01
Review Against Client Baseline/Target
- Lead-to-customer conversion.
- First-success proxy.
- First-to-second conversion.
- Repeat rate/frequency.
- At-risk recovery.
- Reactivation.
- VIP retention.
- Referral participation.
- Review conversion.
02
Guardrails
- Complaint/service exception trend.
- Opt-out trend.
- Offer dependence.
- Unowned journey or KPI.
03
Decision
Healthy / Watch / Intervention Required. Do not use universal thresholds where the client has a different normal cycle.