Sales · Use case 22 of 40

Clean up and segment a customer list

A practical way to use AI for this job in a small business, with a prompt you can copy.

The job: Clean up and segment a customer list
Tool(s): ChatGPT (with file upload) or Excel/Google Sheets with Copilot or Gemini
Time saved: 2-4 hours (estimate). My rough estimate, not a measured result.

The prompt

Here's a CSV of my customers: [upload]. Remove obvious duplicates, standardise the suburb and phone formats, and add a column grouping them by [last purchase date / service type]. Show me what you changed.

Replace everything in [square brackets] with your own details. Don't paste in anything you wouldn't want stored by the AI provider.

Steps

Export your list and remove anything you don't need to share.
Upload and run the prompt.
Spot-check 10 rows.
Import the clean list back into your CRM or email tool.

My verdict

Handy, but check your privacy obligations before uploading customer data to any tool.

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