Customer segmentation template

Customer segmentation is a key aspect of customer success. It involves dividing a broad customer base into smaller groups based on shared characteristics, allowing businesses to tailor their marketing strategies to specific segments. The result? Ensuring that key customer groups receive more relevant and targeted messaging.

Our customer segmentation template helps businesses achieve this by categorizing their customers into distinct groups based on various characteristics.

What's inside the template?

The template is structured into four key areas that are essential for effective customer segmentation:

• Geographic segmentation: Customers are grouped based on their physical location, such as regions, urban vs. rural areas, or frequently visited places​.
• Demographic segmentation: This focuses on census-style data like age, gender, income, job title, and marital status. It helps identify broad trends within specific groups​.
• Psychographic segmentation: Customers are categorized based on their interests, lifestyle, social class, and personal motivations. This type of segmentation digs deeper into what drives customers beyond basic demographics​.
• Behavioral segmentation: This type looks at customer behavior, such as brand loyalty, purchasing habits, readiness to buy, and how often they engage with the product​.

Download your customer segmentation template: PDF, MSOffice, Google Doc

Customer segmentation template

Customer segmentation template A quick way to understand your customers is through customer segmentation. After all, segmentation arms you with the data needed to fulfill your target customers’ needs. This handy table has prompts so that you can easily split your audience in a range of wa…

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