How do I trust research that used AI?

Require a source link for every claim in the deliverable and ask the assistant to mark anything that could not be verified. A research brief without sources is an opinion, and the playbook treats it that way.

What should a research brief contain?

A one paragraph answer at the top, the supporting evidence with links, what is still unknown, and a recommended next step. Leading with the answer is what makes the document usable in a meeting.

How often should competitor research be refreshed?

Set a standing cadence rather than reacting to rumors. Monthly works for pricing and positioning in most markets, with alerts in between for announcements so that you hear about changes without commissioning a new project.

Can research be reused across the business?

Yes, and it should be. Store every brief in one searchable place with consistent naming and tags so sales, marketing, and leadership draw on the same evidence instead of each commissioning the same work.

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Research & Market Intelligence

This playbook builds a research function your assistant can run on a schedule: market scans, competitor tracking, prospect briefs, and summaries of long documents. Every deliverable leads with a one paragraph answer, links a source for each claim, marks what could not be verified, and ends with a recommended next step. Briefs are stored in one searchable place so the same work is never commissioned twice.

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Create a comprehensive network of information sources for your industry.

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Build AI prompts that extract actionable insights from raw information.

Common Questions

Answers about running research & market intelligence with a virtual assistant.

Market scans, competitor tracking, prospect briefs, vendor comparisons, and summaries of long documents. The assistant collects and structures the evidence so you spend your time on the decision rather than the gathering.