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Modules/AI for Strategy Frameworks/Market Sizing with AI
Lesson 3 of 3AI for Strategy Frameworks0 of 3 complete (0%)

Market Sizing with AI

20 min

What you will learn

  • Use AI to conduct bottom-up and top-down market sizing using the consulting-standard TAM/SAM/SOM framework
  • Apply the Market Sizing Triangulation Method to validate estimates from multiple angles
  • Build AI prompts that decompose market sizing into verifiable assumption chains
  • Generate client-ready market sizing exhibits with sensitivity analysis and assumption documentation

Market Sizing with AI

Why Market Sizing Matters

Market sizing is a core consulting skill that answers "How big is the prize?" It informs investment decisions, market entry strategy, product launches, and M&A valuations. The goal is not a precise number — it is a credible, defensible estimate with clearly documented assumptions.

The TAM/SAM/SOM Framework

PROMPT TEMPLATE: TAM/SAM/SOM Market Sizing

I need to size the market for [product/service] in
[geography] for [time period].

PRODUCT/SERVICE: [what it is, who buys it, why they buy it]

APPROACH 1: TOP-DOWN SIZING

Start with the broadest relevant market and narrow down:

TAM (Total Addressable Market):
- What is the total global/national market for this category?
- Source this from industry reports, government data, or
  public company filings
- Show the logic: [total population or businesses] x
  [% relevant] x [average spend]

SAM (Serviceable Addressable Market):
- What portion of the TAM can this company realistically
  reach?
- Narrow by: geography, customer segment, price tier,
  channel, technology compatibility
- Show the logic: TAM x [% reachable based on constraints]

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What you'll learn:

  • Use AI to conduct bottom-up and top-down market sizing using the consulting-standard TAM/SAM/SOM framework
  • Apply the Market Sizing Triangulation Method to validate estimates from multiple angles
  • Build AI prompts that decompose market sizing into verifiable assumption chains