All projects
GTM systemsImplemented

Segmentation without losing the source

Consolidating customer data into useful cohorts while preserving identity, provenance, and business rules.

ClayCSVData reconciliation
records consolidated
25,000+

Completed consolidation with source fields and identity keys preserved.

GTM systemsSELECT A STEP

The problem

Multiple tables and overlapping segments made it difficult to identify the right users and keep source data consistent. Paying users, ownership cases, and suppressions needed distinct treatment.

My contribution

  • Defined conversion tiers and lifecycle segments with documented eligibility rules.
  • Consolidated source tables into clean destinations with stable segment identifiers.
  • Preserved original fields and refreshed suppression checks before downstream preparation.

Evidence & scope

Checked fresh exports, unique user IDs, payment flags, segment counts, source-field preservation, and boundary cases.

What came out of it

Created consistent working segments and repeatable updates without losing source information.

Created coherent working datasets and repeatable segmentation logic, with held records separated from eligible review cohorts.

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