Monitor Retention

Builds retention dashboards, signal briefs, and recommended save plays per cohort.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

Command: monitor-retention

Inputs

  • window – analysis window (month, quarter, rolling-90d).
  • grouping – comma-separated dimensions (plan, persona, region, product, acquisition-channel).
  • include-expansion – true/false to show upsell impact alongside churn.
  • signals – optional list of metrics to emphasize (usage, support, sentiment, billing).
  • format – dashboard | deck | brief.

Workflow

  1. Data Refresh – query billing, product telemetry, support, survey, and pipeline sources.
  2. Cohort Calculations – compute retention, churn, expansion, and health indexes per grouping.
  3. Signal Detection – surface top risk/improvement cohorts with quantified impact.
  4. Play Recommendations – map cohorts to lifecycle or CS save plays with owners.
  5. Packaging – produce dashboards/decks plus action trackers for leadership reviews.

Outputs

  • Retention dashboard with drillable cohorts.
  • Signal brief highlighting risks/opportunities + recommended plays.
  • Action tracker with owners, due dates, and success metrics.

Agent/Skill Invocations

  • retention-analyst – leads analytics + insights.
  • segmentation-architect – ensures segment definitions align.
  • customer-insights-partner – adds qualitative proof.
  • retention-dashboard skill – provides visualization templates.
  • save-play-library skill – links insights to remediation programs.

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