Skill Tracer
Skills › Knowledge Work Plugins › smb-onboard › website-research.md

website-research.md

82 lines · small-business/skills/smb-onboard/reference/website-research.md at 2574e29

Open on GitHub
1# Website research
2
3Read this before fetching the owner's site. The goal is to replace interview
4questions the site already answers, not to add a research phase on top of the
5interview — onboarding should still finish in 15–20 minutes.
6
7---
8

Website research

Read this before fetching the owner's site. The goal is to replace interview questions the site already answers, not to add a research phase on top of the interview — onboarding should still finish in 15–20 minutes.


Raw lines 1 to 8
9## What to fetch
11The homepage plus whichever of these exist and are linked from it: about,
12services or products, pricing, locations, contact. Three or four pages total
13is enough — this is not a full site crawl.

What to fetch

The homepage plus whichever of these exist and are linked from it: about, services or products, pricing, locations, contact. Three or four pages total is enough — this is not a full site crawl.

Raw lines 9 to 14
15## What to extract
17| Field | What it feeds |
18|---|---|
19| What they actually sell | Business context; sharper than a one-line owner description alone |
20| Who they sell to (consumer, business, both; specific niche) | Every skill that drafts customer-facing copy |
21| Service area or locations | Local-service and retail skills |
22| Team size signals (staff photos, "our team," locations count) | A cross-check on the interview answer, never a replacement for it |
23| Price positioning (premium, budget, mid-market — inferred, not guessed as a number) | Proposal and marketing skills |
24| The words they use for their own work | Feeds `shared/voice-profile.md` directly — this is real copy in the owner's own hand, even before any email is read |
25| Brand colors (dominant background/accent from the site's own CSS) | The welcome artifact and every artifact after it, per `shared/artifact-style.md` |
26| A declared font-family, if one is easy to find | Same — applied only if it resolves on Google Fonts; otherwise skip it, never fight the CSP |
28**Do not infer anything the site doesn't actually say.** "Looks premium" from
29a photo is a guess; "prices start at USD 200" printed on a pricing page is a
30fact. Keep the two separate in what gets shown back — say when something is
31inferred rather than read.
33---

What to extract

FieldWhat it feeds
What they actually sellBusiness context; sharper than a one-line owner description alone
Who they sell to (consumer, business, both; specific niche)Every skill that drafts customer-facing copy
Service area or locationsLocal-service and retail skills
Team size signals (staff photos, "our team," locations count)A cross-check on the interview answer, never a replacement for it
Price positioning (premium, budget, mid-market — inferred, not guessed as a number)Proposal and marketing skills
The words they use for their own workFeeds shared/voice-profile.md directly — this is real copy in the owner's own hand, even before any email is read
Brand colors (dominant background/accent from the site's own CSS)The welcome artifact and every artifact after it, per shared/artifact-style.md
A declared font-family, if one is easy to findSame — applied only if it resolves on Google Fonts; otherwise skip it, never fight the CSP

Do not infer anything the site doesn't actually say. "Looks premium" from a photo is a guess; "prices start at USD 200" printed on a pricing page is a fact. Keep the two separate in what gets shown back — say when something is inferred rather than read.


Raw lines 15 to 34
35## Showing what was found
37Always show it before storing anything, and keep it short — a wall of
38extracted facts is worse than the interview it was meant to replace.
40```
41Read your site. Looks like: commercial HVAC repair and maintenance, Denver
42metro, same-day service is a big deal to you — it's on every page. Found a
43deep green and a slab serif in your branding.
45Anything off, or should I use that for your reports too?
46```
48**Treat a correction as expected, not a failure.** Sites go stale, and an
49owner catching one wrong detail in ten seconds is the whole point of showing
50the draft rather than silently storing it.
52---

Showing what was found

Always show it before storing anything, and keep it short — a wall of extracted facts is worse than the interview it was meant to replace.

Read your site. Looks like: commercial HVAC repair and maintenance, Denver
metro, same-day service is a big deal to you — it's on every page. Found a
deep green and a slab serif in your branding.

Anything off, or should I use that for your reports too?

Treat a correction as expected, not a failure. Sites go stale, and an owner catching one wrong detail in ten seconds is the whole point of showing the draft rather than silently storing it.


Raw lines 35 to 53
54## Brand token extraction
56Pull the two or three colors that actually recur across the site — usually
57visible in a header, a button, or a logo background — and any font-family
58declared in the page's own stylesheet. Do not invent a palette from a single
59photo; only extract what's structurally present in the site's own CSS or
60repeated markup.
62**Apply only on a yes.** Show the finding in the same message as the business
63summary (see above), and only wire the colors and font into the welcome
64artifact's tokens (`shared/artifact-style.md`) if the owner confirms. If the
65site's declared font doesn't resolve on Google Fonts, keep the house default
66silently — never show a broken font as if it worked.
68Store the resolved values — not the raw scrape — in the `## Business context`
69block's Brand colors and Logo fields (format in [onboard-checklist.md](onboard-checklist.md)), so
70every later skill's artifact reads the same finished tokens without
71re-deriving them.
73---

Brand token extraction

Pull the two or three colors that actually recur across the site — usually visible in a header, a button, or a logo background — and any font-family declared in the page's own stylesheet. Do not invent a palette from a single photo; only extract what's structurally present in the site's own CSS or repeated markup.

Apply only on a yes. Show the finding in the same message as the business summary (see above), and only wire the colors and font into the welcome artifact's tokens (shared/artifact-style.md) if the owner confirms. If the site's declared font doesn't resolve on Google Fonts, keep the house default silently — never show a broken font as if it worked.

Store the resolved values — not the raw scrape — in the ## Business context block's Brand colors and Logo fields (format in onboard-checklist.md), so every later skill's artifact reads the same finished tokens without re-deriving them.


Raw lines 54 to 74
75## When there is no website, or the owner skips it
77Say nothing lost — move straight to the interview. This step is a shortcut
78when it exists, never a requirement:
80```
81No problem — I'll just ask a few questions instead.
82```

When there is no website, or the owner skips it

Say nothing lost — move straight to the interview. This step is a shortcut when it exists, never a requirement:

No problem — I'll just ask a few questions instead.
Raw lines 75 to 82