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Research-to-Point-of-View Loop

By Juan Beltrán — personal website on AI and digital growth for complex B2B industries.

How do we turn research notes into an original point of view? Use this when AI-assisted research has produced a good summary but not yet a distinctive executive argument. Research-to-Point-of-View Loop Task: How do we turn research notes into an original point of view? Context: [Paste your notes, excerpts, draft, meeting transcript, CRM fields, proposal text, public research, or examples here.] Context I should provide: - Research notes - Sources - Audience - Initial thesis - Contradictions - Personal observations Useful setup: Paste research notes, source summaries, contradictions, audience, initial opinion, and what decision the work should influence. Why this matters: Use this when AI-assisted research has produced a good summary but not yet a distinctive executive argument. Business problem: AI-assisted research can produce well-organized summaries that lack a distinctive thesis, operator judgment, or useful tension. Instructions: Act as an executive thought-leadership editor. Review the research notes below. Cluster the themes, identify the tension, write a distinctive thesis, attach supporting and challenging evidence, and state what an executive should do differently. Workflow: 1. Cluster the research: Group source notes by themes, contradictions, and repeated assumptions. 2. Find the tension: Name what smart people may disagree about or miss. 3. Write the thesis: Turn the tension into a defensible point of view. 4. Attach evidence: Use only evidence that supports or challenges the thesis. 5. Define the implication: State what executives should do differently if the thesis is true. Quality bar: - Use only the context in this chat. - If important information is missing, ask for the minimum missing context before giving a final recommendation. - Separate facts from assumptions. - Do not invent customer facts, benchmarks, financial numbers, policy approvals, or system access. - Keep the answer useful for Marketing Leader. Output: A clear thesis, supporting evidence, counter-evidence, and executive implication. - BLUF recommendation or draft. - Evidence from my context. - Assumptions and missing information. - Risks, objections, or failure modes. - Recommended next action, owner, and stop condition. Evidence checklist: - Source list - Theme clusters - Contradiction - Thesis - Evidence - Executive implication Stopping condition: Stop when the brief has a thesis that could be disagreed with and acted on.

Key takeaways

  • How do we turn research notes into an original point of view?
  • A clear thesis, supporting evidence, counter-evidence, and executive implication.
  • Stop when the brief has a thesis that could be disagreed with and acted on.
  • Source list
  • Theme clusters

About the author

Juan Beltrán writes about AI transformation, CRM, data analytics and digital growth for enterprise leaders in complex B2B industries. Head of Digital Marketing, ABB Energy Industries. 17+ years in enterprise transformation. Based in Zug, Switzerland.

Disclaimer

This is a personal website. The views and opinions expressed here are my own and do not represent ABB or any current or former employer. All content is based on public information, personal experience and general professional knowledge. No confidential, proprietary, client-specific or employer-specific information is shared.

Canonical URL: https://juanbeltran.ch/operating-loops/research-to-point-of-view-loop