Agent Skill

Lead List Segmentation

Divide a lead list into useful commercial segments with criteria, size, and priority.

Version 1.0 Updated June 2026 SKILL.md MIT 6 min read

Overview

What this skill does

A single big lead list gets treated as one undifferentiated blob, so messaging and effort are spread evenly across leads that deserve very different attention.

This skill divides the list into commercial segments, defines the criteria for each, reports segment sizes, recommends how to treat each segment, and assigns priority — turning a flat list into a sequenced plan.

When to use it

Best used for

  • Splitting one list into messaging-ready segments
  • Prioritizing where to spend outreach effort
  • Tailoring campaigns per segment
  • Reporting list composition to stakeholders

Know the limits

When not to use this skill

  • The list has no fields to segment on
  • You need per-record scoring (use Lead Qualification)
  • The list is too small to segment meaningfully

Inputs

Provide these when prompted. The skill asks for anything missing before it runs.

Required

  • A lead list

Optional

  • Segmentation dimensions (industry, size, region, fit)
  • A priority rule
  • Target segment count

Outputs

One record per segment with a consistent, inspectable schema.

  • segment_name

    A clear name for the segment.

  • segment_criteria

    The rule defining membership.

  • included_records

    Which records fall in the segment.

  • segment_size

    Count of records in the segment.

  • recommended_treatment

    How to approach the segment.

  • priority

    Relative priority of the segment.

Example

Example

A list split into two segments.

Input

List: 120 leads with industry + size + fit score.
Goal: Prioritize outreach.

Output

segment_name: High-fit mid-market
segment_criteria: fit_score >= 80 AND 50-500 employees
segment_size: 34
recommended_treatment: 1:1 personalized outreach
priority: 1
---
segment_name: Low-fit SMB
segment_criteria: fit_score < 50
segment_size: 41
recommended_treatment: Nurture or deprioritize
priority: 3

The flat list becomes a sequenced plan: 34 high-fit accounts for 1:1 outreach first, low-fit SMBs nurtured later.

Setup

How to use the skill

General steps first, then notes for specific clients where verified.

  1. 1Download the file using the button below, or copy the Markdown.
  2. 2Place it in a directory named after the skill (e.g. skill-name/).
  3. 3Make sure the filename stays exactly SKILL.md.
  4. 4Add any references or assets included with the package.
  5. 5Load the skill into a compatible agent and provide the required inputs.
Claude Code
  1. 1Create a folder for the skill and save SKILL.md inside it.
  2. 2Place the folder where your project's skills are discovered.
  3. 3Reference the skill when you want it applied to your data.
Other compatible clients
  1. 1Confirm the client supports the open Agent Skills format.
  2. 2Load the SKILL.md file as instructed by that client.
  3. 3If skills are not auto-loaded, paste the Markdown as instructions.

Source

Full SKILL.md source

Read the rendered skill or copy the complete Markdown. The download is generated from this exact source.

Version 1.0 SKILL.md ~2 KB MIT
View on GitHub

Lead List Segmentation

Purpose

Divide a lead list into useful commercial segments with criteria, size, and priority.

When to use this skill

  • Splitting one list into messaging-ready segments
  • Prioritizing where to spend outreach effort
  • Tailoring campaigns per segment
  • Reporting list composition to stakeholders

When not to use this skill

  • The list has no fields to segment on
  • You need per-record scoring (use Lead Qualification)
  • The list is too small to segment meaningfully

Required inputs

  • A lead list

Optional inputs

  • Segmentation dimensions (industry, size, region, fit)
  • A priority rule
  • Target segment count

Rules

  1. Define explicit, non-overlapping criteria per segment.
  2. Report accurate segment sizes.
  3. Base segments on supplied fields only.
  4. Recommend treatment proportional to value.
  5. Make priorities consistent and justified.

Process

  1. Profile the list fields.
  2. Choose segmentation dimensions.
  3. Define segment criteria.
  4. Assign records and count sizes.
  5. Recommend treatment and priority.

Output format

Return one record per segment with the following fields:

  • segment_name
  • segment_criteria
  • included_records
  • segment_size
  • recommended_treatment
  • priority

Validation

  • Confirm segment criteria do not overlap.
  • Confirm sizes sum sensibly to the list.
  • Confirm priorities follow the value logic.

Limitations

  • Segment quality depends on field completeness.
  • Static segments need refreshing as the list grows.

Before you rely on it

Safety and limitations

  • Segment quality depends on field completeness.
  • Static segments need refreshing as the list grows.
  • Review the output before acting on it.
  • Do not upload confidential datasets to an external model without authorization.
  • Outputs depend on the model and the source data and are not guaranteed to be accurate.

History

Changelog

  1. v1.0June 2026
    • Initial release.

Questions

Agent Skill FAQ

What does it base the segments on?
The attributes present in your list — industry, size, role, region, or fit — with each segment given a definition, size, and priority so you know which to work first.
How many segments will it create?
As many as the data supports, or a target count you specify. It avoids tiny, overlapping segments.
Do I need ProfileSpider to use this skill?
No. The skill works on any compatible data. ProfileSpider is one convenient way to produce that structured input.
Does running this skill send data to ProfileSpider?
No. Downloading or copying the file does not send any data to ProfileSpider. What happens afterward depends on the AI service you load it into.
Are Agent Skills the same as prompts?
No. A skill is a structured, reusable package — task, inputs, rules, process, and output format — so the workflow runs consistently and can be shared, versioned, and edited.

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