Email List Segmentation Worksheet

### The 4-Tier Audience Segmentation Model #### Tier 1: Lifecycle Stage (Mandatory Baseline) - **New Subscribers (0–14 Days):** In active welcome sequence; excluded from all general promotional broadcasts. - **Engaged Leads (Opened/Clicked in last 30 days):** Eligible for all educational newsletters and feature announcements. - **Active Opportunities (Open deal in CRM pipeline):** Receiving customized sales rep follow-up; marketing broadcasts suppressed. - **Current Customers:** Enrolled in product onboarding and retention messaging; suppressed from sales acquisition offers. - **Lapsed / Dormant (No opens/clicks in 60–90 days):** Routed into sunset sequence; excluded from standard newsletters. #### Tier 2: Behavioral Intent Tags - `Tag: Downloaded-ROI-Calculator` -> Triggers financial benefit email follow-up. - `Tag: Viewed-Pricing-Page-2x` -> Notifies assigned account executive in CRM. - `Tag: Clicked-Deliverability-Guide` -> Routes contact to technical deliverability webinar invite. #### Tier 3: Industry & Business Model - **Local Service Pros:** Focus on SMS reminders, quote follow-up, Google reviews. - **B2B SaaS / Consultancies:** Focus on multi-touch cadences, demo conversions, executive consensus. - **Ecommerce Storefronts:** Focus on cart abandonment, post-purchase cross-sells, VIP loyalty.