HomePlaybooksMonthly cohort review: the 30-minute meeting that compounds retention quarter over quarter

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    Monthly cohort review: the 30-minute meeting that compounds retention quarter over quarter

    Owners check PEKO dashboards but don't act on them. This playbook is the literal meeting agenda — 30 minutes, four owners we've worked with, repeatable. Each session ends with 3 specific operating decisions.

    When it fires

    Run on the first Monday of each month, 9am. Required attendees: owner, head of host, lead stylist/chef.

    Message copy that works

    Agenda: (1) 5 min review last month's 3 decisions and outcomes; (2) 10 min review cohort retention curves — focus on the curve that bent most, up or down; (3) 10 min identify the campaign / staff / shift driving the bend; (4) 5 min commit to 3 new operating decisions for the next 30 days.

    Cadence + timing

    Monthly. Skip if total revenue swung > 30% MoM — the data is too noisy that month.

    Expected lift

    Venues running this cadence see retention rate compound 0.5–1.5 percentage points per quarter. After 4 quarters that's a 2–6 point shift — material for unit economics.

    Guardrails — don't skip these

    Don't let the meeting drift past 30 minutes. Don't review more than one cohort per session. Don't commit to decisions you can't operationalize within 30 days.

    Want a templated dashboard for this review? Book a demo and we'll provision it.

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