How do I use the RFM Customer Segmentation prompt with Claude?

Copy the prompt template, replace the bracketed placeholders with your actual data, and paste it into Claude. The AI will analyze your data and produce structured results including specific recommendations you can act on immediately.

Customer Analytics

RFM Customer Segmentation

Segment your customers into Champions, Loyal, At-Risk, and Lost groups using purchase data — then get specific tactics for each segment.

What This Skill Does

This skill takes your customer transaction data and performs a full RFM (Recency, Frequency, Monetary) segmentation analysis. It scores every customer on three dimensions, groups them into actionable segments, and tells you exactly what to do with each group.

You will get a scored customer table, segment distribution breakdown, and a prioritized action plan — the same analysis that would take a data analyst hours to build in a spreadsheet, done in seconds.

What You Need

A CSV or table of customer transactions with columns: Customer ID, Order Date, Order Total. For example: | Customer ID | Order Date | Order Total | |-------------|------------|-------------| | C001 | 2026-02-15 | $85.00 | | C001 | 2025-11-03 | $120.00 | | C002 | 2026-01-20 | $45.00 | | C003 | 2025-06-10 | $200.00 | | ... | ... | ... |

Prompt Template

Copy this prompt, replace the [BRACKETED] placeholders with your data, and paste into Claude.

Analyze this customer transaction data using RFM segmentation.

Score each customer from 1-5 on:
- Recency: days since last purchase (5 = most recent)
- Frequency: total number of orders (5 = most orders)
- Monetary: total spend (5 = highest spend)

Group customers into these segments:
- Champions (R≥4, F≥4, M≥4)
- Loyal Customers (F≥4)
- Potential Loyalists (R≥4, F=2-3)
- At Risk (R≤2, F≥3)
- Needs Attention (R=2-3, F=2-3)
- Lost (R=1, F=1)

For each segment, provide:
1. Customer count and percentage of total
2. Average lifetime value
3. Three specific retention or reactivation tactics

Here is my data:
[PASTE YOUR DATA]

Example Output

Here is what Claude produces when you use this skill with sample data.

**Segment Distribution:**

| Segment | Count | % of Total | Avg LTV | Revenue at Stake |
|---------|-------|------------|---------|-----------------|
| Champions | 145 | 12% | $890 | $129,050 |
| Loyal Customers | 280 | 23% | $520 | $145,600 |
| Potential Loyalists | 190 | 16% | $180 | $34,200 |
| At Risk | 210 | 17% | $410 | $86,100 |
| Needs Attention | 175 | 14% | $160 | $28,000 |
| Lost | 220 | 18% | $95 | $20,900 |

**Key Insight:** Your At Risk segment has the 2nd highest LTV ($410) and holds $86,100 in revenue — these are former loyal customers worth saving. Prioritize them over acquiring new customers at your current $45 CAC.

**Priority Action:** Launch a 3-touch win-back sequence to the 210 At Risk customers this week. Expected recovery: 25-35% re-engagement rate = $21,500-$30,100 recovered revenue within 30 days.

**Action Plan by Segment:**

Champions (145 customers | $129K revenue)
1. VIP early access to new product launches + free samples per order
2. Referral program: $15 credit per referral, $25 bonus at 3+ referrals
3. Private "Insiders" feedback community for product development input

Loyal Customers (280 customers | $146K revenue)
1. Subscription offer at 10% discount on most-purchased products
2. Cross-sell into untried categories with personalized recommendations
3. Purchase anniversary emails with a surprise gift to reinforce loyalty

Potential Loyalists (190 customers | $34K revenue)
1. 3-email "Build Your Routine" nurture series based on purchase history
2. Second-purchase incentive: free travel-size product with $60+ orders
3. Product-specific social proof (reviews and UGC from similar customers)

At Risk (210 customers | $86K revenue)
1. Win-back email: "We miss you" + 15% off, escalating to 20% in 7 days
2. Top 50 highest-LTV: personal founder email + exclusive comeback offer
3. SMS with limited-time "Welcome Back" bundle at 25% off past favorites

Needs Attention (175 customers | $28K revenue)
1. Re-engagement email showcasing new launches since their last visit
2. Personalized "Complete Your Routine" quiz leading to a curated bundle
3. 10% offer with 14-day expiration window to create urgency

Lost (220 customers | $21K revenue)
1. Final win-back: bold 25% off, single bestseller product focus
2. Sunset flow: suppress from main list after 30 days of no engagement
3. Meta/Instagram retargeting with customer testimonial social proof ads

Tips for Best Results

Export data from Shopify: Settings → Analytics → Export customers. Include order dates and totals.

For best results, use 12-24 months of transaction data to capture full purchase cycles.

Re-run this analysis monthly to track segment migration — are customers moving from At Risk to Loyal, or the reverse?

Pair this with the Win-Back Campaign Creator skill for the At Risk segment.

Skip the Prompt — Automate This

Finsi runs this analysis automatically on your live data. No prompting, no copy-pasting — just real-time insights and AI-powered recommendations.

See Smart Segmentation

Related Skills

Continue building your AI-powered e-commerce toolkit.

Cohort Retention Analysis

Customer Lifetime Value Calculator

Win-Back Campaign Creator

Get These Insights Automatically

Finsi connects to your Shopify, Stripe, and marketing tools to run these analyses in real time — no prompts needed. Get AI-powered recommendations delivered to your dashboard every day.

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