Build cohort and retention views with explicit entry events, return events, windows, eligibility, censoring, and sample sizes.
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Retention has no single default definition. Define it before calculating it.
Record:
Do not compare a mature cohort with a newer cohort at an age the newer cohort has not reached. Mark right-censored cells as unavailable, not zero.
Show starting cohort size, retained count, retention rate, and available follow- up at each age. Reconcile cohort starts to the source population. Check duplicate entities, identity merges, event gaps, backfills, and definition changes.
Segment only on fields known at the relevant decision time. Keep sample sizes visible, and suppress or group very small cells when they could expose a person or produce unstable claims.
Separate changes in acquisition mix from changes within like cohorts. Report absolute percentage-point differences as well as relative change. Label possible drivers as hypotheses and name the evidence needed to test them.
Never redefine churn or retention to improve the result, fill unobserved future periods, hide small samples, or treat correlation as cause. Do not expose person- level behaviour. Route contractual churn, health, credit, employment, or other high-impact interpretations to the named owner.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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