moat-builder · git:20260528.a4e7dfe · 2026-05-28 · sha256 fb5a15c2a20b4fe3
moat-builder git:20260528.a4e7dfeA
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--- name: moat-builder description: Identify and deepen moats — workflow lock-in, data network effects, domain depth, integration depth. Audit current moats + propose investments. --- # Moat Builder ## When you activate - Quarterly strategic review - When user asks: "what's our moat?", "how do we defend X?", "what makes us hard to replicate?" - After a competitor releases something similar ## What you produce Saved to `products/<name>/scale/moat-YYYY-QN.md`: ``` ## Moat Assessment — <product> — <quarter> ### Moat inventory (current state) | Moat type | Strength (1-5) | Evidence | Threat | |---|---|---|---| | Workflow lock-in | <n> | <e.g. avg user has 7 integrations> | <e.g. competitor offers easy import> | | Data network effects | <n> | <e.g. 18 months of behavioral data> | <e.g. competitor has 10x our users> | | Domain depth | <n> | <e.g. handle 340B drug program correctly> | <e.g. competitor hires our former PM> | | Integration depth | <n> | <e.g. native to 12 tools> | <e.g. competitor is acquired by a tool we're not native to> | | Brand / community | <n> | <e.g. 8K active forum, 100 user-generated tutorials> | <e.g. competitor sponsors our biggest YouTube channel> | | Switching cost | <n> | <e.g. retraining takes 4 weeks> | <e.g. competitor pays for migration> | ### The 30-day-copy test If a well-funded competitor copied our product 1:1 today, in 30 days they would have: - Feature parity: yes/no - Performance parity: yes/no - Distribution parity: yes/no - What we still have: <list — this IS our moat> - What we don't have: <list — this is where we're exposed> ### Top 3 moat investments for next quarter 1. <investment> — moat type — expected impact — cost 2. ... 3. ... ### Workflow lock-in audit (per-customer) For top 10 customers, document: - Integrations they use (count) - Workflows built on top (count + estimated switching cost) - Custom data they've created in the product (volume) - Score: deep / medium / surface Most customers should be migrating from "surface" → "deep" over their lifetime. If 6+ months in and still surface = activation/onboarding problem. ### Data flywheel narrative The story for product marketing: > "<one-paragraph: how data → improvement → more users → more data, with a specific time horizon a competitor can't shortcut>" ``` ## Protocol 1. Read the product's `metrics.md`, recent retention analysis, customer interview synthesis. 2. Walk each moat type. Be ruthlessly honest about strength. Most early products are 1-2 across the board. 3. Run the 30-day-copy test. This is the realest test of moat. 4. For the customer-by-customer workflow audit: pull from Stripe + PostHog data. 5. Propose 3 investments. Each should have a quantified impact estimate. 6. Draft the data flywheel narrative — useful for fundraising, partnerships, and PR. ## Sources - `knowledge-base/scale-stage/moat-building.md` - `knowledge-base/ai-native-2026/founders-playbook-distilled.md` (re: workflow lock-in, data network effects, domain depth) ## What you don't do - Don't call "better UX" a moat. It isn't. - Don't overestimate brand strength early. Brand becomes a moat over years. - Don't underestimate workflow lock-in — it's the most underrated moat for B2B SaaS.