DR-201a · Module 1
The Research Brief Pattern
4 min read
A research brief is a structured prompt that tells Claude exactly what you need, how deep to go, and what format to deliver in. It has five components: Objective, Scope, Constraints, Format, and Quality Criteria.
Think of it like a project brief you'd hand to a junior analyst. The more specific you are upfront, the less back-and-forth you need. The brief eliminates ambiguity before Claude starts working.
- Objective What question are you answering? Be specific: "Identify the top 5 competitors in vertical SaaS for construction" not "research construction software."
- Scope What's in bounds and what's out? Time period, geography, company size, market segment. Explicit boundaries prevent scope creep.
- Constraints What limitations apply? "Only publicly available data," "focus on companies with $10M+ ARR," "exclude Asia-Pacific markets."
- Format How should the output be structured? Table, executive summary, SWOT analysis, ranked list with scoring criteria.
- Quality Criteria How will you evaluate the result? "Each competitor must include funding data, market share estimate, and key differentiator."
## Research Brief
**Objective:** Identify and rank the top 5 vertical SaaS competitors
in the construction management space.
**Scope:** North American market, Series B+ companies, 2024-2026.
**Constraints:** Publicly available data only. Exclude horizontal
project management tools (Asana, Monday).
**Format:** Ranked table with columns: Company, Funding, Est. ARR,
Key Differentiator, Threat Level (1-5).
**Quality:** Each entry must cite at least one source. Include a
2-sentence rationale for the threat-level score.