Four one-page forms. Copy them into whatever your team already uses.
OFFER What exactly, at what price, on what terms:
ANGLE Why this person cares, in a customer's words:
Source of the words (review, ticket, comment):
AUDIENCE Who, and what they already know:
[ ] unaware of the problem [ ] know the problem
[ ] know the kinds of fix [ ] know us, not convinced
[ ] ready to buy
FORMAT How it shows up in the feed:
TESTING Which ONE of offer / angle / audience / format changes:
JUDGED ON New-customer cost after __ days, not clicks
NAME offer_angle_audience_format_date
BECAUSE WE SAW the observation: WE BELIEVE THAT the change, for whom: WILL MOVE one metric: BY AT LEAST smallest change that would make us act: MEASURED OVER duration and group sizes, fixed before launch: HOLDOUT yes / no, and how chosen: RESULT (after) WHAT CHANGED (after) what we now do differently
FLOW | STATUS (live/draft/off) | TRIGGER | EXCLUSIONS | MESSAGES
| SMS STEPS | REVENUE PER RECIPIENT, 90 DAYS | HOLDOUT | LAST CHECKED
1. The four numbers: this month, last month, same month last year. Why. 2. Cohorts: customers won in the last 3 months vs the same months last year, at 30 and 90 days. 3. Owned channels: the nine health numbers, with status. 4. Tests: what finished, what it taught, what's next. 5. Changelog highlights, and what we'll change next month.
This is one chapter of The Whole Machine, which is free and readable in full on a single page with no form in front of it.