Sales / Sales Strategy Live
Market Research Synthesis
Ask a market question and get a synthesis grounded in live search results and your own research library, with every claim traceable to a source and the gaps named.
About the Agent
Challenges Market Research Synthesis addresses
Done by hand, sales strategy means gathering the market question and research settings, working through 4 separate passes over the same material, then producing synthesis, themes by evidence strength and language the market uses. None of it is difficult and all of it is exacting, which is the combination people are worst at holding. The errors that matter are the ones a tired reader does not notice, and they surface later — in a reconciliation, or in somebody’s reply. It waits until someone remembers it, which is usually the point at which it has become urgent. As volume grows the work does not get harder, only longer, and the first thing to go is the checking.
Market Research Synthesis runs that same sequence end to end and returns the result as structured artefacts. What it cannot settle it hands over rather than guesses at, and your correction is kept: it asks “Did this answer the question you asked?” after every run, and those answers become the set it is measured against. Nothing that moves money, alters a contract or reaches a customer executes without human approval, and every action is written to an audit log. The gain is in the volume that no longer has to be read, not in removing the judgement.
How it works
Step 1: Searching your research library
First of 4. It works from the market question and research settings and feeds the step after it.
Key Tasks:
- Covering the whole set: Every record in scope is examined, not a sample. That is the difference between a run and a spot check.
- Judging relevance by content: Whether something belongs in this run is decided from what it says rather than from where it was filed or how it was named.
- Discarding visibly: What is excluded is recorded as excluded, so "nothing found" can be distinguished from "nothing looked at".
Outcome:
- Relevant items found: They pass to the next step with the reason they were selected attached.
- Nothing relevant: The run reports that it found nothing and stops, rather than producing an empty artefact that reads like a failure.
Step 2: Searching the web
Step 2 of 4. It takes what step 1 produced and hands its result to step 3.
Key Tasks:
- Sweeping the web: The sweep is defined by the web, so what it returns is scoped to this step rather than to everything the connected system holds.
- Carrying the reason forward: Each item that survives arrives at the next step with why it was selected attached, so a false positive can be traced to the rule that admitted it.
- Covering the whole set: Every record in scope is examined, not a sample. The step before it narrowed the field; this one does not narrow it further by accident.
Outcome:
- Matches returned: They pass to the next step with the reason each was selected attached.
- No matches: The run says so and stops rather than producing an empty artefact that reads like a failure.
Step 3: Synthesising the findings
Step 3 of 4. It takes what step 2 produced and hands its result to step 4.
Key Tasks:
- Judging relevance by content: Whether something belongs in this run is decided from what it says rather than from where it was filed or how it was named.
- Discarding visibly: What is excluded is recorded as excluded, so "nothing found" can be distinguished from "nothing looked at".
- Sweeping the findings: The sweep is defined by the findings, so what it returns is scoped to this step rather than to everything the connected system holds.
Outcome:
- Matches returned — the findings: They pass to the next step with the reason each was selected attached.
- No matches — the findings: The run says so and stops rather than producing an empty artefact that reads like a failure.
Step 4: Pulling out themes and gaps
Last of 4. It takes what step 3 produced and produces synthesis and themes by evidence strength.
Key Tasks:
- Working from the run so far: This step takes what step 3 produced and carries it toward synthesis and themes by evidence strength.
- Following the same rules each time: The behaviour is configuration rather than judgement made fresh per run, so sales strategy is handled the same way every time.
- Surfacing what it cannot settle: Anything ambiguous is passed on as ambiguous rather than resolved silently.
Outcome:
- Passed on: The result passes to the next step, with anything unresolved carried forward as an open item rather than dropped.
Step 5: Your review, and what it changes
The run ends with a person, not with a result being filed.
Key Tasks:
- Asking a specific question: It asks “Did this answer the question you asked?” rather than for a rating. A question about this run is answerable; a score out of five is not.
- Keeping the correction: What you change is recorded against the case that produced it, so the disagreement is retrievable rather than absorbed.
- Building the evaluation set: Those cases become what the agent is measured on. It is scored against your judgement rather than against a general benchmark.
Outcome:
- A measured agent, not an assumed one: The cases Market Research Synthesis handles well and the cases it does not are both visible, and the second list is the one that decides what changes. Nothing is retrained silently on the back of a single correction.
Why use Market Research Synthesis?
- Answers from your own material: It retrieves from a knowledge base you populate — your policies, contracts and reference documents — so its decisions follow how your business actually operates rather than a general model’s assumptions. Sources are cited alongside the result.
- Every statement cites its source: Findings come back with the records behind them, so a reviewer can check a claim instead of deciding whether to trust it. An assertion with no source is the expensive kind to discover late.
- A batch is one run, not a hundred: It works the whole set in a single pass and returns a row per item with its verdict, so the volume that needs no attention never has to be opened.
- Corrected by the people using it: After each run it asks “Did this answer the question you asked?”. Those answers become the evaluation set, which means it is measured against your judgement rather than ours.
- Reads and reports, does not act: It returns a result for review rather than writing changes back on its own. Anything that moves money, alters a contract or reaches a customer needs human approval first.
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Sales Strategy
Other agents in sales strategy
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Upload your won and lost deals and get an ideal customer profile derived from what actually closed — with the qualifying signals, the anti-patterns, and how much the data can really support.
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Name a broad market and get it cut into workable segments, ranked by what your own won deals suggest and what public sources support — with the sizing arithmetic shown.
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Check whether you can actually deliver an opportunity before you chase it — against your own capacity, skills, and current commitments, not against how attractive it looks.
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Upload leads with what became of them and get your qualification criteria tested against outcomes — which ones predict conversion, which ones cost you good leads, and what to change.
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Turn agreed requirements into acceptance tests the customer would sign off — each traceable to a requirement, prioritised, with the untestable ones named.
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Check an account plan against what a plan is supposed to contain — whether its actions have owners, whether its targets are grounded, and whether it says anything the data does not support.
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Next Step
Deploy Market Research Synthesis, or adapt it
It runs as-is. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.