Engagement & Retention Factsheet

All-In-One FAQs on Engagement

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The Engagement & Retention Factsheet is your go-to resource for understanding the most common and critical questions about keeping users engaged and loyal to your product.

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Whether you’re building a Pre-PMF product or managing a mature ecosystem, this factsheet offers concise, practical answers to help you tackle real-world challenges around engagement and retention.

What Is the Engagement & Retention Factsheet?

This factsheet compiles a list of frequently asked questions (FAQs) about user engagement and retention, backed by actionable insights.

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It serves as a practical guide for founders, product managers, marketers, and customer success teams to:

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👉🏻 Understand essential engagement concepts, such as activation, retention, and depth of use.

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👉🏻 Apply tailored strategies to specific use cases, from one-time-use products to multi-product ecosystems.

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👉🏻 Learn how to balance quality and quantity in user interactions to create sustained engagement.

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👉🏻 Align your team on engagement goals and define metrics to track success.

How Does the Factsheet Help?

1. Simplifies Engagement Concepts:

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Explains complex terms in simple language, making it accessible even if you’re new to the topic.

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2. Answers Practical Questions:
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Tackles real world scenarios, such as managing retention in B2B marketplaces or optimising engagement for once-in-a-lifetime use products.

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3. Offers Context-Specific Insights:‍

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Covers both broad principles and nuanced approaches for different industries (B2B, B2C) and stages (Pre-PMF, post-PMF).

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4. Saves Time and Reduces Guesswork:
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Provides immediate answers to common questions, so you can spend more time applying strategies rather than researching them.

Why Does It Matter?

Retention and engagement are at the heart of sustainable growth. Acquiring new users is expensive, but retaining them delivers long-term value. This factsheet helps you:

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Boost Retention: By understanding user behaviour and addressing their needs proactively.

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Optimise Engagement: By ensuring users see value in your product consistently.

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Drive Informed Decisions: By focusing on metrics and strategies that align with your product’s goals.

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It bridges the gap between theory and action, offering practical solutions to improve user engagement and loyalty.

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Frequently asked questions

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to duplicate other workflows and systems that you want to use.

How to duplicate a template?

After your purchase, you will receive a template link. Open the link, then click on duplicate on the top right corner, then choose the workspace you'd like to duplicate into. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first.

Do I need to pay for Notion to use a template?

No. You will just need a free account plan in Notion to use a template.

What kinds of questions does this factsheet answer?

The factsheet addresses questions about activation, retention, frequency vs. depth of use, and more. It’s designed to solve real-world problems for products in all stages.

Is this useful for early-stage products?

Absolutely! It includes guidance for Pre-PMF products, helping you understand user behavior and refine your product to achieve market fit.

How does it apply to B2B and B2C products?

The factsheet offers strategies tailored to the needs of both B2B and B2C audiences. It focuses on user Jobs to Be Done (JTBD) rather than rigid categories.

How do I use it?

Use the factsheet as a quick reference for solving engagement challenges. Share it with your team to align on strategies, define metrics, and make better product decisions.