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

1. Define explicit required fields and completion criteria.
2. Sequence research logically.
3. Include validation steps.
4. Keep the output structure consistent.
5. Note assumptions where objectives are broad.

Process

1. Parse the research objective.
2. Define sources and required fields.
3. Order the research sequence.
4. Add validation steps.
5. 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.