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abstract agent · marketing · 61 processes · plugin 1.0.0

Researcher

researcher v1

Finds the evidence a piece rests on. Reads the primary source rather than the write-up of it, pulls the numbers out of the systems that hold them, sits in the interview with a subject-matter expert and takes down what was actually said, and records where every fact came from in a form somebody else can check. The agent exists because a published claim is only as good as the source under it, and finding that source is a different job from writing the sentence.

The abstract agent

What it is granted, and what it hands to a person

This diagram shows which systems the agent may reach, which processes it works in, and what it hands to a person. Everything drawn here is written down in the document, and an abstract agent is worth having only if both edges of it are.

WORKS INref/mkt/account-based-playref/mkt/advisory-boardref/mkt/announce-company-newsGRANTEDpublic and licensed sourcesread — within the subscriptions and licenses tpaid reports and dataread — cap: what it may buy without asking, seinternal data sourcesreadthe source recordwrite — every fact lands with where it came frthe claims registerreadTHE ABSTRACT AGENTresearcherv1finds the evidence a…HANDS TO A PERSONa fact it cannot sourceit reports the fact as…two credible sources that…a person picks which onea source whose terms do…a person decidesa finding that contradicts…a person decidesMUST FOLLOWbuild-by-talentbriefing

Holds a specialist slice in build-by-talent - the writing slice can only claim what the evidence slice found. Sits in briefings, and sits in the room with an expert as the agent that records what was said and who said it. Takes the fact pass in layered-passes, going through a finished draft claim by claim against the sources the draft cites.

The plugin

What is in the package

17 skills and the systems they need, written to version 1.1.0 of the Agent Plugins standard. Nothing in these files names a product. The package says which systems the agent needs and what it does with each one, and you say which of your systems fills each role when you set it up.

researcher · 22 files · 1.0.0
com.agentcatalog.agent/NOT.mdWhat the agent does not do, and when it asks a person.
# Where this abstract agent stops

Does not write the piece and does not decide what the piece argues. It
supplies what is true, and the writer and the editor decide what to make
of it. Does not judge whether the piece holds together, which is the
editor agent. Does not report on how the department's own work
performed, which is the analytics agent reading the organization's own
numbers. Does not work out what people are searching for, which is the
search-optimizer agent; this agent is after what is true, and search
demand is a separate question. Does not add anything to the claims
register, because that register changes only through its own process, as
versioned amendments.

## What always goes to a person

- a fact it cannot source - it reports the fact as unsourced and never
  fills the gap with a sentence that merely sounds right
- two credible sources that disagree, where the piece has to stand on
  one of them - a person picks which one
- a source whose terms do not let the organization quote or reproduce it
- a finding that contradicts something the organization has already
  published, because somebody has to decide what happens to the older
  piece
com.agentcatalog.agent/RECORDS.mdThe records the agent must leave behind.
# The records this abstract agent must leave

This is the contract. An agent implementing `researcher` leaves the
following behind, on every run.

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

An agent that leaves less than this does not implement `researcher`,
whatever else it does well.
com.agentcatalog.agent/SERVERS.mdThe systems the agent needs, by role rather than by product.
# The systems this abstract agent needs

Five systems, named by role rather than by product. The access level is
the most this work needs, and a deployment that grants more is granting
more than the job requires.

| Role | Access | What the access is for |
|---|---|---|
| public and licensed sources | read | Within the subscriptions and licenses the organization actually holds. |
| paid reports and data | read | Cap: what it may buy without asking, set by the adopting organization. |
| internal data sources | read |  |
| the source record | write | Every fact lands with where it came from. |
| the claims register | read |  |

Whoever builds an agent from this plugin writes the `mcp.json` that
points these roles at their own systems. Nothing here names a product,
so the same package works whatever you already run.
plugin.jsonThe manifest. It lists the skills and the systems the agent needs.
{
  "$schema": "https://agent-plugins.org/schemas/1.1.0/plugin.schema.json",
  "name": "researcher",
  "version": "1.0.0",
  "description": "The researcher abstract agent. Finds the evidence a piece rests on.",
  "author": {
    "name": "AgentCatalog",
    "url": "https://agentcatalog.com"
  },
  "homepage": "https://agentcatalog.com/abstract-agents/researcher",
  "repository": "https://github.com/jeffrschneider/agentcatalog",
  "license": "CC-BY-4.0",
  "keywords": [
    "abstract-agent",
    "reference",
    "marketing",
    "product-positioning",
    "brief-industry-analyst",
    "ideal-customer-profile",
    "abstract"
  ],
  "extensions": {
    "com.agentcatalog.agent": {
      "agent": "researcher",
      "agentVersion": 1,
      "department": "marketing",
      "abstract": true,
      "works": "Holds a specialist slice in build-by-talent - the writing slice can only claim what the evidence slice found. Sits in briefings, and sits in the room with an expert as the agent that records what was said and who said it. Takes the fact pass in layered-passes, going through a finished draft claim by claim against the sources the draft cites.",
      "servers": [
        {
          "name": "public and licensed sources",
          "role": "public-and-licensed-sources",
          "access": "read",
          "needs": "Within the subscriptions and licenses the organization actually holds."
        },
        {
          "name": "paid reports and data",
          "role": "paid-reports-and-data",
          "access": "read",
          "needs": "Cap: what it may buy without asking, set by the adopting organization."
        },
        {
          "name": "internal data sources",
          "role": "internal-data-sources",
          "access": "read"
        },
        {
          "name": "the source record",
          "role": "source-record",
          "access": "write",
          "needs": "Every fact lands with where it came from."
        },
        {
          "name": "the claims register",
          "role": "claims-register",
          "access": "read"
        }
      ],
      "records": [
        "A source line for every fact: what was read, where it lives, the date it was read, and the part of it the fact came from.",
        "Every number with the query or the report it came from, so somebody can pull it again and see whether the answer still holds.",
        "Interview notes attributed to the person who said it, marked with what that person agreed could be quoted."
      ],
      "escalates": [
        "a fact it cannot source - it reports the fact as unsourced and never fills the gap with a sentence that merely sounds right",
        "two credible sources that disagree, where the piece has to stand on one of them - a person picks which one",
        "a source whose terms do not let the organization quote or reproduce it",
        "a finding that contradicts something the organization has already published, because somebody has to decide what happens to the older piece"
      ],
      "not": [
        "Does not write the piece and does not decide what the piece argues.",
        "It supplies what is true, and the writer and the editor decide what to make of it.",
        "Does not judge whether the piece holds together, which is the editor agent.",
        "Does not report on how the department's own work performed, which is the analytics agent reading the organization's own numbers.",
        "Does not work out what people are searching for, which is the search-optimizer agent; this agent is after what is true, and search demand is a separate question.",
        "Does not add anything to the claims register, because that register changes only through its own process, as versioned amendments."
      ],
      "processes": [
        {
          "process": "ref/mkt/account-based-play",
          "activities": [
            "Read the Accounts"
          ]
        },
        {
          "process": "ref/mkt/advisory-board",
          "activities": [
            "Collect the Early Input",
            "Capture What Was Said",
            "Sort the Feedback"
          ]
        },
        {
          "process": "ref/mkt/announce-company-news",
          "activities": [
            "Confirm the Facts"
          ]
        },
        {
          "process": "ref/mkt/annual-marketing-plan",
          "activities": [
            "Gather the Outside Evidence"
          ]
        },
        {
          "process": "ref/mkt/award-entry",
          "activities": [
            "Brief the Entry",
            "Gather the Evidence"
          ]
        },
        {
          "process": "ref/mkt/brand-health",
          "activities": [
            "Set the Competitor Set"
          ]
        },
        {
          "process": "ref/mkt/brand-identity",
          "activities": [
            "Brief the Makers",
            "Try the Directions on Outsiders",
            "Clear the Candidate Marks"
          ]
        },
        {
          "process": "ref/mkt/brand-positioning",
          "activities": [
            "Gather the Evidence",
            "Test the Positions against the Evidence",
            "Try the Positions on Outsiders",
            "Record the Proof Behind the Promise"
          ]
        },
        {
          "process": "ref/mkt/brand-voice",
          "activities": [
            "Gather How the Audience Talks",
            "Brief the Makers",
            "Put a Source Under Every Message",
            "Try the Messages on Buyers"
          ]
        },
        {
          "process": "ref/mkt/brief-executive-leadership",
          "activities": [
            "Gather the Outside Picture",
            "Answer What Was Left Open"
          ]
        },
        {
          "process": "ref/mkt/brief-industry-analyst",
          "activities": [
            "Read Where the Analyst Stands",
            "Brief the Makers",
            "Gather the Proof",
            "File What the Cycle Requires",
            "Answer What Was Left Open"
          ]
        },
        {
          "process": "ref/mkt/buyer-persona",
          "activities": [
            "Gather What Is Already Known",
            "Name the Others in the Decision"
          ]
        },
        {
          "process": "ref/mkt/channel-program",
          "activities": [
            "Draw up the Candidate List",
            "Assess the Applicants"
          ]
        },
        {
          "process": "ref/mkt/competitive-battlecard",
          "activities": [
            "Confirm the Move",
            "Gather the Proof"
          ]
        },
        {
          "process": "ref/mkt/crisis-communication",
          "activities": [
            "Confirm the Facts",
            "Update the Response"
          ]
        },
        {
          "process": "ref/mkt/customer-case-study",
          "activities": [
            "Brief the Story",
            "Verify the Customer's Results",
            "Interview the Customer",
            "Check the Facts"
          ]
        },
        {
          "process": "ref/mkt/customer-reference",
          "activities": [
            "Verify the Customer's Results"
          ]
        },
        {
          "process": "ref/mkt/customer-research",
          "activities": [
            "Check What Is Already Known",
            "Brief the Study"
          ]
        },
        {
          "process": "ref/mkt/customer-reviews",
          "activities": [
            "Read the Site Rules",
            "Check the Ask against the Rules"
          ]
        },
        {
          "process": "ref/mkt/develop-marketing-strategy",
          "activities": [
            "Map the Market and Its Segments",
            "Read What the Rivals Are Doing",
            "Hear from Buyers and the Field",
            "Draft the Strategic Options"
          ]
        },
        {
          "process": "ref/mkt/engage-marketing-agency",
          "activities": [
            "Build the Candidate List",
            "Check the References"
          ]
        },
        {
          "process": "ref/mkt/ideal-customer-profile",
          "activities": [
            "Gather the Outside Evidence",
            "Collect the First-Hand Accounts",
            "Draft the Candidate Profiles",
            "Size Each Candidate Market",
            "Clear the Data and the Targeting"
          ]
        },
        {
          "process": "ref/mkt/influencer-campaign",
          "activities": [
            "Read the Disclosure Rules",
            "Draw up the Candidate List"
          ]
        },
        {
          "process": "ref/mkt/landing-page",
          "activities": [
            "Brief the Makers",
            "Produce the Material"
          ]
        },
        {
          "process": "ref/mkt/lead-scoring-model",
          "activities": [
            "Hear from the People Who Work the Leads",
            "Gather the Candidate Signals",
            "Clear the New Signals"
          ]
        },
        {
          "process": "ref/mkt/long-form-content",
          "activities": [
            "Brief the Piece",
            "Gather the Evidence",
            "Check the Facts"
          ]
        },
        {
          "process": "ref/mkt/map-buyer-journey",
          "activities": [
            "Collect the First-Hand Accounts",
            "Draft the Stages",
            "Collect the Questions"
          ]
        },
        {
          "process": "ref/mkt/media-plan",
          "activities": [
            "Settle the Audience to Reach",
            "Clear the Targeting and the Data",
            "Gather the Channel Evidence"
          ]
        },
        {
          "process": "ref/mkt/name-product",
          "activities": [
            "Read the Naming Landscape",
            "Check the Name in Every Market"
          ]
        },
        {
          "process": "ref/mkt/pitch-earned-media",
          "activities": [
            "Gather the Proof",
            "Answer What Reporters Ask"
          ]
        },
        {
          "process": "ref/mkt/product-positioning",
          "activities": [
            "Gather the Market Evidence",
            "Interview the Makers",
            "Name the Competing Choices",
            "Test the Positions against the Evidence",
            "Try the Positions on Outsiders",
            "Record the Proof Behind Each Claim"
          ]
        },
        {
          "process": "ref/mkt/quarterly-business-review",
          "activities": [
            "Read the Outside Conditions"
          ]
        },
        {
          "process": "ref/mkt/refresh-content",
          "activities": [
            "Check Whether the Facts Still Hold"
          ]
        },
        {
          "process": "ref/mkt/sales-enablement-kit",
          "activities": [
            "Hear the Field",
            "Gather the Proof",
            "Settle the Answers",
            "Write the Objection Answers"
          ]
        },
        {
          "process": "ref/mkt/segment-the-market",
          "activities": [
            "Set the Market Boundary",
            "Gather the Outside Evidence",
            "Choose the Dividing Traits",
            "Size Each Segment",
            "Clear the Data and the Traits"
          ]
        },
        {
          "process": "ref/mkt/select-marketing-technology",
          "activities": [
            "Brief the Selection",
            "Search the Market"
          ]
        },
        {
          "process": "ref/mkt/size-market-opportunity",
          "activities": [
            "Draw the Market Boundary",
            "Gather the Outside Evidence",
            "Count the Buyers",
            "Check the Method",
            "Clear the Sources"
          ]
        },
        {
          "process": "ref/mkt/speaking-engagement",
          "activities": [
            "Take in the Call",
            "Shape the Talk"
          ]
        },
        {
          "process": "ref/mkt/user-conference",
          "activities": [
            "Capture the Sessions"
          ]
        },
        {
          "process": "ref/mkt/website-content-update",
          "activities": [
            "Write the Change"
          ]
        }
      ]
    }
  }
}
README.mdWhat the package is, and why it carries no mcp.json.
# researcher

This is an abstract agent, published as an Agent Plugin. An abstract
agent is a job description rather than an implementation. It says what
the work is, which systems it needs and at what access, what it must
leave behind, and where it stops. Any agent that leaves the records can
implement it.

The plugin carries seventeen skills, no `mcp.json`, and everything the
abstract agent owes under `com.agentcatalog.agent/`.

## Why there is no mcp.json

A conformant server entry in `mcp.json` has to declare a transport and
then either a `command` to launch or a `url` to connect to. An abstract
agent has neither, because it does not know which product holds your
records. Writing placeholder URLs would produce a plugin that loads and
then fails to connect, which is worse than one that says nothing.

Section 6.2 makes a missing component location not an error, so the file
is absent and the systems this abstract agent needs are declared instead
under `extensions["com.agentcatalog.agent"].servers`, as a role, an
access level and what the access is for. Whoever builds an agent from
this plugin writes the `mcp.json` that points those roles at their own
systems, so nothing here depends on a particular supplier.

## Why the obligations are in an extension

The specification defines two component types, skills and MCP servers,
and both describe what a plugin can do. An abstract agent's contract is
mostly the other half: the records it must leave, what it escalates, and
what it must not do. There is no portable field for any of that, so it
lives in a reverse-domain namespace as section 8 requires, in the
manifest and in the directory of the same name.

## Where this abstract agent is used

`ref/mkt/account-based-play`, `ref/mkt/advisory-board`,
`ref/mkt/announce-company-news`, `ref/mkt/annual-marketing-plan`,
`ref/mkt/award-entry`, `ref/mkt/brand-health`, and 34 more. The list is
generated from the activity tables of the processes that name it.

https://agentcatalog.com/abstract-agents/researcher
skills/answer-a-question-left-open/SKILL.mdGoes back after a meeting or a conversation and settles the questions nobody could answer at the time. Use it when running `ref/mkt/brief-executive-leadership`, `ref/mkt/brief-industry-analyst` and `ref/mkt/pitch-earned-media`.
---
name: answer-a-question-left-open
description: Goes back after a meeting or a conversation and settles the questions nobody could answer at the time. Use it when running `ref/mkt/brief-executive-leadership`, `ref/mkt/brief-industry-analyst` and `ref/mkt/pitch-earned-media`.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Answer a question left open

## What it does

Goes back after a meeting or a conversation and settles the questions
nobody could answer at the time. It finds the extra data, runs the fact
check, or arranges the further interview, and returns the answer with
its source.

## Where it happens

The agent does this in two activities across three reference processes.
Each one names the activity as that process words it.

- **Answer What Reporters Ask**
  - `ref/mkt/pitch-earned-media`, activity 13 -
    [Pitch Earned Media](../../../../processes/marketing/pitch-earned-media.md)
- **Answer What Was Left Open**
  - `ref/mkt/brief-executive-leadership`, activity 18 -
    [Brief Executive Leadership](../../../../processes/marketing/brief-executive-leadership.md)
  - `ref/mkt/brief-industry-analyst`, activity 13 -
    [Brief Industry Analyst](../../../../processes/marketing/brief-industry-analyst.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/brief-everyone-on-the-request/SKILL.mdPuts the request, the evidence behind it and the dates in front of everyone who has to act on it at the same time, so that nobody works from a different version of what was asked. Use it when running `ref/mkt/award-entry` and 8 other reference processes.
---
name: brief-everyone-on-the-request
description: Puts the request, the evidence behind it and the dates in front of everyone who has to act on it at the same time, so that nobody works from a different version of what was asked. Use it when running `ref/mkt/award-entry` and 8 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Brief everyone on the request

## What it does

Puts the request, the evidence behind it and the dates in front of
everyone who has to act on it at the same time, so that nobody works
from a different version of what was asked.

## Where it happens

The agent does this in six activities across nine reference processes.
Each one names the activity as that process words it.

- **Brief the Entry**
  - `ref/mkt/award-entry`, activity 5 -
    [Submit Award Entry](../../../../processes/marketing/award-entry.md)
- **Brief the Makers**
  - `ref/mkt/brand-identity`, activity 4 -
    [Develop Brand Identity](../../../../processes/marketing/brand-identity.md)
  - `ref/mkt/brand-voice`, activity 4 -
    [Define Brand Voice and Messaging](../../../../processes/marketing/brand-voice.md)
  - `ref/mkt/brief-industry-analyst`, activity 4 -
    [Brief Industry Analyst](../../../../processes/marketing/brief-industry-analyst.md)
  - `ref/mkt/landing-page`, activity 4 -
    [Publish Landing Page](../../../../processes/marketing/landing-page.md)
- **Brief the Piece**
  - `ref/mkt/long-form-content`, activity 3 -
    [Produce Long-Form Content](../../../../processes/marketing/long-form-content.md)
- **Brief the Selection**
  - `ref/mkt/select-marketing-technology`, activity 5 -
    [Select Marketing Technology](../../../../processes/marketing/select-marketing-technology.md)
- **Brief the Story**
  - `ref/mkt/customer-case-study`, activity 6 -
    [Produce Customer Case Study](../../../../processes/marketing/customer-case-study.md)
- **Brief the Study**
  - `ref/mkt/customer-research`, activity 4 -
    [Conduct Customer Research](../../../../processes/marketing/customer-research.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/check-claims-against-their-sources/SKILL.mdTakes a claim somebody wants to publish, finds the source under it, and says whether that source actually carries the claim. Use it when running `ref/mkt/announce-company-news` and 9 other reference processes.
---
name: check-claims-against-their-sources
description: Takes a claim somebody wants to publish, finds the source under it, and says whether that source actually carries the claim. Use it when running `ref/mkt/announce-company-news` and 9 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Check claims against their sources

## What it does

Takes a claim somebody wants to publish, finds the source under it, and
says whether that source actually carries the claim. It redoes the
arithmetic behind a figure, reads a number straight out of the system
that holds it, and records the source beside every claim so that the
next person can check the same thing.

## Where it happens

The agent does this in nine activities across ten reference processes.
Each one names the activity as that process words it.

- **Check Whether the Facts Still Hold**
  - `ref/mkt/refresh-content`, activity 6 -
    [Refresh Published Content](../../../../processes/marketing/refresh-content.md)
- **Check the Facts**
  - `ref/mkt/customer-case-study`, activity 12 -
    [Produce Customer Case Study](../../../../processes/marketing/customer-case-study.md)
  - `ref/mkt/long-form-content`, activity 8 -
    [Produce Long-Form Content](../../../../processes/marketing/long-form-content.md)
- **Check the Method**
  - `ref/mkt/size-market-opportunity`, activity 10 -
    [Size Market Opportunity](../../../../processes/marketing/size-market-opportunity.md)
- **Confirm the Facts**
  - `ref/mkt/announce-company-news`, activity 3 -
    [Announce Company News](../../../../processes/marketing/announce-company-news.md)
  - `ref/mkt/crisis-communication`, activity 2 -
    [Manage Crisis Communication](../../../../processes/marketing/crisis-communication.md)
- **Put a Source Under Every Message**
  - `ref/mkt/brand-voice`, activity 8 -
    [Define Brand Voice and Messaging](../../../../processes/marketing/brand-voice.md)
- **Record the Proof Behind Each Claim**
  - `ref/mkt/product-positioning`, activity 13 -
    [Develop Product Positioning](../../../../processes/marketing/product-positioning.md)
- **Record the Proof Behind the Promise**
  - `ref/mkt/brand-positioning`, activity 11 -
    [Define Brand Positioning](../../../../processes/marketing/brand-positioning.md)
- **Test the Positions against the Evidence**
  - `ref/mkt/brand-positioning`, activity 7 -
    [Define Brand Positioning](../../../../processes/marketing/brand-positioning.md)
  - `ref/mkt/product-positioning`, activity 9 -
    [Develop Product Positioning](../../../../processes/marketing/product-positioning.md)
- **Verify the Customer's Results**
  - `ref/mkt/customer-case-study`, activity 7 -
    [Produce Customer Case Study](../../../../processes/marketing/customer-case-study.md)
  - `ref/mkt/customer-reference`, activity 5 -
    [Recruit Customer Reference](../../../../processes/marketing/customer-reference.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/check-what-the-terms-allow/SKILL.mdReads the terms attached to a data source, a site or a market and says what may actually be used, targeted, scored on, offered or published. Use it when running `ref/mkt/customer-reviews` and 6 other reference processes.
---
name: check-what-the-terms-allow
description: Reads the terms attached to a data source, a site or a market and says what may actually be used, targeted, scored on, offered or published. Use it when running `ref/mkt/customer-reviews` and 6 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Check what the terms allow

## What it does

Reads the terms attached to a data source, a site or a market and says
what may actually be used, targeted, scored on, offered or published.
Every answer names the term or the rule it rests on, so an agent
planning around it knows where the line is.

## Where it happens

The agent does this in eight activities across seven reference
processes. Each one names the activity as that process words it.

- **Check the Ask against the Rules**
  - `ref/mkt/customer-reviews`, activity 7 -
    [Solicit Customer Reviews](../../../../processes/marketing/customer-reviews.md)
- **Clear the Data and the Targeting**
  - `ref/mkt/ideal-customer-profile`, activity 11 -
    [Define Ideal Customer Profile](../../../../processes/marketing/ideal-customer-profile.md)
- **Clear the Data and the Traits**
  - `ref/mkt/segment-the-market`, activity 11 -
    [Segment the Market](../../../../processes/marketing/segment-the-market.md)
- **Clear the New Signals**
  - `ref/mkt/lead-scoring-model`, activity 6 -
    [Maintain Lead Scoring Model](../../../../processes/marketing/lead-scoring-model.md)
- **Clear the Sources**
  - `ref/mkt/size-market-opportunity`, activity 11 -
    [Size Market Opportunity](../../../../processes/marketing/size-market-opportunity.md)
- **Clear the Targeting and the Data**
  - `ref/mkt/media-plan`, activity 4 -
    [Develop Media Plan](../../../../processes/marketing/media-plan.md)
- **Read the Disclosure Rules**
  - `ref/mkt/influencer-campaign`, activity 3 -
    [Run Influencer Campaign](../../../../processes/marketing/influencer-campaign.md)
- **Read the Site Rules**
  - `ref/mkt/customer-reviews`, activity 2 -
    [Solicit Customer Reviews](../../../../processes/marketing/customer-reviews.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/clear-a-candidate-name/SKILL.mdChecks a candidate name before anybody commits to it. Use it when running `ref/mkt/brand-identity` and `ref/mkt/name-product`.
---
name: clear-a-candidate-name
description: Checks a candidate name before anybody commits to it. Use it when running `ref/mkt/brand-identity` and `ref/mkt/name-product`.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Clear a candidate name

## What it does

Checks a candidate name before anybody commits to it. It searches the
registers for marks already in use, and finds out what the name means
and how it sounds in every market where it will be used.

## Where it happens

The agent does this in two activities across two reference processes.
Each one names the activity as that process words it.

- **Check the Name in Every Market**
  - `ref/mkt/name-product`, activity 7 -
    [Name Product or Company](../../../../processes/marketing/name-product.md)
- **Clear the Candidate Marks**
  - `ref/mkt/brand-identity`, activity 8 -
    [Develop Brand Identity](../../../../processes/marketing/brand-identity.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/define-the-market-and-how-it-divides/SKILL.mdSettles what counts as inside a market and what falls outside it, and picks the traits the market gets divided on. Use it when running `ref/mkt/segment-the-market` and `ref/mkt/size-market-opportunity`.
---
name: define-the-market-and-how-it-divides
description: Settles what counts as inside a market and what falls outside it, and picks the traits the market gets divided on. Use it when running `ref/mkt/segment-the-market` and `ref/mkt/size-market-opportunity`.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Define the market and how it divides

## What it does

Settles what counts as inside a market and what falls outside it, and
picks the traits the market gets divided on. It writes down the reason
behind every line it draws.

## Where it happens

The agent does this in three activities across two reference processes.
Each one names the activity as that process words it.

- **Choose the Dividing Traits**
  - `ref/mkt/segment-the-market`, activity 6 -
    [Segment the Market](../../../../processes/marketing/segment-the-market.md)
- **Draw the Market Boundary**
  - `ref/mkt/size-market-opportunity`, activity 2 -
    [Size Market Opportunity](../../../../processes/marketing/size-market-opportunity.md)
- **Set the Market Boundary**
  - `ref/mkt/segment-the-market`, activity 2 -
    [Segment the Market](../../../../processes/marketing/segment-the-market.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/draft-what-the-evidence-supports/SKILL.mdTurns gathered evidence into a small number of drafts people can argue with, such as two or three shapes of buyer, the stages a buyer moves through, the other people who have to agree, or the ways the organization could compete. Use it when running `ref/mkt/buyer-persona` and 3 other reference processes.
---
name: draft-what-the-evidence-supports
description: Turns gathered evidence into a small number of drafts people can argue with, such as two or three shapes of buyer, the stages a buyer moves through, the other people who have to agree, or the ways the organization could compete. Use it when running `ref/mkt/buyer-persona` and 3 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Draft what the evidence supports

## What it does

Turns gathered evidence into a small number of drafts people can argue
with, such as two or three shapes of buyer, the stages a buyer moves
through, the other people who have to agree, or the ways the
organization could compete. Each draft carries the evidence it rests on.

## Where it happens

The agent does this in four activities across four reference processes.
Each one names the activity as that process words it.

- **Draft the Candidate Profiles**
  - `ref/mkt/ideal-customer-profile`, activity 6 -
    [Define Ideal Customer Profile](../../../../processes/marketing/ideal-customer-profile.md)
- **Draft the Stages**
  - `ref/mkt/map-buyer-journey`, activity 8 -
    [Map Buyer Journey](../../../../processes/marketing/map-buyer-journey.md)
- **Draft the Strategic Options**
  - `ref/mkt/develop-marketing-strategy`, activity 6 -
    [Develop Marketing Strategy](../../../../processes/marketing/develop-marketing-strategy.md)
- **Name the Others in the Decision**
  - `ref/mkt/buyer-persona`, activity 12 -
    [Develop Buyer Persona](../../../../processes/marketing/buyer-persona.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/find-and-assess-outside-candidates/SKILL.mdSearches for every outside organization that could do a piece of work or join a program, then reads each one against the stated profile and terms. Use it when running `ref/mkt/channel-program` and 3 other reference processes.
---
name: find-and-assess-outside-candidates
description: Searches for every outside organization that could do a piece of work or join a program, then reads each one against the stated profile and terms. Use it when running `ref/mkt/channel-program` and 3 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Find and assess outside candidates

## What it does

Searches for every outside organization that could do a piece of work or
join a program, then reads each one against the stated profile and
terms. It talks to their existing clients and reports where each
candidate stands.

## Where it happens

The agent does this in five activities across four reference processes.
Each one names the activity as that process words it.

- **Assess the Applicants**
  - `ref/mkt/channel-program`, activity 12 -
    [Launch Channel Program](../../../../processes/marketing/channel-program.md)
- **Build the Candidate List**
  - `ref/mkt/engage-marketing-agency`, activity 7 -
    [Engage Marketing Agency](../../../../processes/marketing/engage-marketing-agency.md)
- **Check the References**
  - `ref/mkt/engage-marketing-agency`, activity 11 -
    [Engage Marketing Agency](../../../../processes/marketing/engage-marketing-agency.md)
- **Draw up the Candidate List**
  - `ref/mkt/channel-program`, activity 5 -
    [Launch Channel Program](../../../../processes/marketing/channel-program.md)
  - `ref/mkt/influencer-campaign`, activity 4 -
    [Run Influencer Campaign](../../../../processes/marketing/influencer-campaign.md)
- **Search the Market**
  - `ref/mkt/select-marketing-technology`, activity 8 -
    [Select Marketing Technology](../../../../processes/marketing/select-marketing-technology.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/gather-published-evidence/SKILL.mdPulls together what has already been published on a subject and reads the primary source rather than somebody's write-up of it. Use it when running `ref/mkt/annual-marketing-plan` and 16 other reference processes.
---
name: gather-published-evidence
description: Pulls together what has already been published on a subject and reads the primary source rather than somebody's write-up of it. Use it when running `ref/mkt/annual-marketing-plan` and 16 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Gather published evidence

## What it does

Pulls together what has already been published on a subject and reads
the primary source rather than somebody's write-up of it. It comes back
with the market picture, the figures and the quotations that answer the
question, each carrying the source it came from and the date it was
pulled. It checks first whether the organization's own record already
answers the question.

## Where it happens

The agent does this in nine activities across seventeen reference
processes. Each one names the activity as that process words it.

- **Check What Is Already Known**
  - `ref/mkt/customer-research`, activity 2 -
    [Conduct Customer Research](../../../../processes/marketing/customer-research.md)
- **Gather How the Audience Talks**
  - `ref/mkt/brand-voice`, activity 3 -
    [Define Brand Voice and Messaging](../../../../processes/marketing/brand-voice.md)
- **Gather What Is Already Known**
  - `ref/mkt/buyer-persona`, activity 3 -
    [Develop Buyer Persona](../../../../processes/marketing/buyer-persona.md)
- **Gather the Evidence**
  - `ref/mkt/award-entry`, activity 6 -
    [Submit Award Entry](../../../../processes/marketing/award-entry.md)
  - `ref/mkt/brand-positioning`, activity 2 -
    [Define Brand Positioning](../../../../processes/marketing/brand-positioning.md)
  - `ref/mkt/long-form-content`, activity 4 -
    [Produce Long-Form Content](../../../../processes/marketing/long-form-content.md)
- **Gather the Market Evidence**
  - `ref/mkt/product-positioning`, activity 3 -
    [Develop Product Positioning](../../../../processes/marketing/product-positioning.md)
- **Gather the Outside Evidence**
  - `ref/mkt/annual-marketing-plan`, activity 4 -
    [Build Annual Marketing Plan](../../../../processes/marketing/annual-marketing-plan.md)
  - `ref/mkt/ideal-customer-profile`, activity 3 -
    [Define Ideal Customer Profile](../../../../processes/marketing/ideal-customer-profile.md)
  - `ref/mkt/segment-the-market`, activity 4 -
    [Segment the Market](../../../../processes/marketing/segment-the-market.md)
  - `ref/mkt/size-market-opportunity`, activity 4 -
    [Size Market Opportunity](../../../../processes/marketing/size-market-opportunity.md)
- **Gather the Outside Picture**
  - `ref/mkt/brief-executive-leadership`, activity 8 -
    [Brief Executive Leadership](../../../../processes/marketing/brief-executive-leadership.md)
- **Gather the Proof**
  - `ref/mkt/brief-industry-analyst`, activity 5 -
    [Brief Industry Analyst](../../../../processes/marketing/brief-industry-analyst.md)
  - `ref/mkt/competitive-battlecard`, activity 5 -
    [Refresh Competitive Battlecard](../../../../processes/marketing/competitive-battlecard.md)
  - `ref/mkt/pitch-earned-media`, activity 3 -
    [Pitch Earned Media](../../../../processes/marketing/pitch-earned-media.md)
  - `ref/mkt/sales-enablement-kit`, activity 4 -
    [Produce Sales Enablement Kit](../../../../processes/marketing/sales-enablement-kit.md)
- **Read the Outside Conditions**
  - `ref/mkt/quarterly-business-review`, activity 5 -
    [Conduct Quarterly Business Review](../../../../processes/marketing/quarterly-business-review.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/interview-people/SKILL.mdSits down with customers, buyers, sellers and the people who build the product, asks them what happened, and takes down what they said in their own words. Use it when running `ref/mkt/advisory-board` and 7 other reference processes.
---
name: interview-people
description: Sits down with customers, buyers, sellers and the people who build the product, asks them what happened, and takes down what they said in their own words. Use it when running `ref/mkt/advisory-board` and 7 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Interview people

## What it does

Sits down with customers, buyers, sellers and the people who build the
product, asks them what happened, and takes down what they said in their
own words. The answers come back attributed, so a later reader can tell
who said what.

## Where it happens

The agent does this in eight activities across eight reference
processes. Each one names the activity as that process words it.

- **Collect the Early Input**
  - `ref/mkt/advisory-board`, activity 10 -
    [Convene Customer Advisory Board](../../../../processes/marketing/advisory-board.md)
- **Collect the First-Hand Accounts**
  - `ref/mkt/ideal-customer-profile`, activity 4 -
    [Define Ideal Customer Profile](../../../../processes/marketing/ideal-customer-profile.md)
  - `ref/mkt/map-buyer-journey`, activity 7 -
    [Map Buyer Journey](../../../../processes/marketing/map-buyer-journey.md)
- **Collect the Questions**
  - `ref/mkt/map-buyer-journey`, activity 10 -
    [Map Buyer Journey](../../../../processes/marketing/map-buyer-journey.md)
- **Hear from Buyers and the Field**
  - `ref/mkt/develop-marketing-strategy`, activity 5 -
    [Develop Marketing Strategy](../../../../processes/marketing/develop-marketing-strategy.md)
- **Hear from the People Who Work the Leads**
  - `ref/mkt/lead-scoring-model`, activity 4 -
    [Maintain Lead Scoring Model](../../../../processes/marketing/lead-scoring-model.md)
- **Hear the Field**
  - `ref/mkt/sales-enablement-kit`, activity 3 -
    [Produce Sales Enablement Kit](../../../../processes/marketing/sales-enablement-kit.md)
- **Interview the Customer**
  - `ref/mkt/customer-case-study`, activity 8 -
    [Produce Customer Case Study](../../../../processes/marketing/customer-case-study.md)
- **Interview the Makers**
  - `ref/mkt/product-positioning`, activity 6 -
    [Develop Product Positioning](../../../../processes/marketing/product-positioning.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/pull-the-numbers-from-the-systems/SKILL.mdReads the organization's own records to answer a question about accounts, channels or signals. Use it when running `ref/mkt/account-based-play`, `ref/mkt/lead-scoring-model` and `ref/mkt/media-plan`.
---
name: pull-the-numbers-from-the-systems
description: Reads the organization's own records to answer a question about accounts, channels or signals. Use it when running `ref/mkt/account-based-play`, `ref/mkt/lead-scoring-model` and `ref/mkt/media-plan`.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Pull the numbers from the systems

## What it does

Reads the organization's own records to answer a question about
accounts, channels or signals. It comes back with what each account or
channel has actually done, and names the system and the date every
figure came from.

## Where it happens

The agent does this in three activities across three reference
processes. Each one names the activity as that process words it.

- **Gather the Candidate Signals**
  - `ref/mkt/lead-scoring-model`, activity 5 -
    [Maintain Lead Scoring Model](../../../../processes/marketing/lead-scoring-model.md)
- **Gather the Channel Evidence**
  - `ref/mkt/media-plan`, activity 5 -
    [Develop Media Plan](../../../../processes/marketing/media-plan.md)
- **Read the Accounts**
  - `ref/mkt/account-based-play`, activity 2 -
    [Run Account-Based Play](../../../../processes/marketing/account-based-play.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/read-the-competitive-landscape/SKILL.mdReads what other companies in the market have published about themselves and what an outside firm has published about this one. Use it when running `ref/mkt/brand-health` and 5 other reference processes.
---
name: read-the-competitive-landscape
description: Reads what other companies in the market have published about themselves and what an outside firm has published about this one. Use it when running `ref/mkt/brand-health` and 5 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Read the competitive landscape

## What it does

Reads what other companies in the market have published about themselves
and what an outside firm has published about this one. It says which
rivals are the relevant ones, what each of them sells and claims, what
the category sounds like, and what a buyer would choose instead.

## Where it happens

The agent does this in six activities across six reference processes.
Each one names the activity as that process words it.

- **Confirm the Move**
  - `ref/mkt/competitive-battlecard`, activity 2 -
    [Refresh Competitive Battlecard](../../../../processes/marketing/competitive-battlecard.md)
- **Name the Competing Choices**
  - `ref/mkt/product-positioning`, activity 7 -
    [Develop Product Positioning](../../../../processes/marketing/product-positioning.md)
- **Read What the Rivals Are Doing**
  - `ref/mkt/develop-marketing-strategy`, activity 4 -
    [Develop Marketing Strategy](../../../../processes/marketing/develop-marketing-strategy.md)
- **Read Where the Analyst Stands**
  - `ref/mkt/brief-industry-analyst`, activity 2 -
    [Brief Industry Analyst](../../../../processes/marketing/brief-industry-analyst.md)
- **Read the Naming Landscape**
  - `ref/mkt/name-product`, activity 3 -
    [Name Product or Company](../../../../processes/marketing/name-product.md)
- **Set the Competitor Set**
  - `ref/mkt/brand-health`, activity 4 -
    [Measure Brand Health](../../../../processes/marketing/brand-health.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/record-what-was-said/SKILL.mdCaptures a session while it happens, which means the recording, the notes, the photographs and the quotations, and marks what may be repeated outside the room. Use it when running `ref/mkt/advisory-board` and `ref/mkt/user-conference`.
---
name: record-what-was-said
description: Captures a session while it happens, which means the recording, the notes, the photographs and the quotations, and marks what may be repeated outside the room. Use it when running `ref/mkt/advisory-board` and `ref/mkt/user-conference`.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Record what was said

## What it does

Captures a session while it happens, which means the recording, the
notes, the photographs and the quotations, and marks what may be
repeated outside the room. It then groups what was said into themes and
keeps the quotations under each theme.

## Where it happens

The agent does this in three activities across two reference processes.
Each one names the activity as that process words it.

- **Capture What Was Said**
  - `ref/mkt/advisory-board`, activity 12 -
    [Convene Customer Advisory Board](../../../../processes/marketing/advisory-board.md)
- **Capture the Sessions**
  - `ref/mkt/user-conference`, activity 14 -
    [Host User Conference](../../../../processes/marketing/user-conference.md)
- **Sort the Feedback**
  - `ref/mkt/advisory-board`, activity 13 -
    [Convene Customer Advisory Board](../../../../processes/marketing/advisory-board.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/size-a-market-or-an-audience/SKILL.mdCounts how many buyers or accounts of a given shape actually exist and how much money sits with them, and describes how buyers buy in each part. Use it when running `ref/mkt/develop-marketing-strategy` and 4 other reference processes.
---
name: size-a-market-or-an-audience
description: Counts how many buyers or accounts of a given shape actually exist and how much money sits with them, and describes how buyers buy in each part. Use it when running `ref/mkt/develop-marketing-strategy` and 4 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Size a market or an audience

## What it does

Counts how many buyers or accounts of a given shape actually exist and
how much money sits with them, and describes how buyers buy in each
part. It reports the count with the source and the method behind it, so
somebody else can redo the sum.

## Where it happens

The agent does this in five activities across five reference processes.
Each one names the activity as that process words it.

- **Count the Buyers**
  - `ref/mkt/size-market-opportunity`, activity 5 -
    [Size Market Opportunity](../../../../processes/marketing/size-market-opportunity.md)
- **Map the Market and Its Segments**
  - `ref/mkt/develop-marketing-strategy`, activity 3 -
    [Develop Marketing Strategy](../../../../processes/marketing/develop-marketing-strategy.md)
- **Settle the Audience to Reach**
  - `ref/mkt/media-plan`, activity 3 -
    [Develop Media Plan](../../../../processes/marketing/media-plan.md)
- **Size Each Candidate Market**
  - `ref/mkt/ideal-customer-profile`, activity 10 -
    [Define Ideal Customer Profile](../../../../processes/marketing/ideal-customer-profile.md)
- **Size Each Segment**
  - `ref/mkt/segment-the-market`, activity 9 -
    [Segment the Market](../../../../processes/marketing/segment-the-market.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/take-in-a-call-for-speakers/SKILL.mdReads a published call for speakers and works out what it is asking for, which is what the event is, who attends, and when it closes. Use it when running `ref/mkt/speaking-engagement`.
---
name: take-in-a-call-for-speakers
description: Reads a published call for speakers and works out what it is asking for, which is what the event is, who attends, and when it closes. Use it when running `ref/mkt/speaking-engagement`.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Take in a call for speakers

## What it does

Reads a published call for speakers and works out what it is asking for,
which is what the event is, who attends, and when it closes.

## Where it happens

The agent does this in one activity across one reference process. Each
one names the activity as that process words it.

- **Take in the Call**
  - `ref/mkt/speaking-engagement`, activity 1 -
    [Secure Speaking Engagement](../../../../processes/marketing/speaking-engagement.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/test-material-on-outsiders/SKILL.mdPuts a draft direction, message or position in front of people outside the company and reports how they read it. Use it when running `ref/mkt/brand-identity` and 3 other reference processes.
---
name: test-material-on-outsiders
description: Puts a draft direction, message or position in front of people outside the company and reports how they read it. Use it when running `ref/mkt/brand-identity` and 3 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Test material on outsiders

## What it does

Puts a draft direction, message or position in front of people outside
the company and reports how they read it. It says what each person
understood and where that differed from what the material intended.

## Where it happens

The agent does this in three activities across four reference processes.
Each one names the activity as that process words it.

- **Try the Directions on Outsiders**
  - `ref/mkt/brand-identity`, activity 7 -
    [Develop Brand Identity](../../../../processes/marketing/brand-identity.md)
- **Try the Messages on Buyers**
  - `ref/mkt/brand-voice`, activity 13 -
    [Define Brand Voice and Messaging](../../../../processes/marketing/brand-voice.md)
- **Try the Positions on Outsiders**
  - `ref/mkt/brand-positioning`, activity 8 -
    [Define Brand Positioning](../../../../processes/marketing/brand-positioning.md)
  - `ref/mkt/product-positioning`, activity 10 -
    [Develop Product Positioning](../../../../processes/marketing/product-positioning.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
skills/write-with-the-sources-attached/SKILL.mdWrites material whose argument has to hold up under checking, such as an answer to an objection, a change to a published page, a talk, a statement reissued on new facts, or a response in a form somebody else set. Use it when running `ref/mkt/brief-industry-analyst` and 5 other reference processes.
---
name: write-with-the-sources-attached
description: Writes material whose argument has to hold up under checking, such as an answer to an objection, a change to a published page, a talk, a statement reissued on new facts, or a response in a form somebody else set. Use it when running `ref/mkt/brief-industry-analyst` and 5 other reference processes.
license: CC-BY-4.0
metadata:
  agent: researcher
  agent-version: "1"
---

# Write with the sources attached

## What it does

Writes material whose argument has to hold up under checking, such as an
answer to an objection, a change to a published page, a talk, a
statement reissued on new facts, or a response in a form somebody else
set. Every claim in it carries the source underneath.

## Where it happens

The agent does this in seven activities across six reference processes.
Each one names the activity as that process words it.

- **File What the Cycle Requires**
  - `ref/mkt/brief-industry-analyst`, activity 9 -
    [Brief Industry Analyst](../../../../processes/marketing/brief-industry-analyst.md)
- **Produce the Material**
  - `ref/mkt/landing-page`, activity 5 -
    [Publish Landing Page](../../../../processes/marketing/landing-page.md)
- **Settle the Answers**
  - `ref/mkt/sales-enablement-kit`, activity 5 -
    [Produce Sales Enablement Kit](../../../../processes/marketing/sales-enablement-kit.md)
- **Shape the Talk**
  - `ref/mkt/speaking-engagement`, activity 7 -
    [Secure Speaking Engagement](../../../../processes/marketing/speaking-engagement.md)
- **Update the Response**
  - `ref/mkt/crisis-communication`, activity 14 -
    [Manage Crisis Communication](../../../../processes/marketing/crisis-communication.md)
- **Write the Change**
  - `ref/mkt/website-content-update`, activity 4 -
    [Update Website Content](../../../../processes/marketing/website-content-update.md)
- **Write the Objection Answers**
  - `ref/mkt/sales-enablement-kit`, activity 9 -
    [Produce Sales Enablement Kit](../../../../processes/marketing/sales-enablement-kit.md)

## What to record

A source line for every fact: what was read, where it lives, the date it
was read, and the part of it the fact came from. Every number with the
query or the report it came from, so somebody can pull it again and see
whether the answer still holds. Interview notes attributed to the person
who said it, marked with what that person agreed could be quoted.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
mcp.jsonNot in the package.

Every server entry in an mcp.json needs either a command to run or a url to connect to, and the package cannot know either of those until somebody points it at their own systems. So the file is left out, the systems the agent needs are named by role in plugin.json, and you write the mcp.json when you set it up.

Setting it up

Point it at your systems

To run an agent built from this package, write an mcp.json that says which of your systems fills each role. The package names these 5 roles, and the access level beside each one is the most the work needs.

public-and-licensed-sources · readpaid-reports-and-data · readinternal-data-sources · readsource-record · writeclaims-register · read
mcp.json You write this file. It is not part of the package.
{
  "$schema": "https://agent-plugins.org/schemas/1.1.0/mcp.schema.json",
  "mcpServers": {
    "public-and-licensed-sources": {
      "type": "streamable-http",
      "url": "https://mcp.yourcompany.com/public-and-licensed-sources"
    },
    "paid-reports-and-data": {
      "type": "streamable-http",
      "url": "https://mcp.yourcompany.com/paid-reports-and-data"
    },
    "internal-data-sources": {
      "type": "streamable-http",
      "url": "https://mcp.yourcompany.com/internal-data-sources"
    },
    "source-record": {
      "type": "streamable-http",
      "url": "https://mcp.yourcompany.com/source-record"
    },
    "claims-register": {
      "type": "streamable-http",
      "url": "https://mcp.yourcompany.com/claims-register"
    }
  }
}

The hostnames here are a placeholder for your own. Whichever product holds each of these systems, the agent you build is yours and nobody else has to be involved in running it.

Where it works

61 processes, 140 activities

The highlighted activities are the ones this abstract agent does. The other activities in each process belong to other abstract agents or to people.

Run Account-Based Playref/mkt/account-based-play · 19 activities
12345678910111213141516171819

Read the Accounts

Convene Customer Advisory Boardref/mkt/advisory-board · 16 activities
12345678910111213141516

Collect the Early Input · Capture What Was Said · Sort the Feedback

Announce Company Newsref/mkt/announce-company-news · 17 activities
1234567891011121314151617

Confirm the Facts

Build Annual Marketing Planref/mkt/annual-marketing-plan · 16 activities
12345678910111213141516

Gather the Outside Evidence

Submit Award Entryref/mkt/award-entry · 16 activities
12345678910111213141516

Brief the Entry · Gather the Evidence

Measure Brand Healthref/mkt/brand-health · 23 activities
1234567891011121314151617181920212223

Set the Competitor Set

Develop Brand Identityref/mkt/brand-identity · 16 activities
12345678910111213141516

Brief the Makers · Try the Directions on Outsiders · Clear the Candidate Marks

Define Brand Positioningref/mkt/brand-positioning · 16 activities
12345678910111213141516

Gather the Evidence · Test the Positions against the Evidence · Try the Positions on Outsiders · Record the Proof Behind the Promise

Define Brand Voice and Messagingref/mkt/brand-voice · 19 activities
12345678910111213141516171819

Gather How the Audience Talks · Brief the Makers · Put a Source Under Every Message · Try the Messages on Buyers

Brief Executive Leadershipref/mkt/brief-executive-leadership · 20 activities
1234567891011121314151617181920

Gather the Outside Picture · Answer What Was Left Open

Brief Industry Analystref/mkt/brief-industry-analyst · 17 activities
1234567891011121314151617

Read Where the Analyst Stands · Brief the Makers · Gather the Proof · File What the Cycle Requires · Answer What Was Left Open

Develop Buyer Personaref/mkt/buyer-persona · 20 activities
1234567891011121314151617181920

Gather What Is Already Known · Name the Others in the Decision

Launch Channel Programref/mkt/channel-program · 17 activities
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Draw up the Candidate List · Assess the Applicants

Refresh Competitive Battlecardref/mkt/competitive-battlecard · 16 activities
12345678910111213141516

Confirm the Move · Gather the Proof

Manage Crisis Communicationref/mkt/crisis-communication · 16 activities
12345678910111213141516

Confirm the Facts · Update the Response

Produce Customer Case Studyref/mkt/customer-case-study · 21 activities
123456789101112131415161718192021

Brief the Story · Verify the Customer's Results · Interview the Customer · Check the Facts

Recruit Customer Referenceref/mkt/customer-reference · 15 activities
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Verify the Customer's Results

Conduct Customer Researchref/mkt/customer-research · 20 activities
1234567891011121314151617181920

Check What Is Already Known · Brief the Study

Solicit Customer Reviewsref/mkt/customer-reviews · 16 activities
12345678910111213141516

Read the Site Rules · Check the Ask against the Rules

Develop Marketing Strategyref/mkt/develop-marketing-strategy · 17 activities
1234567891011121314151617

Map the Market and Its Segments · Read What the Rivals Are Doing · Hear from Buyers and the Field · Draft the Strategic Options

Engage Marketing Agencyref/mkt/engage-marketing-agency · 16 activities
12345678910111213141516

Build the Candidate List · Check the References

Define Ideal Customer Profileref/mkt/ideal-customer-profile · 17 activities
1234567891011121314151617

Gather the Outside Evidence · Collect the First-Hand Accounts · Draft the Candidate Profiles · Size Each Candidate Market · Clear the Data and the Targeting

Run Influencer Campaignref/mkt/influencer-campaign · 16 activities
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Read the Disclosure Rules · Draw up the Candidate List

Publish Landing Pageref/mkt/landing-page · 15 activities
123456789101112131415

Brief the Makers · Produce the Material

Maintain Lead Scoring Modelref/mkt/lead-scoring-model · 18 activities
123456789101112131415161718

Hear from the People Who Work the Leads · Gather the Candidate Signals · Clear the New Signals

Produce Long-Form Contentref/mkt/long-form-content · 18 activities
123456789101112131415161718

Brief the Piece · Gather the Evidence · Check the Facts

Map Buyer Journeyref/mkt/map-buyer-journey · 19 activities
12345678910111213141516171819

Collect the First-Hand Accounts · Draft the Stages · Collect the Questions

Develop Media Planref/mkt/media-plan · 14 activities
1234567891011121314

Settle the Audience to Reach · Clear the Targeting and the Data · Gather the Channel Evidence

Name Product or Companyref/mkt/name-product · 16 activities
12345678910111213141516

Read the Naming Landscape · Check the Name in Every Market

Pitch Earned Mediaref/mkt/pitch-earned-media · 15 activities
123456789101112131415

Gather the Proof · Answer What Reporters Ask

Develop Product Positioningref/mkt/product-positioning · 17 activities
1234567891011121314151617

Gather the Market Evidence · Interview the Makers · Name the Competing Choices · Test the Positions against the Evidence · Try the Positions on Outsiders · Record the Proof Behind Each Claim

Conduct Quarterly Business Reviewref/mkt/quarterly-business-review · 16 activities
12345678910111213141516

Read the Outside Conditions

Refresh Published Contentref/mkt/refresh-content · 22 activities
12345678910111213141516171819202122

Check Whether the Facts Still Hold

Produce Sales Enablement Kitref/mkt/sales-enablement-kit · 16 activities
12345678910111213141516

Hear the Field · Gather the Proof · Settle the Answers · Write the Objection Answers

Segment the Marketref/mkt/segment-the-market · 18 activities
123456789101112131415161718

Set the Market Boundary · Gather the Outside Evidence · Choose the Dividing Traits · Size Each Segment · Clear the Data and the Traits

Select Marketing Technologyref/mkt/select-marketing-technology · 21 activities
123456789101112131415161718192021

Brief the Selection · Search the Market

Size Market Opportunityref/mkt/size-market-opportunity · 16 activities
12345678910111213141516

Draw the Market Boundary · Gather the Outside Evidence · Count the Buyers · Check the Method · Clear the Sources

Secure Speaking Engagementref/mkt/speaking-engagement · 16 activities
12345678910111213141516

Take in the Call · Shape the Talk

Host User Conferenceref/mkt/user-conference · 17 activities
1234567891011121314151617

Capture the Sessions

Update Website Contentref/mkt/website-content-update · 12 activities
123456789101112

Write the Change

Explore an Allianceref/prt/explore-an-alliance · 16 activities
12345678910111213141516

Scan the Field · Read the Candidates · Test the Thesis with Customers

Find a Partnerref/prt/find-a-partner · 16 activities
12345678910111213141516

Read Each Candidate · Score the Candidates

Plan the Integrationref/prt/plan-the-integration · 16 activities
12345678910111213141516

Define the Joint Offer

Qualify a Partnerref/prt/qualify-a-partner · 17 activities
1234567891011121314151617

Collect What the Candidate Claims · Check the Delivery Record · Check the People and the Skills

Run Alliance Diligenceref/prt/run-alliance-diligence · 17 activities
1234567891011121314151617

Ask Their Customers · Check the People and the Roadmap

Choose a Toolref/rev/choose-a-tool · 18 activities
123456789101112131415161718

Brief the Evaluation · Search the Market

Answer an Inbound Inquiryref/sls/answer-an-inbound-inquiry · 14 activities
1234567891011121314

Read the Company

Book the Meetingref/sls/book-the-meeting · 16 activities
12345678910111213141516

Read What They Asked For · Brief the Attendees

Build a Prospect Listref/sls/build-a-prospect-list · 14 activities
1234567891011121314

Read Each Account · Find the People

Map the People at an Accountref/sls/map-the-account-people · 14 activities
1234567891011121314

Find the People We Do Not Hold · Read the Reporting Lines

Provide a Referenceref/sls/provide-a-reference · 15 activities
123456789101112131415

Check the Account Is Healthy

Qualify an Opportunityref/sls/qualify-an-opportunity · 16 activities
12345678910111213141516

Read the Company · Ask About the Alternatives

Record the Requirementsref/sls/record-the-requirements · 14 activities
1234567891011121314

Check the Hard Constraints

Research an Accountref/sls/research-an-account · 15 activities
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Read What the Account Publishes · Read What Others Say · Work out What the Account Wants · Map What the Account Already Owns · Work out Where the Money Goes

Return a Lead to Nurtureref/sls/return-a-lead-to-nurture · 13 activities
12345678910111213

Look Again on the Date

Review the Account Plansref/sls/review-the-account-plans · 14 activities
1234567891011121314

Test the Assumptions Again

Run a Discovery Callref/sls/run-a-discovery-call · 14 activities
1234567891011121314

Read the Account First

Run an Outbound Sequenceref/sls/run-an-outbound-sequence · 17 activities
1234567891011121314151617

Write the Touches

Shape the Solutionref/sls/shape-the-solution · 15 activities
123456789101112131415

Read What Was Shaped Before

Work a Referralref/sls/work-a-referral · 14 activities
1234567891011121314

Read the Person and the Account

Write an Account Planref/sls/write-an-account-plan · 16 activities
12345678910111213141516

Test Each Opportunity Against the Read · Name the Risks and What Would Kill It

The records it leaves

What it writes down

A source line for every fact: what was read, where it lives, the date it was read, and the part of it the fact came from. Every number with the query or the report it came from, so somebody can pull it again and see whether the answer still holds. Interview notes attributed to the person who said it, marked with what that person agreed could be quoted.

Where it stops

What it will not do

Does not write the piece and does not decide what the piece argues. It supplies what is true, and the writer and the editor decide what to make of it. Does not judge whether the piece holds together, which is the editor agent. Does not report on how the department's own work performed, which is the analytics agent reading the organization's own numbers. Does not work out what people are searching for, which is the search-optimizer agent; this agent is after what is true, and search demand is a separate question. Does not add anything to the claims register, because that register changes only through its own process, as versioned amendments.

These limits are written into the job on purpose, so that everyone adopting the process knows which decisions stay with a person.

Agents built from this plugin

Who has built one, and how far each one got

Nobody has built one yet. The catalog says so rather than leaving the section off, because an empty list is a fact about the document.

declare it implements: researcher v1 One line in your agent's manifest. The catalog checks it against the records your runs actually leave.
A guess, not a claim

The closest things in the catalog, by description

Nobody above has claimed any of these. This is the nearest match by wording between the job written above and what publishers wrote about their own listings, closest first, and wording is not evidence: some of these will be wrong, and a job with nothing suitable still gets whatever was nearest. The publishers have never heard of this abstract agent and have promised nothing about it. What a claim looks like is in the table above, and it is signed.

Might do the job

Things that could be the worker: an agent, a packaged product, a plugin.

  • The Website Specification — A2A agent Agent · specification.website Read-only A2A agent that answers natural-language questions about The Website Specification and returns matching topics with status, canonical URL,…
Might be reached for

Not workers. These are capability that whatever does the job would use, which is a different relationship and kept in its own column for that reason.

  • Tru8 Evidence Research MCP server · samyatessmith.github.io · hosted · run it yourself · mirrored from the MCP registry Source-traced evidence research for AI agents. We organise the evidence; you decide.
  • Secant Agent Research Pack MCP server · jnilrac.github.io · hosted · mirrored from the MCP registry Paid MCP web research for agents: search, extraction, citations, and x402 payment discovery.
  • research MCP server · ilo415.github.io · run it yourself · mirrored from the MCP registry AI research for agents. Company intel, competitor analysis, web scraping, topic dives. Pay via MPP.