Equilibria · Program Deep Dive

Tipsy Sampler Program

Feb 1 – Aug 22, 2026
actual · net of tax
projected to Nov 30
? Tap any underlined number to see how it's calculated, what it means, and where it comes from.
The verdict

The program works. Judge it on the matured cohortsnot the blended average.

4.84×
Revenue ROAS
3.07×
Contribution ROAS
+$15.01
Net per customer

Mar · Apr · Jun cohorts — 1,292 customers on $9,349 spend, every one fully past its first auto-bill.

Program to date

Feb 1 – Aug 22 · booked, net of tax
Samplers acquired
4,157
on $36,177 ad spend
Net revenue
$74,530
$37,406 contribution
Activate to paid sub
47.2%
of 1,804 matured past day 28
Blended CAC
$8.70
$9.69 at August run-rate
Lifetime value / customer
$22.22
= break-even CAC
Churn shape
One cliff
first bill only; then 53–55% renew
How much room is left to spend 2.4× headroom before break-even
$9.69pay now
$15aggressive ceiling
$22.22break-even

Ignore the blended 2.06×. It reads low because 64% of customers and 70% of the spend were bought in the last seven weeks — before a single auto-bill could land. Nothing is wrong with the funnel; those cohorts just haven't been billed yet.

Projected contribution · base case
October
$43,489
+$18,489 net
November
$48,090
+$23,090 net
The move
  • 1Build a day-20–28 save flow before the first charge — all the churn is at that one point.
  • 2Step CAC to $12 in September, then $15 in October only if day-28 activation holds above 40%.