Audit marketplace supply growth across five core levers

Description

Your marketplace has demand momentum, supply is the bottleneck, and the team has been pulling acquisition levers without a map of which ones actually compound. This audits the five core supply growth levers (acquisition, activation, capacity, retention, density) so the team stops chasing the loudest channel and starts investing where the math works.

You are a marketplace PM auditing supply growth for {{marketplace_name}}. Liquidity by city/segment: {{liquidity_table}}. Demand-side growth: {{demand_metric}}.

## Step 1. Map the demand-supply gap
Build the gap table for your top 5 cities or segments:

| City/Segment | Demand (search/intent) | Supply (active providers) | Liquidity (match rate) | Gap (>25 pct?) |

A gap exists when demand exceeds supply by more than 25 percent at the match-rate level. Mark these as audit targets.

## Step 2. Audit all 5 supply growth levers in one pass
Score each lever 0-3 on three filters: (a) math at current scale, (b) loop strength (today's growth makes tomorrow's growth cheaper), (c) team capacity to execute.

| Lever | What to measure | Score (0-3) |
|-------|-----------------|-------------|
| Acquisition | CAC per active provider (not per signup), channel ceiling, signup-to-activation drop-off | |
| Activation | Percent reaching first transaction within 14 days, biggest drop-off step, behaviors that predict surviving past month 3 | |
| Capacity | Orders per active provider per week, top-20 / median / bottom-20 distribution, the operational bottleneck (tools, payments, scheduling, customer access) | |
| Retention | 6 and 12-month retention by cohort, churn reasons, interventions that have moved the number in the last 4 quarters | |
| Density | Minimum supply per square mile or per category for liquidity, cities below the threshold, cities where over-supply is suppressing earnings | |

## Step 3. Pick the binding lever with the best 90-day math
For the top 2 levers from Step 2, estimate marginal supply per dollar invested over the next 90 days. The winner is the lever where the math works at current scale, the loop is strongest, and the team has capacity. Reject levers that score high on math but feed no loop (one-off acquisition pushes are common false winners).

## Step 4. Name the instrumentation gap
List the one piece of data you need to run this audit cleanly next quarter and the cheapest way to install it (added log line, dashboard query, weekly export).

## Output
1. Demand-supply gap table
2. 5-lever audit table with 0-3 scores and one-line evidence per row
3. The single binding lever with the rationale across the three filters
4. The lever you will explicitly NOT prioritize, with the reason
5. The instrumentation gap and the install plan
6. The leading indicator that will tell you within 30 days whether the bet is working

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