intermediate / 60 minutes

AI Market Research Workflow

Organize research around a business question without replacing missing evidence with broad market claims.

Result: A cited research brief that separates observed market facts, working hypotheses and the next business decision.

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5 steps to a reviewable draft

  1. 01

    Frame the research question

    Write the business choice the research should help with and define what would count as useful evidence.

    Result: A bounded research brief.

  2. 02

    Collect and date the sources

    Save the source URL, publication date, visible claim and any reason to doubt relevance or freshness.

    Result: A source log the owner can revisit.

  3. 03

    Draft the research brief

    Ask for cited observations, confidence notes and research gaps rather than a generic market report.

    Result: A research brief whose evidence and uncertainty are easy to locate.

    Your prompt

    Create a market research brief for this business question: {{question}}. Sources with URLs, dates and excerpts: {{sources}}. Return observed facts with citations, tentative hypotheses, source limits, open questions and the next decision. Label inference [HYPOTHESIS] and missing proof [NEEDS RESEARCH]. Do not invent market size, growth rates, customer demand, competitor pricing, regulations or buying behavior.
    Example input

    Question: should a local bookkeeping firm offer payroll support? Sources: current client requests, a regional business directory and two competitor pages.

    Example output

    Observed: two clients requested payroll support [source]. Competitor pricing: [NEEDS RESEARCH]. Next decision: interview five current clients.

  4. 04

    Check relevance and gaps

    Open the sources behind high-impact claims and identify what the available material cannot establish.

    Result: A short evidence-backed brief with honest research gaps.

  5. 05

    Assign the next research action

    Choose one data point to collect, the person responsible and the decision review date.

    Result: Research that feeds a real business choice.

What a finished draft should contain

A cited brief that supports a payroll-service decision while leaving unknown pricing and demand visible.

What this process cannot decide

  • Public and internal sources can be incomplete
  • AI cannot verify a market fact or make a regulated business decision.

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