{"id":"cs-onboarding-funnel-biggest-drop-table","audience":"customer-success","category":"support-work","technique":"verification","track":"support","level":"advanced","title":"Find the biggest onboarding drop by percent, not by count","free":false,"task":"Build a plain-text table with the header row exactly \"Step | From | To | Kept %\" and three rows for the three steps, with Kept % to one decimal (like 62.5). Then one last line starting \"Biggest drop:\" naming the step with the highest percent lost and that percent. Rank by percent, not by the number of people. Plain text, under 90 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"ONBOARDING FUNNEL - Cohort of Oct (Fairlight Networks accounts)\nInvited users: 120\nActivated (logged in at least once): 96\nCreated a first report: 60\nShared a report with a teammate: 30\n\nSteps: Invite to Activate, Activate to Create, Create to Share.\n\nObservation from a CSM: \"We lose the most people between Activate and Create, 36 of them, so let's fix training there.\"\nAnother CSM: \"Sharing is what predicts retention in our data.\"\nThe cohort is the 14 Fairlight Networks accounts that signed in October. Invites were sent by each customer's admin in the first week. Steps are counted per user, and a user is counted once at each step even if they did it several times. The CS director will review the table on Monday and wants one fix to focus on.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Ranking by headcount","why":"The AI follows the CSM and picks the step losing 36 people.","fix":"Say: \"Rank by percent lost, not number of people.\"","checks":["r2"]},{"title":"Wrong percentages","why":"The AI rounds 62.5 or reports percent lost in the Kept column.","fix":"Say: \"Kept % to one decimal: kept divided by from.\"","checks":["r1"]},{"title":"Missing the last line","why":"The AI adds a recommendation paragraph.","fix":"Say: \"Last line: Biggest drop: step and percent lost.\"","checks":["r0"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]}],"promptHints":[{"label":"Gives the header","patterns":["step \\|","header"]},{"label":"Defines Kept %","patterns":["kept","one decimal","divided"]},{"label":"Rank by percent","patterns":["by percent","percent lost","not (by )?(the )?number"]},{"label":"Last line label","patterns":["biggest drop"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"Funnel questions have two answers, by count and by percent. Say which one you want and how to compute it.","mission":"Find which onboarding step loses the biggest share of users.","musts":["Rank by percent","Kept % to one decimal","Biggest drop line"],"rubricLabels":["The header row is exactly \"Step | From | To | Kept %\" followed by three rows for Invite to Activate, Activate to Create and Create to Share, then a last line starting \"Biggest drop:\"","The rows show 120 to 96 at 80.0, 96 to 60 at 62.5, and 60 to 30 at 50.0 kept","The last line names Create to Share as the biggest drop at 50% lost, not Activate to Create (which loses the most people but 37.5%)"]}