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crm-rfm-analysis

Analyze customer transaction data to compute RFM scores and classify segments.

2|Updated Apr 25, 2026
Search Tags:#analytics#crm#retention#campaigns#segmentation#rfm#customer-segmentation
One-click install
npx skills add https://github.com/viethahong/business-skills --skill crm-rfm-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: crm-rfm-analysis
Source: https://github.com/viethahong/business-skills/tree/main/skills/sales/crm-rfm-analysis
Command: npx skills add https://github.com/viethahong/business-skills --skill crm-rfm-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

SMEs often struggle to identify high-potential customers and allocate marketing resources efficiently. This skill uses the RFM model to classify customers by recency, frequency, and monetary value, enabling targeted retention and revenue growth.

Core Features & Use Cases

  • RFM scoring and weighting customization to reflect industry dynamics.
  • Customer segmentation into groups (Champions, Loyal, Potential Loyalists, Need Attention, About to Sleep, At Risk/Hibernating) with recommended actions.
  • Outputs include segmented audiences, campaign playbooks, and automation triggers for CRM channels (email, Zalo/CRM).
  • References to practical action guides and test data for validation.

Quick Start

Provide a dataset with Customer ID, Last Order Date, Total Orders, and Total Spent, and run the RFM analysis to generate segments and personalized retention campaigns.

Frequently Asked Questions about crm-rfm-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I segment customers using RFM analysis for targeted retention campaigns?▼

To run RFM analysis, provide a dataset containing Customer ID, Last Order Date, Total Orders, and Total Spent. The skill calculates scores using a configurable weighting scheme and outputs segmented audiences with personalized campaign playbooks and automation triggers.

What customer segments can I identify using RFM scoring?▼

Yes, the skill applies a configurable weighting scheme for Recency, Frequency, and Monetary scores. This customization allows you to reflect specific industry dynamics and accurately classify customers into defined segments for revenue growth.

What data do I need to generate RFM scores and customer segment profiles?▼

Generating RFM scores requires a dataset with Customer ID, Last Order Date, Total Orders, and Total Spent. The skill uses these fields to derive scores, enforce privacy by using only IDs, and output actionable insights and integration guidance.

How do I prevent churn using RFM customer segmentation in my CRM?▼

This skill is designed for SMEs needing to allocate marketing resources efficiently and identify high-potential customers. It applies RFM segmentation to CRM contexts such as loyalty programs, churn prevention, and VIP advocacy without requiring complex dependencies.

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