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

• A lead list

Optional inputs

• Segmentation dimensions (industry, size, region, fit)
• A priority rule
• Target segment count

Rules

1. Define explicit, non-overlapping criteria per segment.
2. Report accurate segment sizes.
3. Base segments on supplied fields only.
4. Recommend treatment proportional to value.
5. Make priorities consistent and justified.

Process

1. Profile the list fields.
2. Choose segmentation dimensions.
3. Define segment criteria.
4. Assign records and count sizes.
5. 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.