cohort-analysislisted

Build a full SaaS cohort analysis from a CRM (Attio/Stripe/CSV) joined to revenue (Stripe/Attio/CSV). Outputs a styled Excel workbook with conditional formatting (Customer Churn, MRR Churn, CAC Payback) plus per-section CSVs. Use when the user says "/cohort-analysis", "build a cohort table", "cohort analysis for <client>", "retention by signup month", or "show me NRR by cohort". One-shot, no warehouse, no cron.
NachoLafuente/5050-gtm · ★ 3 · Data & Documents · score 76

Install: claude install-skill NachoLafuente/5050-gtm

# Cohort Analysis Builds the full SaaS cohort suite from a CRM + money source: 11 sub-tables across 3 sections (Customer Churn, MRR Churn, CAC Payback) in a single Excel workbook with green→red conditional formatting, plus per-section CSVs for SQL/raw consumption. ## Step 1: Ask the user 3 questions (5 if they want CAC payback) Ask in order. Don't skip. Don't pick defaults silently. 1. **Where do your clients live?** (CRM source) - `attio`, Attio Persons or Companies, `created_at` is the cohort key - `stripe`, Stripe Customers themselves (no separate CRM) - `csv`, paste a path to a CSV with columns `customer_id`, `email`, `signup_date` 2. **Where's the money?** (revenue source) - `stripe`, Stripe Invoices (paid) - `attio`, currency attribute on a CRM record (requires extra info, see Step 1b) - `csv`, path to CSV with columns `customer_id` (or `email`), `event_date`, `amount` 3. **Want CAC payback analysis?** (optional) - `yes`, they paste a path to a `cohort,cac_amount` CSV. Section 3 of the workbook will show cumulative gross profit vs CAC and flag the lifetime month each cohort breaks even. - `no / skip`, workbook will only include the first two sections. 4. **Gross margin?** (only if they said yes to #3) - Default is `0.8` (80%). Most SaaS companies are 70-85%. 5. **Output format?** - `all` (default, xlsx workbook + per-section CSVs) - `xlsx`, workbook only - `csv`, per-section CSVs only - `sql`, also dump SQL DDL+inserts -