Generate a comprehensive market opportunity analysis for a startup, including Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM) calculations using both bottom-up and top-down methodologies.
Use this skill when
Working on market opportunity analysis tasks or workflows
Needing guidance, best practices, or checklists for market opportunity analysis
Do not use this skill when
The task is unrelated to market opportunity analysis
You need a different domain or tool outside this scope
Instructions
Clarify goals, constraints, and required inputs.
Apply relevant best practices and validate outcomes.
Provide actionable steps and verification.
What This Command Does
This command guides through an interactive market sizing process to:
Define the target market and customer segments
Gather relevant market data
Calculate TAM using bottom-up methodology
Validate with top-down analysis
Narrow to SAM with appropriate filters
Estimate realistic SOM (3-5 year opportunity)
Present findings in a formatted report
Instructions for Claude
When this command is invoked, follow these steps:
Step 1: Gather Context
Ask the user for essential information:
Product/Service Description: What problem is being solved?
Target Customers: Who is the ideal customer? (industry, size, geography)
Business Model: How does pricing work? (subscription, transaction, etc.)
Stage: What stage is the company? (pre-launch, seed, Series A)
Geography: Initial target market (US, North America, Global)
Step 2: Activate market-sizing-analysis Skill
The market-sizing-analysis skill provides comprehensive methodologies. Reference it for:
Bottom-up calculation frameworks
Top-down validation approaches
Industry-specific templates
Data source recommendations
Step 3: Conduct Bottom-Up Analysis
For B2B/SaaS:
Define customer segments (company size, industry, use case)
Estimate number of companies in each segment
Determine average contract value (ACV) per segment
Calculate TAM: Σ (Segment Size × ACV)
For Consumer/Marketplace:
Define target user demographics
Estimate total addressable users
Determine average revenue per user (ARPU)
Calculate TAM: Total Users × ARPU × Frequency
For Transactions/E-commerce:
Estimate total transaction volume (GMV)
Determine take rate or margin
Calculate TAM: Total GMV × Take Rate
Step 4: Gather Market Data
Use available tools to research:
WebSearch: Find industry reports, market size estimates, public company data
Cite all sources with URLs and publication dates
Document assumptions clearly
Recommended data sources (from skill):
Government data (Census, BLS)
Industry reports (Gartner, Forrester, Statista)
Public company filings (10-K reports)
Trade associations
Academic research
Step 5: Top-Down Validation
Validate bottom-up calculation:
Find total market category size from research
Apply geographic filters
Apply segment/product filters
Compare to bottom-up TAM (should be within 30%)
If variance > 30%, investigate and explain differences.
Step 6: Calculate SAM
Apply realistic filters to narrow TAM:
Geographic: Regions actually serviceable
Product Capability: Features needed to serve
Market Readiness: Customers ready to adopt
Addressable Switching: Can reach and convert
Formula:
SAM = TAM × Geographic % × Product Fit % × Market Readiness %
User: /market-opportunity
Claude: I'll help you create a comprehensive market opportunity analysis. Let me start by gathering some context.
What product or service are you analyzing?
→ "AI-powered email marketing for e-commerce companies"
Who are your target customers?
→ "E-commerce companies with $1M+ annual revenue in North America"
What's your pricing model?
→ "Subscription: $50-500/month based on email volume, average $300/month"
[Claude proceeds with analysis, gathering data, calculating TAM/SAM/SOM, and generating report]
Integration with Other Commands
This command pairs well with:
/financial-projections - Use SOM to build revenue model
/business-case - Include market sizing in business case
Notes
Market sizing typically takes 30-60 minutes for thorough analysis
Quality depends on data availability - explain limitations
Update annually as market evolves
Conservative estimates build credibility with investors
