Research Rule Generator

Generates a comprehensive research workflow rule for any company and product combination. Creates a structured template that Account Executives can use to identify and qualify prospects based on specific product requirements, competitive landscape, and market characteristics.

Arguments

Name	Type	Required	Description
companyName	string	✅ Yes	The company you're creating research instructions for
productName	string	✅ Yes	The specific product or service being sold
productDescription	string	❌ No	Brief description of what the product does
pricingModel	string	❌ No	How the product is priced (per user, per month, enterprise, etc.)
minimumRequirements	string	❌ No	Company size, revenue, or other qualification criteria
targetIndustries	string	❌ No	Industries that are good fits for this product
keyValuePropositions	string	❌ No	Main benefits the product provides

What It Does

The research rule generator prompt creates a comprehensive workflow that:

1. Analyzes your product requirements and target market
2. Identifies relevant Phoenix tools to use for research
3. Creates a structured, step-by-step qualification process
4. Provides filtering criteria and decision logic
5. Generates example queries and expected outputs
6. Documents the workflow for your team

Use Cases

• Sales Enablement: Create standardized research processes for AE teams
• Lead Qualification: Build repeatable workflows for qualifying prospects
• Territory Planning: Design research approaches for specific markets
• Product Launch: Develop go-to-market research strategies
• Competitive Analysis: Structure competitive intelligence gathering

Example Usage

Enterprise SaaS Sales

Use the research_rule_generator prompt with:
- companyName: "Acme Corp"
- productName: "Enterprise Analytics Platform"
- productDescription: "Real-time analytics and business intelligence for enterprise teams"
- pricingModel: "$50k+ annual contract, per-seat pricing over 100 users"
- minimumRequirements: "1000+ employees, $100M+ revenue, existing data warehouse"
- targetIndustries: "Financial Services, Healthcare, Technology"
- keyValuePropositions: "Real-time insights, reduce analysis time by 70%, enterprise security"

SMB Marketing Tool

Use the research_rule_generator prompt with:
- companyName: "MarketingTech Inc"
- productName: "Email Campaign Manager"
- productDescription: "Email marketing automation for growing businesses"
- pricingModel: "$99-499/month based on subscriber count"
- minimumRequirements: "10-200 employees, active email list of 1000+"
- targetIndustries: "E-commerce, Professional Services, SaaS"
- keyValuePropositions: "Easy setup, affordable pricing, built-in analytics"

Cloud Migration Service

Use the research_rule_generator prompt with:
- companyName: "CloudMigrate Pro"
- productName: "AWS Migration Service"
- productDescription: "End-to-end cloud migration consulting and execution"
- pricingModel: "Project-based pricing, $200k+ typical engagement"
- minimumRequirements: "500+ employees, on-premise infrastructure, cloud budget allocated"
- targetIndustries: "All industries with legacy infrastructure"
- keyValuePropositions: "Zero downtime, 40% cost reduction, 90-day migration timeline"

Generated Output Format

The prompt generates a research rule document containing:

1. Research Rule Overview

• Rule name and description
• Target persona (who uses this rule)
• Expected outcomes

2. Qualification Criteria

• Company size requirements
• Industry targeting
• Technology prerequisites
• Budget indicators

3. Tool Workflow

Ordered sequence of Phoenix tools to use:

1. company_search → Find companies matching basic criteria
2. company_firmographic → Get detailed company information
3. company_technographic → Check technology stack fit
4. company_intent → Identify buying signals
5. company_spend → Analyze budget allocation

4. Filtering Logic

• How to prioritize results
• Disqualification criteria
• Score weighting

5. Output Template

• Data fields to collect
• How to format results
• Example qualified prospect profile

6. Usage Instructions

• Step-by-step execution guide
• Tips for your specific use case
• Customization recommendations

Tips for Best Results

1. Be Specific

Provide detailed product information to get more targeted workflows.

❌ Bad: "Find companies" ✅ Good: "Find Series B SaaS companies with 50-200 employees using Salesforce and showing recent CRM buying intent"

2. Include Context

The more context you provide, the more relevant the generated workflow:

• Typical deal sizes
• Sales cycle length
• Key decision makers
• Common objections

3. Specify Requirements

Clear requirements lead to better qualification criteria:

• Minimum company size
• Technology prerequisites
• Budget indicators
• Geographic requirements

4. Define Success

Explain what a qualified prospect looks like:

• Current state (pain points)
• Desired state (goals)
• Budget authority
• Timeline

Integration with Phoenix Tools

The research rule generator leverages Phoenix's MCP tools:

Data Collection Tools

• company_firmographic - Basic company info
• company_technographic - Tech stack analysis
• company_fai - Department-level insights
• company_intent - Buying signals

Discovery Tools

• company_search - Find matching companies
• list_product_categories - Explore technology categories
• list_vendors - Competitive landscape

Analysis Tools

• company_spend - Budget analysis
• company_cloud_spend - Cloud spending patterns

Iterating on Results

After generating your initial research rule:

1. Review the workflow: Does it match your sales process?
2. Test with examples: Run through 2-3 real prospects
3. Refine criteria: Adjust thresholds and filters
4. Add context: Include team-specific insights
5. Regenerate: Run the prompt again with refinements

Workflow Templates

The prompt can generate different workflow types:

Inbound Lead Qualification

Focus on validating and enriching inbound leads

Outbound Prospecting

Identify and prioritize cold outreach targets

Account Expansion

Find upsell/cross-sell opportunities in existing accounts

Territory Research

Build comprehensive territory profiles

Competitive Displacement

Target competitors' customers

Next Steps

• View MCP tools used in generated workflows
• See example company analysis
• Read best practices
• Try the prompt in Claude Desktop