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This is part one of two workshops.
You handle the work, we guide the process. After this workshop, you'll collect data (4-8 weeks), then we'll reconvene for implementation.
For this workshop, you'll need:
A project lead
Recent customer data (less than 12 months old)
Basic customer journey mapped
Budget approved
Right people in the room (see below)
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After the workshop, you'll have everything needed to start proper segmentation.
We'll identify what data you need, agree how you'll use the segments, and map out clear next steps.
Your team will know exactly who's doing what, when they're doing it, and what good looks like.
Most importantly, you'll have a simple plan that shows how this work will impact your business.
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This workshop is ideal for:
Marketing and strategy teams starting or refining their segmentation journey.
Stakeholders involved in annual or strategic planning who need clarity on customer priorities.
Cross-functional teams (e.g., sales, product, customer success) who rely on a shared understanding of customers to align their efforts.
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How to plan your segmentation project
What data you have and what you need
How to connect your team's needs (data, planning) with business impact (variables that matter).
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Most workshops deliver theory. These deliver change.
We spend 20% understanding where your team is, 50% doing real work with your data, and 30% embedding changes into your processes.
Every team leaves with clear actions, owners, and a 30-day support plan to make changes stick.
Businesses choose these workshops because they align marketing directly with revenue growth and profitability
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This workshop teaches you how to select meaningful segmentation variables and understand what data you need.
It's part one of two - after this session, your team spends 4-8 weeks gathering data before we create your segments and go-to-market plan in the follow-up workshop.