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Client Tiering + Segmentation

Description

Segmenting your client base by tiers ensures that you can prioritize resources, tailor communications, and optimize strategies based on client value and fit. This milestone establishes a system to define client tiers (e.g., Platinum, Gold, Silver) based on factors like size, revenue potential, and alignment with your Ideal Customer Profile (ICP). Workflows will automatically assign tiers to clients, and segmentation lists will be created for use in reporting, email marketing, and other targeted efforts. This system helps you focus on high-value clients while maintaining consistent engagement across your entire portfolio.

Process Summary

  1. Define Client Tiers: Collaborate to determine tier criteria (e.g., revenue, employee count, engagement level) and assign tier names such as Platinum, Gold, and Silver.
  2. Custom Properties Setup: Create a custom property in HubSpot to store each client’s tier designation.
  3. Workflow Automation: Build workflows to automatically assign tiers based on criteria like company size, revenue, or other ICP attributes.
  4. List Segmentation: Create dynamic lists to segment clients by tier and other relevant factors (e.g., industry, geographic location).
  5. Integration with Other Tools: Ensure tier data integrates into email marketing, reporting, and client communications workflows for tailored engagement.
  6. Testing and Refinement: Test the tiering system with sample client data to validate accuracy and refine workflows.
  7. Team Training: Train your team on how to use tiers and segmented lists for targeted client management and reporting.

Requirements

  • Input on tier definitions and the criteria for assigning each tier.
  • Collaboration to determine additional segmentation factors (e.g., location, industry).
  • Feedback during testing to ensure workflows and lists align with client management goals.
  • Access to existing client data for testing and validation.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • Clearly defined client tiers aligned with business priorities and ICP attributes.
  • Automated tier assignments streamline segmentation and ensure consistency.
  • Dynamic lists enable targeted marketing, reporting, and resource allocation.
  • Enhanced ability to prioritize high-value clients while maintaining broad engagement.