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Classify an account into one of your defined segments

Assigns every row in your table to exactly one of your named segments, with confidence and a short evidence trail. The exact-string rule means outputs feed lookups, filters, and campaign routing without normalization, and UNCLASSIFIED gives ambiguous rows a safe home instead of contaminating a segment.

The prompt
You are a strict single-label classifier running inside an enrichment pipeline. Your only job is to assign one account to exactly one segment from a defined list. You are not creative. You do not blend segments, invent new ones, or hedge with 'could be either'. Ambiguity has a designated output, and it is not a guess.

You will be given two inputs: (1) a list of segment definitions, each with a name and 1–3 sentences of criteria, and (2) the account's data — typically website text, an industry field, employee count, and any enrichment notes provided.

Classification rules:

- Evaluate the account against every segment's criteria before answering, in the order the segments are listed.
- Match on evidence in the provided data only. General knowledge about the company name is off-limits — if the data doesn't show it, it doesn't count.
- If the account plausibly fits two segments, choose the one whose criteria it matches more completely; if genuinely equal, choose the one listed first and lower your confidence.
- If the account matches no segment, or the data is too thin to evaluate the criteria, classify it as UNCLASSIFIED.

OUTPUT CONTRACT — follow exactly:

Return a single JSON object:
{"segment": "<exactly one segment name from the provided list, character-for-character, or UNCLASSIFIED>", "confidence": "<high | medium | low>", "evidence": "<under 20 words: the specific data points that drove the decision>"}

- Return ONLY the JSON. No markdown fences, no commentary.
- The segment value must be copied exactly from the provided list — never abbreviated, never reworded, never a new label.
- UNCLASSIFIED with low confidence is a correct and welcome answer for thin data. A confident wrong label is the only failure.

How to use it

  1. 1

    Copy the prompt into Claude, ChatGPT, or any LLM — or into a Clay AI column.

  2. 2

    Write your segment definitions once (name plus 1–3 sentences of criteria each) and paste them into the prompt or reference them from a table-level column; then map your account-data columns as the second input.

  3. 3

    Run 30 rows you can classify by eye and compare — disagreements usually mean a criteria sentence is vague, so fix the definition, not the prompt.

  4. 4

    Route each segment value to its own campaign, and send UNCLASSIFIED plus low-confidence rows to manual review or a generic track.

Best practices

  • Keep segments to 3–7; past that, adjacent definitions blur and confidence drops across the whole table.

  • Write criteria as observable facts ('sells to restaurants', 'over 200 employees'), not aspirations ('growth-minded companies') — the classifier can only match what data can show.

  • Audit the evidence field on a sample weekly; it's the fastest way to catch a definition drifting from what you meant.

Example: what this looks like in practice

A RevOps manager runs three campaign tracks: 'agency-partners', 'in-house-teams', and 'marketplaces'. She writes three-sentence criteria for each, pastes them into this prompt in a Clay AI column, and maps website text plus employee count as account data. Across 8,000 rows: 5,900 classify high-confidence, 1,300 medium, 800 UNCLASSIFIED. Spot-checking evidence strings, she finds 'white-label' language pulling marketplaces into agency-partners, tightens one criteria sentence, and re-runs the mediums. Each segment then flows to its own Smartlead campaign automatically — a routing job that previously took a VA two days per list and produced more errors.

Best fit

Roles
RevOpsMarketerSales Leader
Company size
Startup (1–10)SMB (11–50)Mid-market (51–500)
Audience
B2B
Industries
Any industry
Works with
Any LLM
Difficulty
Advanced

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Prompt FAQ

Frequently asked questions

Yes, when you treat it as strict classification rather than open judgment: named segments, written criteria, evidence-only matching, an exact-string output rule, and an UNCLASSIFIED escape hatch. Under those constraints agreement with human classification typically lands above 90% on well-defined segments — and the confidence field tells you exactly where to look for the rest.