Purpose
To quickly understand who is engaged, who is drifting, and where attention is best placed — using behaviour rather than assumptions.
Step 1: Start with observable signals
Ignore intention, enthusiasm, or stated interest. Look only at what people actually do.
Examples of usable signals:
- Opens or reads communications
- Clicks or follows links
- Replies or asks questions
- Attends, buys, or participates
- Returns after an absence
Do not score quality yet. Just note presence or absence.
Step 2: Place each person in one of three groups
1. Likely
People who show recent, repeated signals.
Typical behaviours:
- Regular engagement
- Timely responses
- Voluntary interaction
Interpretation:
These people are already choosing you. Do not overwork them.
2. Dormant
People who show past signals, but little or none recently.
Typical behaviours:
- Previously active
- Long gaps
- Passive presence
Interpretation:
They may still care, but something has interrupted momentum.
3. Risky
People who show minimal or fragile signals.
Typical behaviours:
- One-off engagement
- Inconsistent contact
- Only respond when prompted
Interpretation:
Energy invested here has a high chance of low return.
Step 3: Match effort to segment
| Segment | What to do | What not to do |
|---|---|---|
| Likely | Maintain rhythm, offer depth | Over-pitch or pressure |
| Dormant | One clear re-entry invitation | Multiple follow-ups |
| Risky | Light-touch presence or pause | Chasing or rescuing |
Effort should decrease as risk increases.
Step 4: Revisit regularly
Segments are not identities.
They are snapshots.
Re-sort:
- after campaigns
- after pauses
- after changes in offer or context
Movement between groups is normal.
Step 5: Use the insight sparingly
The aim is not to maximise response.
The aim is to allocate attention where it is metabolised.
If everything feels urgent, segmentation is not being used properly.
Final note
This tool does not predict loyalty, value, or future behaviour.
It only helps decide where to place your next unit of attention.