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NT-098 / Decision pack

Customer segmentation worksheet

Group service needs using information you can justify.

Group service needs using information you can justify. Connect service need, observed evidence, offer implication with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which proposed customer group lacks a clear and supported service rationale?

Small teams reviewing practical differences in customer needs.

From input to next step.

  1. 01

    Set the boundary

    Define groups by relevant service needs and observable business context. Avoid sensitive traits or inferred personal characteristics.

  2. 02

    Work through the record

    Record the evidence and how the grouping would change a practical service choice. Keep individual customer data outside the worksheet.

  3. 03

    Confirm the next step

    Check the proposal with actual customer feedback and revise unsupported groups. Do not present small observations as market research.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
SG-01
Service need
Frequent document exchange
Observed evidence
Service-task notes
Offer implication
Clearer submission route
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • This is not automated profiling.
  • Do not infer sensitive attributes.
  • Keep group membership revisable.

A service-needs grouping worksheet, not eligibility scoring or predictive segmentation.

A few useful answers.

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Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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