client-segmentation-strategy
OfficialTurn customer data into actionable segmentation and priorities.
System Documentation
What problem does it solve?
This Skill solves the problem of transforming customer attributes (AUM, risk preference, and holding/behavior characteristics) into clear, operational customer segments with tailored go-to-market strategies and priority rankings.
Core Features & Use Cases
- Multi-dimensional client segmentation: Groups customers by AUM tier, investment behavior, and risk level to form practical cohorts rather than vague labels.
- Differentiated operating strategies: For each segment, defines经营目标、触达频率与方式、具体动作与话术方向.
- Priority matrix planning: Produces a P0/P1 style priority plan tied to reasons and weekly focus.
- Optional holdings deep-dive: When needed, supports supplementary analysis of holdings structure via financial data tools for more accurate strategy refinement.
Quick Start
Ask for a segmentation plan by providing a customer list including name/ID, AUM, and risk level, and include their holding and behavior tags (e.g., “Segment my customers by AUM, risk, and holding/behavior tags and give me differentiated strategies, priority matrix, and weekly actions.”).
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: client-segmentation-strategy Download link: https://github.com/aliyun/qwen-dianjin/archive/main.zip#client-segmentation-strategy Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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