---
name: customer-brief-research
description: Research and source the customer brief from public or authorised material.
license: Custom terms. See LICENSE.txt
metadata:
  display_name: Customer Brief Research
  author: AutoRFP.ai
---

# Customer Brief Research

Consume `customer-brief.md`; create `research-pack.md`; and use [the editable worksheet](../assets/Customer-Brief-Research-Worksheet.md) as the structured work surface.

## Workflow

1. If `external-source-report.md` is present, start from its verified claims, buyer language, and open gaps. Otherwise start with sources appropriate to the organisation type and jurisdiction: official websites, reports, filings, regulators, government records, product documentation, newsroom material, or authorised internal sources.
2. Log direct URLs, exact findings, supported brief field, Claim ID, source type, confidence, and status.
3. Identify three to seven relevant priorities in the organisation's own language, plus document search terms.
4. Mark unsupported facts as `Needs evidence` and unknown fields as `Not provided`.
5. Record open evidence gaps. Use Build Google Dork only to generate public discovery leads; validate those leads before logging them as evidence.
6. Adapt the worksheet headings to the user's business and complete its five-bullet summary.

If browsing is unavailable, do not invent research findings. Produce a source plan, copy-ready discovery queries, and open evidence gaps for later validation.

## Handoff

Send verified claims and search terms to PDF Insight Finder; source-backed context to Response Insight Enricher; and unresolved evidence gaps to Build Google Dork.

## Evidence rules

- Map every material claim to a source and Claim ID.