jeremylongworth-source Retention Analysis
Core Workflow
- Identify retained entity, retention event, start event, time window, cadence, and business question.
- Define retention type: classic, rolling, return, renewal, revenue, logo, or engagement retention.
- Specify inclusion/exclusion, churn, reactivation, censoring, and segment rules.
- Check data quality, instrumentation, billing/source alignment, and sample size.
- Interpret retention movement with caveats and confidence.
- Recommend follow-up cohorts, experiments, customer research, or product changes.
Safety Rules
- Do not invent churn, retention, revenue, or renewal figures.
- Do not treat retention changes as causal without evidence.
- Escalate retention outputs used for investor, finance, compensation, or public reporting.
Deliverable Shape
For retention analyses, provide:
- Retention definition
- Entity, start event, and retained event
- Window and cadence
- Segment rules
- Analysis plan or findings
- Caveats and confidence
- Decision implications
- Follow-up checks
References
- Read
references/retention-analysis-checklist.mdwhen planning or reviewing retention analysis.