Donor Segmentation and Strategy Table
Group donors and plan relevant communication.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Create a donor segmentation plan for [ORGANIZATION]. My data fields: [DONOR_DATA_FIELDS]. Summary of the donor base: [DONOR_BASE_SUMMARY]. Capacity for outreach: [STAFF_CAPACITY]. Return a table of 6 to 8 segments with columns: Segment (definition based on recency, frequency, and gift size, such as new, repeat, monthly, lapsed 12-24 months, major, event-only, volunteers who give), Estimated size (from my data), Goal, Message focus, Channel, Frequency, Ask strategy, and Measure of success. Then provide: a spreadsheet method to assign donors to segments (formulas for recency and frequency), the three segments with the best return on effort, an upgrade path for each, and a stewardship calendar for the year. Add rules for respecting privacy and communication preferences, and for treating volunteers and donors as people, not only as numbers. Flag the data I should clean first. Do not invent donor counts; use the numbers I provide. Keep every segment definition precise enough that two staff members would place the same donor in the same segment, and give one example donor per segment as a sanity check.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.