32 lines
1.2 KiB
Markdown
32 lines
1.2 KiB
Markdown
---
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name: segmentation-framework
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description: Use to design and document customer segments with clear criteria, metrics,
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and governance.
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---
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# Segmentation Framework Skill
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## When to Use
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- Building or refreshing customer personas for marketing, sales, or product usage.
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- Aligning RevOps/data teams on scoring logic.
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- Preparing documentation for GTM activation or reporting.
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## Framework
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1. **Objective & KPIs** – clarify why segmentation is needed and how it will be measured.
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2. **Data Inputs** – list sources (firmographic, technographic, usage, revenue, intent) and required freshness.
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3. **Segmentation Logic** – outline rules/cluster definitions, decision trees, and scoring weights.
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4. **Validation Checklist** – sample accounts, lift vs KPIs, stakeholder review.
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5. **Governance** – refresh cadence, change management process, and owner roster.
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## Templates
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- Segmentation spec (definition, logic, KPIs, owner).
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- Scoring weight table + calculator.
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- Adoption tracker + feedback log.
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## Tips
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- Start with simple rules before layering complex clustering.
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- Document exclusions and fallback logic for incomplete data.
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- Pair with `activation-map` to ensure each segment has downstream plays.
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---
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