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Zhongwei Li
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name: monitor-retention
description: Builds retention dashboards, signal briefs, and recommended save plays per cohort.
usage: /customer-analytics:monitor-retention --window quarter --grouping "plan,persona" --include-expansion true
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# 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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