RFM Analysis
run_rfmAnalyze client purchase behavior by recency, frequency, and monetary value to score and segment into 11 categories, extract ICP patterns from top performers, and detect win/loss pattern signals.
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 |