Get step-by-step instructions to improve retention for your product.

Worksheet 1: Determine Your Product’s Critical Event

• Get a baseline understanding of new and current user activity
• Analyze your onboarding funnel conversion rate
• Identify common user paths

Worksheet 2: Determine Your Product Usage Interval

• Run a customer cohort analysis
• Measure how long it takes the cohort to perform the critical event
• Plot these time points and determine the usage interval

Worksheet 3: Map Your Retention Lifecycle

• Understand the difference between new, current, and resurrected users
• Measure your retention lifecycle split
• Calculate the pulse ratio

Worksheet 4: Calculate and Impact Your Current User Retention

• Run through a diagnostic of current users
• Identify behavioral personas and drivers of habit formation
• Find the actions that move current users from passive to core and from core to power

Worksheet 5: Calculate and Impact Your New User Retention

• Calculate the retention rate of your onboarding funnel
• Segment your funnel by properties and personas
• Identify behavioral drivers of onboarding and value discovery

Worksheet 6: Calculate and Impact Your Resurrected User Retention

• Compare the retention rate of resurrected users to that of current and new users
• Determine the opportunity size of resurrected users
• Identify triggers of resurrection and hypothesize customer retention strategies