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You’re staring at your dashboard.
CAC is up. Retention is down.
You’ve got 20 tabs open and one question stuck in your head:
“How the hell do we grow without spending more on ads?”
That was us, just 45 days ago.
Until we found a lever hiding in plain sight:
Not a new ad platform. Not a viral video. Not a killer promo.
It was our subscription funnel.
But not the kind of funnel everyone talks about. This one was purpose-built for LTV.
And it quietly 3X’d our monthly recurring revenue — without touching CAC.
In this breakdown, we’ll show you exactly how we did it:
From offer design to upsell logic to the tech stack that made it scale.
Let’s dive in.
If you’re running a DTC brand, especially in health and wellness, you probably obsess over acquisition.
Meta, TikTok, Google — you’re in there daily.
But scaling subscription isn’t about more ad spend.
It’s about making the most of every customer who already said yes.
Most brands send traffic to a product page and call it a day.
But that’s leaving serious revenue — and retention — on the table.
We wanted to turn every first-time buyer into a long-term subscriber.
So we rebuilt our funnel from the ground up with one goal:
Maximize AOV and retention without hurting conversion.
We launched with a simple but effective quiz funnel using Checkout Champ and Zipify OneClickUpsell (OCU).
The quiz asked a few targeted questions to direct customers to our hero product — a supplement designed for thyroid support.
We then drove traffic straight from Meta and Google ads to the quiz landing page.
Our main offer was a subscription to “Hashi Aid,” a daily thyroid supplement.
But here’s the key:
We didn’t push heavy discounts or bonuses. Instead, we positioned subscription as the default and emphasized convenience and long-term benefits.
And most importantly…
We resisted the urge to stack more of the same product in upsells.
Why?
Because doing that would kill retention.
People cancel faster when they’re drowning in extra supply.
Here’s where most funnels break: they go for the easy win (more units of what was just purchased), but that cannibalizes the subscription.
We did the opposite.
After someone subscribed to Hashi Aid:
“Your gut could be holding your thyroid hostage.”
Each step bridged the gap from interest → action → commitment.
Every click was intentional. Every upsell relevant.
We used Funnelytics to map the entire flow and see drop-offs in real time.
Most brands try to get more people into the top of the funnel.
We made the bottom of the funnel leak-proof.
We plugged this funnel into Loop Subscriptions to handle: We also tracked churn and insights using Glew.io, which gave us real-time customer and cohort visibility.
Instead of locking customers in, we gave them flexibility.
Result: Retention jumped 22%.
PS: Want to see funnels like this broken down live?
We walk through these exact strategies inside the X Scale Ecommerce Mastermind, our private founder community built for scaling health and wellness brands.
No fluff. No theory. Just what’s actually working.
✅ Weekly trainings
✅ Founders-only discussions
✅ Real funnels from real 8-figure brands
👉 Come steal what’s working inside the X Scale Ecommerce Mastermind.
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