B2B SAAS CUSTOMER SEGMENTATION STUDY

Find the customers worth winning, keeping, and building for.

A 3-month study that replaces product and marketing guesswork with a clear growth plan.

HPI finds at least $1M+ in data-backed revenue opportunity, or the study is free.

WHY SEGMENTATION COMES FIRST

Do not ask product or marketing to solve a customer question.

Developers can ship features. Marketing can create demand. Neither can decide which customers are worth building for or what those customers value most.

Those answers come first.

Understand
who buys and why

Identify the needs, use cases, behaviors, and economics that separate your best customers from the rest.

Decide
what to build and offer

Focus the roadmap, engineering effort, value proposition, pricing, packaging, and message around real customer evidence.

Reach
the right customers

Use marketing to reach a defined audience with a relevant offer instead of funding a broad experiment.

More product and marketing investment should scale an answer, not fund the search for one.

Definition

What is a Customer Segmentation Study

A customer segmentation study groups customers by meaningful differences in needs, behaviors, use cases, and economics.

HPI combines qualitative customer research with behavioral customer segmentation, product usage segmentation, customer cohort analysis, and revenue segmentation. The result is a set of customer segments that leadership can use to make product and growth decisions.

The Difference

Most segmentation describes customers.
HPI directs the next move.

Standard Segmentation

Groups customers by industry, company size, demographics, persona, or survey response.

HPI Behavioural Customer Segmentation StudyTM

Connects needs, use cases, customer language, behavior, product usage, revenue, retention, and expansion.

The Business Result

A clear view of who to build for, who to target, what to offer, and where to invest next.

WHO THIS IS FOR

Built for B2B SaaS companies with enough customer data for the math to matter.

This is likely a fit if:

You are a B2B SaaS company with roughly 1,000+ or more active paying users.

You have at least 2 years of product usage, customer and recurring revenue data.

Growth or a key metric has stalled, while product and marketing teams have competing theories but no clear answer.

Your segmentation relies on firmographics, demographics, geography, pricing plans, or broad personas, yet cannot explain different use cases, buyer types, or customer value.

This may be too early if:

You have fewer than 1,000 active paying users.

Revenue is driven mainly by one-off transactions rather than recurring customer relationships.

You are still pre-product-market fit or do not yet have enough customer evidence.

You want a quick survey or demographic persona exercise without deeper behavioral and revenue analysis.

For qualified companies, HPI guarantees to identify at least $1M in measurable, data-backed revenue opportunity, or you do not pay.

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QUESTIONS THE STUDY ANSWERS

The questions to answer before your next growth investment.

Developers can ship features. Marketing can create demand. Neither can decide which customers are worth building for or what those customers value most.

Which customer segments create the most revenue, retention, margin, or expansion?
Which segments should we build for and target before increasing product or acquisition spend?
What needs, use cases, and buying triggers matter most to each segment?
Which behaviors predict repeat purchase, adoption, expansion, or churn?
Which offers, features, products, or services create the most value?
What should Product, Marketing, Sales, and Customer Success prioritize next?
WHAT IS INCLUDED

Three evidence streams. One customer view.

HPI brings the three streams together in a decision-ready customer segment analysis.

01

What
Customers Say

Identify the needs, use cases, behaviors, and economics that separate your best customers from the rest.

02

What
Customers Do

Focus the roadmap, engineering effort, value proposition, pricing, packaging, and message around real customer evidence.

03

What
Customers are Worth

Use marketing to reach a defined audience with a relevant offer instead of funding a broad experiment.

Study Process

A collaborative path from questions to confident decisions.

Align

We clarify the business decision, learn from Product, Marketing, Sales, Customer Success, Data, and leadership, and confirm that the available evidence can support a meaningful study.

Learn

We prepare the data, speak with customers, and identify patterns across needs, use cases, behavior, product usage, revenue, retention, and expansion.

Decide

We size the segments, rank the opportunities, and turn the findings into a clear roadmap for product, pricing, positioning, marketing, retention, and growth.

WHAT YOU WALK AWAY WITH

Three outputs your team can use immediately.

Customer Segment Map
A usable view of who your customers are, what they are trying to accomplish, how they behave, and which segments deserve focus.
Revenue and Opportunity Model
Each segment sized by revenue, retention, expansion, adoption, and risk, with the strongest opportunities ranked by value and feasibility.
Decision Roadmap
Specific recommendations for product roadmaps, engineering priorities, positioning, pricing, packaging, marketing, retention, and expansion, supported by a board-ready story and working files.
Case Study

Evidence that customer clarity can change the growth curve.

HPI identified nine customer segments, must-have features, and priority opportunities, helping clarify where growth would come from and what to build next.

HPI built a segmented benchmark dataset for product leaders, producing 1,120 qualified leads in the first three weeks after launch.

“They showed us nine distinct segments, the three that drive retention and exactly what to build next.

— VP Product, for an H&R Block company

Frequently Asked Questions

Know which opportunities deserve the next investment.

See which customer segments matter most, where the strongest revenue opportunities are, and what Product and Marketing should prioritize next.

Start a Conversation

Customer evidence. Market clarity. Revenue decisions you can defend.

Book a Discovery Call
Robert Tan Speaking

Robert Tan

Founder, High Point Insight