Segment design
Audience Rules Atlas
Map overlapping CRM audiences into clean rule stacks with traceable joins.
Program narrative
Operators bring live spreadsheets and current lifecycle maps. We translate messy overlaps into documented audience rules, naming conventions, and merge-safe logic you can defend in program reviews.
What is included
- Rule stack canvas with conflict markers
- Field dictionary aligned to your CRM objects
- Overlap heatmap for lifecycle vs promo streams
- Naming kit for segments and derived attributes
- Peer review script for lifecycle leads
- Export pack: diagrams + CSV rule table
- Office-hour block for async follow-ups
Outcomes
- A single source of truth for audience definitions
- Readable rationale for every exclusion path
- A governance-ready change log template
Lead mentor
Mika Sato
CRM advisor focused on lifecycle orchestration for SaaS renewals.
FAQ
No admin keys are required. We work from sanitized exports and your existing diagrams. If deeper integration is desired, that is scoped separately.
This lab focuses on audience logic, not final creative. Copy alignment is covered in the Message Fit Matrix workshop.
We proceed with declared gaps. Incomplete fields become explicit risks in the workbook rather than silent assumptions.
Participant notes
The overlap heatmap made our renewal stream vs onboarding clash obvious in minutes. Still referencing the naming kit weekly.
Dense but fair — the limitation callout on missing product telemetry saved us from over-promising internally.