Create Segment Lists

Build a library of segment lists that enable targeted marketing, accurate reporting, and proper suppression. These lists form the foundation of segment-based operations.

Prerequisites

• A HubSpot private app access token (HUBSPOT_ACCESS_TOKEN in .env) with crm.lists.read and crm.lists.write scopes
• Python 3.10+ with uv
• ICP tier property created (run /create-icp-tiers first)
• Lifecycle stages cleaned up (run /fix-lifecycle-stages first)

Interview: Gather Requirements

Before executing, collect the following information from the user:

Q1: What are your key customer segments?

• Examples: Industry verticals (Manufacturing, Professional Services, Retail, Education, Logistics), company size tiers (Enterprise, Mid-Market, SMB), geographic regions (North America, EMEA, APAC)
• Default: Core business segments (Customers, Partners, Competitors, Internal) plus ICP tiers and engagement-based segments