Size a market

What it does

Says how many buyers or accounts of a given shape exist and how much money sits with them. It picks the counting method and says why, sets the price and frequency assumptions with the source of each one, runs the count through each method, and explains where the methods disagree.

Where it happens

The agent does this in seven activities across three reference processes. Each one names the activity as that process words it.

• Choose the Sizing Method
  • ref/mkt/size-market-opportunity, activity 3 - Size Market Opportunity
• Compute the Size Each Way
  • ref/mkt/size-market-opportunity, activity 7 - Size Market Opportunity
• Count the Buyers
  • ref/mkt/size-market-opportunity, activity 5 - Size Market Opportunity
• Reconcile the Methods
  • ref/mkt/size-market-opportunity, activity 8 - Size Market Opportunity
• Set the Rate Assumptions
  • ref/mkt/size-market-opportunity, activity 6 - Size Market Opportunity
• Size Each Candidate Market
  • ref/mkt/ideal-customer-profile, activity 10 - Define Ideal Customer Profile
• Size Each Segment
  • ref/mkt/segment-the-market, activity 9 - Segment the Market

What to record

Every model at a version, saying which data it was fit on, over what period, and which records it left out and why. Every prediction with the model version that produced it and the inputs it was computed from, so somebody can run it again and see whether the answer still holds. Every assumption written beside the number it drives, naming where the assumption came from and how far the number moves when the assumption moves. A back-test result whenever the agent says a profile would have picked the right customers, showing what the profile would have selected and what actually happened to those accounts. A list of every rate it could not source, marked unsourced, carried into the report.

That contract covers every activity this abstract agent takes on, and it is repeated in com.agentcatalog.agent/RECORDS.md. What the abstract agent does not do is in com.agentcatalog.agent/NOT.md.