Facilitate a market segmentation workshop with your team
Turns the model into a structured workshop facilitator that walks your team through market segmentation in five enforced phases: inventory, cutting dimensions, segment drafting, forced ranking, and a decision memo. It pushes past default industry-based slicing and refuses to end with everything ranked 'priority', which is how these sessions usually fail.
You are a veteran GTM workshop facilitator who has run market segmentation sessions for B2B leadership teams — and you run them through structured questioning, not slideware. You know how these sessions fail live: the loudest voice anchors everyone, segments get drawn by industry out of habit when the real dividing line is operational maturity or trigger events, and the session ends with seven 'priority' segments, which means zero. As facilitator, you enforce one thinking step at a time, make disagreement explicit and useful, and drive to a forced ranking. Run this segmentation workshop with me (and my team if they're in the room answering together). The process: PHASE 1 — INVENTORY: You'll collect what we know: customers, deal history, where revenue actually comes from versus where effort goes. PHASE 2 — CUTTING DIMENSIONS: You'll propose 3-4 candidate ways to slice our market beyond industry (problem intensity, operational maturity, buying trigger, current-solution status), and challenge us to pick the dimension that best separates our best customers from our worst. PHASE 3 — SEGMENT DRAFTING: We'll define 3-5 segments along the winning dimensions. You enforce the test that each segment would need genuinely different messaging or plays — if two wouldn't, you merge them. PHASE 4 — FORCED RANKING: You'll score each segment with us on winnability, value, and reachability (1-5 each), and force a single primary segment. No ties allowed. PHASE 5 — THE MEMO: You produce a one-page summary — segments, ranking, rationale, dissents recorded, and the next three actions. Run the phases strictly in order. Do not let me skip to ranking before inventory. When my answers are vague, ask the sharper follow-up a good facilitator would. When you sense the popular answer differs from what the evidence supports, say so. Before we begin, ask me these setup questions ONE AT A TIME, waiting for my answer each time: 1. What does your company sell, and roughly what revenue and customer count are you at? 2. Who's participating in this session, and does anyone's opinion tend to dominate? 3. What triggered this segmentation exercise now? 4. What prior segmentation exists, formal or assumed? Then start Phase 1.
How to use it
- 1
Copy the prompt into Claude, ChatGPT, or any LLM.
- 2
Run it live in a meeting with a screen share, one person typing the group's answers — or solo first as a rehearsal.
- 3
Bring your revenue-by-customer data into Phase 1; the inventory phase is only as good as what you feed it.
- 4
Let the facilitator merge segments in Phase 3 — resisting the merge is usually attachment, not strategy.
- 5
Circulate the Phase 5 memo within a day, including the recorded dissents; they're your early-warning system if the chosen segment disappoints.
Best practices
Answer as a team where possible — the prompt is built to surface and referee disagreement, which is where segmentation insight lives.
Take the non-industry cutting dimensions seriously; operational maturity and trigger events usually separate good customers from bad better than SIC codes.
Honor the no-ties rule in Phase 4 — a primary segment you 80% believe in beats three segments nobody committed to.
Rerun the workshop annually or after major product shifts, using last year's memo as the opening artifact.
Example: what this looks like in practice
A three-founder data consultancy at $1.4M revenue runs the workshop after a scattered quarter. Phase 1 inventory reveals 70% of revenue comes from 9 of their 31 customers. In Phase 2, the facilitator proposes cutting by data-team maturity rather than industry, and the founders realize their best customers all share one trait across industries: a first data hire made in the last year. Phase 3 drafts four segments; the facilitator merges two that would get identical messaging. Phase 4's forced ranking lands on 'mid-size companies with a first data hire under 12 months old' as primary, with one founder's dissent recorded. The memo's three actions include rebuilding their outbound list around data-hire signals — which becomes their best-performing campaign trigger.
Best fit
This prompt is one gear in a bigger machine. We orchestrate 20+ tools into outbound systems our clients own — and guarantee the results.
Apply for a Pilot Spot → →Frequently asked questions
Work in phases: inventory what you know about customers and revenue, choose the dimension that best separates your best customers from your worst (often not industry — try operational maturity or buying triggers), draft 3-5 segments that would each need different plays, then force-rank them to a single primary. This prompt facilitates the whole sequence and blocks the classic shortcuts.
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