The Challenge: Generic Campaign Targeting

Most marketing teams know their targeting could be sharper, but day-to-day pressures push them toward broad segments and generic messaging. Campaigns are built around high-level personas and simple rules like geography, industry, or company size. The result: ads and emails reach large audiences where only a small fraction ever had a realistic chance of converting.

Traditional approaches like manual analysis of CRM exports, gut-feel persona work, and basic platform lookalikes no longer keep up with the complexity of modern buying journeys. Channels fragment, buyers research anonymously, and signals are hidden in unstructured data: win–loss notes, call transcripts, free-text form fields, and campaign reports. Without the ability to process this volume and variety of data, marketers default to coarse segmentation and one-size-fits-all messaging.

The business impact is significant. Media budgets are wasted on low-intent audiences, cost per lead climbs, and sales teams are flooded with poorly qualified leads that erode trust in marketing-sourced opportunities. It becomes hard to scale profitable acquisition, because every incremental euro spent seems to produce less. Competitors who can identify high-intent pockets and tailor offers to micro-segments will systematically outbid you on the best opportunities.

This challenge is real, but it is absolutely solvable. With the right use of AI — especially a tool like Claude that can digest your CRM, win–loss notes, and campaign data — you can move from generic campaign targeting to precise, evidence-based segmentation and personalized offers. At Reruption, we’ve seen how AI-first approaches can transform how teams qualify, route, and speak to leads. In the rest of this page, you’ll find practical guidance on how to do this in your own marketing setup.

Need a sparring partner for this challenge?

Let's have a no-obligation chat and brainstorm together.

Innovators at these companies trust us:

Our Assessment

A strategic assessment of the challenge and high-level tips how to tackle it.

From Reruption’s perspective, the real opportunity is not just using Claude for ad copy, but turning it into a targeting and segmentation engine for lead generation. Because we build AI solutions directly inside organisations, we’ve seen that the biggest gains come when Claude is connected to real CRM exports, win–loss notes, and campaign performance data, and then used to redesign how you define audiences and offers.

Treat Targeting as a Learning System, Not a One-Off Setup

Most marketing organisations still treat targeting like a one-time campaign configuration step. With Claude-powered lead generation, you need to approach targeting as a continuous learning system. Claude can surface patterns in who converts and why, but only if you regularly feed it refreshed CRM data, channel metrics, and qualitative feedback from sales.

Strategically, this means defining a clear feedback loop: which data is exported when, who reviews Claude’s insights, and how those insights translate into new audience rules and creative variations. Make someone explicitly responsible for the “learning layer” of your campaigns so that the system gets better every month instead of resetting with every new campaign brief.

Start with Clear Definitions of “High-Intent” and “Good Fit”

Before you unleash Claude on your data, align the organisation on what a high-intent lead and a good-fit account actually look like. Marketing, sales, and leadership often have different mental models, which leads to conflicting instructions and confusing training data for any AI system.

Invest upfront time to articulate the attributes that matter: firmographics, behaviour signals, pain points mentioned in calls, typical buying committees, and deal-breakers. Then instruct Claude using these agreed definitions. Strategically, this alignment reduces internal friction and ensures that Claude’s segmentation and scoring logic reflects real commercial priorities, not just marketing vanity metrics.

Use Claude to Bridge Quantitative Data and Qualitative Insight

Ad platforms are strong at click-level optimisation, but weak at understanding the human reasons behind conversion. Claude excels at reading unstructured text — win–loss reports, call summaries, free-text survey responses — and turning them into structured patterns that can inform campaign targeting and messaging.

From a strategic standpoint, position Claude as the bridge between what your analytics tools tell you (numbers) and what your customers and salespeople know (narratives). Make it a standard practice: every quarter, Claude reviews the latest qualitative data and proposes updated segments, value propositions, and objections to address. This elevates targeting from “people who looked like this in the past” to “people who talk and decide like our best customers.”

Prepare Your Team for AI-Augmented, Not AI-Replaced, Targeting

Using Claude for campaign targeting changes the role of marketers. Instead of manually slicing spreadsheets, they curate data sources, review AI-generated segment hypotheses, and design experiments to validate them. Strategically, you need to prepare the team for this shift so that Claude is seen as an assistant, not a threat.

Clarify responsibilities: who owns data quality, who reviews Claude’s targeting suggestions, who translates them into platform setups, and who monitors performance. Invest in basic AI literacy so your team understands Claude’s strengths (pattern detection, synthesis, language) and limitations (no direct access to platform inventories, potential bias from skewed data). This will reduce resistance and accelerate adoption.

Mitigate Risk with Guardrails and Human Review

Even with excellent data, any AI system can drift or overfit. Strategically, you should design guardrails for Claude-generated targeting. Define non-negotiable constraints (e.g., geographic restrictions, regulated industries to avoid, brand safety requirements) and bake them into prompts and review checklists.

Implement a two-step workflow: Claude proposes segments and messaging variants, then a human marketer validates them against brand, compliance, and strategic direction before deployment. For critical campaigns, A/B test Claude-informed targeting against your current best practice rather than flipping everything at once. This controlled approach lets you capture upside while keeping your risk profile acceptable.

Used thoughtfully, Claude can turn your targeting from generic to evidence-based by connecting the dots between your CRM, win–loss notes, and campaign outcomes. The key is to treat it as the analytical brain behind your lead generation engine, while marketers remain decision-makers and designers of strategy and experiments. At Reruption, we specialise in embedding these kinds of AI workflows directly into marketing operations; if you’re ready to move beyond broad segments and want help scoping, prototyping, and rolling out a Claude-powered targeting engine, our team is available to explore what that could look like in your context.

Need help implementing these ideas?

Feel free to reach out to us with no obligation.

Real-World Case Studies

From Banking to Banking: Learn how companies successfully use Claude.

HSBC

Banking

As a global banking titan handling trillions in annual transactions, HSBC grappled with escalating fraud and money laundering risks. Traditional systems struggled to process over 1 billion transactions monthly, generating excessive false positives that burdened compliance teams, slowed operations, and increased costs. Ensuring real-time detection while minimizing disruptions to legitimate customers was critical, alongside strict regulatory compliance in diverse markets. Customer service faced high volumes of inquiries requiring 24/7 multilingual support, straining resources. Simultaneously, HSBC sought to pioneer generative AI research for innovation in personalization and automation, but challenges included ethical deployment, human oversight for advancing AI, data privacy, and integration across legacy systems without compromising security. Scaling these solutions globally demanded robust governance to maintain trust and adhere to evolving regulations.

Lösung

HSBC tackled fraud with machine learning models powered by Google Cloud's Transaction Monitoring 360, enabling AI to detect anomalies and financial crime patterns in real-time across vast datasets. This shifted from rigid rules to dynamic, adaptive learning. For customer service, NLP-driven chatbots were rolled out to handle routine queries, provide instant responses, and escalate complex issues, enhancing accessibility worldwide. In parallel, HSBC advanced generative AI through internal research, sandboxes, and a landmark multi-year partnership with Mistral AI (announced December 2024), integrating tools for document analysis, translation, fraud enhancement, automation, and client-facing innovations—all under ethical frameworks with human oversight.

Ergebnisse

  • Screens over 1 billion transactions monthly for financial crime
  • Significant reduction in false positives and manual reviews (up to 60-90% in models)
  • Hundreds of AI use cases deployed across global operations
  • Multi-year Mistral AI partnership (Dec 2024) to accelerate genAI productivity
  • Enhanced real-time fraud alerts, reducing compliance workload
Read case study →

Ford Motor Company

Manufacturing

In Ford's automotive manufacturing plants, vehicle body sanding and painting represented a major bottleneck. These labor-intensive tasks required workers to manually sand car bodies, a process prone to inconsistencies, fatigue, and ergonomic injuries due to repetitive motions over hours . Traditional robotic systems struggled with the variability in body panels, curvatures, and material differences, limiting full automation in legacy 'brownfield' facilities . Additionally, achieving consistent surface quality for painting was critical, as defects could lead to rework, delays, and increased costs. With rising demand for electric vehicles (EVs) and production scaling, Ford needed to modernize without massive CapEx or disrupting ongoing operations, while prioritizing workforce safety and upskilling . The challenge was to integrate scalable automation that collaborated with humans seamlessly.

Lösung

Ford addressed this by deploying AI-guided collaborative robots (cobots) equipped with machine vision and automation algorithms. In the body shop, six cobots use cameras and AI to scan car bodies in real-time, detecting surfaces, defects, and contours with high precision . These systems employ computer vision models for 3D mapping and path planning, allowing cobots to adapt dynamically without reprogramming . The solution emphasized a workforce-first brownfield strategy, starting with pilot deployments in Michigan plants. Cobots handle sanding autonomously while humans oversee quality, reducing injury risks. Partnerships with robotics firms and in-house AI development enabled low-code inspection tools for easy scaling .

Ergebnisse

  • Sanding time: 35 seconds per full car body (vs. hours manually)
  • Productivity boost: 4x faster assembly processes
  • Injury reduction: 70% fewer ergonomic strains in cobot zones
  • Consistency improvement: 95% defect-free surfaces post-sanding
  • Deployment scale: 6 cobots operational, expanding to 50+ units
  • ROI timeline: Payback in 12-18 months per plant
Read case study →

BMW (Spartanburg Plant)

Automotive Manufacturing

The BMW Spartanburg Plant, the company's largest globally producing X-series SUVs, faced intense pressure to optimize assembly processes amid rising demand for SUVs and supply chain disruptions. Traditional manufacturing relied heavily on human workers for repetitive tasks like part transport and insertion, leading to worker fatigue, error rates up to 5-10% in precision tasks, and inefficient resource allocation. With over 11,500 employees handling high-volume production, scheduling shifts and matching workers to tasks manually caused delays and cycle time variability of 15-20%, hindering output scalability. Compounding issues included adapting to Industry 4.0 standards, where rigid robotic arms struggled with flexible tasks in dynamic environments. Labor shortages post-pandemic exacerbated this, with turnover rates climbing, and the need to redeploy skilled workers to value-added roles while minimizing downtime. Machine vision limitations in older systems failed to detect subtle defects, resulting in quality escapes and rework costs estimated at millions annually.

Lösung

BMW partnered with Figure AI to deploy Figure 02 humanoid robots integrated with machine vision for real-time object detection and ML scheduling algorithms for dynamic task allocation. These robots use advanced AI to perceive environments via cameras and sensors, enabling autonomous navigation and manipulation in human-robot collaborative settings. ML models predict production bottlenecks, optimize robot-worker scheduling, and self-monitor performance, reducing human oversight. Implementation involved pilot testing in 2024, where robots handled repetitive tasks like part picking and insertion, coordinated via a central AI orchestration platform. This allowed seamless integration into existing lines, with digital twins simulating scenarios for safe rollout. Challenges like initial collision risks were overcome through reinforcement learning fine-tuning, achieving human-like dexterity.

Ergebnisse

  • 400% increase in robot speed post-trials
  • 7x higher task success rate
  • Reduced cycle times by 20-30%
  • Redeployed 10-15% of workers to skilled tasks
  • $1M+ annual cost savings from efficiency gains
  • Error rates dropped below 1%
Read case study →

Mastercard

Payments

In the high-stakes world of digital payments, card-testing attacks emerged as a critical threat to Mastercard's ecosystem. Fraudsters deploy automated bots to probe stolen card details through micro-transactions across thousands of merchants, validating credentials for larger fraud schemes. Traditional rule-based and machine learning systems often detected these only after initial tests succeeded, allowing billions in annual losses and disrupting legitimate commerce. The subtlety of these attacks—low-value, high-volume probes mimicking normal behavior—overwhelmed legacy models, exacerbated by fraudsters' use of AI to evade patterns. As transaction volumes exploded post-pandemic, Mastercard faced mounting pressure to shift from reactive to proactive fraud prevention. False positives from overzealous alerts led to declined legitimate transactions, eroding customer trust, while sophisticated attacks like card-testing evaded detection in real-time. The company needed a solution to identify compromised cards preemptively, analyzing vast networks of interconnected transactions without compromising speed or accuracy.

Lösung

Mastercard's Decision Intelligence (DI) platform integrated generative AI with graph-based machine learning to revolutionize fraud detection. Generative AI simulates fraud scenarios and generates synthetic transaction data, accelerating model training and anomaly detection by mimicking rare attack patterns that real data lacks. Graph technology maps entities like cards, merchants, IPs, and devices as interconnected nodes, revealing hidden fraud rings and propagation paths in transaction graphs. This hybrid approach processes signals at unprecedented scale, using gen AI to prioritize high-risk patterns and graphs to contextualize relationships. Implemented via Mastercard's AI Garage, it enables real-time scoring of card compromise risk, alerting issuers before fraud escalates. The system combats card-testing by flagging anomalous testing clusters early. Deployment involved iterative testing with financial institutions, leveraging Mastercard's global network for robust validation while ensuring explainability to build issuer confidence.

Ergebnisse

  • 2x faster detection of potentially compromised cards
  • Up to 300% boost in fraud detection effectiveness
  • Doubled rate of proactive compromised card notifications
  • Significant reduction in fraudulent transactions post-detection
  • Minimized false declines on legitimate transactions
  • Real-time processing of billions of transactions
Read case study →

Upstart

Banking

Traditional credit scoring relies heavily on FICO scores, which evaluate only a narrow set of factors like payment history and debt utilization, often rejecting creditworthy borrowers with thin credit files, non-traditional employment, or education histories that signal repayment ability. This results in up to 50% of potential applicants being denied despite low default risk, limiting lenders' ability to expand portfolios safely . Fintech lenders and banks faced the dual challenge of regulatory compliance under fair lending laws while seeking growth. Legacy models struggled with inaccurate risk prediction amid economic shifts, leading to higher defaults or conservative lending that missed opportunities in underserved markets . Upstart recognized that incorporating alternative data could unlock lending to millions previously excluded.

Lösung

Upstart developed an AI-powered lending platform using machine learning models that analyze over 1,600 variables, including education, job history, and bank transaction data, far beyond FICO's 20-30 inputs. Their gradient boosting algorithms predict default probability with higher precision, enabling safer approvals . The platform integrates via API with partner banks and credit unions, providing real-time decisions and fully automated underwriting for most loans. This shift from rule-based to data-driven scoring ensures fairness through explainable AI techniques like feature importance analysis . Implementation involved training models on billions of repayment events, continuously retraining to adapt to new data patterns .

Ergebnisse

  • 44% more loans approved vs. traditional models
  • 36% lower average interest rates for borrowers
  • 80% of loans fully automated
  • 73% fewer losses at equivalent approval rates
  • Adopted by 500+ banks and credit unions by 2024
  • 157% increase in approvals at same risk level
Read case study →

Best Practices

Successful implementations follow proven patterns. Have a look at our tactical advice to get started.

Use Claude to Build a Conversion-Focused Segmentation Model from CRM Data

Start by exporting a representative dataset from your CRM: closed-won and closed-lost deals, lead sources, campaign tags, contact roles, deal values, sales notes, and relevant timestamps. Anonymise sensitive fields if needed. Your goal is to give Claude enough context to infer which combinations of attributes correlate with conversion and high deal quality.

Upload the export to Claude (or paste a summarised version if dataset size requires chunking) and provide clear instructions for how to analyse it. A practical prompt template:

You are an AI marketing analyst helping improve lead generation targeting.

I will provide a CRM export with the following columns (one row per opportunity):
- Outcome (Won/Lost)
- Industry
- Company size (employees/revenue band)
- Lead source & original campaign name
- Channel (Paid Search, Paid Social, Organic, Referral, etc.)
- Contact role(s) involved
- Deal value band
- Sales notes (free text, including objections and reasons for win/loss)

Tasks:
1. Identify patterns and segments with HIGH conversion rate and/or high deal value.
2. Identify segments with LOW conversion or poor deal quality that we should avoid or treat differently.
3. For each high-performing segment, describe:
   - Common firmographic traits
   - Typical buying roles involved
   - Common pain points or triggers (from sales notes)
   - Messaging angles that seem to resonate
4. Summarise these as 5–10 concrete audience definitions we can use for ad platforms.
5. Suggest 3–5 segments that are likely poor targets based on the data.

Output the result as a structured list we can easily translate into targeting rules.

Use Claude’s output to draft new audience definitions and negative targeting rules in your ad platforms. Expect the first iteration to be rough; refine by feeding back updated data every 4–8 weeks.

Generate Personalized Offer and Message Variations for Each Segment

Once Claude has helped you define segments, use it to generate personalized value propositions and offers tailored to each micro-group. Provide Claude with segment descriptions, key pains, and your product/service capabilities, then ask it to create messaging that addresses those pains directly.

Example prompt:

You are a B2B copy strategist. We want to improve lead generation by replacing generic messaging with segment-specific offers.

Here are 3 high-performing segments Claude previously identified:
[Paste segment descriptions and pains]

Our product/service:
[Short description of your offering and core differentiators]

Tasks:
1. For each segment, create:
   - A primary value proposition (max 15 words)
   - 3 supporting benefit bullets
   - 2 example offers (e.g., assessment, calculator, trial, content) tailored to their pain points.
2. Suggest 2 headline variations and 2 intro lines for LinkedIn ads PER segment.
3. Highlight any language or topics that should be avoided for each segment (based on their objections/pains).

Return the output in a clean, sectioned format.

Implement these variations in your landing pages, emails, and ads, and track performance per segment. This allows you to systematically move away from one-size-fits-all messaging.

Score and Qualify Inbound Leads with Claude Before Routing to Sales

Claude can also act as a smart scoring layer between your marketing automation system and sales. Instead of relying only on simple rules (job title, company size, number of page views), you can enrich leads with AI-powered lead qualification that considers all available context, including free-text fields.

Set up an integration (via API or middleware) where new or updated leads are periodically batched and sent to Claude with their attributes and activity history. Use a prompt like:

You are an AI assistant for B2B lead qualification.

I will give you structured lead data and free-text inputs from forms and chats.
Your tasks:
1. Score each lead from 1–10 for "Fit" (how well they match our ICP).
2. Score each lead from 1–10 for "Intent" (how ready they are to talk to sales).
3. Classify each lead into one of 4 buckets: "Sales-Ready", "Nurture-High Priority", "Nurture-Standard", "Disqualify/No-Action".
4. Briefly explain your reasoning in 2–3 bullet points.

Our ICP and high-intent definition:
[Paste agreed ICP and high-intent criteria]

Lead data:
[Paste JSON or table of leads with fields like company size, industry, role, pages visited, content downloaded, form comments, etc.]

Write Claude’s scores and buckets back into your CRM/MA tool as custom fields. Use them to drive workflows: immediate sales alerts for “Sales-Ready” leads, targeted nurturing sequences for high-priority nurture leads, and exclusion from spend-heavy campaigns for poor-fit contacts.

Let Claude Design and Prioritise A/B Tests for Targeting and Creatives

Instead of brainstorming tests manually, ask Claude to recommend and prioritise A/B tests for generic campaign targeting based on performance data. Export campaign-level data from your platforms: impressions, clicks, CPL, conversion rates, audience definitions, and creative descriptions.

Prompt example:

You are a senior performance marketing strategist.

I will provide performance data for recent campaigns, including:
- Audience definitions
- Channels and placements
- Creatives (short descriptions or examples)
- Key metrics (CTR, CPL, lead quality proxy if available)

Tasks:
1. Identify where generic targeting seems to be limiting performance (e.g., broad audiences with high spend but low quality).
2. Propose 5–10 specific A/B tests that focus on:
   - Narrowing or refining audiences
   - Adjusting messaging per segment
   - Testing different offers for the same audience
3. For each test, include:
   - Hypothesis
   - Implementation steps (for typical ad platforms)
   - Primary success metric
   - Recommended minimum sample size or runtime.
4. Prioritise tests by expected impact and ease of implementation.

Here is the data:
[Paste or attach data]

Feed these tests into your experimentation backlog. Over time, you’ll build a systematic programme for eliminating generic targeting and scaling what actually works.

Use Claude to Clean and Enrich Targeting Data Before Import

Dirty, inconsistent CRM data is one of the main blockers for precise targeting. Claude is well-suited to normalise, categorise, and enrich messy fields before they are used in segment definitions. This is especially valuable for free-text job titles, industries, and reason-for-loss fields.

Periodically export problematic fields and use Claude to map them to standardised categories you can work with in your marketing stack.

You are a data cleaning and categorisation assistant for marketing operations.

I will provide a list of free-text entries from our CRM. Your job is to:
1. Normalise job titles into standard seniority and function buckets (e.g., "VP", "Head", "Manager"; "Marketing", "IT", "Finance").
2. Map company industries to a standard list of 15–20 industry categories.
3. Categorise free-text "Reason for Loss" fields into a controlled list of reasons (e.g., "Budget", "Timing", "Competitor", "No Fit").

Return the result as a table with columns:
- Original value
- Normalised job seniority
- Normalised job function
- Industry category
- Loss reason category (if applicable).

Import these cleaned and categorised fields back into your CRM and use them to define more accurate audiences and exclusion lists, reducing waste from irrelevant impressions.

Expected Outcomes and Metrics to Track

When implemented properly, these practices should lead to measurable improvements rather than just nicer reports. Realistic expectations within 3–6 months of systematic use of Claude for campaign targeting and lead generation include: 15–30% reduction in cost per qualified lead, 10–25% increase in opportunity rate from marketing-sourced leads, and a visible shift in spend from low-intent to high-intent segments. Track metrics such as segment-level CPL, MQL-to-SQL and SQL-to-opportunity conversion, pipeline value per segment, and time-to-contact for “Sales-Ready” leads. Use these numbers to continuously refine Claude’s prompts and the underlying data you feed into it.

Need implementation expertise now?

Let's talk about your ideas!

Frequently Asked Questions

Claude helps by analysing your existing CRM data, win–loss notes, and campaign performance to uncover which combinations of attributes actually predict conversion. Instead of broad segments based only on job title or industry, Claude can surface micro-segments defined by behaviour, pain points, deal size, and buying roles. It then helps you translate these insights into concrete audience definitions, negative targeting rules, and personalised messaging for each segment, so your ads and emails focus on high-intent, good-fit prospects rather than everyone who loosely matches a persona.

You do not need a large data science team to start. For most companies, the core requirements are: someone who understands your CRM and campaign data well enough to export relevant datasets, a marketer comfortable with prompt writing and interpreting Claude’s outputs, and basic technical support to automate data flows if you move beyond manual uploads.

Over time, it helps to involve marketing operations or IT to set up secure, repeatable integrations between your CRM/MA tools and Claude’s API. Reruption typically works with a small cross-functional pod (marketing lead, ops/IT, and a business owner) to get from first prototype to a stable AI-augmented targeting process.

Timelines depend on your campaign volume and data quality, but many organisations can see early signals within 4–6 weeks. In the first 2–3 weeks, Claude can help you build improved segments and messaging variations based on historical data. Once deployed, you need at least one full optimisation cycle—typically another 2–4 weeks—to gather enough volume for statistically meaningful comparisons against your current targeting.

More substantial improvements usually emerge over 3–6 months, as you iterate on segments, refine prompts, and expand AI-driven targeting to more channels. The key is to treat this as an ongoing optimisation programme, not a one-time switch.

The direct usage cost of Claude is typically modest compared to media spend, as you are primarily using it for analysis, segmentation, and content generation. The main investment is in the initial setup: cleaning data, defining your ICP and high-intent criteria, designing prompts, and wiring Claude into your workflows.

In terms of ROI, realistic outcomes include a 15–30% reduction in cost per qualified lead, better MQL-to-SQL conversion, and less time wasted by sales on poor-fit leads. Because these gains compound across channels and campaigns, even modest percentage improvements can easily justify the implementation effort within one or two quarters, especially for teams with significant paid media budgets.

Reruption works as a Co-Preneur, embedding with your team to design and ship working AI solutions rather than slideware. For this specific challenge, we typically start with our AI PoC offering (9.900€), where we validate that Claude can meaningfully improve your targeting using your real CRM and campaign data. You get a functioning prototype, performance metrics, and a concrete plan for production.

Beyond the PoC, we support you in engineering the integrations, setting up secure data flows, refining prompts, and enabling your marketing team to operate the new system. Our focus is to build an AI-first targeting capability directly inside your organisation, so that your team can continuously learn, adapt, and scale lead generation without depending on external agencies for every optimisation.

Contact Us!

0/10 min.

Contact Directly

Your Contact

Philipp M. W. Hoffmann

Founder & Partner

Address

Reruption GmbH

Falkertstraße 2

70176 Stuttgart

Social Media