Research & Discovery

Purpose: Capture market research, discovery conversations, and customer insights to inform product, content, and GTM strategy.

Last Updated: 2026-02-12


Active Research Programs

🏒 Agency Research

Focus: Understanding agency AI adoption challenges and opportunities

What We’re Learning:

  • Top painpoints agencies face with AI
  • Agency maturity archetypes (personas)
  • Content opportunities from real conversations
  • Case study pipeline
  • SOW patterns (painpoint β†’ solution)

Current State:

  • 1 conversation captured
  • 7 painpoints identified
  • 1 persona defined
  • Active and ready for more conversations

Quick Links:


Research Folder Structure

/research/
β”œβ”€β”€ agencies/              ← Agency discovery conversations and insights
β”œβ”€β”€ spikes/               ← Technical research and explorations
└── vendors/              ← Vendor evaluations

How Research Informs Strategy

Content Marketing β†’ Research insights feed content calendar and messaging
Sales β†’ Painpoints inform discovery questions and SOW patterns
Product/Services β†’ Identify what to build based on real needs
GTM β†’ Personas and themes guide campaign targeting


  • GTM Content: gtm/content/ (research-informed content)
  • Sales Framework: gtm/sales/sow-framework/ (informed by research patterns)
  • Client Work: clients/{client}/ (when research leads to engagement)
  • Sales Leads: gtm/sales/leads/ (when conversations become opportunities)

Contributing to Research

  1. Agency Conversations: Use template in agencies/CONVERSATION_TEMPLATE.md
  2. Technical Spikes: Document in spikes/
  3. Vendor Evaluations: Document in vendors/

Research Priorities (2026 Q1)

  • Set up agency research system
  • Conduct 4-6 agency discovery conversations per month
  • Validate top 5 painpoints (need 3+ confirmations each)
  • Develop 3+ agency personas
  • Create 2-3 case studies from research

Questions? See agencies/QUICK_REFERENCE.md for detailed workflow.