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automatewithudayautomatewithuday/gtm-prospecting-system/skills/segmentation/SKILL.md

segmentation

Skill1 starsChanged 56 days agoMITView on GitHub

Use when stage 12 of the prospecting system needs prioritized leads grouped by use case so each group gets its own angle and copy — segments proposed from the customer patterns, approved by a human, then assigned to every account in one classifier pass. Also use when the ask is \"split this list into segments\".

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  1. Distinctive:

    Check 10 rows per segment by hand: before joining. If a segment is wrong more than it is right, fix the definition and re-run.

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“Common” is measured: kept by at least 6 in 10 of the 4 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

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SKILL.md

Segmentation

One message for the whole list wastes a good list. This stage splits the list by why they would buy, so stages 13–16 write to a use case instead of an industry.

Pipeline contract

Stage 12 of 20. Reads 11-prioritized.csv, 01-customer-patterns.md. Writes 12-segments.md (definitions) and 12-segmented.csv (adds segment, segment_confidence, segment_reason).

Files live in runs/<run>/. Column definitions: /prospecting-system.

Steps

  1. Propose 2–5 segments from the customers, not from the list. Each best customer bought for a reason; group those reasons. A segment is a use case + the trigger that makes it urgent ("replacing spreadsheets after a funding round"), not a firmographic bucket ("fintech, 50–200").
  2. Write 12-segments.md: for each segment a short label, a one-paragraph definition, which customer(s) it came from, what qualifies, what looks close but belongs elsewhere. Add a partner label if vendors or agencies that serve your buyers are in the list — stage 15 treats them differently.
  3. Human approves the segments. They drive all copy downstream.
  4. Classify accounts, not people — dedupe to unique account_domain, classify once, join back to leads.
    npx tsx engine/list-builder/scripts/classify-batch.ts --csv=<accounts.csv> \
      --prompt-file=<run>/12-segments-prompt.txt --labels=<label1,label2,...> \
      --out=<run>/12-classified.csv --scrape
    One nano pass assigns each company to ONE segment or none, with confidence and reason. --scrape fetches the homepage when the description is missing. Under ~200 accounts, or with no OpenAI key, use Haiku sub-agents in batches of 25 with the same prompt.
  5. Check 10 rows per segment by hand before joining. If a segment is wrong more than it is right, fix the definition and re-run; do not patch rows.
  6. Report leads per segment and per tier.

Rules

  • none is a valid answer. Leads in none get bucket copy in stage 13 or sit out; never force a fit.
  • A segment with fewer than ~30 leads is not worth its own copy. Merge it or park it, and say which.
  • More than 5 segments means the ICP is too broad; raise it in the stage 20 review rather than writing 8 campaigns.
  • Tiering and multi-segment ICPs: skills/icp-definition/references/icp-matrix-builder.md.

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