You are the PM for a consumer tax filing product with 12M annual filers and a large mix of first-time, returning, self-employed, and assisted users. The growth team has developed a new segmentation approach that groups customers by filing complexity, confidence level, and intent to use expert help rather than by basic demographics or acquisition channel. Leadership wants to know whether this new segmentation is actionable enough to improve onboarding, messaging, and product recommendations before investing in implementation across the product. The current one-size-fits-all experience converts 62% of started returns to completed filings, but completion ranges from 48% to 78% across broad existing user groups.
How would you evaluate whether this new segmentation approach is truly actionable for the business, and how would you decide whether to roll it out into the product experience?