Reference framework: Research-first workflow — 5 stages (Capture → Foundation → Synthesis → Article → Marketing page → Maintain)
Created 2026-05-22
The sequence IS the methodology. Skipping Stage 1 and starting at Stage 3 is what produces content that doesn't hold up.
Stage 0 CAPTURE
Reading inbox + writing inbox (Matuschak)
→ transient notes, prompts, quotes, observations
Tool: plain markdown, Obsidian daily note, memo app
Stage 1 FOUNDATION RESEARCH (INTERNAL)
Atomic concept notes, one idea each, densely linked
Every claim sourced; every source dated
Confidence label inline: Verified / Industry-consensus /
Single-source / Speculative
Audience: future self + internal team + AI agents
Output: a knowledge base, not a draft
Stage 2 SYNTHESIS / OUTLINE
Cluster atomic notes around a public question
Decide what stays internal (kill-your-darlings step)
Identify the single argument the article will make
Output: annotated outline that points at notes, not paragraphs
Stage 3 PUBLIC ARTICLE (DERIVED)
Narrative draft for prospects/peers
Shorter than the research; one argument; named sources
Confidence still visible but smoothed into prose
Links back into the public-facing portion of the KB
Output: a versioned, dated article with a "last updated" stamp
Stage 4 MARKETING PAGE
Brief; problem/outcome framing
Two or three sentences of substantive claim
Each claim linked to the article that defends it
Each article linked to the underlying research
Output: a short page whose credibility is one click deep
Stage 5 MAINTAIN (LIVING DOCUMENT)
Quarterly review: which research has new sources?
Which articles need a refreshed timestamp?
Which marketing pages now point at stale defenses?
Changelog visible to readers and crawlers.
The Candid KB itself is the operational realization of Stage 1. Each entry is an atomic concept note. The seeder lib ([[scripts/lib/kb-seed.js]]) is the infrastructure. Future public Candid articles get derived from this KB; the Candid marketing site links back into it.
Referenced by (4)
- reference Reference framework: audience layering — foundation research vs public article vs marketing page (3-column comparison) depends-on
- reference Reference: research-first tooling stack 2026 — Obsidian + Git + Quartz/Astro + AI overlay (RAG) depends-on
- rule RULE: Foundation research before article, article before marketing page. Never write the marketing page first. depends-on
- reference Research brief: Research Before Pages — methodology for KB-backed websites (piece 14 of 15) relates-to