements
  • Problems describe actual pain with business impact
  • Competitive advantages explain WHY they're hard to replicate
  • Lead magnets include access details or links when available
最终定稿前，请确认：
  • 所有板块均已根据来源材料填写（或明确标注为“未在资源中找到”）
  • 无推测或建议性内容
  • 可用情况下均包含具体指标
  • 外推切入点为具体问题，而非模糊表述
  • 问题描述了带有业务影响的实际痛点
  • 竞争优势说明了其难以复制的原因
  • 可用情况下线索磁铁包含获取详情或链接

Output Handling

输出处理

After generating the research document, tell the user the research is saved to 
{workspace}/research.md
. Do not push to any platform or call any external API.
生成研究文档后，告知用户研究已保存至 
{workspace}/research.md
。不得推送至任何平台或调用任何外部API。