Queries · q293 · VP Product · week 2, night 3
“Once we separate carts that could never receive an email (guests) from logged-in customers who simply weren't emailed, does receiving an email still look like it drives recovery?”
Fictional people at a fictional company, each played by a language-model agent. Who they are and what they are told
Week 1
We are redesigning the shopper journey for 2026. We need to understand the whole path, from the first visit to checkout, delivery, returns and the next purchase, and where shoppers drop out and why.
The manager, at the start of week 2
Subject: Good start — let's dig into the cart leak
Emeka, this is exactly the kind of clarity I needed. The cart-stage bleed is the headline, and I agree we should lead with it — but a two-thirds drop-off that lingers for days, converting at under 20%, isn't something we can act on until we know why people stall. "Add cart recovery emails" is a guess until we understand the shape of the hesitation. That's my main ask for this week.
I also want to flag one thing before we build a roadmap slide on repeat purchase and returns: the return-vs-repeat gap and the delivery/returns pattern are both flagged as not-yet-causal, confounded by vertical. I don't want to present an 8-point "returns hurt loyalty" number to the exec team if it's really just "apparel behaves differently." Let's firm that up before it goes in a deck, but it's not urgent this week.
Questions for this week:
Keep the returns/delivery vertical-control work and the causal retention question on the list for whenever a slot frees up, but the cart story is what I want to walk into the roadmap review with real conviction on.
Thanks, Emeka — strong week.
Jonas
The analyst · week 2, night 3, request 1 of 3
Reading last night's reports:
Report 1 (Cragsley weekly conversion around the Nov 24 outage) undercuts the simple story: conversion didn't dip during the broken-reminder week — it hit 43.5%, the highest week in the whole window, up from a 29-41% range beforehand. The obvious explanation is that Nov 24-30, 2025 is Black Friday/Cyber Monday week — a massive demand spike that would swamp any negative effect from broken reminder emails. So this natural experiment is confounded by timing and can't cleanly tell us whether the reminders matter; I don't think it's worth forcing further at the weekly grain, but a daily cut around the exact outage start (before Black Friday really kicks in on Nov 28) might still show something, so I'll try that once.
Report 2 (price tier vs. conversion) reinforces the Q1 story on a different cut: higher-priced carts (which are also higher-item-count: 1.3 items at <€50 vs 3.2 items at €200+) convert better and faster (51.4% / 44.1% within 1hr for €200+ vs 23.3% / 16.1% for <€50) — consistent with last night's finding that small, likely single-item, lower-value carts are where hesitation concentrates, not pricier "considered" purchases. Two independent cuts now agree, so I consider Q1 well-answered. Before I put "small single-item carts stall" in the memo as a general pattern, I want one quick robustness check that it's not just one merchant (e.g. Cragsley, which dominates volume) driving the aggregate.
Report 3 (email nudge) shows a striking gap — 56.0% eventual conversion for carts whose user got an email vs. 8.1% for no-email — but it's likely confounded: 7,540 of the 12,280 "no_email" carts are guest carts that structurally can never receive an email (no user_id to target), and guests plausibly convert worse regardless of email. I want to split "no_email" into guest vs. logged-in before trusting this as evidence the nudge itself works, since the fair comparison is received_email vs. logged-in-but-not-emailed.
Tonight's 3 requests: (1) the cleaner 3-way email-nudge split, (2) a daily drill-down at Cragsley right at the outage start to see if Black Friday is really masking a real dip, (3) a per-tenant robustness check that the single-item-cart-stalls pattern isn't just one merchant's effect.
The engineer · 1 dry run on the empty schema, then the submission
WITH base_carts AS ( SELECT c.tenant_id, c.user_id, c.status, c.created_at, c.converted_at, EXISTS ( SELECT 1 FROM email_log e WHERE e.tenant_id = c.tenant_id AND e.user_id = c.user_id AND e.sent_at >= c.created_at + INTERVAL '1 hour' AND e.sent_at <= c.created_at + INTERVAL '48 hour' ) AS has_email FROM carts c JOIN tenants t ON t.id = c.tenant_id WHERE t.name IN ('Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') AND c.created_at >= DATE '2025-01-01' AND c.created_at < DATE '2025-12-01' AND NOT (c.status = 'converted' AND c.converted_at IS NOT NULL AND c.converted_at <= c.created_at + INTERVAL '1 hour') ), grouped AS ( SELECT CASE WHEN user_id IS NULL THEN 'guest' WHEN has_email THEN 'received_email' ELSE 'logged_in_no_email' END AS group_name, status, converted_at, created_at FROM base_carts ) SELECT group_name AS "group", COUNT(*) AS cart_count, ROUND(100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*), 1) AS pct_eventually_converted, ROUND( PERCENTILE_CONT(0.5) WITHIN GROUP ( ORDER BY EXTRACT(EPOCH FROM (converted_at - created_at)) / 86400.0 ) FILTER (WHERE status = 'converted') , 1) AS median_days_to_convert FROM grouped GROUP BY group_name ORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 END
“The query compiles correctly with all expected columns. Submitting now.”
“Submitted. The report groups the 6-retailer stalled-cart population (2025-01-01 to 2025-11-30, excluding carts converted within the first hour) into received_email / logged_in_no_email / guest, using the same "eventually converted" and "median days to convert" definitions as the prior report, so the VP Product can see whether the email effect holds once guests are separated out from un-emailed logged-in users.”
As Emeka Obi saw it, from the small dataset the agents worked on
group | cart_count | pct_eventually_converted | median_days_to_convert -------------------+------------+--------------------------+----------------------- received_email | 587 | 56.0 | 1.4 logged_in_no_email | 4740 | 20.9 | 4.8 guest | 7540 | 0.0 | NULL (3 rows)
The memo and the queries that followed; links found by title, so inferred
Later queries that build on this report:
It builds on:
Changed only where the benchmark needs the same result on every system
WITH base_carts AS ( SELECT c.tenant_id, c.user_id, c.status, c.created_at, c.converted_at, SELECT c.tenant_id AS tenant_id, c.user_id AS user_id, c.status AS status, c.created_at AS created_at, c.converted_at AS converted_at, EXISTS ( SELECT 1 FROM email_log e WHERE e.tenant_id = c.tenant_id AND e.user_id = c.user_id AND e.sent_at >= c.created_at + INTERVAL '1 hour' AND e.sent_at <= c.created_at + INTERVAL '48 hour' ) AS has_email FROM carts c JOIN tenants t ON t.id = c.tenant_id WHERE t.name IN ('Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') AND c.created_at >= DATE '2025-01-01' AND c.created_at < DATE '2025-12-01' AND NOT (c.status = 'converted' AND c.converted_at IS NOT NULL AND c.converted_at <= c.created_at + INTERVAL '1 hour')),grouped AS ( SELECT CASE WHEN user_id IS NULL THEN 'guest' WHEN has_email THEN 'received_email' ELSE 'logged_in_no_email' END AS group_name, status, converted_at, created_at FROM base_carts)SELECT group_name AS "group", COUNT(*) AS cart_count, ROUND(100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*), 1) AS pct_eventually_converted, ROUND( PERCENTILE_CONT(0.5) WITHIN GROUP ( ORDER BY EXTRACT(EPOCH FROM (converted_at - created_at)) / 86400.0 ) FILTER (WHERE status = 'converted') , 1) AS median_days_to_convert 100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*) AS pct_eventually_converted, {{percentile_cont_filter(0.5, {{seconds_between(created_at, converted_at)}} / 86400.0, status = 'converted')}} AS median_days_to_convertFROM groupedGROUP BY group_nameORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 ENDORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 END NULLS LAST
WITH base_carts AS ( SELECT c.tenant_id AS tenant_id, c.user_id AS user_id, c.status AS status, c.created_at AS created_at, c.converted_at AS converted_at, EXISTS ( SELECT 1 FROM email_log e WHERE e.tenant_id = c.tenant_id AND e.user_id = c.user_id AND e.sent_at >= c.created_at + INTERVAL '1 hour' AND e.sent_at <= c.created_at + INTERVAL '48 hour' ) AS has_email FROM carts c JOIN tenants t ON t.id = c.tenant_id WHERE t.name IN ('Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') AND c.created_at >= DATE '2025-01-01' AND c.created_at < DATE '2025-12-01' AND NOT (c.status = 'converted' AND c.converted_at IS NOT NULL AND c.converted_at <= c.created_at + INTERVAL '1 hour') ), grouped AS ( SELECT CASE WHEN user_id IS NULL THEN 'guest' WHEN has_email THEN 'received_email' ELSE 'logged_in_no_email' END AS group_name, status, converted_at, created_at FROM base_carts ) SELECT group_name AS "group", COUNT(*) AS cart_count, 100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*) AS pct_eventually_converted, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY CAST(EXTRACT(EPOCH FROM (converted_at - created_at)) AS NUMERIC(18,6)) / 86400.0) FILTER (WHERE status = 'converted') AS median_days_to_convert FROM grouped GROUP BY group_name ORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 END NULLS LAST
WITH base_carts AS ( SELECT c.tenant_id AS tenant_id, c.user_id AS user_id, c.status AS status, c.created_at AS created_at, c.converted_at AS converted_at, EXISTS ( SELECT 1 FROM email_log e WHERE e.tenant_id = c.tenant_id AND e.user_id = c.user_id AND e.sent_at >= c.created_at + INTERVAL '1 hour' AND e.sent_at <= c.created_at + INTERVAL '48 hour' ) AS has_email FROM carts c JOIN tenants t ON t.id = c.tenant_id WHERE t.name IN ('Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') AND c.created_at >= DATE '2025-01-01' AND c.created_at < DATE '2025-12-01' AND NOT (c.status = 'converted' AND c.converted_at IS NOT NULL AND c.converted_at <= c.created_at + INTERVAL '1 hour') ), grouped AS ( SELECT CASE WHEN user_id IS NULL THEN 'guest' WHEN has_email THEN 'received_email' ELSE 'logged_in_no_email' END AS group_name, status, converted_at, created_at FROM base_carts ) SELECT group_name AS "group", COUNT(*) AS cart_count, 100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*) AS pct_eventually_converted, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY CASE WHEN status = 'converted' THEN CAST(EXTRACT(EPOCH FROM (converted_at - created_at)) AS NUMERIC(18,6)) / 86400.0 END) AS median_days_to_convert FROM grouped GROUP BY group_name ORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 END NULLS LAST
WITH base_carts AS ( SELECT c.tenant_id AS tenant_id, c.user_id AS user_id, c.status AS status, c.created_at AS created_at, c.converted_at AS converted_at, EXISTS ( SELECT 1 FROM email_log e WHERE e.tenant_id = c.tenant_id AND e.user_id = c.user_id AND e.sent_at >= c.created_at + INTERVAL '1 hour' AND e.sent_at <= c.created_at + INTERVAL '48 hour' ) AS has_email FROM carts c JOIN tenants t ON t.id = c.tenant_id WHERE t.name IN ('Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') AND c.created_at >= DATE '2025-01-01' AND c.created_at < DATE '2025-12-01' AND NOT (c.status = 'converted' AND c.converted_at IS NOT NULL AND c.converted_at <= c.created_at + INTERVAL '1 hour') ), grouped AS ( SELECT CASE WHEN user_id IS NULL THEN 'guest' WHEN has_email THEN 'received_email' ELSE 'logged_in_no_email' END AS group_name, status, converted_at, created_at FROM base_carts ) SELECT group_name AS "group", COUNT(*) AS cart_count, 100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*) AS pct_eventually_converted, PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY CAST(CAST(EXTRACT(EPOCH FROM (converted_at - created_at)) AS NUMERIC(18,6)) / 86400.0 AS DOUBLE PRECISION)) FILTER (WHERE status = 'converted') AS median_days_to_convert FROM grouped GROUP BY group_name ORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 END NULLS LAST
WITH base_carts AS ( SELECT c.tenant_id AS tenant_id, c.user_id AS user_id, c.status AS status, c.created_at AS created_at, c.converted_at AS converted_at, EXISTS ( SELECT 1 FROM email_log e WHERE e.tenant_id = c.tenant_id AND e.user_id = c.user_id AND e.sent_at >= c.created_at + INTERVAL '1 hour' AND e.sent_at <= c.created_at + INTERVAL '48 hour' ) AS has_email FROM carts c JOIN tenants t ON t.id = c.tenant_id WHERE t.name IN ('Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') AND c.created_at >= DATE '2025-01-01' AND c.created_at < DATE '2025-12-01' AND NOT (c.status = 'converted' AND c.converted_at IS NOT NULL AND c.converted_at <= c.created_at + INTERVAL '1 hour') ), grouped AS ( SELECT CASE WHEN user_id IS NULL THEN 'guest' WHEN has_email THEN 'received_email' ELSE 'logged_in_no_email' END AS group_name, status, converted_at, created_at FROM base_carts ) SELECT group_name AS "group", COUNT(*) AS cart_count, 100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*) AS pct_eventually_converted, quantileExactInclusiveIf(0.5)(toFloat64(CAST(divideDecimal(toDecimal128(dateDiff('microsecond', created_at, converted_at), 0), toDecimal128(1000000, 0), 6) AS Nullable(Decimal(18, 6))) / 86400.0), status = 'converted') AS median_days_to_convert FROM grouped GROUP BY group_name ORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 END NULLS LAST
The agents' own records, as the role play wrote them; only the personal data of the person who ran it is redacted
Report request from Emeka Obi (analyst for the VP Product): Title: Email nudge effect on stalled carts, controlling for guest vs. logged-in customers Question: Once we separate carts that could never receive an email (guests) from logged-in customers who simply weren't emailed, does receiving an email still look like it drives recovery? Grain: one row per group: received an email (logged-in) / logged-in but no email / guest (no user to email) Columns: - group - cart count - pct eventually converted - median days to convert (converted carts only) Details: Same population and definitions as the prior 'stalled carts that receive an email' report: the 6 retail tenants (Kibblewick, Studio Vrij, Petalcourt Beauty, Marrowby & Vane, Cragsley Outfitters, Ampfeld Elektronik), carts with created_at in 2025-01-01 to 2025-11-30, restricted to carts not already converted within the first hour of creation. 'received_email' = non-null user_id with at least one email_log row (same tenant_id and user_id) with sent_at between created_at+1h and created_at+48h. 'logged_in_no_email' = non-null user_id with no such email_log row. 'guest' = null user_id (can never be matched to an email). pct_eventually_converted and median_days_to_convert use the same definitions as before. Order rows: received_email, logged_in_no_email, guest. Check your query with the warehouse's dry_run tool, then hand it in with submit.
dry_runWITH base_carts AS ( SELECT c.tenant_id, c.user_id, c.status, c.created_at, c.converted_at, EXISTS ( SELECT 1 FROM email_log e WHERE e.tenant_id = c.tenant_id AND e.user_id = c.user_id AND e.sent_at >= c.created_at + INTERVAL '1 hour' AND e.sent_at <= c.created_at + INTERVAL '48 hour' ) AS has_email FROM carts c JOIN tenants t ON t.id = c.tenant_id WHERE t.name IN ('Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') AND c.created_at >= DATE '2025-01-01' AND c.created_at < DATE '2025-12-01' AND NOT (c.status = 'converted' AND c.converted_at IS NOT NULL AND c.converted_at <= c.created_at + INTERVAL '1 hour') ), grouped AS ( SELECT CASE WHEN user_id IS NULL THEN 'guest' WHEN has_email THEN 'received_email' ELSE 'logged_in_no_email' END AS group_name, status, converted_at, created_at FROM base_carts ) SELECT group_name AS "group", COUNT(*) AS cart_count, ROUND(100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*), 1) AS pct_eventually_converted, ROUND( PERCENTILE_CONT(0.5) WITHIN GROUP ( ORDER BY EXTRACT(EPOCH FROM (converted_at - created_at)) / 86400.0 ) FILTER (WHERE status = 'converted') , 1) AS median_days_to_convert FROM grouped GROUP BY group_name ORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 END
STATUS: COMPILES (dry run on the empty schema, no data read) COLUMNS: group, cart_count, pct_eventually_converted, median_days_to_convert
submitWITH base_carts AS ( SELECT c.tenant_id, c.user_id, c.status, c.created_at, c.converted_at, EXISTS ( SELECT 1 FROM email_log e WHERE e.tenant_id = c.tenant_id AND e.user_id = c.user_id AND e.sent_at >= c.created_at + INTERVAL '1 hour' AND e.sent_at <= c.created_at + INTERVAL '48 hour' ) AS has_email FROM carts c JOIN tenants t ON t.id = c.tenant_id WHERE t.name IN ('Kibblewick','Studio Vrij','Petalcourt Beauty','Marrowby & Vane','Cragsley Outfitters','Ampfeld Elektronik') AND c.created_at >= DATE '2025-01-01' AND c.created_at < DATE '2025-12-01' AND NOT (c.status = 'converted' AND c.converted_at IS NOT NULL AND c.converted_at <= c.created_at + INTERVAL '1 hour') ), grouped AS ( SELECT CASE WHEN user_id IS NULL THEN 'guest' WHEN has_email THEN 'received_email' ELSE 'logged_in_no_email' END AS group_name, status, converted_at, created_at FROM base_carts ) SELECT group_name AS "group", COUNT(*) AS cart_count, ROUND(100.0 * COUNT(*) FILTER (WHERE status = 'converted') / COUNT(*), 1) AS pct_eventually_converted, ROUND( PERCENTILE_CONT(0.5) WITHIN GROUP ( ORDER BY EXTRACT(EPOCH FROM (converted_at - created_at)) / 86400.0 ) FILTER (WHERE status = 'converted') , 1) AS median_days_to_convert FROM grouped GROUP BY group_name ORDER BY CASE group_name WHEN 'received_email' THEN 1 WHEN 'logged_in_no_email' THEN 2 WHEN 'guest' THEN 3 END
Submitted to tonight's batch. Your work on this request is done.