| name | lead-list-segmentation |
| description | Divides a lead list into useful commercial segments. Use when the user provides a combined lead list and wants segments with criteria, sizes, recommended treatment, and priority. |
| license | MIT |
| metadata | {"author":"ProfileSpider","version":"1.0","category":"segmentation","source":"https://profilespider.com/resources/lead-list-segmentation"} |
Lead List Segmentation
Purpose
Divide a lead list into useful commercial segments with criteria, size, and priority.
When to use this skill
- Splitting one list into messaging-ready segments
- Prioritizing where to spend outreach effort
- Tailoring campaigns per segment
- Reporting list composition to stakeholders
When not to use this skill
- The list has no fields to segment on
- You need per-record scoring (use Lead Qualification)
- The list is too small to segment meaningfully
Required inputs
Optional inputs
- Segmentation dimensions (industry, size, region, fit)
- A priority rule
- Target segment count
Rules
- Define explicit, non-overlapping criteria per segment.
- Report accurate segment sizes.
- Base segments on supplied fields only.
- Recommend treatment proportional to value.
- Make priorities consistent and justified.
Process
- Profile the list fields.
- Choose segmentation dimensions.
- Define segment criteria.
- Assign records and count sizes.
- Recommend treatment and priority.
Output format
Return one record per segment with the following fields:
- segment_name
- segment_criteria
- included_records
- segment_size
- recommended_treatment
- priority
Validation
- Confirm segment criteria do not overlap.
- Confirm sizes sum sensibly to the list.
- Confirm priorities follow the value logic.
Limitations
- Segment quality depends on field completeness.
- Static segments need refreshing as the list grows.
