Assessment Guide
Prepare before the assessment clock starts
Assessments stall when access arrives late or activation is still debated. This guide lists what to gather so the review week produces findings, not waiting.
Name the question
Write one sentence: onboarding activation, engagement return, account expansion, or catalog health. Mixed questions become mixed reports.
Agree on activation or retention
Product and growth should share a definition before kickoff. If you cannot agree, say so — the assessment will surface the disagreement early.
Prepare exports
Event catalog, recent volume sample, and a screen recording of the new-account path. Read-only analytics access helps but is not always required.
Book the people
Protect a kickoff slot and a findings walkthrough. Include someone who knows the tracking layer and someone who owns the product decision.
Limit platforms
Choose the platforms that matter for this cycle. Assessing every surface at once thins the report.