Most Brands Use Coupons to Convert. Smart Brands Use Them to Retain.

Stop Guessing. Start Planning Smarter Discounts.

Sticky Digital’s First-Time Buyer Coupon Strategy Worksheet helps you design offers that do more than drive first orders—they set up profitable second purchases. If your bounce-back strategy is just a flat 10% discount with no logic, this tool will change that.

What It Is

A free, customizable Excel worksheet to help Shopify brands plan, test, and measure the impact of first-time buyer incentives.

Download the First-Time Buyer Coupon Strategy Worksheet (Excel)

It includes:

• Incentive format testing (% off, $ off, freebie)
• Cost-per-redemption analysis
• Projected repeat purchase value
• LTV and breakeven calculators

Why It Matters

Every coupon has a cost. This tool helps you ensure it also has an upside. Blind discounting kills your margin and trains customers to wait for the next deal. Strategic incentive design boosts retention performance and builds a sustainable path to higher lifetime value.

Who Should Use It

• Shopify brand owners reviewing their Q3/Q4 offer strategy
• Retention and lifecycle marketers running welcome or bounce-back flows
• Revenue teams who need to defend margin and show ROI

How to Use the Worksheet

Step 1: Input Your Baseline

Add your AOV, margin, and estimated repeat purchase rate. The sheet calculates how much room you have to offer a discount or gift.

Step 2: Compare Multiple Offer Types

Duplicate the model and test different offers—14-day reactivation code, free shipping on next order, $10 credit. Track which breaks even, which wins.

Step 3: Align With Your Flows

Use the chosen offer in your Klaviyo welcome flow, your packaging insert, or a post-purchase SMS. Pair it with our 30-Day Post-Purchase Calendar to time delivery for maximum impact.

Why It Works

Because retention isn’t about handing out discounts—it’s about incentivizing the right behavior at the right time. This worksheet gives you the logic to do that. It moves your team from random offers to repeatable outcomes.

Download the Worksheet

Get the First-Time Buyer Coupon Strategy Worksheet

Need Smarter Offers, Not Bigger Discounts?

Request a free retention audit and our team will help you build a coupon strategy that drives revenue—not regret.