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Finance and data

Claude Market Research Prompt Pack

Claude prompts that run market research on your own question: scan the market, size the TAM, score vendors, brief the board. A Gartner, Forrester, IDC alternative for strategy and procurement teams.

Free — runs in your own ClaudeEasy setup · 4 steps10 ready-to-run prompts
Set it up free — takes 3 minutes ↓Or have us wire it in →
Step 1 · setup
Three minutes, three steps, nothing to install by hand

Claude sets it up for you. You just paste.

Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.

  1. 1

    Copy your setup instruction

    A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.

  2. 2

    Open Claude in a new tab

    Free account, no card, 30 seconds. This tab stays open so you can come back.

    Open claude.ai ↗
  3. 3

    Paste, send, and answer one question

    Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.

▸How should Claude talk to you? (optional)
▸Prefer the full prompt instead of the link? (optional)
I want to run market research in Claude instead of waiting six weeks on a Gartner seat. Walk me through it.

This is NOT a Terminal or coding install. The prompts run inside the Claude app. Treat me like a strategy lead, product lead, or founder who has never coded. The only optional technical bit is a free public-data source, with a no-install fallback.

What I am setting up: a private Claude Project that holds my question and any sources, so the vault on this page can scan the market, build the vendor wave, size the TAM, and draft the board brief, on my exact question, this week. A named human signs the brief before it informs a decision.

Walk me through ONE step at a time. Wait for me to confirm each.

1. Open `claude.ai`, sign in, pin Opus 4.8. For confidential strategy work use Team or Enterprise so it stays in my tenant.

2. Left sidebar → "Projects" → "Create Project". Name it for the question (for example "Vendor X Evaluation" or "Category Sizing").

3. Load what I have into Project Knowledge: prior reports, vendor decks, filings, my own notes. This is data source (A) in prompt 01. If I have nothing yet, that is fine, the desk pulls public signals (option B).

4. Optional, live signals and financials. For public financials, OpenBB (`github.com/OpenBB-finance/OpenBB`) is a free open-source data layer; for broad web/news gathering, an open-source deep-research agent like GPT-researcher (`github.com/assafelovic/gpt-researcher`) can pull signals; or I just paste links and let Claude read them. Skip if my Project sources are enough.

5. Set Custom Instructions: "You are a research desk supervised by a named human. Every claim cites a real source or is labeled an estimate with method. Never invent a market size, vendor capability, or quote. A human signs the brief before it informs a decision."

6. Run prompt 01 (the router): pick what I need (scan, wave, sizing, teardown) and frame the exact question. Then run 02 to 10: scan, vendor wave, sizing, signals, procurement score, teardown, tracker, board brief, source-tie audit.

7. Confirm the output bar: every claim sourced or labeled an estimate, prompt 10 blocks any unsupported claim before the brief ships.

## Rules for walking me through this

- One step at a time. Tell me exactly what to click or paste.
- Define jargon once: Project, Project Knowledge, Custom Instructions, vendor wave, TAM/SAM/SOM, `<review_gate>`, `{{TOKEN}}`.
- Never tell me to use a Terminal for the prompts. The vault runs from a browser.
- Anti-pattern call-outs: if my firm blocks claude.ai, use Claude Enterprise with SSO; if I have no sources, lean on the public-signal prompts (05) and label estimates clearly; do NOT tell me a step is "not possible", give me the paste fallback.
- A named human signs the brief. Claude researches and ties sources; a person decides.

First message: ask me "What do you need, a market scan, a vendor wave, a market size, or a competitor teardown? And what is the exact question and the decision deadline?" Then start step 1.

When prompts 01 to 03 run on my real question and the wave holds up, switch into "desk mode" and help me set up the recurring tracker so the category stays live.
Step 2 · run it on your data

Step 1 set it up. These 10 prompts do the work.

the vault

The 10 prompts

Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.

One .md file · all 10 prompts, numbered, in order · nothing left out.
Built on open source
GPT-researcher + OpenBB (open source) ↗

The code is public and free. The setup instruction above installs and wires it for you. You never need to open this link.

$30,000 a seat for an answer that arrives a quarter too late.

A Gartner, Forrester, or IDC seat costs $30K to $50K and answers a quarter too late. This is a market-research desk inside Claude on your own question — market scan, vendor wave, TAM both ways, procurement score, competitor teardown, and the board brief, every claim tied to a real source. The seat answers in six weeks; this answers this week.

Path A · free

You just did it

The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.

Back to the prompts ↑
Path B · done with you

We wire it into your business

We deliver a private research desk: the 10 prompts loaded into your Claude tenant, your evaluation criteria and board-brief format built in, the public-signal connection wired, a recurring category tracker set up, and a source-tie gate so no unsupported claim reaches the board — then handed over so you own it. You get the answer this week, on your exact question, sourced.

Book a build call →
data safety

Before you use live numbers

  • • Run last quarter's numbers first. Live data is not a test bed.
  • • Nothing here uploads to us. It runs in your own Claude account, on your own machine.
  • • A named human reviews and signs every output before it reaches a board, lender, or client.
  • • Wiring the open-source piece to real systems? Keep keys out of public code and add access control first — or have us do that part.
the fine print

Credit the original author

Prompt set authored by consultance.ai. Gartner, Forrester, and IDC are referenced as the incumbent being replaced, no affiliation implied. OpenBB and GPT-researcher are free open-source tools used under their own licenses. Your research stays in your own Claude tenant; we never see it. A named human signs every brief before it informs a decision.

Read this far? You want the answer this week, on your question, not a $30K seat's quarter-late report. Let us build the desk — sourced and yours.

Book a build callBack to the library

Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.

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Get the free kitBook a call

Forward this to whoever owns the workflow.

The person drowning in this every week is the one who'll actually want it.

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in one line

What is Claude Market Research Prompt Pack?

Claude Market Research Prompt Pack is a finance and data build in the consultance.ai AI Build Library. Claude prompts that run market research on your own question: scan the market, size the TAM, score vendors, brief the board. A Gartner, Forrester, IDC alternative for strategy and procurement teams. It fits Strategy leads, product managers, procurement, founders, and market-intelligence teams who pay $30K to $50K a seat for Gartner, Forrester, or IDC and want the answer this week, on their own question. Setup difficulty is Easy, with 4 plain-English steps.

What does Claude Market Research Prompt Pack do?

Claude prompts that run market research on your own question: scan the market, size the TAM, score vendors, brief the board. A Gartner, Forrester, IDC alternative for strategy and procurement teams.

Who is Claude Market Research Prompt Pack for?

It fits Strategy leads, product managers, procurement, founders, and market-intelligence teams who pay $30K to $50K a seat for Gartner, Forrester, or IDC and want the answer this week, on their own question.

How hard is Claude Market Research Prompt Pack to set up?

Easy to set up — one guided setup instruction covering 4 plain-English steps, plus 10 ready-to-run prompts on the resource page.

How would consultance.ai build this out?

We would deliver a private research desk: the 10 prompts loaded into your Claude tenant, your evaluation criteria and board-brief format built in, the public-signal connection wired, a recurring category tracker set up, and a source-tie gate so no unsupported claim reaches the board. Done with you, then handed over so you own it.

What are the licensing terms?

Prompt set authored by consultance.ai. Gartner, Forrester, and IDC are referenced as the incumbent being replaced, no affiliation implied. OpenBB and GPT-researcher are free open-source tools used under their own licenses. Your research stays in your own Claude tenant; we never see it. A named human signs every brief before it informs a decision.

Want this built into your workflow?

Claude Market Research Prompt Pack is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.

This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.

Book your free AI audit