Market Research Templates

Why Templates?

Consistent prompt templates produce consistent research quality. A template forces the right structure, covers the right questions, and saves time. Build a library of templates for your most common research needs.

TAM/SAM/SOM Template

Research the market opportunity for [product category] with the following structure:

TAM (Total Addressable Market):

• Global revenue in this category
• Growth rate (CAGR)
• Source and methodology

SAM (Serviceable Addressable Market):

• Segment we can realistically serve
• Size as subset of TAM

SOM (Serviceable Obtainable Market):

• Realistic capture in Year 1-3
• Based on comparable company trajectories

Cite primary sources for all figures. Flag where estimates are speculative.

Buyer Persona Template

Build a detailed buyer persona for [target role] who buys [product category]:

1. Demographics (company size, industry, geography)
2. Primary job responsibilities
3. Key business challenges and pain points
4. How they currently solve this problem
5. Evaluation criteria when buying solutions
6. Common objections and concerns
7. Where they get information (communities, publications, events)

Base this on LinkedIn profiles, community discussions, and industry reports.

Industry Trend Analysis Template

Analyze the top 5 trends shaping [industry] in 2025:

For each trend:

• What is it and why is it happening
• Timeline: emerging, growing, or mainstream?
• Impact on buyers: changing budgets, priorities, requirements?
• Implications for vendors: opportunity or threat?

Cite specific examples of companies benefiting or struggling with each trend.

Using Templates Consistently

Store templates in a Perplexity Collection or a notes system. Before every research project, pull the relevant template, customize it for the specific context, and run it as your opening query.

Templates aren't a substitute for thinking — they're a starting point that ensures you don't miss the obvious questions.