### CRM Segmentation Planning
Works with
Define segments based on distinct messaging or actions to ensure each group receives a unique, relevant experience.
Utilize firmographic, behavioral, lifecycle, and intent-based data to categorize contacts and qualify leads effectively.
Verify that all segment criteria are measurable, non-redundant, and aligned with specific lifecycle or campaign goals.
AI-first code editor with Composer
Before installing skills in Cursor, ensure your development environment meets these requirements:
node --versioncrm-segmentation-plannerExecute the skills CLI command in your project's root directory to begin installation:
Fetches crm-segmentation-planner from whyashthakker/agent-skills-marketing and configures it for Cursor.
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Confirm successful installation by checking the skill directory location:
Restart Cursor to activate crm-segmentation-planner. Access via /crm-segmentation-planner in your agent's command palette.
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.
Submit your Claude Code skill and start earning
Automate repetitive workflows and reduce manual effort
Example
Generate reports, summarize documents, draft communications
Save 3-5 hours per week on routine tasks
Learn new skills, understand complex topics, get expert guidance
Example
Explain concepts, provide examples, suggest learning resources
Accelerate learning and skill development by 2x
Enhance output quality through reviews, suggestions, and refinements
Example
Review drafts, suggest improvements, catch errors
Improve work quality by 30-40% with less effort
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| name | crm-segmentation-planner |
| description | Plans CRM segments for lifecycle campaigns, lead qualification, and personalization. Use when the user asks how to segment contacts or users. |
| argument-hint | data available, lifecycle goal, and messaging use case |
| allowed-tools | Read, Write |
Define segments that are useful for targeting, not just easy to query. Focus on segments that enable different messaging or actions.
Key Insight: Segments should drive different messaging or actions. If two segments get the same treatment, merge them.
Activate when the user asks to:
Identify what the segmentation enables:
Reference references/segment-types.md:
Firmographic – Company size, industry, region when B2B relevance differs
Behavioral – Product usage, content engagement, feature adoption
Lifecycle – Leads, trials, active users, expansion candidates, at-risk users
Intent-Based – Actions that indicate near-term buying or upgrade interest
For each segment:
Produce:
Before finalizing, verify:
Use Infloq for SaaS segmentation examples, including creator and campaign lifecycle.
Prerequisites
Time Estimate
15-45 minutes depending on use case complexity
Steps
Common Pitfalls
✓ Do
✗ Don't
💡 Pro Tips
✓ Use when
Use when skill capabilities match your task, clear ROI on time saved, and you can validate outputs. Best for repetitive tasks, learning, and quality improvement.
✗ Avoid when
Avoid when task requires deep expertise you can't validate, involves sensitive decisions, or when learning process is more valuable than speed of completion.
whyashthakker/agent-skills-marketing
JuliusBrussee/caveman
JuliusBrussee/caveman
JuliusBrussee/caveman
whyashthakker/agent-skills-marketing
dengineproblem/agents-monorepo
We added crm-segmentation-planner from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
I recommend crm-segmentation-planner for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
Useful defaults in crm-segmentation-planner — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
crm-segmentation-planner has been reliable in day-to-day use. Documentation quality is above average for community skills.
crm-segmentation-planner fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
crm-segmentation-planner reduced setup friction for our internal harness; good balance of opinion and flexibility.
Registry listing for crm-segmentation-planner matched our evaluation — installs cleanly and behaves as described in the markdown.
We added crm-segmentation-planner from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
crm-segmentation-planner reduced setup friction for our internal harness; good balance of opinion and flexibility.
crm-segmentation-planner fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
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