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.

05LIFETIME VALUE BY PURCHASE STAGENot Opted-InEngaged$64$972nd$104$1513rd$176$2595th$342$49710thFIRST PURCHASECustomers9,412Revenue$386,204LTV$41Move on47%Stop here53%LOST = 89%2NDCustomers4,418Revenue$213,377LTV$83Move on69%Stop here31%LOST = 83%3RDCustomers3,137Revenue$164,925LTV$127Move on74%Stop here26%LOST = 78%Tact FirmYOUR STORE06OPEN RATES*this measures the health of your messaging program29%EMAILWEAKHEALTHYSTRONG17%SMSWEAKHEALTHYSTRONGSHOP WITHIN 1-10 DAYS33%WITHIN 1-30 DAYS61%WITHIN 1-45 DAYS74%Measured at your POSsample

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.

Request your Retention Audit

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