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      How to Get the Most Out of Deep Research (With or Without AI) in 2025

      Deep research is the foundation of clear, confident decision-making. The process is evolving, thanks to AI, but the fundamentals remain: clarify your question, build a strong context, and iterate with purpose1. Start With a Clear, Specific Question V

      1. Start With a Clear, Specific Question

      Vague questions yield vague answers. Before you dive in, refine your research question until it’s as specific as possible. Ask yourself:

      • What am I trying to find out?

      • What is the real business or client outcome I’m after?

      Example: Instead of “Tell me about remote worker tax,” try “How does Ontario EHT apply to employees working remotely outside Ontario?”

      2. Provide Context and Constraints

      Could you give as much background as possible? This includes:

      • Who is asking (client industry, company size, etc.)

      • What decisions or actions will be based on this research

      • Any special constraints (timeframe, regulations, Canadian-specific, etc.)

      AI (and humans!) deliver better insights with context.

      3. Don’t Expect Perfection On the First Try

      Whether you’re using Google, industry databases, or AI tools like ChatGPT, treat research as a conversation, not a transaction. Expect to:

      • Get a draft or summary first

      • Identify gaps or follow-up questions

      • Iterate by clarifying, digging deeper, or shifting direction as needed

      4. Use AI as a Research Partner, Not an 'Oracle'

      AI tools are powerful for summarizing, structuring, and brainstorming, but they’re not always fact-perfect. Always:

      • Double-check citations and sources (AI can hallucinate)

      • Ask for step-by-step logic or calculations

      • Request links to primary sources or relevant Canadian articles whenever possible

      5. Summarize, Synthesize, and Decide

      Your output shouldn’t just be a wall of text. Organize your findings into:

      • Executive Summary: The key answer in plain language

      • Supporting Facts: Summarized points with links/citations

      • Action Steps/Recommendations: What to do next, based on findings

      6. Always Validate with Canadian Regulations & Sources

      Finance and tax guidance can differ significantly by jurisdiction. Please ensure that research references current and relevant Canadian law, as well as trusted Savvy-CFO KB articles, where possible.

      References & Resources:


      Still have questions or need custom research? Email Savvy-Lab or submit via KB Tickets.