How to use the Market sizing funnel template

Start a board from it
Use this template opens a new Freero board with the Market sizing funnel template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Market sizing funnel”.
Follow the instruction on the board
“Work from counts you can check (number of businesses, budgets) rather than percentages of big numbers. Write the source next to every figure.”
Fill in each part
- Everyone with the need Total potential buyers and spend.
- Who we can reach Limited by language, channels and product fit.
- Who we can win Realistic share against competitors and inertia.
- Year one What the sales plan can actually deliver.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Market sizing funnel board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Business case on a page
Make the case for an investment on one page: the problem, the proposal, costs, benefits, risks and what you ask for.
Competitive landscape map
Place competitors on the two dimensions customers care about most, to see where the market is crowded and where there’s room.
Investment appraisal
Compare options for a big spend on cost, return, payback and risk, so the decision is made on the same numbers for every option.
SWOT to actions
Turn a finished SWOT into moves: use strengths on opportunities, fix weaknesses that block them, and defend against threats.
Build, buy or partner
Compare building a capability yourself, buying it, or partnering for it, on cost, speed, control and risk.
Strategy diagnosis
Build a strategy from the problem up: what’s really going on, the approach we’ll take, the actions that follow, and what we stop.