How to use the Cohort retention review template

Start a board from it
Use this template opens a new Freero board with the Cohort retention review template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Cohort retention review”.
Follow the instruction on the board
“Compare cohorts down each column, not only along the rows. For every jump or dip, note what changed in the product or marketing that month.”
Fill in each part
- Table Columns: Sign-up month · Customers · Month 1 · Month 3 · Month 6 · What was different
- Questions to ask Use these to read the table together.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Cohort retention review board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Feature adoption funnel
Follow a new feature from being noticed to becoming a habit, and find the stage where most people drop off.
Analytics tracking plan
Decide which user actions a feature records before it is built: the event names, what each carries and the question it answers.
A/B test readout
Share the result of a finished A/B test: what changed, what happened to the main and guardrail metrics, and what you decide.
Problem statement builder
Write a problem worth solving before anyone suggests a solution: who has it, when, what it costs them and how we know.
Kano feature sort
Sort features by how customers react to having or missing them: basics they expect, features where more is better, and delighters.
Opportunity scoring
Find under-served needs: score how important each outcome is to customers and how satisfied they are today, then chase the biggest gaps.