Researching Market (Phase 1B)

Target: $ARGUMENTS

Phase 1B of the GTM pipeline. Depends on Phase 0 and Phase 1A. Integrates technical capability and competitive intelligence into strategic market sizing and buyer analysis.

Mode Awareness

Read config/mode.md before starting:

• concise — Top-down TAM estimate, one primary persona, bullet entry signals
• detailed — Bottom-up + top-down sizing, 2-3 personas with full profiles, trend projections
• conservative — Use published analyst figures, conservative growth rates
• ambitious — Build bottom-up case for expansive TAM, highlight adjacencies

Inputs

• results/phase-0/capability-profile.md — Source project capabilities
• results/phase-1a/competitor-map.md — Competitive landscape
• config/targets.md — Target market segments
• config/comments_research.md — Research scope constraints
• config/mode.md — Style and approach settings

Workflow

1. Read Phase 0 and Phase 1A outputs — Synthesize capability and competitive signals
2. Define addressable market — Scope TAM, SAM, SOM with methodology
3. Size the market — Use cited sources; state assumptions explicitly
4. Build buyer personas — Role, pain points, budget authority, buying triggers
5. Assess entry signals — What evidence suggests this is the right moment to enter?
6. Identify risks — Market timing, regulatory, adoption barriers
7. Validate against criteria — Check config/validation_criteria.md Phase 1B gates

Output

Write to results/phase-1b/:

market-analysis.md

# Market Analysis

## Market Sizing

### TAM (Total Addressable Market)
- Estimate: $[X]B
- Methodology: [top-down / bottom-up]
- Source: [URL, year]

### SAM (Serviceable Addressable Market)
- Estimate: $[X]B
- Scope: [geography, segment, use case]

### SOM (Serviceable Obtainable Market — Year 1-3)
- Estimate: $[X]M
- Assumptions: [list]

## Growth Rate
- [X]% CAGR through [year] — Source: [URL]

## Buyer Personas

### Persona: [Name/Role]
- Title: [job title]
- Pain: [primary pain point]
- Budget authority: [Yes/No/Influence]
- Buying trigger: [what prompts purchase decision]

## Market Entry Signals
- [Signal] — Strength: [High/Medium/Low]

## Risks
- [Risk] — Likelihood: [H/M/L] — Mitigation: [approach]

Rules

• Explicitly state all sizing assumptions — no unexplained numbers
• Every market size figure must have a source and year
• Personas must be grounded in target segments from config/targets.md
• Integrate Phase 0 capability signals into entry signal rationale