Free Marketing Cohort Analysis Checklist Template
Marketing Cohort Analysis Checklist
Cohort analysis is a powerful tool for a company to gain insights into customer behavior, identify trends, and optimize marketing strategies. Check the status of each step once the activity is completed to ensure a systematic and effective process.
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Determine the key segmentation criteria (e.g., acquisition channel, product/service type, customer demographics) for your analysis. |
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Establish the time periods for cohort grouping (e.g., monthly, quarterly, annually). |
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Collect historical data on customer interactions, including acquisition, conversion, and retention metrics. |
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Ensure data accuracy and consistency across all relevant sources (CRM, analytics tools, etc.). |
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Segment customers into cohorts based on the defined criteria and time periods. |
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Label each cohort for easy reference (e.g., "Q12053 Paid Search," "Enterprise Clients"). |
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Calculate key performance indicators (KPIs) for each cohort, such as:
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Create visualizations, such as cohort retention curves and stacked bar charts, to illustrate trends and patterns. |
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Use tools like Excel, Tableau, or Google Data Studio for effective data visualization. |
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Identify differences in behavior and performance between cohorts. |
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