Answer 15 quick questions about how you reach, convert, and keep customers. Get the gaps that matter most and the first fix for each.
About 3 minutes
Directional only. Based on your answers, not your store data. Privacy Policy
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Your biggest gaps, why each one matters, and the first fixes for each.
Automated journeys.
You have little or no automation bringing buyers back after the first order.
Why it matters
A sequence fires on what a customer already did: last order, what's in their cart, time since they bought, a click on cancel. Without one, a customer only hears from you when a campaign happens to go out, so the moment they're most likely to come back passes with nothing sent.
Automated flows produce nearly 41 percent of email revenue from 5.3 percent of sends. (2026 vendor benchmark data)
First fixes
A second-purchase sequence timed to the reorder window: how to use it first, the natural pairing around day 14, an offer only on the third touch.
A win-back that triggers when a customer passes their usual gap, replenishment timed to each customer's own rhythm, and, for subscriptions, a save step that offers pause, skip, or swap before cancel.
Segmentation.
Your campaign segmentation may be off, due to a lack of data.
Why it matters
A segment is a rule built on customer data: purchase history, recency, engagement. When that data is split across your store, your email and text platform, and your ad accounts, or nobody trusts the numbers enough to build on them, sending to everyone becomes the default rather than a choice. Offers go to people who would have paid full price, and with no cap across channels, your best customers get the most messages.
First fixes
One rule set for who may receive which campaign, built on purchase history, recency, and engagement, so the whole list stops being the default audience.
Discount rules that exclude recent full-price buyers and active subscribers from promos, plus one weekly cap on messages per person across email, text, and flows.
Personalization.
You have little or no personalization.
Why it matters
A first-time visitor and a five-time customer get the same emails and texts and see the same site. Personalization means three things change with what each customer bought, browsed, or is likely to want next: what you send them, when you send it, and what your site shows them when they come back. That takes their behavior connected to your messages and your site in real time. Without it, loyal customers see first-order offers, and the product a customer came back for is buried behind your bestsellers.
First fixes
Messages: a welcome series branched on how the person signed up; cart, checkout, and browse recovery branched on cart value and new versus returning; product recommendations and send timing driven by each customer's own history.
Site: returning customers recognized on arrival, with recently viewed and reorder shortcuts up front, and first-order offers hidden from anyone who has already bought. Retargeting ads driven by the same customer history.
Customer data.
Your store, your email and text platform, and your ad accounts hold different versions of each customer.
Why it matters
A returning buyer can look brand new in one system and like a stranger in another. Anything built on top of that data (segments, journeys, suppression, personalization) inherits the disagreement, and several numbers you'd need to decide with aren't visible.
First fixes
One source of truth for the customer with four agreed fields: first order date, lifetime spend, last order date, subscription status.
That record synced back into every tool, so segments, journeys, and ad suppression all read the same customer.
Measurement.
You can't tell which messages, offers, and ads actually make you money.
Why it matters
Platform-reported revenue credits every order that followed a click or an open, including orders that would have happened anyway, and two platforms often claim the same order. The only way to see what a message added is to compare the people who got it against a group that didn't.
First fixes
A holdout group on your biggest journey or offer: a small share of customers who get nothing, so the difference is what the message added. We tell you up front what your size can prove and what it can't.
Server-side purchase events so every tool counts the same orders, and a log of what each customer was sent and why.
Reach.
You're spending to win new customers and you can't see what it brings back.
Why it matters
Ad platforms target on their own signals unless you give them yours. Without your customer data, they find people who look like anyone who clicked, keep paying to reach people who already bought, and never learn which new buyers became repeat customers. Your happiest customers, the cheapest source of new ones, are never asked to refer anyone.
First fixes
Suppression of recent buyers and active subscribers, synced to your ad accounts automatically, and audiences seeded from your best customers by lifetime value instead of from everyone who ever bought.
A referral ask at the moment a customer is happiest, and lapsed customers handed from email to paid ads when email stops reaching them.
Conversion tracking.
Shoppers drop off between the product page and the order confirmation, and you can't see at which step.
Why it matters
A conversion rate tells you something is wrong; it doesn't tell you where. Without an event on every step, recovery only catches the moments someone already happened to build for, usually cart and checkout.
About 70 percent of online carts are abandoned; the top fixable reasons are extra costs and forced account creation. (Baymard Institute, 2025)
First fixes
An event on every step from product page to order confirmation, with server-side purchase tracking so ads and email see the same orders.
Cart, checkout, browse, and back-in-stock recovery live and branched by cart value and customer history; full costs shown early and guest checkout allowed.
Deliverability.
Mailbox providers may be filtering you, and you might not know it.
Why it matters
Providers decide what reaches an inbox by watching how recipients react to your last sends. Mailing people who never open pushes the complaint rate up, and once a provider starts filtering, even your best sequence lands in spam.
First fixes
Check the complaint rate in the mailbox providers' own postmaster tools and confirm SPF, DKIM, DMARC and one-click unsubscribe are set up.
A sunset flow that re-permissions unengaged subscribers and then stops, with campaigns sent to engaged segments first.
No major gap found.
Your basics look solid. The next gains come from fine-tuning timing and targeting.
First fixes
Look at repeat rate by first product purchased.
Test timing on your top two journeys against a holdout.
Also worth a look
Your customers rebuy slowly, so the retention levers are narrower. The fixes still apply, on a longer clock.
Across the lifecycle
Automated journeys
Segmentation
Personalization
Customer data
Measurement
Reach
Conversion tracking
Deliverability
Want a second set of eyes?
30 minutes with the Tarsus team. We'll go through your answers and your store together and agree on what to fix first. No prep needed.
