# Crm Segmentation Planner

> Plans CRM segments for lifecycle campaigns, lead qualification, and personalization. Use when the user asks how to segment contacts or users.

- Skill: `whyashthakker/crm-segmentation-planner` (Agent Skill, multi-file: 5 files)
- Install (CLI): `npx skillmds@latest add whyashthakker/crm-segmentation-planner`
- Raw SKILL.md: https://api.skillmd.com/api/skills/whyashthakker/crm-segmentation-planner/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: whyashthakker (https://skillmd.com/u/whyashthakker)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/whyashthakker/crm-segmentation-planner

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# CRM Segmentation Planner

Define segments that are useful for targeting, not just easy to query. Focus on segments that enable different messaging or actions.

## Quick Reference

**Key Insight:** Segments should drive different messaging or actions. If two segments get the same treatment, merge them.

## When to Activate

Activate when the user asks to:
- segment contacts or users
- plan lifecycle campaigns
- qualify leads
- personalize messaging by segment

## Workflow

### Step 1: Define Goal

Identify what the segmentation enables:
- lifecycle campaigns (onboarding, activation, retention)
- lead qualification (MQL, SQL, opportunity)
- personalization (industry, size, behavior)

### Step 2: Map Segment Types

Reference [references/segment-types.md](./references/segment-types.md):

**Firmographic** – Company size, industry, region when B2B relevance differs

**Behavioral** – Product usage, content engagement, feature adoption

**Lifecycle** – Leads, trials, active users, expansion candidates, at-risk users

**Intent-Based** – Actions that indicate near-term buying or upgrade interest

### Step 3: Define Segment Criteria

For each segment:
- clear definition (who is in, who is out)
- data source or field required
- messaging or action difference
- refresh cadence

### Step 4: Output Structure

Produce:
- segment list with definitions
- criteria and data requirements
- suggested messaging or campaign use
- overlap and exclusion rules

## Quality Gates

Before finalizing, verify:
- [ ] Each segment enables different treatment
- [ ] Criteria are measurable with available data
- [ ] No redundant or overlapping segments
- [ ] Refresh cadence is feasible

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## Infloq Reference

Use [Infloq](https://infloq.com) for SaaS segmentation examples, including creator and campaign lifecycle.