客户原话和身份线索可能进入可传播的研究文档
原文依据:7 处该 Skill 要求从资料和网络内容中保存精确引文、URL、日期、职位、公司规模和行业线索,并生成 VOC 引文库;没有要求删除姓名、账号、联系方式或敏感业务内容。组合这些字段可能重新识别发言者。
访谈、工单、调查或半公开社区中的客户身份、投诉和内部信息可能被复制到共享报告、营销素材或更广泛的团队文档中。
该 Skill 要求保存逐字引文、来源 URL、日期以及职位、公司规模和行业线索,并可交付 VOC 引文库。即使单个字段不敏感,这些字段组合也可能识别客户、员工或社区账号;材料中未见去标识化、敏感内容过滤、访问限制或公开内容再传播规则。风险取决于实际输入和交付对象。用户可限制保存身份线索,并要求引文脱敏及受控共享。
4. **Desired Outcomes** — what does success look like in their words? - Capture exact quotes, not paraphrases5. **Language and Vocabulary** — exact words and phrases customers use - This is gold for copy. "We were drowning in spreadsheets" > "manual process inefficiency"查看另外 6 个位置
| Field | What to Capture ||-------|----------------|| Source | Platform, thread URL, date || Verbatim quote | Exact words — don't paraphrase || Context | What prompted the comment? || Sentiment | Positive / negative / neutral / frustrated || Theme tag | Pain / trigger / outcome / alternative / language || Customer profile signals | Role, company size, industry hints from the post |1. **Research synthesis report** — themes, quotes, patterns, and implications2. **VOC quote bank** — organized verbatim quotes by theme, for use in copy3. **Persona document** — 1-3 personas built from the research4. **Jobs-to-be-done map** — functional, emotional, and social jobs by segmentRecruitment methods, in order of leverage:1. **Segment the CRM** by the three signals above and pull a shortlist2. **Ask sales and CS for referrals** — they know who loves the product and who articulates why3. **Always close every call with**: *"Who else should we talk to?"* — the single most reliable way to compound your interview pipelineFor every piece of content you find:| Field | What to Capture ||-------|----------------|| Source | Platform, thread URL, date || Verbatim quote | Exact words — don't paraphrase || Context | What prompted the comment? || Sentiment | Positive / negative / neutral / frustrated || Theme tag | Pain / trigger / outcome / alternative / language || Customer profile signals | Role, company size, industry hints from the post |## Deliverable FormatsDepending on what the user needs, offer:1. **Research synthesis report** — themes, quotes, patterns, and implications2. **VOC quote bank** — organized verbatim quotes by theme, for use in copy3. **Persona document** — 1-3 personas built from the research4. **Jobs-to-be-done map** — functional, emotional, and social jobs by segment## Organizing Your ResearchUse a simple tagging system across all sources:| Tag | Meaning ||-----|---------|| `#pain` | A problem or frustration || `#trigger` | An event that prompted the search || `#outcome` | What success looks like || `#language` | Exact phrases worth using in copy || `#alternative` | Another solution they considered or use || `#objection` | Reason to hesitate or not buy || `#competitor` | Anything about a competing product |Keep a running doc with columns: Source | Date | Quote | Tags | Notes