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AI agent for chief strategy officers

Market Sizing Refresh Agent

Current, sourced market size estimates that hold up to scrutiny

ResearchManagementExecutives and strategy
See how it worksGet access
Market Sizing Refresh Agent: what goes in, what the agent does and what you get

What it does

Market size numbers in strategy decks are often years old, and nobody remembers how they were built. This agent keeps a model of each market from clear inputs: number of customers, adoption rate, price and growth. Each quarter it searches industry reports, government statistics and filings for newer data on each input. It updates inputs, records the source for each and recalculates. It compares a top-down estimate with a bottom-up one. If they differ by more than the set range, it finds the input causing the gap and checks other sources. A source with a different market definition is adjusted or left out. It drafts an update showing what changed and why. The leader approves before numbers enter plans.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Quarterly refresh 2 USES A TOOL Search for newer data on each model input 3 DOES Update inputs and record sources 4 USES A TOOL Recalculate top-down and bottom-up estimates 5 CHECKS THE RESULT Do the two estimates agree within the set range? If not: find the input causing the gap and look forother sources. Back to step 2. 6 DOES Draft update showing changes and reasons 7 YOU APPROVE Leader approves numbers for planning 8 RESULT Refreshed market model
Read the steps as a list
  1. Quarterly refresh
  2. Search for newer data on each model input
  3. Update inputs and record sources
  4. Recalculate top-down and bottom-up estimates
  5. Do the two estimates agree within the set range?If not: find the input causing the gap and look for other sources. Back to step 2.
  6. Draft update showing changes and reasons
  7. Leader approves numbers for planningThe agent waits here for your OK.
  8. Refreshed market model

How it decides

It accepts an estimate when top-down and bottom-up agree within the set range and every input has a recent source.

  • Each input needs a source under two years old
  • Different market definitions are adjusted or excluded
  • Agreement range is 20%

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Markets covered
  • Agreement range (default 20%)
  • Preferred sources
  • Refresh frequency

What keeps you in control

It always asks you first

  • Using updated numbers in plans

Hard limits

  • Never presents estimates without sources
  • Marks assumptions clearly

It stops when

  • Done: estimates approved
  • Stop: no reliable source for a key input; mark it as an assumption

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe bottom-up estimate for mid-size clinics came to 1.4 billion dollars and the top-down to 2.1 billion. The gap check failed against a 20% range. The agent traced it to a clinic count that included hospital outpatient units. A government count without them gave 1.6 billion, within range. The leader approved the update for the Q4 plan.

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