Prompt library
CX

Segment Insights

Diagnose segment‑level performance and risk to drive targeted growth and retention actions.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
CXOps
VP of CS
Director of CS
Customer Success Manager
Account Manager
CS Analyst
Prompt
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Petavue, please analyze our customer base by Industry, ARR Tier (SMB, Mid-Market, Enterprise), and Product Adoption Level over the past 12 months and deliver:

1. Performance Metrics:

    • Renewal, expansion, and churn rates for each segment.

2. Health Score Trends:

    • Average Health Score and its six-month trajectory by segment.

3. Engagement Coverage:

    • Average number of CSM touchpoints per account within each segment.

4. Risk Distribution: 

    • Percentage of accounts per segment with Health Scores below 50.
Follow-up Prompts
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  • Which accounts are at risk but have had no CSM touchpoints or activity  in the past 30 days?
  • Does this impact account health
Action Prompt

What This Prompt Does

This prompt analyzes customer performance by segment, breaking down renewal, expansion, and churn rates across industry, ARR tier (SMB, Mid-Market, Enterprise), and product adoption levels. It tracks segment-specific health scores over time, examines CSM engagement coverage, and identifies where risk is concentrated. The analysis reveals which customer segments are driving growth, which are underperforming, and where to focus proactive engagement and retention strategies.

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Strategic Impact

Segment-level visibility helps CS and Sales leaders invest in the right customer plays with greater precision. This prompt enables more confident growth planning, better allocation of CS resources, and faster detection of churn risks at scale.

Business outcomes:

 → Highlights high-performing segments to scale with dedicated resources

 → Flags low-engagement, high-risk groups for targeted save strategies

 → Guides segmentation-based adoption, playbooks, and support prioritization

 → Aligns GTM teams on where to double down based on segment health and expansion patterns