How to Use Segmentation for Effective Personalization

Teams who take a “boil the ocean” approach to outbound will fail. Here’s how to fix it and build sequences that actually drive results: Step 1: Focus your team on accounts most likely to buy now, invest at a premium, and become long-term customers or referral sources. This means moving beyond “anyone who fits the ICP” and zeroing in on high-priority targets. Step 2: Create deeper, more meaningful segments from that refined group. Traditional segments are great for organizing territories but fall short for crafting sequences that resonate. Instead, you need segmentation that helps your team speak the language of specific sub-groups. Use multiple layers of data—firmographics, intent signals, and contact-level insights—to break your TAM into smaller, actionable groups. Step 3: Launch micro-campaigns that target those precise segments with messaging designed to feel tailor-made. When you take this approach, personalization becomes scalable because it’s rooted in segmentation. Your reps don’t waste time on one-off customization, and your messaging feels 99% relevant to the prospect. I've been teaching this process as #ValueBasedSegmentation for the better part of a decade. It’s the key to building sequences that drive higher CTRs, replies, and engagement without tedious manual effort. ➡️ With this approach, you’ll: - Improve email performance - Write copy that prospects actually care about - Give your team a clear roadmap for focused outbound 📌 How are you helping your team build relevance into their outbound sequences?

If you’re segmenting based on engagement, you’re already behind. Everyone does 30/60/90 day engagement windows. It’s not advanced. It’s basic hygiene. Here’s the real segmentation play most marketers miss: Segment by intent signals, not just opens/clicks. Examples: • Viewed shipping/returns policy? ➝ Hit with reassurance focused CTA • Time on product page > 30 seconds? ➝ Trigger a cart based reminder • Opened 5+ product emails but never clicked? ➝ Try plain text emails with a customer story • AOV based segments - low priced vs high priced ➝ show them the right products • FAQ viewers ➝ Give them more trust • Recent abandon carts/checkouts ➝ Leverage their interests • Time since they opted in for a coupon ➝ Remind them about it • Time since last purchase ➝ Show them complimentary products The list goes on and on... THEN add your engagement for best deliverability Engagement ≠ intent. Intent = actual buying behavior. Stop treating every click the same. Treat the reason behind the click differently.

80% of people prefer to buy from brands that personalize. Yet most businesses still send generic campaigns. Here’s how I use AI to change that 👇 Step 1: Build Your Data Foundation → Consolidate customer data from all sources → Clean and structure your data → Create unified customer profiles → Map customer journeys Step 2: Choose the Right AI Tools → Start with predictive analytics → Add dynamic content generation → Implement real-time personalization engines → Focus on tools that integrate with your stack Step 3: Create Personalization Frameworks → Segment audiences by behavior → Design content templates → Set up trigger-based workflows → Define success metrics Real examples that work: 1/ E-commerce: → AI analyzes browsing patterns → Predicts next likely purchase → Personalizes email timing ↳ Result: 40% higher conversion rates 2/ B2B Marketing: → AI scores leads in real-time → Customizes content by industry → Automates follow-up timing ↳ Result: 3x faster sales cycles 3/ Content Marketing: → AI suggests trending topics → Personalizes content recommendations → Optimizes posting schedules ↳ Result: 2x engagement rates Warning: Avoid these common mistakes: → Implementing AI without clean data → Focusing on tools over strategy → Forgetting the human element → Ignoring privacy concerns Remember: AI amplifies your marketing. It doesn't replace your strategy. Start small, measure results, scale what works. What's your biggest challenge with marketing personalization? Comment below. Sign up for my newsletter for more marketing and AI content: https://lnkd.in/gSi-nA2F Repost or follow Carolyn Healey for more like this.

If I was running ABM at a fast-growing security company (like Wiz, Snyk, or Netskope), here's how I'd avoid wasting money on bad-fit accounts. 👇 AI Segmentation. Most companies segment by industry. They say something like: "We target Tech, Retail, and Hospitality companies with 1,000+ employees." Motel 6 and Airbnb show why this breaks. Same firmographic profiles. But very different business situations, needs, and priorities when it comes to information security (or any tech purchase). You wouldn't sell to them the same way. AI Segmentation helps you uncover and target the highest value segments for your business, beyond basic industries. Here's how I would do this for a security company: 1.) Segment on business situation (not industry). -- Analyze your best customers (high NRR, high ACV). -- Group by specific situations that align to your value prop. e.g. Security Maturity Level, Security Use Cases, Compliance Sensitivity, etc.  -- Find the *natural* clusters based on value, not generic industry labels. 2.) Identify segments with AI. -- Use Keyplay AI to categorize every account in your market. -- Backtest segments against historical data to find which segments have the highest NDR, ACV, and Win Rates. -- Find new ICPs, outside generic vertical groups. 3.) Action the data -- Create ABM plays at intersections with highest win rates. -- Develop content specific to each segment combination (e.g., "Cloud Security for Advanced DevSecOps Teams in Retail") -- Refine your segmentation models as you grow. This process can reduce non-ICP Spend (waste) by 20-30% and help you find thousands of net new target accounts. Don't just throw your budget at industries. Find the segments where your solution resonates most, where you win often, win fast, and win big. That's strategic segmentation. p.s. If you want me and my team to kick-start this process for you, we're offering a free strategic segmentation analysis to CMOs at SaaS security companies with >$20M ARR. Get your report here --> https://lnkd.in/gMezS4Zk #ABM #ICP