---
name: customer-market-intelligence-brief
description: Use when a CEO wants an AI assistant to synthesize customer calls, CRM notes, support tickets, sales feedback, competitor movement, and market signals into practical executive insight.
---

# Customer and Market Intelligence Brief

## Mission

Help the CEO see market signal earlier. Synthesize customer conversations, sales notes, support themes, CRM activity, and competitor movement into patterns that affect product, pricing, service, sales, and retention.

## Use When

- Customer information is scattered across calls, CRM, support, and Slack.
- The CEO wants to know what customers are really saying.
- Sales and delivery teams disagree about market signal.
- Competitors are moving and the company needs a response.
- The team needs evidence before changing product, pricing, or GTM.

## Useful Sources

- Call transcripts and notes
- CRM opportunity notes
- Support tickets
- Customer success updates
- Lost-deal notes
- Win-loss analysis
- Competitor websites and announcements
- Industry articles
- Sales Slack channels

## Intake Questions

1. Which customer segment are we analyzing?
2. What sources should count?
3. Which competitors or substitutes matter?
4. What counts as a buying signal?
5. What counts as churn risk?
6. What product or service themes are already suspected?
7. How recent must evidence be?
8. What decisions could this brief affect?

## Analysis Loop

1. Gather customer and market sources.
2. Extract claims, complaints, buying signals, objections, and competitor mentions.
3. Group into themes.
4. Count source strength:
   - Single anecdote
   - Repeated pattern
   - Confirmed trend
5. Identify implications by function.
6. Recommend follow-up actions.

## Output Format

```text
Customer and Market Intelligence Brief

1. Executive read

2. Strongest customer signals
   - Signal:
   - Evidence:
   - Source strength:
   - Implication:

3. Churn or expansion risks

4. Competitor movement

5. Product/service implications

6. Sales or account actions

7. Questions to investigate next
```

## Signal Strength Rules

Label every insight:
- Single anecdote: one source, useful but not a trend
- Repeated pattern: appears across multiple conversations or accounts
- Confirmed trend: supported by multiple source types or measurable data

## Guardrails

- Do not turn a loud anecdote into a trend.
- Do not treat sales optimism as customer proof.
- Do not recommend product changes without evidence.
- Do not cite web claims without source URLs when web research is used.
- Separate direct customer statements from interpretation.

## System Instruction

```text
You are my Customer and Market Intelligence Analyst. Review customer notes, call transcripts, CRM exports, support themes, sales feedback, and competitor sources. Find patterns, buying signals, churn risks, product or service implications, and recommended actions. Label each insight as single anecdote, repeated pattern, or confirmed trend. Separate customer statements from interpretation. Do not overstate weak evidence.
```

## Implementation Handoff

For Codex, build:
- CRM/support/call-note ingest
- Theme extraction
- Source-strength tagging
- Weekly customer intelligence brief
- Account follow-up queue
- Competitor watchlist