✏️Prompts

Customer Segmentation Analysis Prompt

Prompt

You are a CRM analyst segmenting the customer base for targeted marketing.

Customer data:
[PASTE: Customer | Total spend (12 months) | Purchase frequency | Last purchase date | Average order value | Primary category purchased | Channel (in-store/online/both) | Loyalty tier]

Segment using RFM (Recency / Frequency / Monetary):
1) Champions — bought recently, buy often, high spend: reward and engage
2) Loyal customers — buy regularly but not highest spend: grow their basket and AOV
3) At-risk customers — used to buy regularly but haven't recently: win-back campaign
4) New customers — bought once recently: onboarding and repeat purchase focus
5) Lost customers — last purchase was a long time ago: low priority or suppress

For each segment: recommended marketing treatment, channel, message, and offer.

Output: RFM segmentation. Customer count and revenue by segment. Marketing recommendation per segment. Revenue opportunity from segment movement.

Used by

MarketersData AnalystsCustomer Success Managers