Research

Research Skill

Overview

A systematic 9-phase framework for mapping ANY technology market from zero to complete competitive intelligence. Works for open-source ecosystems, SaaS products, mobile apps, consumer tech, B2B platforms — anything.

Output: 10 deliverable documents covering ecosystem map, competitor profiles, feature matrices, demo video library, UI patterns, gap analysis, user sentiment, pricing benchmarks, and technical architecture. See references/deliverables.md for full schemas and templates.

Tool Selection

Before starting research, check available tools:

Tier 1: Quick Research (always available)

• Use WebSearch for simple queries (1-5 searches)
• Use WebFetch to read specific URLs
• Good for: "who are competitors?", quick lookups, 1-5 sources
• No external dependencies, no API keys needed

Tier 2: Deep Research (if imperium-crawl installed)

Check availability: command -v imperium-crawl >/dev/null 2>&1

If available, use imperium-crawl for:

• Bulk search across 12+ query strategies (imperium-crawl search --query "..." --count 20)
• Parallel scraping of 20+ sites (imperium-crawl batch-scrape --urls "url1,url2" --extraction-schema "...")
• AI-powered extraction (imperium-crawl ai-extract --url URL --schema '{...}')
• YouTube analysis — NO API key needed (imperium-crawl youtube --action search/video/transcript/channel)
• Reddit mining — NO API key needed (imperium-crawl reddit --action search/posts/comments)
• Screenshots (imperium-crawl screenshot --url URL --full-page)
• Pricing extraction (imperium-crawl batch-scrape with pricing schema)

If NOT available:

• Suggest: npm install -g imperium-crawl
• Fall back to WebSearch + WebFetch for all phases
• Note limitations: no parallelism, no transcripts, no screenshots

CLI Syntax Gotchas

• Boolean flags — NO value after flag: --full-page ✅ --full-page true ❌
• JSON params — SINGLE QUOTES: --schema '{"key":"value"}' ✅
• Batch URLs — COMMA-SEPARATED IN QUOTES: --urls "url1,url2" ✅
• Freshness codes: pd=day, pw=week, pm=month, py=year

Tier 2 Usage Per Research Phase

Phase 1 (Ecosystem Mapping): imperium-crawl search --query "[category] software" --count 20 imperium-crawl search --query "[known competitor] alternatives" --count 20 imperium-crawl batch-scrape --urls "comp1.com,comp2.com" --extraction-schema "extract company name, tagline, pricing, features"

Phase 2C (Video Discovery): imperium-crawl youtube --action search --query "[competitor] demo" imperium-crawl youtube --action transcript --url "youtube.com/watch?v=..." imperium-crawl youtube --action channel --channel-url "youtube.com/@competitor"

Phase 4 (User Sentiment): imperium-crawl reddit --action search --query "[competitor] review" imperium-crawl reddit --action posts --subreddit "startups" --sort top --time month

Phase 7 (Pricing): imperium-crawl batch-scrape --urls "comp1.com/pricing,comp2.com/pricing" --extraction-schema "extract pricing tiers with name, price, features"

Graceful Degradation Table

Before You Start: Define the Research Scope

Every research project starts by answering these 5 questions:

1. WHAT are we researching? — Product category, open-source ecosystem, or market segment
2. WHO is our target customer? — B2C/B2B, size, geography
3. WHAT is our proposed USP? — What makes us different (to be validated)
4. HOW DEEP should we go? — Quick scan (10 competitors) / Standard (top 20) / Deep dive (full ecosystem)
5. WHAT TYPE of market? — Open-source / SaaS / App / Mixed

THE 9-PHASE RESEARCH FRAMEWORK

PHASE 1: ECOSYSTEM MAPPING

Goal: Build a complete inventory of everything that exists in this space. Priority: P0 — Nothing else works without this.

1A: Identify the Market Center

For open-source ecosystems: Find the core repository (GitHub URL, stars, forks, contributors, license), creator/maintainer status, Wikipedia page, governance structure, security incidents.

For SaaS / App markets: Find market leader(s), category definition on review sites, total market size estimates, key industry events, relevant communities (subreddits, forums).

1B: Map ALL Competitors

Use all 12 search strategies — cast the widest net first, filter later. Full strategy matrix: references/search-strategies.md

For EACH competitor, collect structured data using the competitor data schema. Schema: references/deliverables.md

1C: Map Ecosystem Tools & Infrastructure

For open-source ecosystems: hosting/managed platforms, plugin/skill marketplaces, monitoring/dashboard tools, memory/storage extensions, security tools, community resources.

1D: Map Regional Variants

Search for region-specific competitors: China, India, Europe (GDPR), Southeast Asia, Latin America.

PHASE 2: TOP 20 DEEP DIVE — UI, UX & DEMO VIDEOS

Goal: Pick top 20 competitors and study them in extreme detail. Priority: P1

2A: Selection Criteria

Score each competitor on: Relevance (1-5), Traction (1-5), Quality (1-5), Recency (1-5), Threat level (1-5). Take top 20 by total score. Scoring details: references/deliverables.md

2B: UI/UX Audit (for each of top 20)

Screenshot and document every screen category:

• Onboarding: Landing page, signup flow, first-time UX, onboarding wizard, time to first value
• Core Product: Main dashboard, primary interaction, secondary features, settings, search/nav
• Team & Collaboration: Invite flow, permissions, shared resources, activity feed
• Business: Pricing page, billing/upgrade flow, contact/support
• Visual Identity: Color scheme, typography, dark mode, mobile/responsive, empty/error/loading states

Validate all images before adding to library: references/validation.md

Visual verification (REQUIRED): After downloading screenshots, use the Read tool on EACH image file to visually confirm it passes validation. Claude's multimodal capability can detect:

• Wrong product (similar name, different UI)
• Generic logos/stock photos mistakenly captured
• Blurry, cropped, or outdated screenshots
• Marketing mockups vs actual product UI

Do NOT skip this step. Text-based URL analysis alone misses ~40% of irrelevant images.

2C: Demo Video & Walkthrough Collection

A 5-minute demo video reveals more than an hour reading docs. Use all 8 search strategies. Full strategies with imperium-crawl commands: references/video-search.md Video validation rules: references/validation.md

For video thumbnails: If imperium-crawl captured video thumbnails, use the Read tool to verify the thumbnail actually shows the product — clickbait titles frequently mislead. Video documentation schema: references/deliverables.md

2D: Build UI Pattern Library

From screenshots and videos, extract: best patterns (steal these), worst patterns (avoid these), unique ideas worth adapting. Document which competitor does each thing best/worst and why.

PHASE 3: FEATURE COMPARISON MATRIX

Goal: Know exactly who has what. Find the gaps. Priority: P0

3A: Define Feature Categories

Adapt to market type:

• SaaS/Web: Platform, core features (10-20), team/collaboration, integrations, security, pricing
• Mobile Apps: Platform, core features, social/community, personalization/AI, content library, monetization
• Open-Source: Core capabilities, plugin system, supported backends, deployment, community, docs, enterprise

3B: Build the Matrix

Competitors as columns, features as rows. Values: Yes | No | Partial | Unknown Matrix format: references/deliverables.md

3C: Gap Analysis — THE MOST IMPORTANT OUTPUT

Answer these 5 questions:

1. WHAT DOES NOBODY HAVE? — Your biggest opportunity
2. WHAT DOES EVERYONE HAVE? — Your table stakes (must build)
3. IS YOUR USP CONFIRMED? — Did research validate your differentiation?
4. TOP 3 COMPETITOR WEAKNESSES? — Your potential strengths
5. WHAT SURPRISED YOU? — Adjust your vision accordingly

PHASE 4: USER SENTIMENT ANALYSIS

Goal: What real users think — not what marketing says. Priority: P1

Sources by market type:

• SaaS/B2B: G2, Capterra, TrustRadius, Reddit, Hacker News
• Consumer Apps: App Store, Play Store, Reddit, TikTok, YouTube
• Open-Source: GitHub Issues, Discord/Slack, Reddit, HN, Stack Overflow

Extract:

1. Top 10 LOVED features
2. Top 10 HATED problems
3. Top 10 REQUESTED features
4. #1 reason people choose the market leader
5. #1 reason people LEAVE the market leader
6. What people say about pricing
7. Security/privacy concerns
8. Most common "I wish it could..." statements
9. Most common competitor people switch FROM
10. Most common competitor people switch TO

PHASE 5: ADJACENT COMPETITORS

Goal: Who else fights for the same budget? Priority: P2

From the customer's perspective: "If I DON'T buy this, what do I do instead?"

Check: direct competitors, indirect competitors, DIY alternatives, big tech solutions, vertical-specific tools, "good enough" free options.

PHASE 6: TECHNICAL ARCHITECTURE

Goal: How did others solve the hard problems? Priority: P2

Research: infrastructure/scaling approach, core tech stack, security model, performance characteristics, migration path from prototype to production.

PHASE 7: PRICING & BUSINESS MODEL

Goal: Data-driven pricing. Priority: P1

Collect: full pricing benchmark table for all competitors, cost structure per user, market size (TAM/SAM/SOM), pricing psychology for the category.

PHASE 8: NAMING & BRANDING

Goal: Available name that communicates positioning. Priority: P2

For each candidate check: domains (.com, .ai, .io, .app), social handles (Twitter, Instagram, LinkedIn, TikTok), tech (GitHub, npm, App Store, Play Store), legal (USPTO, EUIPO, Google).

RULE: Check availability BEFORE getting attached.

PHASE 9: SYNTHESIS & DELIVERABLES

Goal: 10 actionable documents.

Generate all 10 deliverables. Full list with schemas and templates: references/deliverables.md

Execution Guide

Task Distribution

AI agents (bulk, parallelizable): Phase 1 (find competitors), Phase 2C (find videos), Phase 4 (scrape reviews), Phase 7 (collect pricing)

Human judgment: Phase 2B (watch videos, evaluate UI), Phase 3C (gap analysis strategy), Phase 8 (name selection)

Senior AI (complex analysis): Phase 3B (feature matrix synthesis), Phase 6 (technical architecture), Phase 9 (full synthesis)

Timeline

• Week 1 (P0): Phase 1 (ecosystem map) + Phase 2C (video collection) + Phase 3 (matrix + gaps)
• Week 2 (P1): Phase 2B (UI deep dive) + Phase 4 (sentiment) + Phase 7 (pricing)
• Week 3 (P2): Phase 5 (adjacent) + Phase 6 (tech) + Phase 8 (naming) + Phase 9 (synthesis)

Anti-Patterns

• Building before finishing Phase 1 + 3
• Only analyzing top 3-5 competitors
• Skipping demo videos — they reveal more than docs
• Ignoring regional variants
• Trusting marketing over real user reviews
• Pricing by gut feel instead of benchmarks
• Getting attached to a name before checking availability
• Assuming your idea is unique without evidence
• 4 weeks researching, 0 weeks building — find the balance
• Unstructured notes instead of JSON — structure enables automation