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Kairos MBA Masterclass·54:02

Case Study, Part 1: Brand X Through the Funnel - 4 Ps, Positioning Axis, Channel Scorecard, Conversion Arithmetic, and Levers per Stage

Chandrika Growth trainer - India Growth Lead at Canva, formerly growth and marketing at Flipkart; ISB MBA

The short version

  1. Brand X: women's casual western wear, Rs 500-800 clothes, mid to mid-premium, quirky positioning, sold on own app plus Amazon, Myntra, Flipkart, Meesho; consumer = women 18-25 in metros, trend-seeking, value-conscious, heavy Instagram/OTT (0:01-0:10).
  2. Awareness: new brand vs new product decides the message; plot competitors on a selection-vs-price axis (Zara high/high, Roadster closest to X); score channels on Reach, Relevance, Uniqueness, Cost, Measurement - TV is P1, SEO is P0 (0:11-0:26).
  3. Acquisition arithmetic: 1,000 see the ad, 600 install, 540 register, ~380 browse, ~300 reach product pages = 30%; levers are 3-4 ad exposures, retargeting installers, lifecycle nudges. Activation halves at each step (wishlist, cart, checkout); revenue levers (AOV nudges, delivery-fee promos, BNPL); retention levers; churn defined by the category's purchase frequency (0:27-0:54).

At a glance, three clicks deep

Skim here first: the closed row is the glance, open is the study card with the key points and timestamps, and the ↓ link drops to that concept's full write-up below.

01Brand X, the 4 Ps, and the selection-vs-price axis4 Ps;›

4 Ps; consumer profile; two-axis competitor map.

Brand and consumer (0:01-0:10)

Awareness questions and axis (0:11-0:17)

↓ Full write-up of this concept

02The five-parameter channel scorecard and P0/P1Five parameters -> priority tiers.›

Five parameters -> priority tiers.

Buckets and table (0:17-0:26)

↓ Full write-up of this concept

03Acquisition arithmetic and the levers at each stepMultiply the step rates;›

Multiply the step rates; fix the biggest drop.

Journey and numbers (0:27-0:31)

Levers and metrics (0:31-0:34)

↓ Full write-up of this concept

04Activation, revenue and retention levers, and churn by category frequencyLevers per stage;›

Levers per stage; churn window = category frequency.

Activation (0:34-0:41)

Revenue (0:42-0:48)

Retention and churn (0:48-0:54)

↓ Full write-up of this concept

The concepts in full

01

Brand X, the 4 Ps, and the selection-vs-price axis

Plot every competitor on two axes - how much selection, how much it costs - and the gap is your positioning.

Four questions yield the 4 Ps: Product (casual western wear, footwear, accessories for women), Price (clothes Rs 500-800, footwear ~Rs 1,000-1,200, jewellery Rs 200-300), Promotion (new-age, quirky, fun), Place (own site/app plus Amazon, Myntra, Flipkart, Meesho). Consumer: women 18-25, metro and tier-1, students and early jobbers, on Instagram/YouTube/Snapchat, value- but not brand-conscious, heavy OTT. Awareness planning asks: new brand or new product; what do they buy now; where are they active; what is success. New brand = integrated brand campaign; new product = lower-funnel functional message ('trendy t-shirts at Rs 499'). Competitive map: selection vs price - Zara high/high, a low-price high-selection rival, Roadster closest to X. X differentiates on colourfast quality, affordability and monthly new collections. Swap the axes for other categories; keep the method.

Why it matters

Positioning as a drawing, not an adjective list.

02

The five-parameter channel scorecard and P0/P1

TV reaches everyone and costs a fortune. SEO reaches, is relevant, is measurable and is cheap. P1 and P0.

Buckets: organic (SEO, ASO, organic social), paid (TV, digital, print, outdoor, OTT, influencers), owned (site/app, landing pages, tracking links, own social, content partnerships). Score each on Reach, Relevance, Uniqueness, Cost, Measurement (trackability/attribution). TV: high reach, lower relevance (audience shifting to OTT), low uniqueness, extremely high cost, medium measurement -> P1. SEO: high reach, relevance and measurement, medium uniqueness, low cost -> P0, 'one of the first channels products use'. Her ranking of parameters: reach, cost, measurement, relevance over uniqueness.

Why it matters

A repeatable way to pick channels instead of copying competitors.

03

Acquisition arithmetic and the levers at each step

1,000 see the ad. 300 reach a product page. The other 700 tell you which lever to pull.

Acquisition for X = install, registration or first browse/product-page/wishlist; not yet activation because repeat behaviour is unproven. Timeline: ad day 1, install day 3-4 (CPM campaigns optimise impressions), account same or next day, browse, product pages 2-3 days later. Numbers: 1,000 -> 600 install (60%) -> 540 register (90%) -> ~380 browse (70%) -> ~300 product pages (80%) = 30% acquisition. Levers: raise frequency to 3-4 exposures (her 'industry benchmark'); retarget installers who did not register; lifecycle messaging for registrants who did not browse. Metrics per step: store visits, branded search, CPC/CPM; installs, click-to-install, CPI; registrations and cost; sessions and duration; product-page views.

Why it matters

The arithmetic is the diagnostic: each drop-off names its own fix.

04

Activation, revenue and retention levers, and churn by category frequency

Fashion is bought quarterly, so quarterly churn is the one to watch - and 'no second order' is the first alarm.

Activation: active signals (wishlist, cart, checkout) vs passive browsing; ~50% of 300 wishlist, each later step roughly halves, ~75 cart. Fixes: UX flow, delivery SLAs, ratings and reviews, selection and price relevance, social proof ('added to so many carts'), urgency discounts, similar-item recommendations, payment options (UPI, bank offers). Revenue: smooth payment, welcome and festival promos, AOV nudges ('Rs 100 away from the discount'), delivery-fee promos, segment offers (newbie, second purchase, monthly passes, early access), price-perception tools (card discounts, cashback, partner loyalty, BNPL, EMI). Retention: personalised recommendations, reviews, reasons to return (live shopping, daily games), churn-risk promos, basics subscriptions, lifecycle milestones, retargeting. Churn = signals a user will not shop again; define the window from the category's frequency (one-time, weekly, monthly, quarterly, biannual, annual) and arrest with promos, sale events, retargeting.

Why it matters

Every stage gets a lever list; churn gets a definition tied to the product.

Tools referenced

ToolCoverageMomentContext
ZaraexplainedCompetitor map
Roadsterexplained
Myntramentioned
Flipkartmentioned
Meeshomentioned
Amazonmentioned
Instagrammentioned

Session materials

Archived locally on V: — click to open. Companion pages link to the LMS.

Action items

    Resources mentioned

    Resources
    • docLesson page on the platform

    Extraction notes

    This page was built from an auto-generated transcript, which garbles product and people's names. Those were corrected silently in everything above and logged here for transparency. The warnings flag claims that were true on the recording day but change fast.

    Transcript corrections applied

    The transcript saysThe trainer actually means
    apographic / ethnographicbehavioural / psychographic
    selection value access / sil accessselection-vs-price axis
    Otoki Dokiesa low-price fashion brand (name mangled)
    UTI / UKIUPI
    2000 to 1200Rs 1,000 to 1,200
    ScoopFoopScoopWhoop (probable)
    pilot funnel / private funnel / a 3 r 3 funnelpirate funnel (AAARRR)
    group team(s) / growth 3 themesgrowth team(s)
    leap loop / growth groupgrowth loop
    MintraMyntra
    Forex / Nextbrand X (the case-study brand)

    True on recording day — verify before relying