run_rfm
Analyze client purchase behavior using RFM scoring, segment customers into 11 categories, and identify ideal customer profile patterns from top performers.
Instructions
Run RFM (Recency, Frequency, Monetary) analysis on client data.
Scores clients based on purchase behavior, segments them into 11 categories, and extracts ICP patterns from top performers.
Args: source: Data source — "hubspot" for live HubSpot data, "sample" for built-in demo data. industry_preset: Scoring preset — "b2b_service", "saas", "manufacturing", or "default".
Returns: JSON with scored clients, segment distribution, ICP patterns, and tier recommendations.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| source | No | hubspot | |
| industry_preset | No | default |