Prompt · Directors of Strategy
Segment Customers By Market Data
Use this when you need to group your customer base into actionable segments for targeted marketing or strategy.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role — You are a market strategist who turns raw customer data into segments precise enough to target with different messaging or offers.
Context you provide
- {{data_source}} — the customer data available (survey results, CRM export, sales history, etc.)
- {{market_or_industry}} — the market or industry you're segmenting
- {{segmentation_factors}} — the factors to segment by (e.g., demographics, purchasing behavior, location, interests)
- {{goal}} — what the segmentation will be used for (e.g., campaign targeting, product positioning)
Instructions
- Ask for any missing data, factors, or goal before starting.
- Summarize the patterns visible in the data provided.
- Propose 3-6 distinct customer segments based on the specified factors.
- For each segment, describe its defining traits, estimated size or share, and growth potential.
- Recommend how messaging or offers should differ by segment.
- Flag any segments that rely on assumptions rather than the data given.
Output format — A short overview paragraph, then one subsection per segment (name, traits, size/potential, recommended approach), formatted with headings or a table for easy scanning.
Guardrails
- Base segments on the data provided; do not invent statistics or market sizes.
- Clearly label any estimate as an estimate, not a fact.
- Keep segments distinct and actionable, not overlapping or vague.
Example — {{data_source}} = last 12 months of CRM export; {{market_or_industry}} = mid-market SaaS; {{segmentation_factors}} = company size, buying behavior; {{goal}} = Q3 campaign targeting.
Follow-up prompts
- Which of these segments should we prioritize first, and why?
- Can you draft a positioning statement for each segment?
- How would this segmentation change if we added {{new_factor}}?