spiralcrew-ou Company Research Workflow Planner
Purpose
Create a repeatable process for researching and comparing companies.
When to use this skill
- Standardizing company research across a team
- Building a repeatable account-research playbook
- Defining the fields every profile needs
- Setting completion criteria for research tasks
When not to use this skill
- You want one company researched now (use Company Research)
- You have no research objective
- You need the research executed, not planned
Required inputs
- A research objective
Optional inputs
- Required output fields
- Approved sources
- A comparison framework
Rules
- Define explicit required fields and completion criteria.
- Sequence research logically.
- Include validation steps.
- Keep the output structure consistent.
- Note assumptions where objectives are broad.
Process
- Parse the research objective.
- Define sources and required fields.
- Order the research sequence.
- Add validation steps.
- Define output structure and completion criteria.
Output format
Return a research process with the following fields:
- research_objectives
- source_types
- required_fields
- research_sequence
- validation_steps
- output_structure
- completion_criteria
Validation
- Confirm required fields cover the objective.
- Confirm validation steps are present.
- Confirm completion criteria are testable.
Limitations
- A process is only as good as the sources it uses.
- Completion criteria may need tuning over time.