Emulate a Target Trial From CRM Data
Build a target-trial emulation protocol from an observational retention question.
Estimate whether renewal workshops reduce churn using CRM records where workshop assignment was manual. Target trial emulation: eligibility -> strategies -> assignment time -> follow-up -> outcome -> analysis. The common shortcut is comparing accounts that ever received a workshop with all others. That can reward accounts for surviving long enough to be treated and for having engaged champions. Step 1 Eligibility: strategic accounts active 180 days before renewal and eligible for either workshop or no workshop. This defines the denominator before treatment and protects positivity. Step 2 Treatment strategies: workshop scheduled within 30 days versus no workshop within 30…
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