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Segments & Cohorts

Every number, read by the group that behaves alike.

Lifecycles draw the paths. Segments are the customers who resemble each other and walk them the same way. Define your segments once and every number — the forecast, the board pack, the renewal queue — reads by the group that behaves alike, not a company-wide blur.

Align every team Back your best customers Sharper unit economics Longer runway, faster growth

The other half of the foundation. ← Lifecycle intelligence

The blended number

The company-wide average is where the truth goes to hide.

One headline number looks healthy. Underneath it, one segment is compounding and another barely pays back — and they average each other out until it's too late to act on either.

Net revenue retention
108%
What it hides
128%Founder-led design partners
82%SMB paid-social
CAC payback
14 mo
What it hides
10 moFounder-led design partners
28 moSMB paid-social
Gross churn
8%
What it hides
2%Founder-led design partners
21%SMB paid-social

One number, two opposite stories. The average feeds the wrong one.

Sliced every way your business runs

Every cohort is defined by six dimensions.

The same six dimensions apply to every number, everywhere — so a cohort means the same thing in the forecast, the board pack and the renewal queue. Combine them for a sharper cut: mid-market inbound × this quarter's intake × high fit.

Segment

The segmentation every team already shares.

e.g. Mid-market inbound

Acquisition period

The intake they arrived in.

e.g. 2026-Q1 intake

Product

The product or plan they started on.

e.g. Started on Platform

ICP Fit

How well they match your ideal customer.

e.g. Tier A · fit 86

Usage

The behaviour pattern they cluster into.

e.g. Power-user cluster

Activation

When they first got value, not signed.

e.g. Activated in week 2

Pick one to read any metric by that cut — or combine several for a sharper cohort.

The cohort explorer

Pick a dimension. Watch the blend break apart.

The same metric — revenue retained as each cohort ages — cut by whichever dimension you choose. The dashed line is the company-wide average everyone quotes. The solid lines are what it's really made of.

Revenue retained, by cohort
indexed to 100 at start · 12 months

Cutting net revenue retention by segment.

Cohort (by segment)Retained at month 12
Enterprise116%
Mid-market111%
SMB92%
Company-wide (blended)108%

Illustrative. Cut any metric by any dimension, or combine them.

See forward on any cohort →
The segment library

One set of segments, defined once, browsable by everyone.

Not a spreadsheet each team keeps its own copy of — one shared library the whole company reads. Here are four of them, and how they really behave.

Segmentmid-marketAcquisitioninboundICP fittier A–B
Net retention120%
Pays back in9 mo
Gross churn4%
Accounts180
SegmententerpriseAcquisitionpartnerProductPlatform
Net retention111%
Pays back in16 mo
Gross churn3%
Accounts28
SegmentSMBAcquisitionpaid socialUsagedabbler-heavy
Net retention82%
Pays back in28 mo
Gross churn21%
Accounts1,240
SegmententerpriseAcquisitionfounder-ledActivationwhite-glove
Net retention128%
Pays back in10 mo
Gross churn2%
Accounts12

One library, no drift. A segment resolves the same way for marketing, sales, CS and finance. See how numbers are defined →

Segment paths

Every segment carries a path — the early read on a brand-new account.

Before a new account has a history of its own, it inherits its segment's path: the shape it's most likely to walk and the value it's likely to carry. As the account unfolds, the read sharpens from the segment to the account itself.

How long this segment is expected to stay
02y4y6y8y+
5.5 years— and still expanding when it renews
Projected lifetime value
$312k

Illustrative. The segment sets the expectation before an account has a history of its own.

See forward, always →
One segment, everywhere

The same segment reads the same in every surface.

A segment isn't a filter each tool re-invents. It's defined once and resolves identically wherever it appears — so the number in the forecast is the number in the board pack is the number in the renewal queue.

Mid-market inboundread across three surfaces — one definition underneath
In the forecast
Net retention120%
Projected, next 4 quarters$4.9M
Accounts180
In the board pack
Net retention120%
Share of ARR34%
Accounts180
In the renewal queue
Net retention120%
Up for renewal$4.9M
At risk4%

Defined once, true everywhere. Nobody reconciles three versions of it before a meeting.

Why it pays

What you gain by reading the cohorts.

Steering the slices instead of the average changes how the whole company runs — where it aims, what it funds, and how far the cash goes.

01

Align every team

One set of segments, company-wide.

02

Back your best customers

Aim acquisition at what pays back.

03

Better unit economics

Fund what compounds, cut what leaks.

04

Better use of capacity

Point people and spend where the return is.

05

Longer runway, faster growth

Payback sooner, retention compounding.

The foundation

Segments and lifecycles are two halves of one foundation.

Lifecycles are the paths; segments are the customers who walk them the same way. Together they're the read underneath every applied intelligence — customer, sales and marketing — and the pricing that follows.

Next · Applied intelligence

Now put the segments to work.

Customer, sales and marketing intelligence are three lenses on this same foundation — each one reads these segments and cohorts, end to end.