A complete guide to the session flow, the research types, the context document, and what the report contains.
Every session runs in the same sequence regardless of which research type you select.
You provide background on your organisation as a pasted document, a set of answers to structured questions, or skip this stage entirely. The context is used throughout to interpret findings against your specific position rather than the market in general.
You select the research type, state your primary research question, set the geographic scope and recency window, and specify who the output is for and what decision it will inform.
Each research type has its own calibration fields. All are optional, but the more you complete, the more targeted the output. You can also add secondary questions, prior knowledge, and assumptions you want the research to test.
The tool generates a complete Tier 2 Standard Research Report. A session review is presented before the report runs so you can check inputs and adjust anything before committing.
Every report follows the same structure. The content varies by session. The format does not.
The report opens with a session header and a brief summary of what the session was set up to find out. It then answers the primary research question directly, with a confidence rating and a one-sentence basis for that rating. Secondary questions are answered in the same format where they were provided.
Supporting findings follow, organised into four to five themed sections with source citations. Each research type then has its own structured output section: a summary table for competitor mapping, a viability finding for offer assessment, a commissioner and competitive field assessment for procurement intelligence, and so on across all twelve types.
The report closes with a table of assumptions tested and their status, an honest limitations section, a gap flag identifying related research types the findings suggest would be worth running, and a full source reference list.
Research type, researcher, date, geography, recency, question, audience, and purpose.
What the session was set up to find out and the decision it will inform.
Direct answer with confidence rating and a stated basis for that rating.
Four to five themed sections with source citations and a selection rationale.
A structured output tailored to the research type — table, viability finding, ecosystem map, etc.
Every assumption provided at input, with finding and status: Confirmed, Challenged, Qualified, or Unresolved.
An honest account of where the research is thin or the evidence base is weaker.
Research types not covered where the findings suggest they would add value.
Three use cases build on a parent session: UC3b builds on UC3a, UC4b builds on UC4a, and UC8b builds on UC8a. When you select a chained type, the tool collects the parent fields first, then the child-specific fields.
| Type | Description | |
|---|---|---|
| UC1 | Sector Intelligence | What is this market? Covers market size, growth, structure, regulatory environment, and emerging trends. |
| UC2 | Competitor Mapping | Who are the key players, what do they offer, and why do they hold the position they do? Covers capability, positioning, pricing, USPs, track record, and risk. |
| UC3a | Market Sector Profiling | How does this sector commission provision? Covers commissioning behaviour, procurement patterns, decision-making structure, funding context, and market scale. |
| UC3b | Market Sector Profiling — Specific↳ Builds on UC3a | Within this sector, how does this specific organisational type commission provision? |
| UC4a | Offer Viability Assessment | Is there a market for this offer? First-pass viability assessment for any product, service, learning programme, or support package. |
| UC4b | Offer Demand Assessment — Full↳ Builds on UC4a | Given that a market exists, what is its full character and where does the offer sit within it? Includes value positioning and market scale. |
| UC5 | Procurement and Tender Intelligence | What do we need to know about this procurement before committing to a response? Covers commissioner profile, incumbent intelligence, competitive field, and bid or no-bid context. |
| UC6 | Partnership and Supplier Ecosystem | What does the partner and supplier ecosystem look like in this market? Maps the landscape of potential partners and suppliers. |
| UC7 | Data, Compliance and Governance⚠ Professional review required | What are the data handling requirements, regulatory obligations, and compliance landscape relevant to this market or activity? |
| UC8a | Funding Intelligence — Basic | Is this market funded in a way that makes it accessible? First-pass funding landscape assessment. |
| UC8b | Funding Intelligence — Full↳ Builds on UC8a | What are the precise funding conditions, eligibility requirements, commissioning cycles, and strategic positioning options? |
| UC9 | Awards, Qualifications and Regulatory⚠ Professional review required | What does the formal recognition environment look like in this market? Covers professional awards, licences to practice, academic qualifications, accreditation pathways, and regulatory inspection frameworks. |
The context document framework covers six sections:
The completed document is loaded at the start of every session. It does not replace the session inputs. The session inputs define the specific research question. The context document provides the standing organisational background behind it. Treat it as a maintained artefact. When your strategic priorities change, update the document and all subsequent sessions will reflect the new context.
Download context document templateThe tool uses Claude's training knowledge as its research source. This makes it fast and broadly reliable for established markets and well-documented sectors. It is not a substitute for live data or specialist research where a decision genuinely warrants that level of rigour.
Every report carries a confidence rating and an honest limitations section. Both should be read before acting on findings.
Phase 2 will integrate Perplexity AI for validated, source-backed research with live citations. The session structure and report format stay the same. The research source field in the report header will change from Claude training knowledge to Perplexity-validated research, and that distinction will be clearly stated in every report.
Available to approved users.