Expansion Research Merge Report

Date

2026-03-02 (updated from 2026-02-28 — Batch D added)

Batches Merged

Companies Added

Batch A (8 companies)

1. Suki AI
2. Nabla
3. Heidi Health
4. SimplePractice
5. Jane App
6. Tebra
7. Doxy.me
8. Elation Health

Batch B (7 companies)

1. Warby Parker
2. Wealthfront
3. Function of Beauty
4. Curology
5. Care/of
6. Policygenius
7. Betterment

Batch C (8 companies)

1. Notion
2. Figma
3. Canva
4. Slack
5. HubSpot
6. Zapier
7. Dropbox
8. Booking.com

Batch D (8 companies)

1. ChatGPT (OpenAI)
2. Google Gemini
3. Claude (Anthropic)
4. Perplexity AI
5. Microsoft Copilot
6. Character.AI
7. Gamma
8. Runway

Total New Companies Added

31 (23 from Batches A-C + 8 from Batch D)

Duplicates Removed

0 -- No duplicates found between batches or with the original 13 companies (BetterHelp, Calm, Noom, Hims, Guardio, Talkspace, Talkiatry, Headspace, Freed, Lemonade, Grammarly, Calendly, Zocdoc). Notion AI (considered for Batch D) was excluded because Notion was already in Batch C.

Total Companies in Research

44 (13 original + 31 expansion)

Files Modified

1. outputs/agent-1-competitor-discovery/competitors.md

• Action: APPENDED expansion research sections (Batches A-C first, then Batch D)
• Content added:
  • 23 company entries from Batches A-C organized by batch
  • 8 company entries from Batch D (AI Assistant & Guided Tour Onboarding Funnels)
  • Expansion Cross-Cutting Patterns (synthesizing all 4 batches + original)
  • Updated Recommendations for Twofold (combining all research)

2. outputs/agent-1-competitor-discovery/research-notes.md

• Action: APPENDED expansion research notes sections (Batches A-C first, then Batch D)
• Content added:
  • Batch A Sources (8 companies + general/cross-company sources)
  • Batch B Sources (7 companies + general quiz funnel research sources)
  • Batch C Sources (8 companies + general/cross-company sources)
  • Batch D Sources (8 companies + cross-platform/general sources)

3. outputs/agent-2-ad-landing-pages/landing-pages.md

• Action: APPENDED expansion research landing pages sections (Batches A-C first, then Batch D)
• Content added:
  • Batch A-C landing pages (23 companies)
  • Batch D landing pages (8 companies with ad creative types, key design elements)
  • Expansion Ad Creative Patterns (all batches including Batch D)

4. outputs/agent-3-funnel-flows/summary.md

• Action: APPENDED expansion research funnels sections (Batches A-C first, then Batch D)
• Content added:
  • Batches A-C: 23 companies, patterns, tactics, updated insights
  • Batch D: 8-company table, 6 new universal patterns, 15 differentiating tactics, updated top 10 insights for Twofold incorporating guided tour and AI assistant onboarding patterns

Files Created

Funnel Overview Files (23 new files)

Batch A

• outputs/agent-3-funnel-flows/suki-ai/funnel-overview.md
• outputs/agent-3-funnel-flows/nabla/funnel-overview.md
• outputs/agent-3-funnel-flows/heidi-health/funnel-overview.md
• outputs/agent-3-funnel-flows/simplepractice/funnel-overview.md
• outputs/agent-3-funnel-flows/jane-app/funnel-overview.md
• outputs/agent-3-funnel-flows/tebra/funnel-overview.md
• outputs/agent-3-funnel-flows/doxy-me/funnel-overview.md
• outputs/agent-3-funnel-flows/elation-health/funnel-overview.md

Batch B

• outputs/agent-3-funnel-flows/warby-parker/funnel-overview.md
• outputs/agent-3-funnel-flows/wealthfront/funnel-overview.md
• outputs/agent-3-funnel-flows/function-of-beauty/funnel-overview.md
• outputs/agent-3-funnel-flows/curology/funnel-overview.md
• outputs/agent-3-funnel-flows/care-of/funnel-overview.md
• outputs/agent-3-funnel-flows/policygenius/funnel-overview.md
• outputs/agent-3-funnel-flows/betterment/funnel-overview.md

Batch C

• outputs/agent-3-funnel-flows/notion/funnel-overview.md
• outputs/agent-3-funnel-flows/figma/funnel-overview.md
• outputs/agent-3-funnel-flows/canva/funnel-overview.md
• outputs/agent-3-funnel-flows/slack/funnel-overview.md
• outputs/agent-3-funnel-flows/hubspot/funnel-overview.md
• outputs/agent-3-funnel-flows/zapier/funnel-overview.md
• outputs/agent-3-funnel-flows/dropbox/funnel-overview.md
• outputs/agent-3-funnel-flows/booking-com/funnel-overview.md

Batch D

• outputs/agent-3-funnel-flows/chatgpt/funnel-overview.md
• outputs/agent-3-funnel-flows/google-gemini/funnel-overview.md
• outputs/agent-3-funnel-flows/claude/funnel-overview.md
• outputs/agent-3-funnel-flows/perplexity/funnel-overview.md
• outputs/agent-3-funnel-flows/microsoft-copilot/funnel-overview.md
• outputs/agent-3-funnel-flows/character-ai/funnel-overview.md
• outputs/agent-3-funnel-flows/gamma/funnel-overview.md
• outputs/agent-3-funnel-flows/runway/funnel-overview.md

Merge Report

• outputs/expansion-research/merge-report.md (this file)

Verification Checklist

• All 4 batch competitor files read (batch-a, batch-b, batch-c, batch-d competitors.md)
• All 4 batch landing page files read (batch-a, batch-b, batch-c, batch-d landing-pages.md)
• All 4 batch research notes files read (batch-a, batch-b, batch-c, batch-d research-notes.md)
• All 4 batch funnel flow summaries read (batch-a, batch-b, batch-c, batch-d funnel-flows/summary.md)
• All 4 main output files read (competitors.md, research-notes.md, landing-pages.md, summary.md)
• Deduplication check passed: 0 duplicates across batches or with original 13
• Competitors.md: expansion sections appended (not overwritten)
• Research-notes.md: expansion sections appended (not overwritten)
• Landing-pages.md: expansion sections appended (not overwritten)
• Summary.md: expansion sections appended (not overwritten)
• 8 Batch A funnel overviews copied to outputs/agent-3-funnel-flows/
• 7 Batch B funnel overviews copied to outputs/agent-3-funnel-flows/
• 8 Batch C funnel overviews copied to outputs/agent-3-funnel-flows/
• 8 Batch D funnel overviews copied to outputs/agent-3-funnel-flows/
• Total funnel overviews in agent-3-funnel-flows/: 44 (13 original + 31 expansion)
• Merge report updated at outputs/expansion-research/merge-report.md