RFM Analysis
run_rfmSegment clients by recency, frequency, and monetary value. Score purchase behavior, identify top-performing ICP patterns, and detect win/loss signals to prioritize revenue opportunities.
Instructions
Run RFM (Recency, Frequency, Monetary) analysis on client data.
Scores clients based on purchase behavior, segments them into 11 categories, extracts ICP patterns from top performers, and detects win/loss pattern signals.
Args: source: Data source — "auto" (uses HubSpot if API key is set, otherwise sample data), "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, signals, and tier recommendations.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| source | No | auto | |
| industry_preset | No | default |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |