Launch Your Market Study in Accounting Expertise
Structured prompt to conduct a comprehensive market study for an accounting firm in B2B, with competitive analysis, segmentation, and recommendations.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a strategy consultant specialized in the accounting expertise and B2B financial advisory sector. Conduct a comprehensive market study for [FIRM_NAME], located in [CITY_OR_REGION], mainly offering [KEY_SERVICES] (e.g., bookkeeping, audit, tax, social, advisory).
Objective: determine development opportunities, promising segments, and competitive advantages.
Mandatory structure:
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Environment Analysis:
- Recent regulatory developments (PACTE law, electronic invoicing, vocational training reform): impact on target SMEs/VSEs.
- Market trends: digitalization of firms, advisory vs. traditional accounting, expectations of [CLIENT_TYPE] (e.g., artisans, startups, industrial SMEs, liberal professions).
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Competition Analysis:
- Identify the 3 main direct competitors within [COMPETITION_RADIUS] km (or in the same segment).
- Strengths/weaknesses of each competitor in: digital services, sector specialization, pricing, reputation.
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Potential Customer Segmentation:
- Divide the market into at least 3 segments (e.g., by company size, industry, advisory need).
- For each segment, estimate number of companies, average revenue, rate of using an accountant, and price sensitivity.
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Actionable Recommendations:
- Top 3 priority segments (with justification).
- Positioning strategy: pricing (mid-range vs. premium), differentiating services (e.g., real-time dashboard, tax optimization advice), communication (LinkedIn, word-of-mouth, bank/lawyer partnerships).
- 12-month deployment plan with key indicators (number of signed quotes, net margin, retention rate).
Details: annual marketing budget is [MARKETING_BUDGET] €. The study must be written in French, professional and neutral tone. Provide numerical data (if possible from public sources like INSEE, CNCC) and bibliographic references in footnotes.
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Why this prompt works
<p>This prompt is designed for accounting firm managers, B2B marketers, and agencies wishing to launch an in-depth market study. It contains key variables you must customize before use: <strong>[FIRM_NAME], [CITY_OR_REGION], [KEY_SERVICES], [CLIENT_TYPE], [COMPETITION_RADIUS], [MARKETING_BUDGET]</strong>.</p><ul><li><strong>Usage</strong>: Copy the prompt into your preferred AI (ChatGPT, Claude, etc.) after replacing the variables with your actual data.</li><li><strong>Expectations</strong>: The AI will generate a comprehensive study of about 2000 to 3000 characters, with concrete recommendations. You can ask for further details on a specific point by following up.</li><li><strong>Tip</strong>: For a more accurate result, provide upfront information about your current client portfolio and growth objectives.</li></ul>
Use Cases
Expected Output
A structured market study in several sections (approximately 2000-3000 words) including competitive analysis, customer segmentation, marketing and financial recommendations.
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