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-map to ensure each segment has downstream plays.