Retention and cohort reporting engagement
A time-bounded engagement that reconstructs named customer groups, builds period-by-period return tables, and leaves a written briefing your operators can reuse.
Customer behavior · retention · cohorts
Named groups, dated weeks, and the people who actually come back.
Bundlelogicbase reconstructs customer histories into retention tables and cohort reports. The work is a briefing you can hold in a meeting, not a remote product watching your files.
What we actually deliver
02Most teams already have extracts. What they lack is a shared definition of who counts as a joiner, which later event counts as a return, and which weeks were too thin or too disrupted to interpret. The flagship engagement writes those definitions down, builds the period tables, and walks them with the people who will change a reminder, a class roster, or a follow-up card.
A separate local utility exists for operators who want to keep dated notes on their own machines. It is a record-keeping aid. Availability is listed through Veve.
Related engagements
03
Customer behavior review
A shorter reading of recent activity: which first-week actions tend to precede a second visit, and which ones go quiet.
Recurring retention desk
A monthly or quarterly refresh of the same cohort definitions so operators are not comparing a new method each time.
Historical cohort reconstruction
For messy archives: joining older exports so last year’s joiners can be compared with this year’s without pretending the files were always tidy.
From a working session
04They insisted we freeze the join definition before drawing any table. That delay annoyed two managers, and it was the reason the later months finally matched what front-desk staff already knew about January closures.
The briefing named three cohorts that were too small to interpret. We had been averaging them into a cheerful line. Seeing the gap in writing changed which boxes we stopped reprinting.