Customer Cohort & Retention Analysis

🎯 **OBJECTIVE**
Conduct comprehensive customer cohort analysis for {{company_name}} to understand retention patterns, identify churn drivers, and optimize {{lifetime_value}} across customer segments.

📊 **YOUR BUSINESS CONTEXT**
• Company: {{company_name}} in {{industry}}
• Product: {{product_description}}
• Customer Metrics: LTV {{lifetime_value}} | CAC {{customer_acquisition_cost}}
• Pricing: {{product_pricing_model}}
• Target Personas: {{target_personas}}
• Value Delivered: {{value_propositions}}

💡 **KNOWLEDGE BASE INPUTS**
{{knowledge_base}}

⚙️ **COMPREHENSIVE OUTPUT**

**SECTION 1: COHORT ANALYSIS FRAMEWORK**
Segment customers by cohort dimensions:

**Time-Based Cohorts:**
• Sign-up month/quarter/year
• Seasonal patterns in {{industry}}
• Product launch timing

**Attribute-Based Cohorts:**
• By persona within {{target_personas}}
• By deal size relative to {{average_deal_size}}
• By acquisition channel from {{primary_channels}}
• By geographic market in {{geographic_markets}}
• By use case addressing {{pain_points}}

**Behavior-Based Cohorts:**
• Feature adoption patterns
• Engagement level (high/medium/low)
• Expansion vs. flat vs. contraction
• Support ticket volume

**SECTION 2: RETENTION ANALYSIS**
Calculate retention metrics by cohort:

**Retention Rate:**
Month 1, 3, 6, 12, 24 retention percentages
• Example: Jan 2023 cohort - 100% (M0) → 92% (M1) → 85% (M3) → 78% (M6) → 70% (M12)

**Churn Analysis:**
• Gross churn rate (logo churn)
• Net revenue retention (NRR) including expansion
• Churn reasons by cohort (price, product fit, service)
• Time to churn (early vs late lifecycle)

**Cohort Curves:**
Visualize retention curves overlaid by cohort to identify:
• Improving or degrading retention trends
• Cohorts with exceptional retention (what's different?)
• Critical drop-off points (onboarding, renewal, feature adoption)

**SECTION 3: LIFETIME VALUE ANALYSIS**
Calculate LTV by cohort:

**LTV Formula:**
• LTV = (Average Revenue per Account × Gross Margin) / Revenue Churn Rate
• Segment by cohort to find highest value customers

**LTV:CAC Ratio:**
• Target: 3:1 or higher
• Compare {{lifetime_value}} and {{customer_acquisition_cost}}
• Identify cohorts above/below target

**Expansion Revenue:**
• Upsell and cross-sell rates by cohort
• Net Revenue Retention (NRR) target: 110%+
• Expansion timeline and triggers

**SECTION 4: CHURN PREDICTION MODEL**
Build early warning system:

**Churn Risk Signals:**
• Declining usage/engagement
• Support ticket patterns
• Late or failed payments
• Executive sponsor changes
• Not using key features

**Risk Scoring:**
• Green: Healthy, expanding
• Yellow: At-risk, needs attention
• Red: High churn probability, intervention required

**Intervention Strategies:**
• Proactive outreach for yellow/red accounts
• Success planning and QBRs
• Feature adoption campaigns
• Executive engagement

**SECTION 5: RETENTION OPTIMIZATION**
Strategies to improve retention:

**Onboarding Improvements:**
• Reduce time to first value
• Increase feature adoption in first 30 days
• Dedicated onboarding resources

**Product Enhancements:**
• Build features addressing {{pain_points}} causing churn
• Improve user experience based on feedback
• Competitive gaps vs {{competitors}}

**Customer Success:**
• Health score monitoring
• Proactive engagement programs
• Executive business reviews (EBRs)
• Expansion playbooks

🎯 **DELIVERABLES**
✅ Cohort retention analysis with visualizations
✅ LTV calculations by cohort
✅ Churn prediction model and risk scoring
✅ Retention optimization roadmap
✅ Monthly cohort tracking dashboard
✅ Executive summary with recommendations