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Customer segmentation prompt for PowerPoint

A prompt for a 9-slide customer segmentation deck for revenue and marketing leaders. It segments customers by revenue, growth, margin, retention, adoption and cost to serve, shows each segment's economics and needs, and ends with priority segments and how to treat them.

Output
Full deck
Works with
Tosea, ChatGPT, Claude, Gemini
Updated
Customer segmentation example slide: growth vs margin bubble chart, four segment profile cards and a priority action
Segment priorities · Growth vs margin bubble chart, four segment profile cards and a priority actionExample slide

Customer segmentation prompt

Fill in any highlighted fields, then copy or run it.

Develop a 9-slide customer segmentation using the attached CRM and profitability data.
Audience: revenue and marketing leadership.
Decision: select priority segments and treatments.
Segment customers by revenue, growth, margin, retention, adoption, and cost to serve.
Show segment size, economics, needs, risks, and commercial action.
Include a bubble chart and migration rules.
State the period and exclusions. Do not use attributes absent from the source.
64 words

Why this prompt works

  • Segments built on value

    Customers are grouped by revenue, growth, margin, retention, adoption and cost to serve, so each segment describes what it is worth, not only who it is.

  • Cost to serve is included

    Adding cost to serve stops a high-revenue segment from looking attractive when support load and discounts eat its margin.

  • Migration rules come with it

    The prompt asks for migration rules that define when a customer moves between segments, which makes the model usable in the CRM after the meeting.

  • No invented attributes

    "Do not use attributes absent from the source" blocks made-up personas, such as industry or job title, when your CRM does not hold them.

Adapt it to your own deck

  • Pin the period and exclusions

    The prompt already asks for both; make them concrete: "Period: last fiscal year. Exclude accounts under $1,000 annual revenue and internal test accounts."

  • Switch to consumer data

    For a consumer business, replace adoption and cost to serve with RFM terms: "Segment by recency, frequency and monetary value, plus return rate."

  • Tie each treatment to a test

    Ask for a measurable next step: "For each priority segment, propose one treatment plus the metric and time window used to judge it."

Customer segmentation FAQ

What is customer segmentation?

Grouping customers by shared traits or behavior so each group can be treated differently in sales, marketing, pricing or service. Value-based segmentation, as in this prompt, groups customers by economics such as revenue, growth and margin.

What is a segment migration rule?

A rule that sets the threshold for moving a customer from one segment to another, for example when annual revenue or growth crosses a stated level. It keeps segment labels current as customers change.

Should I use ChatGPT, Claude or Gemini, or Tosea?

Any of the chat assistants can run the prompt and return segment definitions, tables and slide text that you lay out yourself. In Tosea you attach the CRM export or report, pick a template, and get slides you can edit and export to PowerPoint (.pptx).

Figures on the example slides are illustrative.

Prefer not to write a prompt?

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