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