A Product Manager portfolio project demonstrating how partner retention can be reframed from partner-level to SMB-level early detection.
Partner churn is a downstream symptom of SMB disengagement. By the time a partner churns, the real signal happened 30-60 days earlier at the SMB level.
| # | Event | Trigger | Benchmark |
|---|---|---|---|
| 1 | First Activation | Signed up, zero work units | 98% who never activate churn in 2 weeks (Amplitude 2025) |
| 2 | Gone Quiet | Zero activity for 7 consecutive days | Strongest predictor. Cancellation within 30 days. |
| 3 | Portfolio Milestone | 100 units/week threshold | Retention roughly doubles past this point |
| 4 | Upsell Signal | 30 units/week for 2+ weeks | Top SaaS: NRR above 120% |
| 5 | Health Score | Active/total SMB ratio | 34% more at-risk found, 41% fewer false positives |
- 256 partners analysed
- 54.5% under-monetized (SMB revenue below subscription cost)
- 31% churn reduction benchmark (AI prediction vs control)
- 5 leading indicators designed into the detection model
- Platform-wide AI penetration: 4.5% (7,586 of 169,288 paying SMBs have AI deployed)
- Kaseya proof case: 103 AI deployed, 100% Gross Revenue Retention, zero churn — AI-deployed SMBs do not churn
- Neighborly benchmark: 3,011 AI deployed across 3,975 paying SMBs (75.7% AI penetration) — highest penetration in the partner portfolio
- The retention signal: Partners with high AI penetration show materially lower churn. Kaseya's 100% GRR across 103 AI-deployed SMBs validates the framework's core thesis — AI engagement is the strongest churn prevention lever
- Analysis -- Analysed 256 partner portfolios to identify the two-level churn chain
- Framework Design -- Designed 5-event detection model with market-grounded thresholds
- AI Configuration -- Wrote 150+ line system prompt for the AI data analyst agent
- Prototype -- Built and deployed a live Streamlit demo
- Stakeholder Pivot -- Moved from standalone dashboard to platform-native contribution model
- Market Validation -- Benchmarked against Amplitude 2025, Recurly 2025, and cohort studies
- Portfolio page: Hosted via GitHub Pages from the
docs/folder - AI Data Analyst: Streamlit App
- BYOPG Payment Automation -- Zero-touch payment infrastructure
- AI Data Analyst Portfolio -- Conversational AI data analyst
Sangeetha K -- Product Manager