research

<quick_start> Market research:

1. Basic discovery: Website, LinkedIn, Google News
2. Tech stack: Job postings, integrations page
3. Pain signals: Reviews, social mentions
4. Decision makers: LinkedIn, about page

Technical research:

1. Define: Problem, requirements, constraints
2. Discover: GitHub, HuggingFace, Context7 docs
3. Evaluate: Apply framework checklist, test minimal example
4. Decide: Build vs buy, document rationale

Output: Research report with question, answer, confidence, sources </quick_start>

<success_criteria> Research is successful when:

• Question clearly defined with constraints documented
• Multiple sources consulted (not just one)
• Confidence level assigned (high/medium/low) with rationale
• Recommendations are specific and actionable
• Decision matrix used for multi-option comparisons
• NO OPENAI constraint respected for technical research
• Sources documented with access dates </success_criteria>

<core_content> Comprehensive research framework combining market intelligence and technical evaluation.

Quick Reference

Research Type	Output	When to Use	Reference
Company Profile	Structured profile	Before outreach, call prep	reference/market.md
Competitive Intel	Market position, pricing	Deal strategy	reference/market.md
Tech Stack Discovery	Software + integrations	Lead qualification	reference/market.md
Framework Evaluation	Feature comparison + rec	Tech decisions	reference/technical.md
LLM Comparison	Cost/capability matrix	Provider selection	reference/technical.md
API Assessment	Limits, pricing, DX	Integration planning	reference/technical.md
MCP Discovery	Available servers/tools	Capability expansion	reference/technical.md

---

Part 1: Market Research

Company Profile Framework

company_profile = {
    # Basics
    'name': str,
    'website': str,
    'industry': str,
    'employee_count': int,
    'revenue_estimate': str,  # "$5-10M", "$10-50M"

    # Operations
    'field_vs_office': {'field': int, 'office': int},
    'service_area': list[str],  # States/regions
    'trades': list[str],  # Electrical, HVAC, Plumbing

    # Technology
    'software_stack': {
        'crm': str,
        'project_mgmt': str,
        'accounting': str,
        'field_service': str,
        'other': list[str]
    },

    # Sales Intel
    'pain_signals': list[str],
    'growth_indicators': list[str],
    'failed_implementations': list[str],
    'decision_makers': list[dict]
}

Pain Signal Detection

Signal	Indicates	Priority
Multiple systems mentioned	Integration pain	HIGH
"Growing fast" in news	Scaling challenges	HIGH
Recent leadership change	Open to new vendors	MEDIUM
Hiring ops/admin roles	Process problems	MEDIUM
Bad software reviews	Ready to switch	HIGH
No online presence	Not tech-savvy	LOW

Market Research Workflow

Step 1: Basic Discovery
└── Website, LinkedIn, Google News, Glassdoor

Step 2: Tech Stack
└── Job postings, integrations page, case studies

Step 3: Pain Signals
└── Reviews, social mentions, forum posts

Step 4: Decision Makers
└── LinkedIn Sales Nav, company about page

Step 5: Synthesize
└── Generate company profile, score against ICP

Competitive Positioning

When researching competitors for a prospect:

1. What are they using now?
2. How long have they used it?
3. What's broken? (Check reviews, Reddit, forums)
4. What would make them switch?
5. Who else are they evaluating?

---

Part 2: Technical Research

Stack Constraints (Tim's Environment)

constraints:
  llm_providers:
    preferred:
      - anthropic  # Claude - primary
      - google     # Gemini - multimodal
      - openrouter # DeepSeek, Qwen, Yi - cost optimization
    forbidden:
      - openai     # NO OpenAI

  infrastructure:
    compute: runpod_serverless
    database: supabase
    hosting: vercel
    local: ollama  # M1 Mac compatible

  frameworks:
    preferred:
      - langgraph  # Over langchain
      - fastmcp    # For MCP servers
      - pydantic   # Data validation
    avoid:
      - langchain  # Too abstracted
      - autogen    # Complexity

  development:
    machine: m1_mac
    ide: cursor, claude_code
    version_control: github

LLM Selection Matrix

Use Case	Primary	Fallback	Cost/1M tokens
Complex reasoning	Claude Sonnet	Gemini Pro	$3-15
Bulk processing	DeepSeek V3	Qwen 2.5	$0.14-0.27
Code generation	Claude Sonnet	DeepSeek Coder	$3-15
Embeddings	Voyage	Cohere	$0.10-0.13
Vision	Claude/Gemini	Qwen VL	$3-15
Local/Private	Ollama Qwen	Ollama Llama	Free

Cost Optimization Rule: Use Chinese LLMs (DeepSeek, Qwen) for 90%+ cost savings on bulk/routine tasks. Reserve Claude/Gemini for complex reasoning.

Framework Evaluation Checklist

## [Framework Name] Evaluation

### Basic Info
- [ ] GitHub stars / activity
- [ ] Last commit date
- [ ] Maintainer reputation
- [ ] License type
- [ ] Documentation quality

### Technical Fit
- [ ] Python 3.11+ compatible
- [ ] M1 Mac compatible
- [ ] Async support
- [ ] Type hints / Pydantic
- [ ] MCP integration possible

### Ecosystem
- [ ] Active Discord/community
- [ ] Stack Overflow presence
- [ ] Tutorial availability
- [ ] Example projects

### Red Flags
- [ ] OpenAI-only
- [ ] Unmaintained (>6 months)
- [ ] Poor documentation
- [ ] Heavy dependencies
- [ ] Vendor lock-in

API Evaluation Template

api_evaluation:
  name: ""
  provider: ""
  documentation_url: ""

  access:
    auth_method: ""  # API key, OAuth, etc.
    rate_limits:
      requests_per_minute: 0
      tokens_per_minute: 0
    quotas: ""

  pricing:
    model: ""  # per request, per token, subscription
    free_tier: ""
    cost_estimate: ""  # for our use case

  developer_experience:
    sdk_quality: ""  # 1-5
    documentation: ""  # 1-5
    error_messages: ""  # 1-5
    response_time: ""  # ms

  integration:
    existing_mcps: []
    sdk_languages: []
    webhook_support: bool

  verdict: ""  # USE, MAYBE, SKIP
  notes: ""

Technical Research Workflow

┌─────────────────────────────────────────────┐
│ 1. DEFINE                                    │
│    What problem are we solving?              │
│    What are the requirements?                │
│    What are the constraints?                 │
└─────────────────┬───────────────────────────┘
                  ▼
┌─────────────────────────────────────────────┐
│ 2. DISCOVER                                  │
│    Search GitHub, HuggingFace, blogs         │
│    Check Context7 for docs                   │
│    Review existing tk_projects               │
└─────────────────┬───────────────────────────┘
                  ▼
┌─────────────────────────────────────────────┐
│ 3. EVALUATE                                  │
│    Apply checklist above                     │
│    Test minimal example                      │
│    Check M1 compatibility                    │
└─────────────────┬───────────────────────────┘
                  ▼
┌─────────────────────────────────────────────┐
│ 4. DECIDE                                    │
│    Build vs buy vs skip                      │
│    Document decision rationale               │
│    Update AI_MODEL_SELECTION_GUIDE if LLM    │
└─────────────────────────────────────────────┘

MCP Discovery Workflow

# When looking for MCP capabilities:

1. Check mcp-server-cookbook first
   └── /Users/tmkipper/Desktop/tk_projects/mcp-server-cookbook/

2. Search official MCP servers
   └── github.com/modelcontextprotocol/servers

3. Search community servers
   └── github.com search: "mcp server" + [capability]

4. Check if FastMCP wrapper exists
   └── Can we build it quickly?

5. Evaluate build vs. use existing
   └── Time to integrate vs. time to build

---

Part 3: Combined Research Outputs

Research Report Template

research_report:
  title: ""
  type: ""  # market, technical, hybrid
  date: ""
  researcher: ""

  # Executive Summary
  summary:
    question: ""
    answer: ""
    confidence: ""  # high, medium, low

  # Findings
  market_findings:
    companies_analyzed: []
    competitive_landscape: ""
    market_size: ""
    trends: []

  technical_findings:
    frameworks_evaluated: []
    recommended_stack: {}
    integration_considerations: []
    cost_analysis: {}

  # Recommendations
  recommendations:
    primary: ""
    alternatives: []
    risks: []
    next_steps: []

  # Sources
  sources:
    - type: ""
      url: ""
      date_accessed: ""
      key_findings: []

Decision Matrix Template

Criteria	Weight	Option A	Option B	Option C
[Criterion 1]	25%	/10	/10	/10
[Criterion 2]	20%	/10	/10	/10
[Criterion 3]	20%	/10	/10	/10
[Criterion 4]	20%	/10	/10	/10
[Criterion 5]	15%	/10	/10	/10
Weighted Total	100%	/10	/10	/10

---

Integration Notes

Market Research

• Feeds into: dealer-scraper (enrichment), sales-agent (qualification)
• Data sources: LinkedIn, Glassdoor, Indeed, G2, Capterra, Google
• Pairs with: sales-outreach-skill (messaging), opportunity-evaluator-skill (deals)

Technical Research

• References: AI_MODEL_SELECTION_GUIDE.md, runpod-deployment-skill
• Projects: ai-cost-optimizer, mcp-server-cookbook
• Tools: Context7 MCP for docs, HuggingFace MCP for models
• Pairs with: opportunity-evaluator-skill (build vs partner decisions)

---

Reference Files

Market Research

• reference/market.md - Company profiles, tech stack discovery, ICP, competitive analysis

Technical Research

• reference/technical.md - Framework comparison, LLM evaluation, API patterns, MCP discovery