Engagement
Renewal Cohort Review
Rebuild renewal cohorts so membership and finance compare the same windows — and stop treating annual renewals as monthly churn.
Who this is for
Organisations where finance reports active subscribers on invoice date while membership counts last engagement — and board papers never quite reconcile.
Result
One cohort calendar both teams accept, a comparison pack showing how prior reports would have looked under the new definition, and a short handoff note for whoever maintains the monthly pack.
Included
- Mapping of billing products and renewal lengths
- Proposed cohort cut (e.g. first successful payment month vs invoice month)
- Side-by-side comparison for two recent periods
- Written caveats where data joins are incomplete
Excluded
- Full churn signal ranking (pair with the Churn Signal Diagnostic if needed)
Next step
Request a briefing ahead of your next board or trustee cycle so the pack lands before papers freeze.