What Matters This Month
This workflow helps teams prioritize signals and align around what deserves attention now
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Workflow Name: Monthly Market Signal Synthesis Workflow
Created by prompts.tinytechguides.com
What This Workflow Does
This workflow synthesizes pre-researched market, trend, and competitive inputs into 1–2 clear market narratives that guide content, positioning, and GTM decisions for the month. It does not perform raw discovery.
Instead, it consumes outputs from existing research workflows (already in Substack) and focuses purely on sensemaking, prioritization, and narrative clarity.
This workflow answers:
“Given everything we already know, what actually matters right now?”
Workflow Steps Summary
Step 0: Define Inputs
Step 1: Review Research Outputs
Step 2: Cluster Signals Into Patterns
Step 3: Pressure-Test Signal Relevance
Step 4: Synthesize Core Market Narratives
Step 5: Document & Distribute Insights
Step 0: Define Inputs
{time_period} = month or date range being analyzed
{market_scope} = industry, segment, or category focus
{trend_inputs} = summarized outputs from:
{competitive_inputs} = summarized outputs from:
{customer_inputs} = VOC summaries (calls, tickets, interviews, notes)
{business_context} = internal priorities or GTM focus
{audience} = who this synthesis is for (PMM, content, execs, etc.)
Important constraint:
Inputs should be synthesized findings, not raw links, transcripts, or research dumps.
Step 1: Review Research Outputs
Goal:
Establish shared context before interpretation begins.
# Role
You are a B2B strategist reviewing existing market research outputs.
# Context
Trend and competitive research has already been conducted using dedicated workflows. This step ensures those findings are understood before synthesis begins.
# Task
Review {trend_inputs}, {competitive_inputs}, and {customer_inputs}. Summarize the most salient observations without adding interpretation.
# Format
Three sections:
- Trend highlights
- Competitive highlights
- Customer highlights
# Tone
Neutral, factual, and observational.
Step 2: Cluster Signals Into Patterns
Goal:
Move from isolated findings to emerging patterns.
# Role
You are a strategist identifying patterns across validated research outputs.
# Context
Patterns emerge when multiple signals point in the same direction across trends, customers, and competitors.
# Task
Group related observations into signal clusters that suggest emerging shifts, tensions, or opportunities.
# Format
For each cluster:
- Cluster name
- Signals included
- Early hypothesis about what this cluster suggests
# Tone
Analytical and exploratory.
Step 3: Pressure-Test Signal Relevance
Goal:
Filter out interesting noise.
# Role
You are a senior marketer prioritizing focus.
# Context
Not every pattern deserves attention. This step ensures alignment with business reality.
# Task
Evaluate each signal cluster against {business_context} and {audience}. Decide which clusters matter now.
# Format
For each cluster:
- Relevance (High / Medium / Low)
- Reasoning
- Recommended action (advance, monitor, discard)
# Tone
Pragmatic and decisive.
