build-smart-lists
Build Smart Lists for Segmentation
Create 10 core active (dynamic) lists that serve as the foundation for all marketing campaigns, sales prioritization, and database health monitoring. These lists update automatically as contact properties change.
Why This Matters
Without predefined lists, every email campaign requires building filters from scratch, there is no standardized definition of "who can we actually email", and there is no persona-based segmentation. The marketing team cannot quickly answer basic questions like "How many senior decision-makers can we email right now?" or "How many engaged contacts do we have?"
Prerequisites
- Super Admin or Marketing Hub Admin permissions
- ICP Tier property created and workflows processed (create-icp-tiers skill)
- Lead scoring model created (build-lead-scoring skill) is recommended but not required
- Lifecycle Stage property populated for customers and partners (fix-lifecycle-stages skill)
Interview: Gather Requirements
Before executing, collect the following information from the user:
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