Are the cohorts behaving the way we hoped?
Monthly + quarterly — the analyst’s playground. Reveals whether things are getting better, or whether recent cohorts just haven’t had time to convert yet.
Three insights from the trailing 13 weeks. (1) Recent acquisition cohorts (W18–W20) reach SQL faster than older cohorts by ~3 days — the script update on May 8 is doing its job. (2) MUMBO cohort has 2.4x higher retention through Financial Validation than single-unit. (3) LinkedIn-sourced cohorts converge on a tighter signed-curve shape — lower volume, higher quality, faster cycle. Win/loss clustering below shows partner alignment is the dominant loss reason for MUMBOs — same pattern as Q1; structural, not random.
Watch the named alternatives — common patterns suggest where HiON's pitch is weakest. Phase 3+: add a competitor field.
- Theo CaldwellLinkedIn Outbound · MUMBO
- Naomi HendersonFranchise Direct · MUMBO
Investigate manually — Other should stay under 10% of losses.
- Theo RomeroMeta Ads
8 of 9 in this cluster had MUMBO flag = TRUE and reached at least Financial Validation — suggests partner alignment is a bottleneck specific to multi-unit deals. Recommended: add an explicit 'is your partner aligned?' qualifier at SQL stage for any MUMBO.
- Priya BradfordLinkedIn Outbound
Most lost during or after Financial Validation. Tightening pre-qualification at SQL may reduce wasted Closer hours.
- Mateo PenaGoogle Ads · MUMBO
Often correlates with longer-than-average cycle. Consider a 'commit-or-close' check at week 8 to flush these out earlier.
- Vincent ChenGoogle Ads
| Attribute | Signed | Lost | Lift | Significant |
|---|---|---|---|---|
| Source = Meta | 50% | 17% | +33pp | |
| MUMBO flag = TRUE | 25% | 50% | -25pp | |
| Capital verified = documented or pre-approved | 25% | 50% | -25pp | |
| Units committed > 1 | 25% | 50% | -25pp | |
| Source = LinkedIn (outbound or organic) | 0% | 33% | -33pp | |
| Source = Google Ads | 0% | 33% | -33pp |
Output of this section feeds the next quarter’s targeting and qualifying script. Attributes with strong positive lift become acquisition focus; strong negative lift become disqualifying signals at SQL stage.