Customer-fit analysis worksheet

Use comparable account populations and observation windows. Keep identifying records restricted. The numerical example is fictional and excludes costs beyond the stated support assumption.

Decision and population

• Owner and date:
• Decision this analysis informs:
• Population: paying accounts, trials, or another defined group:
• Eligibility and exclusions:
• Observation window and tenure rules:
• Source records and known gaps:
• Definition of useful customer result:

Account comparison

Separate revenue, customer outcomes, and effort before creating a combined score. Include stopped or unsuccessful accounts when the comparison calls for them.

Fictional cost illustration

Account A: $400 monthly revenue, two monthly support hours. Account B: $900 monthly revenue, twelve monthly support hours. At an assumed $50 per support hour, both have a support-adjusted amount of $300. Calculation: revenue - hours × assumed cost. This is not profit or complete contribution margin; hosting, acquisition, implementation, and other costs are excluded.

Pattern and alternative explanations

Check differences in assistance, acquisition route, product version, tenure, and data quality. Show counts alongside averages. Mark findings from small groups as tentative.

Next audience or operating test

• Proposed audience/workflow hypothesis:
• Requirements:
• Discovery filters:
• Why the evidence supports testing it:
• Biggest remaining uncertainty:
• Next bounded action:
• Result and delivery effort to observe:
• Window and review condition:
• Owner:

Fictional hypothesis: test whether agencies with a recurring weekly reporting task and stable source data can complete reports with less ongoing assistance. This describes a test, not a proven customer segment.