Overview
01 / 08
Troopod
01 · The Brief

A Unified Data and Insights System for PlayboxTV

PlayboxTV's user, subscription, and engagement data sits across three disconnected systems. This proposal brings them into two layers: one for on-demand questions, one for proactive alerts.
~9.2L
Active users across the platform
3
Disconnected data sources today
2
Layers in the proposed solution
What this needs to do
Bring together data from MongoDB (users), your CRM (subscriptions and billing), and CleverTap (engagement) into one system. That system should answer real business questions, like plan performance, drop-off, retention, and content engagement, and automatically flag it when renewals or engagement start dropping.
The core idea

Ask-Anything Layer

Your team asks plan performance, drop-off, or retention questions in plain language and gets a live, accurate answer back.
MCP + dedicated Claude account

Watch & Alert Layer

The dashboard watches key metrics continuously and flags the moment something looks abnormal, like a drop in renewals.
Amazon QuickSight (Tentative)
02 · Where Things Stand Today

Current Data Landscape

This is what we understood from our call and your written answers, so we are on the same page before proposing anything.
The three sources
SOURCE 1API access confirmed

MongoDB: user data

Primary source of truth for user records. Full API/data access already in place.

SOURCE 2API access confirmed

CRM: subscriptions and billing

Holds subscription and billing data. We already have access, we just need to confirm exactly which CRM you use before we build the connection to it.

SOURCE 3API access confirmed

CleverTap: engagement and behavior

Captures user engagement and behavior. It already has a built-in way to export this data, which we will use directly.

What reporting looks like today
Today you can see New Users, Active Users, Expired Subscriptions, and Renewals, but each number comes from a different tool with no shared view. That covers the basics, but not plan performance, drop-off, content engagement, or channel quality. Answering those today means manually checking MongoDB, the CRM, and CleverTap separately, every time.
Why this matters for your stated priorities
On our call, you told us activations and CAC are the numbers you most want to improve, with retention close behind since 85 to 90 percent of your revenue depends on monthly renewals. A single unified view helps with both.
SUPPORTS ACTIVATIONS & CAC

See which plans, cohorts, and content actually convert and retain

Right now, answering this means manually checking three different tools. Once the data is unified, you can directly ask about plan performance, drop-off points, and content engagement, so acquisition spend can go toward what already works.

SUPPORTS RETENTION

Catch engagement drops before they become renewal losses

Since renewals happen every month, a drop in engagement today often means a cancellation next month. The Watch & Alert layer is built to catch that drop early, while there is still time to act, instead of only finding out after renewals fall.

03 · The Approach

Proposed Approach: Two Layers

One static dashboard cannot do both jobs well: answering open-ended questions and catching problems in real time. So we are proposing two separate layers, each built for one job, that both pull from the same data.
Layer 1: Ask-Anything
MCP servers and a dedicated Claude account
On-demand, natural language
Your team can just ask a question in plain English, such as "which subscription plans are performing best" or "where are users dropping off in the journey," and get a live, accurate answer pulled straight from MongoDB and CleverTap. No need to build a new dashboard every time a new question comes up.
1
Data sources
MongoDB, CleverTap (CRM once confirmed)
2
Scoped MCP servers
Read-only, hosted & maintained by Troopod on AWS
3
Dedicated Claude account
Access limited to an agreed team list
Layer 2: Watch and Alert
Amazon QuickSight (Tentative)
Continuous, proactive
Data from all sources is copied into a simple AWS data store, which feeds this layer. Since PlayboxTV already runs on AWS, our current pick for this layer is Amazon QuickSight. It comes with built-in AI that spots unusual activity, it learns what "normal" looks like for each metric, then automatically flags anything odd, like a sudden drop in subscriptions, renewals, engagement, or a spike in churn.
Why two layers, not one dashboard A dashboard is great for showing numbers you already know to check, but not for answering a question you have not thought to ask, or for watching everything all the time. Splitting these into two layers means you get both flexibility and automatic monitoring, instead of settling for a compromise on either.
04 · The Scope

Scope: What This Solution Answers

Mapped directly against your requirements, so we are aligned from the start.
Your stated questions
Which subscription plans are performing best?
Answerable
Where are users dropping off in the subscription journey?
Answerable
What are subscription, renewal, and churn trends over time?
Answerable
Which content receives the highest engagement and clicks?
Answerable
Retention rate across different plans and cohorts?
Answerable
Which plans, campaigns, or offers drive the most conversions/revenue?
Depends on CRM
Which acquisition channels drive the highest-quality subscribers?
Current gap
Current Data Gap None of your three data sources track ad or campaign data, so we cannot yet answer which channels bring the best subscribers. Fixing this will likely mean connecting a tool like AppsFlyer, Adjust, or Branch, not just Meta, since Meta alone would still miss TV and organic traffic.
05 · Rollout Plan

Implementation Timeline

We will roll this out in phases over 2 months total, first prove the core system works end to end, then expand into alerting and the CRM.
PHASE 1
Weeks 1–4
Ask-Anything Layer: MongoDB and CleverTap
Build and set up read-only connectors for MongoDB and CleverTap, link them to a dedicated Claude account, and test the answers against numbers you already know, to confirm accuracy.
MongoDB MCPCleverTap MCPAccess scopingValidation pass
PHASE 2
Weeks 4–6
Watch and Alert Layer: Amazon QuickSight (Tentative)
Copy your data into a simple AWS data store, connect Amazon QuickSight to it, and set up AI-powered alerts for what matters most: renewals, engagement, and churn.
Tool selectionAnomaly alertsDashboard viewsScope locked at SOW
PHASE 3
Weeks 6–8
CRM Integration
Once we know exactly which CRM you use, we will build the connection to it, either using a ready-made option or a small custom one built around its existing systems.
CRM MCPRevenue/campaign data
ONGOING
Monthly, from go-live
Maintenance & Monitoring Retainer
The connectors need regular upkeep, updating access credentials, monitoring, and fixing things if MongoDB, CleverTap, or the CRM change their systems. The AWS setup and QuickSight need upkeep too, like checking that data is syncing correctly and alerts stay accurate. This is an ongoing service, not something we hand over and walk away from.
Uptime monitoringAPI/credential upkeepAWS & sync job upkeepUsage oversight
Full scope finalized at the SOW stage, before Phase 1 The detailed SOW acts like a PRD for the entire engagement, laying out exact requirements, views, and metrics across all three phases, bounded by what the data and tools involved can actually support. It gets finalized with PlayboxTV before Phase 1 begins, and once locked, cannot be changed directly. Anything new after that is a fresh ask, handled as "outside stated scope," meaning additional time and cost, not a revision within the original timeline or fee.
Timeline Dependencies This 2-month timeline depends on quick cooperation from PlayboxTV and any third parties involved, especially around the CRM in Phase 3. PlayboxTV is expected to turn around queries, approvals, and access requests within 3 business days to keep this on track. Third-party dependencies, such as vendor API access or approvals, are outside our control and could shift the timeline regardless.
06 · Investment

Investment Summary

A build fee for Phases 1 to 3, delivered over 2 months total, plus an ongoing retainer once the system is live.
Build: Phases 1 to 3
₹6.5L
One-time, delivered over 2 months
Connectors for MongoDB, CleverTap, and the CRM
Setting up the AWS data store that keeps everything in sync
A separate, access-controlled Claude account
Checking that the answers are accurate
Setting up Amazon QuickSight (Tentative) and its automatic alerts
Ongoing Retainer
₹35K / mo
Billed quarterly in advance, 3-month minimum commitment
Monitoring the connectors and keeping access credentials updated
Keeping the AWS data store and QuickSight running smoothly
Fixing things if MongoDB, CleverTap, or the CRM change
Keeping an eye on usage and making small improvements
Any extra development beyond this, billed at ₹2,000/hr
Payment Terms
50%
Advance
20%
After Phase 1
15%
After Phase 2
15%
After Phase 3
Separately borne by PlayboxTV
  • AWS hosting costs (lightweight)
  • Amazon QuickSight (Tentative) usage, charged per session, usually low for a small team
  • Claude API usage, based on how often the team asks questions
  • Any CRM platform fees or usage limits, if applicable, once the platform is confirmed
  • Exact costs depend on team size and usage, we will share estimates once those are finalized
Outside the stated scope Anything not listed in this proposal, such as new data sources, extra dashboards or reports, integrations beyond MongoDB, CleverTap, and the CRM, or changes requested after sign-off, will be scoped and priced separately.
07 · Why Troopod

100+ brands. Real results.

The best growth strategies, coupled with AI speed.
100+
Brands and agencies powered
Full Stack
Strategy, Execution, Optimisation
10x Faster
TrooAI agents, faster execution
Backed by operators at
Amazon Walmart Shopify Relay Commerce AngelList

Powering Tanishq, Durex, Bombay Shaving Company, Essor Group, Fableroom, Urban Harvest and 100+ more.

The Trooteam

Operators who have massively scaled Consumer brands

10+ years each in growth, product and tech, building billion-dollar consumer brands from scratch. The right fit for where Playbox TV is headed.

Neeraj Joshi
Neeraj Joshi
CEO @ Troopod
Early product at Spinny
($2B giant)
Built an internal CRM that improved team efficiency by 10x.
Rahul Bhola
Rahul Bhola
CTO @ Troopod
Tech @ Lenskart
($6B giant)
Built a backend retail system that scaled to 10M+ customers.
Vinit Singh
Vinit Singh
CBO @ Troopod
Early growth at Spinny
($2B giant)
Driving growth for 100+ consumer brands at Troopod.