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segmentation-framework

Business
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Use to design and document customer segments with clear criteria, metrics, and governance.

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How to use this skill

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  2. Copy the prompt below and paste it into your agent.
  3. Review the proposed files and risks before you approve installation.
Prompt to paste
I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/gtmagents/gtm-agents/blob/HEAD/plugins/customer-analytics/skills/segmentation-framework/SKILL.md

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First, summarize what it does, its dependencies, license status if identifiable, and any risks. Show the exact files you propose to add under .agents/skills/segmentation-framework/. Do not write files or run scripts until I approve.

After I approve, install the complete skill folder, including required referenced files, into that project location. Verify it is discoverable, then tell me its actual invocation name and how to use it. Do not claim it is installed until you have verified it.

Copying this prompt does not install or run the skill. Review third-party files before use. Codex skill guide

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

  1. Objective & KPIs – clarify why segmentation is needed and how it will be measured.
  2. Data Inputs – list sources (firmographic, technographic, usage, revenue, intent) and required freshness.
  3. Segmentation Logic – outline rules/cluster definitions, decision trees, and scoring weights.
  4. Validation Checklist – sample accounts, lift vs KPIs, stakeholder review.
  5. 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.