Conducting Market Research

This video shows technical consulting teams how to build an early-stage market research engine focused on the next five to ten years. Use RSS feeds plus AI to collect, filter out procurement notices, and extract key facts (owner, budget, phase, location, timing). Add media, agency portals, trade publications, and tools like Google Alerts or Meltwater. Automate with no-code pipelines that publish concise signals to dashboards. Convert every signal into action through Twennie prompt sets. Anyone—junior engineers, proposal coordinators, or dedicated researchers—can run it.

This video demonstrates how to transform a stream of headlines from Feedly into meaningful market insight. Instead of reading every article in detail, we focus on identifying patterns across funding announcements, planning activity, and emerging infrastructure signals. By clustering these signals and organizing them by timeline, engineers can better understand where future work is developing. The process emphasizes speed, pattern recognition, and strategic thinking—helping professionals move upstream, anticipate demand, and position themselves for capture.

This video forms part of an important Twennie series about conducting market research. The series explores online research, research through a knowledge network, and using AI to filter results and produce reports department heads can use to conduct strategic planning. This video explains how to get market intelligence directly from the clients at times when projects are being planned but not yet available as RFPs. This provides a competitive advantage because it allows for positioning activities like pull marketing, social media strategies, and more.

This video explains an essential step in your research, tapping into unwritten and un-posted knowledge that confirms what you're learning from media sources. This comes from people on the inside of the funding and planning process, working in government, planning, journalism, municipal organizations and inside the communities themselves. They can confirm things you've found online and point you in important directions for further study. The template accompanying this video gives you a handy place to keep this knowledge next to your online efforts.

This video explains how to use nuggets and the Twennie Mine to move beyond reactive RFP tracking and build early awareness of future project opportunities. Nuggets capture small signals—funding announcements, policy shifts, studies—and turn them into trackable intelligence. By organizing, assigning, and attaching prompt sets to nuggets, teams create consistent monitoring habits that lead to meaningful action.

This video explains how technical services firms can successfully hire and integrate a research professional into their organization. It explores whether research should become a dedicated role, what responsibilities that person should handle, and how they can support strategic planning through signal gathering, interpretation, and human research. The video also discusses workload expectations, internal reporting relationships, candidate qualities, training approaches, and long-term career development.

This prompt set teaches technical professionals how to move beyond reactive opportunity tracking and begin identifying work before it reaches procurement. Through structured exercises, learners build systems to capture early signals using RSS feeds, AI tools, and industry sources. They practice conducting client conversations to uncover future work, expand their networks strategically, and capture insights that matter. The set also guides users in turning raw information into actionable steps through nuggets, prompts, and internal discussions.

Over three months, this prompt set guides you through actively monitoring a Nugget to determine whether it is becoming a real opportunity. You’ll combine web research, conversations, internal insight, and pattern recognition to test your assumptions and track meaningful signals. Rather than passively observing, you’ll take small, focused actions to uncover timelines, decision-makers, and early indicators of movement. By the end, you’ll have a clearer, evidence-based understanding of whether the opportunity is advancing—and what your next move should be.

Over six months, this prompt set progresses from monitoring to interpretation and positioning. You’ll reassess earlier assumptions, analyze emerging patterns, and evaluate how the opportunity is evolving within its broader context. Through deeper research, conversations, and comparison to similar projects, you’ll clarify timelines, client intent, and potential barriers. The focus moves toward strategic thinking—understanding competitors, refining your firm’s angle, and identifying early engagement opportunities. By the end, you’ll make a clear decision: pursue, monitor, or pause—and define how to position yourself effectively if the opportunity advances.

This prompt set designed to monitor a nugget gradually shifts from analysis to action. You’ll confirm whether the opportunity is real, identify its current stage, and engage directly with the people shaping it. The focus turns to positioning—understanding competitors, refining your win angle, and closing gaps in your approach. You’ll anticipate procurement, test your messaging, and prepare for a rapid response. By the end, you’ll make a clear pursuit decision and define how your team will position itself to compete effectively—and win if the opportunity moves forward.

The Triple Dome Exercise helps teams move beyond surface-level research by transforming a single piece of market intelligence into strategic direction. Participants analyze an opportunity across three layers—project, program, and economy—to uncover patterns, funding drivers, and future trends. The exercise then pushes teams to interpret what it means for their business, including who to engage, what to pursue, and how to position themselves.

This workbook is a companion to the Conducting Market Research series. All the research tools and techniques you see in the videos of that series appear in this template with added worksheet features like tables, lists, suggested filtering approaches, and appendixes that support ongoing research data gathering, analysis and reporting.