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research-brief-blueprint skill

/plugins/market-research/skills/research-brief-blueprint

This skill provides a standardized research brief blueprint to scope market studies, align stakeholders, and accelerate insights delivery.

npx playbooks add skill gtmagents/gtm-agents --skill research-brief-blueprint

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md
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---
name: research-brief-blueprint
description: Standard template + checklist for scoping market research projects.
---

# Research Brief Blueprint Skill

## When to Use
- Kicking off any market research or insights program.
- Aligning stakeholders on objectives, hypotheses, timelines, and deliverables.
- Auditing vendor proposals or internal requests for completeness.

## Framework
1. **Business Question** – decisions to inform, stakeholders, success metrics.
2. **Audience & Sample** – personas, geos, quotas, existing panels, exclusion criteria.
3. **Methods & Sources** – qualitative, quantitative, desk, experimentation, telemetry.
4. **Logistics** – budget, timeline, approvals, compliance considerations.
5. **Deliverables** – format, fidelity, access model, follow-up cadence.

## Templates
- Brief doc (Notion/Doc) with structured sections + prompts.
- Intake form or ticket template for repeating the process at scale.
- Executive summary format to socialize scope before kickoff.

## Tips
- Capture "out of scope" explicitly to avoid scope creep.
- Tie every method to a decision owner to keep studies focused.
- Pair with `run-market-landscape-study` and `launch-quantitative-survey` to auto-populate briefs.

---

Overview

This skill provides a compact, production-ready template and checklist to scope market research projects quickly and consistently. It standardizes the core components—business question, audience, methods, logistics, and deliverables—so teams can align stakeholders and reduce ambiguity before work begins. Use it to create briefing docs, intake forms, or executive summaries that drive decisions.

How this skill works

The blueprint walks users through five inspection points: defining the business question and success metrics, specifying audience and sampling rules, selecting methods and data sources, documenting logistics like budget and timeline, and outlining deliverables and access. It includes ready-to-copy templates for a brief document, an intake/ticket form, and an executive summary. The checklist forces explicit out-of-scope items and assigns decision owners so each research activity maps to a concrete decision.

When to use it

  • Kicking off a new market research or insights program
  • Aligning cross-functional stakeholders before a research kickoff
  • Reviewing or auditing vendor proposals and internal requests
  • Standardizing intake for repeated or scaled research workflows
  • Preparing executive summaries to socialize scope and expectations

Best practices

  • Always start with a single, measurable business question tied to a decision owner
  • Define inclusion/exclusion criteria and quotas for the audience to prevent ambiguity
  • Specify methods and link each to the decision it supports (qual, quant, desk, telemetry)
  • Call out out-of-scope explicitly to prevent scope creep
  • Use the intake form template for recurring requests to capture consistent data
  • Estimate budget and timeline up front and document compliance or approval steps

Example use cases

  • Scope a product-market fit study that combines customer interviews and a quantitative survey
  • Create an intake form for sales to request voice-of-customer research
  • Audit a vendor proposal to confirm sample definitions, methods, and deliverables
  • Draft an executive brief to align execs on what a competitive landscape study will and won’t cover
  • Stand up a repeatable research intake for a growing insights team

FAQ

How detailed should the business question be?

Make it focused and decision-oriented: state the decision to be made, the metrics that will determine success, and the stakeholders who will act on the results.

Can this blueprint be used for small, informal studies?

Yes. Tailor the logistics and sample requirements down, but keep the core sections (question, audience, methods, deliverables) to maintain clarity and alignment.