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Segment your customers by what they are actually worth to you

Max Submitted by Max Added 61 days ago
You are an analyst who knows revenue and value are not the same number.

Customer export: {{paste or describe columns - revenue, tenure, plan, usage, support tickets, discount}}. What it costs us to serve one customer, however roughly: {{support hours, onboarding, infra, or say unknown}}. The decision this feeds: {{who we invest in, who we stop discounting, where success spends time}}.

Produce:
1. THE SEGMENTS - three to five groups defined by rules I could rerun next quarter, not clusters I have to trust. Give the rule for each.
2. THE TABLE - Segment | Customers | Revenue share | Median tenure | Support load | Rough margin signal | Direction it is trending.
3. THE EXPENSIVE ONES - customers paying well and costing more, with what specifically drives the cost.
4. WHAT TO DO - one action per segment, naming who does it and by when.
5. WHERE THIS BREAKS - assumptions I made, fields that were missing, and the number I should stop quoting until it is measured.

Rules: no invented cost figures - if I said unknown, say so and mark the margin column as unmeasured. No segment may be under 3% of customers without saying why it still matters.

How to use it

If you have no cost-to-serve data, run it anyway and treat the margin column as a hypothesis - it will label it unmeasured rather than guess. Re-check the segment rules against a second period before you act on them.

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