1. Describe the task
In Cowork, Claude runs market sizing end-to-end: research, analysis, and formatted deliverables. Feed it existing research or company data as a starting point, or let it work from scratch.
Describe the market you're sizing and specify your outputs: a presentation, an Excel workbook, a source document with citations. Claude handles the methodology and saves finished files to your computer.
I need a market sizing analysis for the enterprise project management software space in North America.
Include TAM/SAM/SOM calculations with your methodology, key market drivers and growth projections, competitive landscape overview, and investment implications.
Output as:
- Executive PowerPoint (10-12 slides)
- Excel workbook with detailed calculations
- Markdown source document with all citations
Source all claims.
2. Give Claude context
Cowork(opens in new tab) is a workspace in Claude, available in the Claude Desktop(opens in new tab) app and — with remote sessions (in beta) — on web and mobile. Run locally, Claude works directly with your local files and saves deliverables to your computer. The more context you provide, the more targeted the analysis.
What to expect: After your initial prompt in Cowork, Claude may ask you questions, like market focus, geographic scope, time horizon, and existing assumptions. It then builds a plan you can review in the sidebar. This helps it produce more targeted, finished analysis with less back-and-forth.
Required context
To get started:
- Download Claude Desktop(opens in new tab) and start a Cowork session
- Select Work in a folder in the chat bar to give Cowork access to your existing research, company data, or templates
- You can also use the + button to add individual files
3. What Claude creates
Claude researches the market, applies the TAM/SAM/SOM framework, and generates three coordinated deliverables.
I'll research the North American enterprise project management software market.
Done. I've created three files:
1. Enterprise_PM_Market_Sizing.pptx
- TAM: $12.4B (2024), growing 11.2% annually
- SAM: $4.8B (enterprise segment)
- SOM: $720M
2. PM_Market_Calculations.xlsx
- All calculations with methodology
3. Market_Sizing_Sources.md
- All data points cited
4. Follow up prompts
Continue the conversation with Claude to refine, expand, or explore further.
Drill into a specific segment
Go deeper on the most attractive market. Focus research on a particular vertical, company size, or geographic sub-market.
"Drill into the mid-market segment (100-500 employees). What's the specific opportunity there and who's winning that space?"
Build a sensitivity model
Make the calculations interactive. Create an Excel model where you can adjust key assumptions and see how the market size changes.
"Turn the Excel into a sensitivity model. Let me adjust the growth rate, market penetration, and competitive capture assumptions to see different scenarios."
Generate competitor profiles
Research the competitive landscape in detail. Pull together profiles on the key players with recent moves, positioning, and market share estimates.
"Create detailed competitor profiles for the top 5 players. Include recent product launches, funding, reported revenue if available, and positioning."
5. Tricks, tips, and troubleshooting
Start another task while this one runs
Cowork handles the full research and formatting loop. Open a new session from the sidebar for other work. You'll see a grey dot in the sidebar when it needs attention.
Review the plan before it runs
Cowork builds a research plan visible in the sidebar. Check that it's covering the right segments, geographies, and frameworks before it starts pulling data.
Triangulate estimates
Cross-check bottom-up calculations against analyst reports. Claude surfaces data; you decide what it means.
6. Ready to try for yourself?
Give Cowork a market sizing question. Come back to a deck, a model, and sourced documentation ready to present.