Introduction (1 minute)
Good [morning/afternoon], [Manager's Name],
Today, I'll walk you through an analysis of key metrics and insights from our ATS product's
customer engagement, retention, and trends, as outlined in the slides. I'll cover several
important areas, including customer knowledge base engagement, retention rates, and
upcoming recruitment trends, and provide strategic recommendations for improving our long-
term value and growth.
1. KB Engagement Overview (2 minutes)
Let's start with an overview of Knowledge Base (KB) engagement, which is crucial for
customer support and self-service.
We have 94 articles with a total of 1,971 views. However, only 61.54% of the ratings were
helpful, indicating some room for improvement in content effectiveness. Specifically:
The Recruiter Module has high visibility with 1,585 views but also has a 41.67%
not helpful rating, suggesting that we need to improve the content’s clarity and
structure.
The HR Manager Module has a better rating at 66.67% helpful, though it has fewer
interactions.
The Maya and Admin Modules have low engagement, especially Maya, which only
has 55 views.
Key Recommendations: We should focus on improving the Recruiter Module by addressing
poorly rated articles, promoting awareness of the HR Manager and Maya Modules, and
adding more feedback mechanisms to increase user engagement.
2. YouTube Video Analysis (3 minutes)
Next, let’s dive into the YouTube video engagement metrics.
We’ve analyzed two videos: one about Recruiter View and Position Visibility and another
on Position Screen Redesign. Here’s the breakdown:
The first video had 335 impressions, but only a 1.5% click-through rate, which is
quite low. Moreover, the average view duration was just 32.6%, indicating that
viewers drop off early.
The Position Screen Redesign video performed slightly better, with a 4.4% click-
through rate and 56.4% retention, but it still has a 44% drop-off by the end.
Insights: We have a significant engagement problem, especially on YouTube. To improve:
1. Update the video title and thumbnail for better CTR.
2. Shorten the video duration to increase retention.
3. Focus on Freshdesk and email channels where engagement is higher, and optimize
the start of the videos to retain viewers.
3. Client Tenure & Retention (3 minutes)
Moving on to client tenure and retention, which are key metrics for understanding long-
term engagement.
The average client tenure is 13 months, with some clients staying longer—up to 37 months
in cases like Intelliswift. However, clients like WazirX and Appzlogic show much shorter
tenures (6 and 3 months, respectively).
Key Insights:
Long-Term Clients: Retaining customers like Intelliswift for several years shows
that effective onboarding and strong engagement can extend lifecycle.
Short-Term Clients: WazirX and Appzlogic could be more vulnerable to churn,
likely due to poor engagement or product misalignment.
Strategic Recommendations:
Proactive Client Engagement: Focus on regular check-ins for newer clients to
ensure smooth onboarding.
Data-Driven Retention Strategies: We should develop targeted retention plans for
at-risk clients and tailor offerings based on their needs.
4. Recruitment Trends for 2025-2026 (2 minutes)
Let’s discuss some recruitment trends that will impact our product's future renewals and
client needs.
1. Skills-Based Hiring is gaining traction, and clients will need tools to assess skills
over traditional qualifications.
2. The integration of AI in recruitment processes will require AI-driven features in our
product, emphasizing fairness and compliance.
3. Employee retention is becoming more critical, and clients will expect us to offer
tools for employee satisfaction and development.
4. People Analytics will be a major focus, so clients will want more advanced
reporting and analytics features.
Key Actions: We need to ensure our product can support these trends, especially by
enhancing our AI capabilities and data analytics features, which will be vital for 2025-2026
recruitment needs.
5. Competitor Analysis (2 minutes)
In the competitive landscape, we are seeing key players like Greenhouse, Workable, and
Zoho Recruit offering similar features, but we do have some gaps.
Our AI-powered screening feature is in place, but we lack a dedicated FAQs forum
in the product, which could be a significant gap for users.
Our Indian market focus is beneficial, but competitors are also gaining ground, so
we need to strengthen our competitive advantage by offering more localized
features.
Recommendation: We should focus on closing feature gaps, especially by integrating more
self-service options like a comprehensive FAQ section or forum.
6. Adoption & Engagement Insights (2 minutes)
Looking at client adoption timelines, the average time for clients to reach 10% usage of the
product is around 5.8 days.
Key Insights:
Fast Adopters like Ikrux and Appzlogic reach 10% usage almost immediately.
Delayed Adopters like Bigtapp and Swagelok took 13 days to reach 10% usage,
indicating potential onboarding issues.
Action Plan:
Pre-Go-Live Training: Encourage clients to start using the product before it
officially goes live.
Personalized Support: Provide targeted assistance to slower adopters, ensuring they
feel supported.
7. Improving Customer LTV (2 minutes)
Lastly, improving Customer Lifetime Value (LTV) is critical for our growth.
We can enhance LTV by:
Increasing Retention through better onboarding and more engagement with KB
content.
Driving Expansion by offering add-ons and premium features once clients have
adopted the core product.
Strengthening Relationships through regular feedback and offering early renewal
incentives for long-term customers.
By addressing these areas, we can ensure sustained revenue growth and better client
satisfaction.
Conclusion (1 minute)
To wrap up:
We've identified several opportunities to improve KB engagement, client
retention, and product adoption.
Strategic improvements in onboarding, AI capabilities, and content promotion will
be crucial in improving our client retention and lifecycle.
Addressing competitive gaps and aligning our product with future recruitment
trends will help us stay ahead in the market.
I'm happy to discuss any questions you might have or go over specific recommendations.
