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pm-claude-skills/examples/samples/executive-summary.md
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2026-06-19 09:31:45 +00:00

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executive-summary Executive Summary Summarise: our Q2 retention dropped from 82% to 76% driven by a new onboarding flow that confused mobile users; we shipped a fix in week 10 and retention recovered to 80%; we recommend a full mobile onboarding rework next quarter. generated by claude-sonnet-4-6

Customer Retention Recovery — Q2 Update

Executive Summary Prepared for: Leadership Team | Q2 Close


Bottom line up front: A flawed onboarding update caused retention to drop 6 points in Q2, from 82% to 76%. A fix shipped in Week 10 has partially recovered retention to 80%. We are recommending a full mobile onboarding rework next quarter to close the remaining gap and prevent recurrence.


Background: Retention had been stable at 82%. A new onboarding flow deployed in Q2 created friction specifically for mobile users, triggering the drop. The underlying cause has been patched but not fully resolved.


Key findings:

  • Retention fell 6 points to 76% — the primary driver was the new onboarding flow, not churn fundamentals
  • Mobile users were disproportionately affected, indicating a gap in mobile QA or pre-launch testing
  • The Week 10 patch recovered 4 of 6 lost points (80%), confirming the diagnosis was correct — but the fix was partial
  • 2 points of retention remain unrecovered, representing ongoing revenue and growth risk if left unaddressed

Options considered:

Option Benefit Risk Recommendation
Full mobile onboarding rework Closes remaining gap; prevents recurrence Requires Q3 resource allocation Recommended
Incremental patches only Lower cost; faster to ship Likely to leave structural issue unresolved Not recommended
No action None Further erosion if mobile UX issues compound Not recommended

Recommendation: Approve a full mobile onboarding rework in Q3. The patch has demonstrated that onboarding is the lever — a complete rework should recover the remaining 2-point gap and restore retention to at or above the 82% baseline.


Immediate next steps:

  • Product lead to scope mobile onboarding rework — by end of Week 1, Q3
  • QA lead to implement mobile-specific pre-launch testing protocol — before next onboarding release
  • Analytics to instrument onboarding funnel for mobile vs. desktop tracking — ongoing

Risks of inaction: The 2-point retention gap is currently stable but not recovered. Without structural fixes, any further onboarding changes risk reopening the full 6-point loss. At scale, each retention point typically represents material recurring revenue — leaving this unresolved accepts that risk indefinitely.

Full detail: Available on request from the Product team.