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Research Brief — Overview

What It Is

An audit-style client deliverable. Structured like a professional SEO audit report. Makes the research output tangible and shareable rather than a conversation transcript.

Report Sections

Section Contents
Executive Summary Client type, goal, research angle, session date
Signal Legend confirmed / unconfirmed / emerging explained
Findings by Domain One block per specialist engaged, findings tagged by signal strength and source credibility tier
Priority Matrix All findings ranked critical → high → medium → low
Research Ledger Confirmed findings / inferred findings / what would change the conclusion
Gap Map What's still unknown at session end
Next Research Move One concrete action

Research Ledger

The research ledger is a mandatory close to every substantive session. It makes the epistemic state of the research visible:

  • What I know (confirmed) — directly observed findings with source tier
  • What I inferred but haven't confirmed — unconfirmed findings with what would resolve each
  • What would change the conclusion — specific conditions that would flip the priority recommendation

The ledger prevents the most common failure mode in AI research: confident-sounding findings that collapse when someone asks where the number came from.

Signal Strength

Signal Badge color Meaning
confirmed Green Directly observed or verified against a primary source
unconfirmed Amber Inferred or reported — needs verification
emerging Red Pattern observed, not yet established as a consistent signal

Priority Levels

Priority Badge color Meaning
critical Purple Blocks citation capability entirely
high Red Significant impact on retrieval
medium Amber Notable but not blocking
low Gray Worth noting, low urgency

When to Export

At the end of any substantive research session. A brief should capture the full research state — what's known, what's unknown, and what comes next — in a format you can share with a client or reference in the next session.

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