Expansion Research Merge Report

Date

2026-02-28

Batches Merged

Batch	Focus	Companies	Status
Batch A	B2B Professional Tools & Vertical SaaS	8 companies	Merged
Batch B	Quiz & Assessment Funnels Outside Health	7 companies	Merged
Batch C	PLG & Landing Page Conversion Leaders	8 companies	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

Total New Companies Added

23

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).

Total Companies in Research

36 (13 original + 23 expansion)

Files Modified

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

• Action: APPENDED expansion research section
• Content added:
  • 23 company entries organized by batch (Batch A: B2B Professional Tools, Batch B: Quiz Funnels Outside Health, Batch C: PLG & Landing Page Leaders)
  • Expansion Cross-Cutting Patterns (10 patterns synthesizing all 3 batches + original)
  • Updated Recommendations for Twofold (10 recommendations combining all research)

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

• Action: APPENDED expansion research notes section
• 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)

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

• Action: APPENDED expansion research landing pages section
• Content added:
  • Batch A landing pages (8 companies with URLs, ad creative types, key design elements)
  • Batch B landing pages (7 companies with quiz funnel details)
  • Batch C landing pages (8 companies with PLG and CRO details)
  • Expansion Ad Creative Patterns (10 patterns across all batches)

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

• Action: APPENDED expansion research funnels section
• Content added:
  • New Companies Analyzed (23-company table with funnel types and conversion evidence)
  • New Universal Patterns (6 patterns reinforcing/adding to original)
  • New Differentiating Tactics (14 unique tactics from expansion companies)
  • Expanded Quiz Design Patterns (question types, optimal lengths, PLG vs quiz comparison)
  • Expanded Copy & Messaging Patterns (headline formulas, CTA formulas, tone by category)
  • Updated Top Insights for Twofold (10 ranked insights combining original + expansion)
  • Recommended Funnel Architecture (Updated) -- triple-path architecture (cold/warm/enterprise)

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

Merge Report

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

Verification Checklist

• All 3 batch competitor files read (batch-a, batch-b, batch-c competitors.md)
• All 3 batch landing page files read (batch-a, batch-b, batch-c landing-pages.md)
• All 3 batch research notes files read (batch-a, batch-b, batch-c research-notes.md)
• All 3 batch funnel flow summaries read (batch-a, batch-b, batch-c 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 section appended (not overwritten)
• Research-notes.md: expansion section appended (not overwritten)
• Landing-pages.md: expansion section appended (not overwritten)
• Summary.md: expansion section 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/
• Total funnel overviews in agent-3-funnel-flows/: 36 (13 original + 23 expansion)
• Merge report created at outputs/expansion-research/merge-report.md