Customer Segmentation Plan

Design a customer segmentation plan for [COMPANY_NAME]'s [CUSTOMER_BASE — e.g., B2B SaaS customer base / e-commerce buyers]. Business objective of the segmentation: [OBJECTIVE — e.g., personalize onboarding emails / prioritize CSM coverage / identify expansion targets]. Available data for segmentation: [AVAILABLE_DATA — e.g., firmographic data, product usage events, CRM fields, purchase history]. The plan must include: (1) Segmentation hypothesis — propose 3–4 candidate segmentation approaches (e.g., by company size, by usage depth, by use case, by lifecycle stage) and recommend the best one with a rationale, (2) Segment definitions — for the recommended approach, define each segment with: name, description, qualifying criteria (using specific fields and thresholds), estimated % of customer base, and strategic value, (3) Data requirements — list every data field needed and its source system, (4) Analysis method — specify the technique (rule-based, k-means clustering, RFM scoring, etc.) and the tool/environment ([TOOL — e.g., SQL + Python, Tableau, dbt]), (5) Validation — how will you confirm the segments are meaningful and stable? (6) Activation plan — for each segment, the recommended action.