What the Retention Audit is, and what you get
A free, deep read of your POS and CRM data: who comes back, who leaves, and where your list, your sends and your setup lose customers along the way.
The audit finds both kinds of leak: the customer leaks and the margin leak.
Your Questions Finally Answered:
- Critical Opt-In Rate: how many first visits end without an email or a phone number on file?
- First Time Churn: how many first-time customers didn't come back?
- Lost Customers: who stopped buying, and how loyal were they before they left?
- Margin Leak: did my discounts and loyalty rewards make money or give it away?
- At which order number do our customers stop, and what is each step worth?
- How often do our regulars shop, and when?
- Which categories and brands do they stick to, and which do they pair?
- Is our messaging program healthy: opens, failures, list decay?
- Where do customers slip away, and what is worth fixing first?
Thirty-plus pages, every number measured from your own data.
You get it in 4 to 5 business days, explained in depth by Steve (Tact's Founder).
665 store-locations audited. As of October 2026.
sample
Anyone can press send. We prove what it did.
The Retention Audit is a free, deep read of your POS and CRM data. It shows where you are losing customers and margin, and what is worth fixing first. You get it in 4 to 5 business days. We take a limited number each month, for owners and operators of licensed dispensaries.
Rather pick a time now? Book a call.
