Client research dossier
Before a kickoff, a research desk deep-dives the prospect's business, market, competitors, and stack with a cited claim for every finding, a verifier adversarially checks every load-bearing claim against its source, and the desk produces a kickoff dossier for you to approve.
Saves you ~6.3 h / run
How it works
- Trigger
- When you start the “Research, compile, verify, approve” workflow.
- Job
- Complete the four-axis research, compile the cited dossier.
- Outcome
- A sourced client dossier with risks and opportunities.
What it installs
Agents 3
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Researcher
A senior research analyst who deep-dives the prospect's business, market, competitors, and stack from primary sources and compiles a cited dossier.
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Verifier
An adversarial fact-checker who verifies the dossier's load-bearing claims against their sources and rejects anything unsupported or stale.
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Client research dossier Quality Reviewer
Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.
Teams 1
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Research Desk
A lead researcher who covers all four research axes and compiles the dossier, paired with a verifier who adversarially checks every load-bearing claim against its source before anything reaches approval.
Workflows 1
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Research, compile, verify, approve
Complete the four-axis research, compile the cited dossier, adversarially verify the load-bearing claims, and hand off for approval.
Documents 1
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Dossier format
The customizable section structure of the kickoff dossier — business, market, competitors, stack, angles, confidence & gaps, sources. Edit it to match how your account team wants its prep packaged.
Skills 3
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company-research
Build a deep company profile from public sources using the executive-insights framework: overview, executive vision in their own quoted words (sourced and dated), product strategy and launches, transformation initiatives, org dynamics, and forward roadmap. Goes deeper than the About page; every claim cited; recent sources prioritized; facts kept distinct from opinion. Adapted from deanpeters/product-manager-skills/company-research.
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deep-research
Run disciplined multi-source web research: a senior-analyst persona, focused research by axis, 2+-independent-sources for critical claims with explicit confidence tracking, prose-first write-as-you-go, facts labeled distinct from synthesis, source-tier tagging, and a red-team critique pass. Halt if web search is unavailable; never fabricate a citation. Adapted from samber/cc-skills/deep-research.
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competitor-analysis
Map a client's competitive landscape: scope the market, identify ~5 direct competitors via web research, profile each one's positioning, strengths, weaknesses, and pricing, and surface the differentiation opportunities and unmet needs the engagement can exploit — validated across multiple sources. Adapted from phuryn/pm-skills/competitor-analysis.
Folders 1
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Client Research
Requirements
- Web search and fetch access for primary-source research — The desk researches the prospect through worker web search and fetch tools — it searches the web and reads public pages (the client's site, press, reviews, competitors) — and pauses for your approval on the final dossier.
- Browser access for JS-heavy pages (fallback) — When a source is JS-heavy or blocks plain fetches, the desk falls back to browser access to read the rendered public page; it only reads public pages.
Setup guide
How to Build a Client Research Dossier
A practical guide to kickoff-ready client research with agents: four-axis research, cited claims, adversarial verification, and human approval.
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