A diagnostic for deciding whether your customer segment profitability evidence is trustworthy enough to steer investment between segments, and which capability gaps to close first if it is not.
The 13 sections
An anchored maturity rubric covering segment definitions, revenue attribution, cost-to-serve, acquisition cost, cohort retention, data integration, reconciliation and decision governance. It includes a weighted readiness index with gating and precedence rules, a test of whether segment rankings survive a better costing method, an options comparison that keeps cash and capacity separate, and execution, governance and measurement tables. It also contains a synthetic worked example, a failure case, a calibration exercise and copyable registers and worksheets.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references