CRM Segment & Winback

Overview

Use this skill to turn rough customer data notes and lifecycle goals into a structured CRM segment brief and winback campaign strategy. It applies a built-in lifecycle stage framework, winback trigger library, and channel suitability matrix to generate operator-ready recommendations.

This MVP is heuristic. It does not connect to live CRM platforms (Klaviyo, Braze, SMS tools, WeChat Work), analytics, or customer data warehouses. It relies on the user's provided segment context, purchase history notes, and campaign goals.

Trigger

Use this skill when the user wants to:

• define or refine CRM customer segments (new, active, lapsed, VIP, at-risk, churned)
• build winback triggers and timing for lapsed or churned customers
• plan a lifecycle email or SMS campaign sequence across onboarding, retention, and winback
• assess segment health and identify which segments need immediate re-engagement
• generate personalized offer and message ideas for a specific segment

Example prompts