/cohort-analysis
Standard method for slicing bookings, pipeline, and retention cohorts
$ npx -y skills add gtmagents/gtm-agents --skill cohort-analysis --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/cohort-analysis
Context preview
The summary Claude sees to decide when to auto-load this skill.
Standard method for slicing bookings, pipeline, and retention cohorts
SKILL.md
cohort-analysis.SKILL.mdname: cohort-analysis description: Standard method for slicing bookings, pipeline, and retention cohorts for diagnostics.
Cohort Analysis Framework Skill
When to Use
- Comparing performance across acquisition channels, segments, or product lines.
- Diagnosing conversion drop-offs within specific booking/vintage cohorts.
- Stress-testing forecast assumptions with historical baseline behavior.
Framework
1. **Cohort Definition** – choose cohort key (signup month, lead source, product tier, segment). 2. **Metric Stack** – select KPIs (coverage, win rate, ACV, NRR, payback) per cohort. 3. **Normalization** – adjust for seasonality, deal size mix, or currency. 4. **Visualization** – waterfall tables, heatmaps, or overlapping curves to highlight divergence. 5. **Narrative Layer** – annotate drivers, anomalies, and recommended actions.
Templates
- Cohort definition worksheet (keys, filters, inclusion/exclusion rules).
- Standardized chart pack for leadership readouts.
- Diagnostic checklist for follow-up analyses.
Tips
- Keep cohorts mutually exclusive to avoid double-counting.
- Pair with `inspect-pipeline-levers` to link cohort insights to pipeline stages.
- Rebaseline quarterly so assumptions stay current.
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