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Acme Plumbing Co. — Customer Cohorts
Quarterly retention by acquisition cohort
| Cohort | Customers | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| Q1 2025 | 142 | 100% | 78% | 61% | 54% |
| Q2 2025 | 168 | 100% | 72% | 45% | — |
| Q3 2025 | 91 | 100% | 38% | — | — |
| Q4 2025 | 124 | 100% | — | — | — |
Alert: Q3 cohort retention dropped to 38% — 23 points below Q1. Summer customers are not coming back for fall services.
Instant cohort analysis your team didn't have to build
CohortGenie reads your client's customer and invoice data, groups customers by acquisition period, and calculates retention, LTV, and churn — automatically. The analysis that used to take your team a full day takes minutes.
What you're seeing:
Q3 customers have 38% retention vs. Q1's 78%. Summer customers aren't returning for fall services. This is exactly the kind of insight your client will pay for — and you found it in minutes.
White-label it as your firm's advisory service
Add your logo, your brand colors, your firm name. When your client receives their advisory report, they see your brand — not ours. CohortGenie is invisible. You get 100% of the credit.
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- Your brand colors throughout
- Custom report titles: "Smith Advisory Group — Client Intelligence Report"
- Shareable client portal link with your branding
Client Intelligence Report
March 2026
Prepared for
Acme Plumbing Co.
525
Total Customers
67%
Avg Retention
$2,340
Avg LTV
Key Finding: Customers acquired via referral have 3.2x higher lifetime value than paid-ad customers. Recommend shifting 30% of ad budget to referral incentive programs.
Powered by Smith Advisory Group's proprietary analytics
What your client sees
From: Sarah Chen <sarah@smithadvisory.com>
Subject: Your March Client Intelligence Report
Hi Mike,
Your monthly Client Intelligence Report is ready. A few highlights:
- Your Q3 customer cohort retention dropped to 38% — we need to discuss a targeted re-engagement campaign
- Referral customers have 3.2x higher LTV than paid-ad customers — there's a budget reallocation opportunity here
- Overall customer base grew 12% QoQ
Let's schedule 30 minutes this week to walk through the recommendations.
Sarah Chen
Smith Advisory Group
Client response: “This is incredible. We had no idea about the referral pattern. This advisory service is the best money we spend.”
Send your client insights they've never seen before
Export the report as a branded PDF or share a portal link. Add your strategic context — the “so what” and the “now what” — and deliver it to your client. You just went from “bookkeeper” to “indispensable strategic advisor.”
The moment everything changes:
Your client sees patterns in their own data they've never noticed. They stop thinking of you as a cost center. You become the person who makes them money. That's advisory.
This isn't a cost. It's your highest-margin service.
You charge your client for the advisory service. CohortGenie is just the engine behind it. The math works from day one.
You charge your client
$500/mo
Advisory package
CohortGenie costs you
$59/mo
Growth tier
Your profit per client
$441/mo
88% margin
10 advisory clients
$52,920/yr
25 advisory clients
$132,300/yr
50 advisory clients
$264,600/yr
New advisory revenue your firm wasn't generating before CohortGenie
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Annual advisory revenue
$90,000
Annual CohortGenie cost ($59/client/mo)
$10,620
Net margin
$79,380 (88% margin)
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