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
π’ Agency Research
Focus: Understanding agency AI adoption challenges and opportunities
What Weβre 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/
βββ agencies/ β Agency discovery conversations and insights
βββ spikes/ β Technical research and explorations
βββ vendors/ β 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
Related Vault Locations
- 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
- Agency Conversations: Use template in
agencies/CONVERSATION_TEMPLATE.md - Technical Spikes: Document in
spikes/ - 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.