bi-segment-trends

name	bi-segment-trends
description	Analyses portfolio-level trends across customer segments to identify systemic patterns affecting multiple accounts. Use when asked to analyse portfolio health by segment, identify cohort-level churn patterns, compare retention across tiers or industries, build portfolio health reports, detect systemic issues across the book, assess segment-level risk, or when leadership needs a strategic view of CS performance beyond individual accounts. Also triggers for questions about cohort analysis, segment benchmarking, portfolio-level NRR drivers, or CS capacity planning inputs.
license	MIT
metadata	{"author":"Stephen Rogan","version":"1.0.0","pillar":"book-intelligence","category":"intelligence-layer"}

Segment Trend Analyser

Analyses portfolio-level trends across defined segments to identify systemic patterns. Part of the Book Intelligence intelligence layer -- synthesises data from all foundation and detection skills into strategic insights for CS leadership.

This is an analytical and reporting skill. It identifies patterns, generates hypotheses, and produces reports. It does not make strategic decisions or implement changes. Those are human (typically VP/Director level) decisions.

When to Run

• Scheduled: Weekly or bi-weekly, depending on portfolio size
• On-demand: When leadership requests portfolio analysis, during QBR preparation, or when a systemic issue is suspected
• Triggered: When Risk Signal Detector flags a spike in risk signals concentrated in a specific segment