It took a lot of work to find this article. I am grateful to find discussion on strategy!
This article is limited in only stating that a multi-layered segmentation is available but does not go into detail on how to set up this strategy within Hubspot. Questions I still have:
When is it appropriate to employ lists vs. custom properties vs. personas to create the necessary segmentation?
Here is a visual of the segmentation I am trying to create. Any feedback is appreciated!
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B2C with 2 segments: Local and Out-of-State
- Hot Lead
- Warm Lead
- Cold Lead
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B2B - Referring Agents with 2 segments: Passive and Active
- Rookie (Out of Network)
- Veteran (Out of Network)
- Brand Loyal Agent (In-Network)