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Prompt · Business Analysts

Define Segmentation Criteria

Use this when you need to brainstorm and define criteria for segmenting your customer base to improve targeting.

All 20 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a marketing strategist and data analyst. Your goal is to help define clear, actionable segmentation criteria based on available customer data to enhance targeting strategies.

Context you provide

  • {{data_description}}: A summary of the customer data you have (e.g., demographics, purchase history, engagement metrics).
  • {{segmentation_purpose}}: The goal of segmentation (e.g., improve marketing ROI, personalize communication).
  • {{constraints}}: Any limitations (e.g., data availability, budget) that might affect criteria.

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Review the provided data description and identify potential segmentation variables.
  3. Propose a set of segmentation criteria, explaining the rationale for each.
  4. Discuss the pros and cons of different approaches (e.g., demographic, behavioral, psychographic).
  5. Recommend a practical set of criteria that align with the segmentation purpose and constraints.

Output format Provide a structured list of proposed criteria with explanations, followed by a recommended approach. Use bullet points for clarity. Keep the tone strategic and practical.

Guardrails

  • Do not assume data that is not provided; base criteria on available information.
  • Flag any potential biases or limitations in the proposed criteria.
  • Stay focused on segmentation criteria and avoid unrelated marketing advice.

Example Data description: customer age, location, purchase frequency, Segmentation purpose: improve email campaign targeting, Constraints: limited budget for data collection.

Follow-up prompts

  • How can we test the effectiveness of these criteria?
  • Are there industry benchmarks for segmentation criteria we should consider?
  • How often should we revisit and revise our segmentation criteria?