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.

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What it installs

Agents 2

  • Researcher

    A senior research analyst who deep-dives the prospect's business, market, competitors, and stack from primary sources and compiles a cited dossier.

  • Verifier

    An adversarial fact-checker who verifies the dossier's load-bearing claims against their sources and rejects anything unsupported or stale.

Teams 1

  • Research Desk

    A lead researcher who fans out the four-axis research and compiles the dossier, paired with a verifier who adversarially checks every load-bearing claim against its source before anything reaches approval.

Workflows 1

  • Research, compile, verify, approve

    Fan out the four-axis research, compile the cited dossier, adversarially verify the load-bearing claims, and hand off for approval.

Documents 1

  • 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

  • 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.

  • deep-research

    Run disciplined multi-source web research: a senior-analyst persona, parallel sub-agent fan-out 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.

  • 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

  • Client Research

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Web search and fetch access for primary-source research — The desk researches the prospect through runtime 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.
  • Parallel sub-agents (recommended) — Quality and speed improve markedly when the lead researcher can fan out focused sub-agents at once — one per research axis (business, market, competitors, stack) — rather than researching sequentially.

Get started

Install Client research dossier and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.