The Market Compass: Using TAM, SAM, and SOM to Navigate Your Personal Brand

Most creators wander from trend to trend. The Market Compass reframes TAM, SAM, and SOM as your North Star, visible horizon, and beachhead, so “who am I for?” becomes a concrete map and every action traces back to a chosen mission, not algorithm roulette.

Most creators approach audience definition backwards. They ask "who might be interested in what I do?" and get a vague, unhelpful answer. Anyone could be interested. Everyone with a pulse and an internet connection is theoretically reachable. This vastness creates paralysis rather than clarity—and so they default to chasing whatever trend the algorithm currently rewards.

The traditional business world has a framework for this problem: TAM, SAM, and SOM. Total Addressable Market, Serviceable Available Market, Serviceable Obtainable Market. But in most contexts, these terms live on spreadsheets—abstract numbers for investor decks that never translate into daily decisions.

For personal brands, we need something different. We need what we might call a Market Compass: a framework that transforms "who am I for?" from vague aspiration into a concrete map1. TAM becomes your North Star—the fundamental problem that orients your entire mission. SAM becomes your visible horizon—the slice of that universe you can actually reach with current resources. SOM becomes your safe harbor—the beachhead where you'll cultivate your first true fans.

This reframe matters because it provides traceability. Every piece of content, every offer, every daily decision can be traced from your immediate target (SOM), through your current reach (SAM), back to your ultimate purpose (TAM). Nothing is random. Nothing is reactive. Every action is a deliberate step toward a mountain peak you've chosen to climb.

The alternative is what Lewis Carroll captured through Alice at the fork in the road: if you don't know where you're going, any path will take you there2. Without a compass, you're not building—you're wandering.

TAM: Your North Star

The Total Addressable Market represents the full universe of people who share the core problem your brand exists to solve. In traditional market sizing, TAM is the big number—the theoretical ceiling if you captured everyone. For a personal brand, it serves a different function: it's your North Star, the permanent direction that orients everything else.

Your TAM isn't really about how many people you could theoretically reach. It's about which fundamental problem you've chosen to dedicate your work to solving. This choice determines the narrative you're participating in—the story arc that gives meaning to your daily efforts.

TAM Problem Definition

The first compass question: What fundamental problem defines your Total Addressable Market?

A well-defined TAM problem has specific characteristics:

  • It's fundamental, not surface-level: Not "people need better marketing" but "people struggle to communicate their authentic value to the world." Not "businesses need more leads" but "businesses fail because they can't connect with people who genuinely need them."
  • It's human, not technical: The deepest TAM problems address psychological realities—anxiety, uncertainty, unfulfilled potential, disconnection. Technical problems are surface manifestations of human problems underneath.
  • It's larger than yourself: A TAM problem worth orienting your brand toward should feel like a mission, not just a market. It should be something you'd want solved even if you weren't the one solving it3.

Rory Sutherland offers a useful reframe: often the real problem isn't the obvious one4. The problem with waiting isn't the wait itself—it's the uncertainty and anxiety of not knowing how long you'll wait. The problem with job searching isn't finding openings—it's the identity crisis of not knowing your value. Your TAM problem should address what people actually feel, not just what they overtly complain about.

This connects to what some call the "unvoiced need"—problems consumers experience but don't know how to articulate. The best TAM definitions give language to something people feel but haven't found words for. When they encounter your brand, they experience recognition: "Yes, that's exactly what I've been struggling with."

TAM Size

The second compass question: How many people share this problem?

In the digital age, the answer for fundamental human problems is often "billions." The internet has democratized both consumption and creation—if you're genuinely excellent at something, you can theoretically reach anyone on the planet with an internet connection5.

But TAM size serves a psychological function beyond market estimation. It answers the question: Is this problem significant enough to dedicate years of my life to?

A TAM that's too small creates ceiling anxiety—you'll hit limits quickly and need to pivot. A TAM that's genuinely massive provides what we might call narrative significance: the sense that your work matters beyond your immediate transactions. You're not just selling services; you're participating in solving something that affects millions of people.

The danger with large TAMs is what behavioral economists call "monotheorism"—assuming everyone with the problem is the same4. A TAM of "everyone who wants to be healthier" contains elite athletes, chronic disease patients, casual gym-goers, and people who've never exercised. They share a category but not a context. The TAM provides direction; the SAM and SOM provide specificity.

TAM Narrative Implications

The third compass question: How does your TAM scale affect how you communicate?

This is where TAM becomes strategic rather than just directional. The size and nature of your problem shapes your storytelling approach:

  • Universal problems require universal narratives: If your TAM addresses something nearly everyone experiences (uncertainty, unfulfilled potential, disconnection), your communication must resonate across diverse contexts. This typically means leading with emotion and aspiration rather than technical specifics.
  • Niche problems allow specialized language: If your TAM is more focused (creators struggling with monetization, executives navigating career transitions), you can use insider vocabulary and assume shared context.
  • Scale affects ambition signaling: A massive TAM justifies bold vision statements and long-term mission framing. A smaller TAM might emphasize depth and mastery over breadth and revolution.

The key insight: your TAM determines the narrative container for all your content. Every piece you create exists within that larger story. If your TAM is "helping people escape the trap of trading time for money," then every post, video, and offer should connect—however indirectly—to that theme.

SAM: Your Visible Horizon

The Serviceable Available Market narrows from "everyone with this problem" to "the slice I can actually reach with current resources." If TAM is the mountain peak on the distant horizon, SAM is the visible shoreline—the concrete terrain you can navigate toward given what you have today1.

SAM answers a practical question: Given my current platforms, skills, network, and resources, which subset of my TAM can I realistically serve?

SAM Definition

The first SAM question: What slice of your TAM is reachable with current resources?

SAM constraints typically include:

  • Platform reach: Which channels do you have access to, and what's their audience composition?
  • Format capabilities: Can you produce video, audio, long-form writing, live events? Your format strengths determine which audiences you can effectively serve.
  • Language and cultural access: Can you communicate authentically with specific communities, industries, or demographics?
  • Time and bandwidth: How much capacity do you actually have to create, engage, and deliver?

The goal isn't to artificially limit yourself—it's to get honest about where your message can realistically resonate right now. SAM expands as you grow, but at any given moment, it's a finite horizon.

A useful SAM definition identifies specific characteristics: demographics, psychographics, platforms, and contexts. Not "entrepreneurs" but "early-stage founders in B2B SaaS who are active on LinkedIn and have 0-50 employees." Not "people interested in personal development" but "knowledge workers in their 30s-40s who consume long-form podcasts and are questioning their career trajectory."

SAM Platforms

The second SAM question: Where does your serviceable market actually spend time?

Platform selection is one of the highest-leverage decisions for a personal brand. The "carpet bombing" approach—posting everywhere, hoping something sticks—typically produces mediocre results across all channels. The alternative is what some call the Eye of Sauron strategy: extreme focus on one or two primary platforms until you achieve breakthrough, then expanding6.

Selecting primary platforms requires matching three factors:

  • Audience presence: Where does your SAM naturally congregate? Don't drag them to your preferred platform; go where they already are.
  • Format fit: Does your content style feel native to the platform? Long-form thinkers often struggle on TikTok; visual creators often struggle on Twitter/X. Fighting platform DNA creates unnecessary friction.
  • Competitive dynamics: Where is there white space? A platform saturated with voices like yours may be harder to break through than one where your perspective is underrepresented.

Platform choice also affects SAM composition. LinkedIn attracts professional contexts and B2B thinking. Instagram attracts visual and lifestyle orientations. YouTube attracts information-seekers and learners. The same person might use all three platforms but show up differently on each—with different problems top-of-mind, different receptivity to messages.

SAM and Specific Knowledge Fit

The third SAM question: Where does your SAM intersect with your specific knowledge?

This is where audience strategy meets personal authenticity. Your SAM shouldn't just be "people you can reach"—it should be "people whose problems intersect with your unique capabilities."

Specific knowledge is the combination of skills, curiosity, and character that feels like play to you but looks like work to others7. It's what you'd study and practice even without external rewards. When your SAM aligns with your specific knowledge, several things happen:

  • Content creation becomes sustainable: You're not forcing interest; you're channeling existing enthusiasm.
  • Expertise compounds naturally: Every piece of content deepens understanding you genuinely care about.
  • Authenticity becomes effortless: You're not performing expertise; you're expressing it.
  • Differentiation emerges organically: Your unique combination of interests creates a "Personal Monopoly" that competitors can't easily replicate8.

The SAM/specific knowledge intersection is where positioning becomes real. You're not just choosing who to serve—you're choosing which version of yourself to build from. The tighter this intersection, the more sustainable and differentiated your brand becomes.

SOM: Your Safe Harbor

The Serviceable Obtainable Market is your beachhead—the conservative, focused territory where you'll win your first real victories. If TAM is the mountain peak and SAM is the visible shoreline, SOM is the specific dock where you'll tie up your boat and step onto solid ground1.

SOM thinking embodies a counterintuitive principle: go narrower than feels comfortable. Most creators define their target audience too broadly because specificity feels limiting. But specificity is what enables depth of connection, clarity of message, and concentration of resources.

SOM Definition

The first SOM question: What's your realistic beachhead? Be conservative.

A well-defined SOM is almost uncomfortably specific:

  • Not "entrepreneurs" but "first-time founders in the creative industry"
  • Not "people interested in productivity" but "senior managers at tech companies who feel overwhelmed by their workload"
  • Not "coaches and consultants" but "business coaches in their first two years who haven't hit $10K months yet"

The SOM represents your Smallest Viable Market—the minimum group you need to serve extraordinarily well to build a sustainable foundation9. It's not everyone who could benefit; it's the specific cohort where you can achieve disproportionate impact and build disproportionate trust.

Being conservative here protects against two failure modes: spreading too thin (trying to serve everyone poorly) and assuming too much (thinking you can win segments you haven't validated). Your SOM should feel achievable—a territory you can genuinely dominate with current capabilities.

SOM True Fan Target

The second SOM question: How many deeply committed followers do you need to sustain your brand?

Kevin Kelly's "1,000 True Fans" concept provides the anchor here10. A true fan is someone who will buy anything you make—not just a follower or subscriber, but someone genuinely committed to your success. They engage deeply, refer others, provide feedback, and show up consistently.

The math varies by business model, but the principle holds: you need far fewer people than you think, if those people are genuinely committed. A thousand true fans paying $100/year is $100,000. Adjust the numbers to your context, but the point remains—depth beats breadth.

Your true fan target should be a concrete number that feels achievable. Not "a large audience" but "500 people who open every email and buy my annual product." This specificity enables you to track progress, identify gaps, and know when you've achieved foundation.

True fans aren't just an audience—they're a tribe. They feel like co-creators of your brand's world. They see themselves in your mission. Cultivating this level of commitment requires depth of connection that broad reach never achieves.

SOM Validation Strategy

The third SOM question: How will you validate that your SOM is real?

Validation prevents building on assumptions. Before scaling, you need evidence that your SOM actually responds to your brand the way you expect.

Effective validation strategies include:

  • Two-way doors: Make small, reversible bets before major commitments11. Launch a pilot version, test a single piece of content, have conversations before building products. If the bet fails, you can walk back without major loss.
  • Make noise and listen for signal: Use high-volume content as a data-gathering tool. See what resonates, what gets saved, what prompts questions. The audience tells you what it wants through behavior, not just words.
  • Do things that don't scale: Initially, prioritize manual, high-touch interactions over automated funnels12. Direct conversations, personal emails, one-on-one calls. These don't scale, but they provide irreplaceable insight into whether your SOM is responding as expected.
  • Track leading indicators: Email reply rates, DM conversations initiated by audience members, unsolicited questions about how to work with you. These signals precede revenue and indicate genuine engagement.

Validation isn't a one-time event—it's an ongoing practice. Your SOM hypothesis should be continuously tested against reality, refined based on what you learn, and adjusted as the market evolves.

SOM Expansion Path

The fourth SOM question: How will you grow from your beachhead?

SOM is a starting point, not a destination. Once you've established dominance in a beachhead, the question becomes: how do you expand without losing what made the beachhead work?

The sources suggest expansion should be incremental and adjacent:

  • Same audience, new offers: Serve your existing true fans more deeply. What else do they need? What's the natural next step in their journey? This leverages existing trust rather than building new relationships from scratch.
  • Adjacent audiences, same offer: Find segments that closely resemble your SOM but aren't identical. If you've succeeded with "first-time founders in creative industries," maybe "experienced employees considering entrepreneurship in creative industries" is a natural expansion.
  • Up-market or down-market movement: Serve higher-value or more accessible segments with adapted versions of your core offer.

A common mistake is building new products for new audiences simultaneously—expanding on two dimensions at once. This creates unnecessary risk and diffuses the focus that made SOM successful. The safer path: one dimension at a time, with validation at each step6.

Expansion follows a sigmoid curve: slow initial adoption builds to a tipping point, then accelerates through social proof and word-of-mouth. Patience in the early phase—maintaining SOM focus until foundation is solid—enables the eventual acceleration.

The Strategic Benefits: Traceability and Control

The Market Compass framework provides two psychological benefits that go beyond strategic clarity.

Traceability of Action

With a defined compass, every daily decision can be traced back to purpose:

  • This piece of content → serves my SOM (who it's for)
  • On this platform → reaches my SAM (where they are)
  • About this problem → advances my TAM (why it matters)

Nothing is random. Nothing is reactive. Every action is a brick in a foundation you're deliberately building1.

This traceability transforms content creation from "throwing noodles at the wall" to systematic construction. You can evaluate any idea against the compass: Does this serve my SOM? Does it reach my SAM? Does it advance my TAM? If the answer is no to all three, it's "off-compass"—and can be deprioritized without guilt.

The alternative—creating without traceability—leads to what some call "cherry-on-top" tactics: activities that might be good in isolation but don't connect to anything larger. These fragments don't compound because there's no foundation for them to build on.

Internal Locus of Control

The deeper benefit is psychological: the compass restores your internal locus of control—the belief that you govern your own trajectory rather than being at the whim of external forces13.

Without a compass, you're vulnerable to every trend, every algorithm change, every viral topic. You chase what's working for others because you have no independent direction. This creates what Daniel Kahneman would call System 1 dominance—fast, reactive, emotional decision-making driven by whatever's salient in the moment14.

With a compass, you can engage System 2—slow, deliberate, analytical thinking. You can ask: Does this trend serve my TAM? Does it reach my SAM? Does it connect to my SOM? If not, you can ignore it without FOMO. Your compass provides permission to say no to good-but-off-direction opportunities.

This is what enables what some call Sovereign Authorship: the capacity to construct internal value systems independent of external pressures3. You're not reacting to the market; you're navigating toward a destination you've chosen. The market provides weather; your compass provides direction.

Using the Compass in Practice

Here's how to operationalize the Market Compass for your brand:

Step 1: Define Each Layer

Answer the compass questions for each level:

TAM:

  • What fundamental problem does my brand exist to solve?
  • How many people experience this problem?
  • How does this scale shape my narrative ambition?

SAM:

  • Which slice of my TAM can I reach with current resources?
  • What platforms do they actually use?
  • Where does this intersect with my specific knowledge?

SOM:

  • What's my conservative beachhead?
  • How many true fans do I need to sustain?
  • How will I validate this is working?
  • What's my expansion path once beachhead is established?

Step 2: Write Summary Statements

Distill each layer into one or two sentences:

  • TAM statement: "I serve [number] people struggling with [fundamental problem] because [why it matters]."
  • SAM statement: "I reach [specific segment] through [primary platforms] by offering [specific knowledge intersection]."
  • SOM statement: "I'm building [number] true fans among [specific beachhead] by [validation approach]."

These statements become your compass. Print them. Reference them. Use them to evaluate every significant decision.

Step 3: Constrain Content and Offers

Use your compass to filter ideas:

  • On-compass content: Clearly serves SOM, reaches SAM, advances TAM. Prioritize aggressively.
  • Adjacent content: Serves SAM or TAM but not SOM. May be valuable for expansion but shouldn't dominate current efforts.
  • Off-compass content: Doesn't connect to any layer. Deprioritize without guilt—even if it's interesting or potentially viral.

This constraint is liberating, not limiting. It provides clear criteria for saying no, which enables enthusiastic yes to what matters.

Step 4: Revisit and Adjust

The compass isn't fixed forever. As you grow, your SAM expands. As you learn, your SOM refines. As you evolve, even your TAM might shift. Schedule periodic reviews—quarterly is reasonable—to ensure your compass still points toward where you actually want to go.

The Sailing Analogy

Here's a final way to hold the framework: think of building your brand as sailing toward a distant mountain peak1.

Your TAM is the peak itself—the permanent direction that orients your entire journey. It's always there, whether you can see it clearly or not. It represents the fundamental problem you've committed to addressing, the narrative you've chosen to participate in.

Your SAM is the visible shoreline—the terrain you can actually navigate given current conditions. Wind, waves, and weather change; the shoreline you can reach today may differ from what's accessible tomorrow. But at any moment, it's concrete—specific platforms, specific communities, specific resources.

Your SOM is the specific dock—the calm harbor where you'll first tie up your boat and step onto solid ground. It's not the whole shoreline; it's one specific spot where you can establish presence, build relationships, and create a foundation for further exploration.

Without this compass, you're Alice at the fork: if you don't know where you're going, any path will do—but you'll likely end up somewhere you didn't intend. With the compass, your journey has direction, your daily decisions have meaning, and your efforts compound toward something you've deliberately chosen.

The peak provides purpose. The shoreline provides strategy. The dock provides focus. Together, they transform vague aspiration into concrete navigation—and turn the question "who am I for?" into a map you can actually follow.


References

  1. Do, C. (n.d.). "The Futur." Various presentations and content. [On market compass framework, TAM/SAM/SOM as navigation tools for personal brands.]
  2. Carroll, L. (1865). Alice's Adventures in Wonderland. Macmillan. [On directionless wandering and the fork in the road.]
  3. Peterson, J. B. (2018). 12 Rules for Life: An Antidote to Chaos. Random House Canada. [On sovereign authorship and choosing meaningful direction.]
  4. Sutherland, R. (2019). Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life. William Morrow. [On psychological problems vs. surface problems, and monotheorism.]
  5. Ravikant, N. (2019). "How to Get Rich (without Getting Lucky)." Naval. [On internet scale and global reach for excellent work.]
  6. Hormozi, A. (2021). $100M Offers. Acquisition.com. [On Eye of Sauron focus and expansion strategy.]
  7. Jorgenson, E. (2020). The Almanack of Naval Ravikant. Magrathea Publishing. [On specific knowledge and work that feels like play.]
  8. Shipper, D. (n.d.). "Every." Various essays. [On Personal Monopoly at the intersection of skills, curiosity, and character.]
  9. Godin, S. (2018). This Is Marketing. Portfolio. [On Smallest Viable Market and the power of specificity.]
  10. Kelly, K. (2008). "1,000 True Fans." The Technium. [On building sustainable creative careers through committed followers.]
  11. Bezos, J. (Various). Shareholder letters and interviews. [On two-way door decisions and reversible bets.]
  12. Graham, P. (2013). "Do Things That Don't Scale." Paul Graham Essays. [On early-stage validation through manual, high-touch approaches.]
  13. Rotter, J. B. (1966). "Generalized expectancies for internal versus external control of reinforcement." Psychological Monographs. [On internal locus of control.]
  14. Kahneman, D. (2011). Thinking, Fast and Slow. Farrar, Straus and Giroux. [On System 1 vs. System 2 thinking.]

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