Market Research

Market Research

Consulting-grade market research reports with professional formatting and strategic analysis frameworks.

Install

git clone https://github.com/thatrebeccarae/claude-marketing.git && cp -r claude-marketing/skills/market-research ~/.claude/skills/

Core Capabilities

• Porter's Five Forces — competitive intensity analysis
• PESTLE Analysis — macro-environmental scanning
• SWOT Analysis — strengths, weaknesses, opportunities, threats
• TAM/SAM/SOM — market sizing
• BCG Matrix — portfolio positioning
• Value Chain Analysis — margin and efficiency mapping
• Competitive Positioning Maps — quadrant-based competitor mapping

Report Structure

Workflow

Phase 1: Research

• Define market boundaries and scope
• Deep web research for market data, reports, earnings calls
• Collect data points: market size, growth rates, player revenue, funding
• Identify 5-10 key competitors with detailed profiles
• Gather regulatory and macroeconomic data

Phase 2: Analysis

• Apply each framework to the collected data
• Cross-reference findings across frameworks
• Identify convergent themes and contradictions
• Build scenario models (base, optimistic, pessimistic)
• Score opportunities by attractiveness and feasibility

Phase 3: Visual Generation

• Market growth charts and TAM/SAM/SOM diagrams
• Competitive positioning maps (2x2 quadrants)
• Porter's Five Forces radar chart
• Risk heatmaps
• Industry ecosystem maps

Phase 4: Writing

• Structured prose in consulting style (not bullets)
• Every claim backed by data with source citation
• Key insight callout boxes throughout
• Executive summary written last (distilled from findings)

Phase 5: Compilation

• LaTeX formatting with custom style package
• Table of contents, bibliography, appendices
• PDF generation via LaTeX compiler

Output Format

Professional LaTeX with custom environments:

• Key Insight boxes — highlighted findings
• Market Data callouts — statistics with source
• Risk boxes — threats with severity rating
• Recommendation boxes — prioritized actions
• SWOT boxes — four-quadrant analysis
• Porter's Five Forces boxes — force-by-force assessment
• Pull quotes — notable expert opinions
• Stat boxes — large-format key numbers

Quality Standards

1. Every claim needs a source. No unsourced statistics. 2. Recency matters. Prefer data from the last 2 years. 3. Triangulate. Cross-reference market sizes across 3+ sources. 4. Acknowledge uncertainty. Use ranges, not false precision. 5. Actionable recommendations. Each recommendation has: what, why, how, expected impact. 6. No filler. Every paragraph must add information or insight.

For analysis templates, LaTeX formatting, and data patterns, see REFERENCE.md.

Market Research — Examples

Example 1: Full Market Research Report

Prompt:

Generate a comprehensive market research report on the customer data platform (CDP) market. Include market sizing, competitive landscape, technology trends, and strategic recommendations.

Expected output: A 50+ page LaTeX-formatted report covering all 11 chapters:

• Executive summary with market size ($4.2B in 2024, projected $12.8B by 2029, 25% CAGR)
• Market definition and segmentation (enterprise vs. mid-market, B2B vs. B2C)
• TAM/SAM/SOM sizing with methodology
• Porter's Five Forces (high rivalry, moderate barriers, low substitution threat)
• Competitive landscape with 10 player profiles and positioning map
• Customer analysis by segment with adoption drivers
• Technology trends (AI/ML integration, real-time processing, composable architecture)
• PESTLE analysis (data privacy regulation as dominant factor)
• SWOT synthesis with scenario analysis
• Prioritized recommendations with implementation roadmap

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Example 2: Competitive Landscape Deep Dive

Prompt:

Analyze the competitive landscape of the e-commerce email marketing space. Focus on Klaviyo, Mailchimp, Omnisend, Drip, and ActiveCampaign. I need positioning maps, feature comparisons, and pricing analysis.

Expected output:

• 2x2 positioning map (Price vs. E-commerce Depth)
• Feature comparison matrix (automation, segmentation, analytics, integrations, SMS)
• Pricing analysis table with per-contact costs at different scales
• Market share estimates with sources
• Recent strategic moves (acquisitions, product launches, funding)
• Winner/loser analysis by customer segment
• Strategic implications and recommendations

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Example 3: Market Sizing Exercise

Prompt:

Size the market for AI-powered marketing analytics tools in North America. I need TAM, SAM, and SOM with methodology and assumptions.

Expected output:

• TAM calculation: total marketing analytics software market in North America
• Bottom-up: [number of companies] x [average spend on analytics tools]
• Top-down: [total marketing tech spend] x [analytics share %]
• Cross-reference with 2-3 published market reports
• SAM: AI-specific subset, filtered by company size and industry
• SOM: realistic 3-year capture assumption
• Sensitivity analysis with optimistic/pessimistic scenarios
• Key assumptions documented with confidence levels
• Growth driver analysis (what accelerates or decelerates adoption)

Market Research — Reference

Analysis Framework Templates

TAM/SAM/SOM

Total Addressable Market (TAM):
- Definition: [Total global market for the product/service category]
- Calculation: [Number of potential customers] x [Average revenue per customer]
- Value: $[X]B
- Source: [Report name, year]

Serviceable Addressable Market (SAM):
- Definition: [Portion of TAM targetable with current product/channel/geography]
- Constraints: [Geography, segment, channel limitations]
- Calculation: TAM x [% addressable]
- Value: $[X]B

Serviceable Obtainable Market (SOM):
- Definition: [Realistic capture within 3-5 years]
- Assumptions: [Market share trajectory, competitive dynamics]
- Calculation: SAM x [Realistic market share %]
- Value: $[X]M

Porter's Five Forces

Force 1: Threat of New Entrants [HIGH/MEDIUM/LOW]
- Barriers to entry: [Capital requirements, technology, regulation, brand]
- Recent entrants: [Names, funding, traction]
- Rating justification: [2-3 sentences]

Force 2: Bargaining Power of Suppliers [HIGH/MEDIUM/LOW]
- Supplier concentration: [Few vs. many]
- Switching costs: [High vs. low]
- Rating justification: [2-3 sentences]

Force 3: Bargaining Power of Buyers [HIGH/MEDIUM/LOW]
- Buyer concentration: [Few large vs. many small]
- Price sensitivity: [High vs. low]
- Switching costs: [High vs. low]
- Rating justification: [2-3 sentences]

Force 4: Threat of Substitutes [HIGH/MEDIUM/LOW]
- Available substitutes: [List]
- Switching costs: [High vs. low]
- Performance/price ratio: [Better/worse/comparable]
- Rating justification: [2-3 sentences]

Force 5: Competitive Rivalry [HIGH/MEDIUM/LOW]
- Number of competitors: [Count]
- Market growth rate: [Growing = less rivalry]
- Differentiation: [High = less rivalry]
- Exit barriers: [High = more rivalry]
- Rating justification: [2-3 sentences]

Overall Industry Attractiveness: [Score 1-5]

PESTLE Analysis

Political:
- Government stability: [Impact]
- Trade policies: [Impact]
- Tax policy: [Impact]
- Key risk: [Specific risk]

Economic:
- GDP growth: [Rate, trend]
- Inflation: [Rate, impact on pricing]
- Interest rates: [Impact on investment/spending]
- Key risk: [Specific risk]

Social:
- Demographics: [Relevant trends]
- Consumer behavior: [Shifts]
- Cultural trends: [Impact]
- Key opportunity: [Specific opportunity]

Technological:
- Emerging tech: [List with adoption stage]
- R&D activity: [Investment trends]
- Automation/AI: [Impact on industry]
- Key opportunity: [Specific opportunity]

Legal:
- Regulatory environment: [Current + upcoming]
- Data privacy: [GDPR, CCPA, etc.]
- Industry-specific: [Relevant regulations]
- Key risk: [Specific risk]

Environmental:
- Sustainability: [Consumer/regulatory pressure]
- Carbon: [Industry footprint, trends]
- Supply chain: [Climate/resource risks]
- Key risk: [Specific risk]

SWOT Analysis

STRENGTHS (Internal, Positive)         | WEAKNESSES (Internal, Negative)
- [Strength 1]                         | - [Weakness 1]
- [Strength 2]                         | - [Weakness 2]
- [Strength 3]                         | - [Weakness 3]
                                       |
OPPORTUNITIES (External, Positive)     | THREATS (External, Negative)
- [Opportunity 1]                      | - [Threat 1]
- [Opportunity 2]                      | - [Threat 2]
- [Opportunity 3]                      | - [Threat 3]

Strategic Implications:
- SO Strategies (use strengths to capture opportunities): [List]
- WO Strategies (address weaknesses to capture opportunities): [List]
- ST Strategies (use strengths to mitigate threats): [List]
- WT Strategies (minimize weaknesses and avoid threats): [List]

Competitive Positioning Map

Axes:
- X-axis: [Dimension 1, e.g., Price (Low → High)]
- Y-axis: [Dimension 2, e.g., Feature Breadth (Narrow → Broad)]

Quadrants:
- Top-Right: [Label, e.g., "Enterprise Leaders"]
- Top-Left: [Label, e.g., "Feature-Rich Challengers"]
- Bottom-Right: [Label, e.g., "Premium Niche"]
- Bottom-Left: [Label, e.g., "Budget Players"]

Players:
| Company | X Position | Y Position | Quadrant | Notes |
|---------|-----------|-----------|----------|-------|
| [Name]  | [1-10]    | [1-10]    | [Label]  | [Key differentiator] |

CAGR Calculation

CAGR = (End Value / Start Value)^(1 / Number of Years) - 1

Example:
- Market 2022: $4.2B
- Market 2027 (projected): $8.1B
- Period: 5 years
- CAGR = (8.1 / 4.2)^(1/5) - 1 = 14.0%

LaTeX Custom Environments

% Key Insight
\begin{keyinsight}
The global [market] is projected to reach \$X.XB by 2028, growing at a CAGR of X.X\%.
\end{keyinsight}

% Market Data
\begin{marketdata}{Source: Report Name, 2025}
Current market size: \$X.XB (2024)
Projected size: \$X.XB (2028)
CAGR: X.X\%
\end{marketdata}

% Risk Box
\begin{riskbox}{High}
Regulatory changes in [region] could reduce addressable market by X\%.
\end{riskbox}

% Recommendation
\begin{recommendation}{Priority: High}
\textbf{Action:} [What to do]\\
\textbf{Rationale:} [Why]\\
\textbf{Expected Impact:} [Quantified outcome]\\
\textbf{Timeline:} [When]
\end{recommendation}

% SWOT
\begin{swotbox}
\swotquadrant{Strengths}{Item 1 \\ Item 2 \\ Item 3}
\swotquadrant{Weaknesses}{Item 1 \\ Item 2}
\swotquadrant{Opportunities}{Item 1 \\ Item 2 \\ Item 3}
\swotquadrant{Threats}{Item 1 \\ Item 2}
\end{swotbox}

% Pull Quote
\pullquote{The market is at an inflection point.}{CEO Name, Company, 2025}

% Stat Box
\statbox{\$4.2B}{Global market size (2024)}

Data Collection Checklist

• [ ] Market size (current year, at least 2 sources)
• [ ] Market size projections (3-5 year forecast)
• [ ] Growth rate (CAGR, historical + projected)
• [ ] Top 10 players by revenue/market share
• [ ] Recent M&A activity (last 2 years)
• [ ] Funding rounds (last 2 years, top companies)
• [ ] Regulatory developments (current + pending)
• [ ] Technology trends (emerging, adopted, declining)
• [ ] Customer segments (size, growth, behavior)
• [ ] Pricing trends (average, range, model shifts)
• [ ] Geographic breakdown (by region or country)
• [ ] Industry expert quotes (earnings calls, interviews, reports)