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TAM-SAM-SOM Quote Pack

$150 - This assessment is required to receive quotes for the TAM, SAM, and SOM Market Opportunity Analyses. It is a quoting service only—not the analyses themselves.

Each analysis features two independent quotes from vetted professionals, offering you a clear and unbiased perspective on current market conditions. It also includes personalized consultations to help you make informed decisions.

For questions we can be reached at https://www.scaleadvisorysource.com/get-in-contact

Full Name

Company

Email

Industry

What exactly are you selling?

Is this an existing product or a new concept? (“Existing with 150 customers” or “Pre-launch idea”)

How clearly defined is your target customer today? ( example: SMEs with 10-50 employees or still exploring segments)

Do you have internal data available? If so, how structured is it? (e.g CRM data, conversion funnel, CAC- clean and exportable etc. vs limited or unstructured)

Market Definition (TAM Scope)

What customer segments should be included in your TAM? (e.g., SMEs, startups, Accounting Firms)

Which geographies should be included? e.g., U.S only, or Puerto Rica and U.S)

Do you already have market size data or reports? ( Specify sources such as government stats or Statista.)

What level of precision is required for TAM? (e.g., high level direction estimate vs investor grade with citations and assumptions)

Preferred methodology to use for analysis'

Preferred methodology to use for analysis'
A
B
C

How should TAM be expressed? (e.g., revenue, # of customers or both)

Serviceable Market (SAM)

Which subset of customer can you realistically serve today? (e.g., English speaking SMEs using cloud tools)

What constraints should be factored in? (e.g., compliance, logistics etc.)

What channels will you use to reach customers? (e.g., paid ads, partnerships, outbound sales)

Should SAM reflect current capabilities only or future expansion?

Are there customer segments that should be explicitly excluded? (e.g., exclude enterprises >500 employees.)

Obtainable Market (SOM)

Do you have an existing sales funnel or conversion data? (5 Percent Conversion Rate/ 200 leads per month)

What timeframe should SOM Projections cover? (e.g., 6 months, 2 years)

What level of modeling is required? (simple % capture, detailed funnel + cohort growth model)

What are your operational constraints? (Sales team of 2 / no more than 30 onboardings a month)

Should projections include multiple scenarios? (

Should projections include multiple scenarios?

Should projections include multiple scenarios?
A
B
C

Should market assumptions be included? (e.g., assume 8 percent CAGR for the industry)

Can you share who your main competitors are?

Do you have benchmarks for pricing, market share, or positioning? (e.g., Competitors charge between 15-30 per month per user)

Should competitor analysis be included in the model?
(e.g., “Yes—estimate market share distribution”)

How available is reliable market data for your industry?
(e.g., “Widely available public data” vs “Limited data, requires proxies/estimates”)

Are there niche, emerging, or hard-to-measure segments involved?
(e.g., “Yes – new AI category with little published data”)

Do you require primary research (interviews, surveys), or only secondary research? (e.g., “Secondary only” vs “Include 10 customer interviews”)

What industry are you in? (e.g., “Fintech, healthcare, e-commerce, SaaS”)

How many stakeholders will review and provide input?
(e.g., “1 founder” vs “Team of 6 across departments”)

Who is the final decision maker? (e.g., “CEO” or “Investment committee”)

How many revision rounds do you expect? (e.g., “1–2 rounds” vs “Multiple iterations until finalized”)

How stable is the project scope? (e.g., “Scope is fixed” vs “May expand segments/geographies during project”)

What format(s) do you need? (e.g., “Slides,” “Report,” “Excel model,” “All 3”)

How detailed should the output be? (e.g., “5-slide summary” vs “30-page investor-grade report”)

Do you require cited sources and references? (e.g., “Yes, fully cited” vs “No, directional is fine”)

How will this analysis be used? (e.g., “Internal planning” vs “Investor fundraising”)

What is the impact if the analysis is inaccurate? (e.g., “Low impact” vs “Critical for funding decisions”)

What does “success” look like for this project? (e.g., “Clear market sizing for strategy” vs “Defensible numbers for investor pitch”)

What is your required delivery timeline?

Are there fixed deadlines? (e.g., “Investor pitch on June 15”)

Do you have a budget range for this project?
(e.g., “$1,000–$2,000”)

Please select a time to connect with us so we can walk you through our services and align you with the appropriate support for your market opportunity objectives.