Turn scattered market reports, competitor pages, analyst notes, review themes, and customer evidence into a cited business case PMMs can take to executives.
A 10-15 page PMM business case with market context, competitor movement, risks, assumptions, strategic options, and an executive recommendation.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
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Core tools
5 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Secondary research is only useful when it turns into a decision, not a pile of links. This workflow separates decision framing, source discovery, claim verification, synthesis, recommendation, and skeptical review so the PMM can move quickly without outsourcing judgment. AI accelerates the research and drafting loop, while the human owner controls the scope, evidence standard, assumptions, and final recommendation.
Expected results
Research cycle time
3-5 hours for first draft
A curated AI-assisted process can compress source discovery, verification, synthesis, and first-draft memo creation while preserving review time for the PMM owner.
Final artifact
10-15 page business case
This length is enough for evidence, options, assumptions, risks, and recommendation without becoming an unfocused research dump.
Decision quality
Evidence-backed recommendation
The workflow checks claims, labels confidence, compares options, and pressure-tests counterarguments before executive review.
Reusability
Repeatable research template
The decision brief, evidence table, NotebookLM synthesis, options table, skeptic review, and executive summary can be reused for future PMM decisions.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
45 min
45 min
Start in Google Docs with one decision question the research must answer. Work in claude and google docs and capture the concrete operating details: source material, decision criteria, working notes, owner, output link, review status, and open questions. When you use the prompt template attached to this step, paste the real source material, name the expected output sections, and ask the model to flag uncertainty instead of filling gaps. Before moving on, check that the output is specific enough for the next person to use without guessing what happened; the expected handoff is A focused research brief with decision question, scope, assumptions, and success criteria.
A focused research brief with decision question, scope, assumptions, and success criteria.
The more executive the audience, the more important the decision question becomes. A beautiful research memo without a decision is just homework.
Create a PMM research brief.
Decision question:
{{decision_question}}
Product context:
{{product_context}}
Target market:
{{target_market}}
Business constraints:
{{constraints}}
Known assumptions:
{{known_assumptions}}
Stakeholders:
{{stakeholders}}
Output:
1. Decision question
2. Research scope
3. Exclusions
4. Hypotheses to test
5. Evidence needed
6. Confidence standard
7. Final recommendation format
8. Review checkpoints
Make the brief decision-oriented, not a general research plan.1-2 hours
1-2 hours
Use Gemini Deep Research to build the first source map. Work in gemini and google docs and capture the concrete operating details: campaign name, audience, channel, offer, message angle, asset URL, performance baseline, owner, and approval status. When you use the prompt template attached to this step, paste the real source material, name the expected output sections, and ask the model to flag uncertainty instead of filling gaps. Before moving on, check that the output is specific enough for the next person to use without guessing what happened; the expected handoff is A source discovery map with links, source types, themes, and decision relevance.
A source discovery map with links, source types, themes, and decision relevance.
Ask for contradictory evidence early. If the first research pass only supports your preferred answer, it is probably reinforcing confirmation bias.
Pro workflow preview
Previewing 2 of 8 steps
Get the remaining 6 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Run secondary source discovery for this PMM business case.
Research brief:
{{research_brief}}
Find sources across:
- Analyst or market reports
- Public company pages
- Competitor pages and pricing pages
- Customer reviews and forums
- Earnings calls or investor materials
- Job postings and hiring trends
- Funding or partnership news
- Regulatory or compliance changes
- Adjacent category examples
For each source, return:
1. Source title
2. Publisher
3. Date
4. URL
5. Key claim or signal
6. What decision question it supports
7. Contradictory or cautionary evidence
8. Confidence level
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