/cohort-analysis

name: cohort-analysis
description: "Run cohort analysis: retention matrix and LTV by cohort. Churn scoring → churn-risk. \"build a retention matrix\""

/digital-marketing-pro:cohort-analysis

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Purpose

Perform customer cohort analysis to understand lifecycle patterns, retention, and value over time. Segment customers into cohorts by acquisition date, channel, behavior, or value tier, then track retention curves, compare cohort performance, and identify which acquisition sources produce the highest-value customers. This analysis reveals whether the business is acquiring better or worse customers over time, which channels drive long-term value versus one-time transactions, and where lifecycle interventions (onboarding improvements, re-engagement campaigns, loyalty programs) would have the greatest impact on retention and revenue.

Input Required

The user must provide (or will be prompted for):

• **Cohort type**: `time-based` (customers grouped by acquisition week, month, or quarter — the standard cohort analysis showing retention evolution over time), `channel-based` (customers grouped by acquisition source — paid search, organic, social, email, referral — revealing which channels produce the most durable customers), `behavioral` (customers grouped by first action taken — e.g., product category purchased, feature used, content consumed — identifying which entry points lead to highest retention), or `revenue-tier` (customers grouped by initial purchase value — low, medium, high, enterprise — showing how starting value correlates with lifetime retention and expansion)
• **Time period and granularity**: The analysis window and cohort size — weekly cohorts for the past 3 months (high resolution, best for fast-cycle businesses), monthly cohorts for the past 12 months (standard for most businesses), or quarterly cohorts for multi-year analysis (best for long-cycle B2B or subscription businesses). Granularity determines both how cohorts are defined and the retention interval measured
• **Metrics to track**: Which outcomes to measure across cohorts — `retention rate` (percentage of cohort still active at each interval), `revenue` (cumulative and per-period revenue per customer), `LTV` (cumulative lifetime value with projected future value), `engagement` (login frequency, feature usage, content consumption), or multiple metrics simultaneously for a comprehensive lifecycle view
• **Data source**: Where to pull customer data — `CRM` (deal data, customer records, lifecycle stages), `analytics` (website behavior, conversion events, session data), `product analytics` (feature usage, activation events, engagement metrics), or a combination of sources merged on customer identifier

Process

1. **Load brand context**: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Extract business model (SaaS, eCommerce, B2B), typical customer lifecycle length, key retention metrics, and churn definition for the industry. Check for guidelines at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json`. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults. 2. **Define cohorts based on selected type**: Segment the customer base into cohorts. For time-based: group customers by the week, month, or quarter they were first acquired (first purchase, account creation, or first meaningful interaction). For channel-based: group by the acquisition source attributed to their first conversion (UTM source, referral path, or CRM lead source field). For behavioral: group by the first significant action taken (first product category purchased, first feature activated, first content type consumed). For revenue-tier: group by initial transaction value bucketed into tiers (define thresholds based on the business's order value distribution — e.g., bottom 25%, middle 50%, top 25%). 3. **Pull customer data from CRM and analytics MCPs**: Gather the complete customer dataset — acquisition dates and source from CRM MCP, transaction history with timestamps and values, engagement events (logins, feature usage, email opens, site visits) from analytics MCPs, churn events (cancellation, last activity date, account closure), and any customer attributes needed for cohort segmentation. Merge data from multiple sources on customer identifier, resolving duplicates and filling gaps where possible. 4. **Build retention matrix**: For each cohort, calculate the retention rate at each subsequent time interval (Week 1, Week 2, Month 1, Month 2, etc. matching the selected granularity). Retention is defined as the percentage of the original cohort that performed a qualifying activity (purchase, login, engagement event — depending on the business model) during that interval. Present as a triangular matrix with cohorts as rows and time intervals as columns, with color-coded cells (green for above-average retention, red for below-average). 5. **Calculate LTV by cohort**: For each cohort, compute cumulative revenue per customer at each time interval — the average total revenue generated by a customer in that cohort from acquisition through that period. Plot LTV curves showing how value accumulates over time for each cohort. Calculate the LTV:CAC ratio where acquisition cost da