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Customer Segmentation Template

Free, comprehensive customer segmentation framework with RFM analysis, behavioral tiers, demographic segments, and actionable strategies for each segment.

RFM (Recency, Frequency, Monetary) Analysis

Score customers based on when they last purchased, how often they buy, and how much they spend.

What's Included

  • Automated RFM scoring with customizable quintiles
  • Pre-built formulas for Recency, Frequency, and Monetary calculations
  • Segment matrix with 125 RFM cells (5x5x5)
  • Segment labels: Champions, Loyal Customers, At Risk, Hibernating, Lost
  • Priority scoring for targeting and resource allocation
  • Historical tracking of RFM movements over time
SegmentDescriptionScore/LevelRecommended Strategy
ChampionsRecent, frequent, high spenders555Reward with exclusivity, early access, premium support
Loyal CustomersRegular purchasers with good spend4xx-5xxLoyalty programs, cross-sell, referral incentives
At RiskPreviously loyal, now inactive3x1-1x1Re-engagement campaigns, win-back offers
HibernatingLow frequency, moderate spend2x2-3x3Nurture campaigns, product recommendations
LostHaven't purchased in long time1x1Survey for feedback, last offer

Why Use This Template?

Proven Framework

Built on industry-standard segmentation methodologies used by leading marketing teams worldwide.

Ready-to-Use

Just import your customer data and start segmenting. Pre-built formulas and templates included.

Actionable Insights

Every segment comes with specific strategies, KPIs, and campaign recommendations.

How to Use This Template

1

Download Template

Get Excel file with all worksheets and formulas pre-built.

2

Import Your Data

Copy your customer data into template or connect to your data source.

3

Review Segments

Let template calculate scores and automatically assign segments.

4

Take Action

Use pre-built campaign strategies to engage each segment.

What's Included in Template

Worksheets & Tools

  • RFM Score Calculator
  • Behavioral Tier Analysis
  • Demographic Segment Builder
  • Journey Stage Tracker
  • Segment Action Plan Matrix
  • Campaign Calendar Template
  • KPI Dashboard by Segment

Bonus Resources

  • Segment Naming Convention Guide
  • Campaign Messaging Frameworks
  • Channel Mix Recommendations
  • A/B Testing Templates
  • Segment Health Scorecard
  • Monthly Review Checklist
  • Implementation Timeline

Download Your Free Segmentation Template

Get complete Excel template with all 5 segmentation frameworks, pre-built formulas, and action plans for every segment.

No credit card required. Instant download.