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CAUSAL-INFERENCE5 MIN READ

Commit to a Target-Trial Sketch

Create a target-trial sketch for a real causal question in current work.

Draft a target-trial sketch for a live causal claim in CRM, product, marketing, support, pricing, or people data. Use this when a stakeholder asks whether an observed intervention changed a metric and the original assignment was not randomized. A retention dashboard shows accounts that received an executive business review renewed more often, but the evidence comes from CRM data rather than an experiment. A pricing guardrail launched in one segment first, and leadership wants a causal recommendation before the next forecast meeting. A product beta invite appears linked to expansion, but invite eligibility and baseline account health may explain the…

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