RFM Analysis
run_rfmSegment clients by recency, frequency, and monetary value to identify top performers, extract ideal customer profiles, and improve targeting.
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 — "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, and tier recommendations.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| source | No | auto | |
| industry_preset | No | default |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |