What it does
Combines CRM and accounting data to segment clients by profitability, service preferences, and behavior, revealing which customer types drive business and which drain resources.
Why I recommend it
Treating all clients equally wastes effort on unprofitable segments. Segmentation enables strategic targeting, service design, and resource allocation.
Expected benefits
- 1-2 hours monthly saved from manual analysis
- Better marketing from knowing ideal clients
- Higher profitability from strategic focus
- Smarter service development
How it works
Join customer data from CRM and accounting → apply segmentation rules (industry, revenue, service, profitability, behavior) → monthly insights on segment performance → guide marketing and service decisions.
Quick start
Export clients with revenue and service data. Manually segment by 2-3 criteria. Calculate profitability by segment. Identify patterns. Automate once segments are defined.
Level-up version
Use clustering algorithms to discover hidden segments. Track segment evolution over time. Predict lifetime value by segment. Create segment-specific marketing and onboarding.
Tools you can use
CRM: GoHighLevel, HubSpot, Pipedrive
Accounting: Xero, QuickBooks
Analysis: Google Sheets, BI tools, Airtable
Automation: Zapier, Make, n8n
Technical implementation solution
- No-code: Monthly data export → spreadsheet joins and segments → manual analysis → insights doc.
- API-based: Scheduled data sync → segmentation algorithm → dashboard visualization → automated insights → track segment metrics over time.
Where it gets tricky
- Defining meaningful segment criteria
- Collecting enough data for statistical significance
- Taking strategic action on findings
