How Terpwell replaced three tools and grew retention 2.4× in 90 days.
We sat down with Ana Reyes, head of marketing at Terpwell, to walk through her exact migration playbook , what she ripped out, what she kept, and the one mistake she'd never make again.
In January, Terpwell, a single-store dispensary in Portland, OR, was running marketing through three separate tools. Klaviyo handled email. Attentive handled SMS. A homemade Airtable held loyalty balances, synced via a Zapier chain that broke, on average, twice a week. By April, all three were gone. Retention was up 2.4×, and Ana Reyes was sleeping again.
We talked to her about exactly how she did it, not the tidy case-study version, but the real one, with the broken POS sync and the Klaviyo segment that took a weekend to rebuild. She gave us the playbook on the condition we publish it warts and all.
The stack before
Before Sticky, Terpwell's marketing surface was, in Ana's words, "a giant if-statement nobody understood anymore." The architecture was load-bearing duct tape:
- Klaviyo for email, with eight different exclusion segments to avoid sending cannabis-promo content to flagged subscribers.
- Attentive for SMS, gated behind a separate signup form and a separate consent flow.
- Airtable + Zapier as the loyalty system of record, balances synced to Dutchie POS once an hour, mostly.
The biggest issue wasn't tooling. It was that no two systems agreed on who a customer was. A customer might exist in Klaviyo with one email, in Attentive with a phone number, and in Airtable with a third identifier. Match rates were guesses.
I once sent a 20%-off email to a customer who had unsubscribed in Attentive 14 months earlier. He drove 30 minutes to redeem it. Then he called me to complain. - Ana Reyes, Head of Marketing, Terpwell
Why she switched
Ana didn't go shopping for new tools. The trigger was the Oregon OLCC's expanded notice requirements in late 2025, new rules about what cannabis SMS could and could not contain, with penalties scaling per-message. Her existing SMS provider didn't have a cannabis-aware compliance layer; every message had to be reviewed manually before send.
"I was spending three hours a week on copy review for a single send," she told us. "And I still wasn't confident."
She evaluated three vendors: SpringBig, Alpine IQ, and Sticky. SpringBig and AIQ had cannabis-specific features but priced like enterprise software. Sticky, she'd seen us mentioned in a benchmark report, had a free migration program and would handle the SpringBig-style switch in under two weeks.
The first 30 days
The migration playbook Ana followed has since become the template our solutions team gives every new switching customer. Here's how the first 30 days actually went:
- Week 1. List + balance migration. Sticky exported from Klaviyo and Airtable, ran phone/email matching, and produced a single unified customer table. Match confidence per record was visible in the dashboard.
- Week 2. Wallet pass mint. Every loyalty member got an Apple/Google wallet pass via SMS. 61% installed within 72 hours.
- Week 3. Journey rebuild. Welcome series, lapsed-customer winback, and a birthday flow, all moved from Klaviyo's flow editor into Sticky's Play Designer.
- Week 4. First fully-Sticky send to the entire list. Open rate jumped 3.4 points vs. the prior six-week average in Klaviyo.
What the data showed
Three months in, the numbers were unambiguous. The headline isn't the open-rate bump, it's what happened to repurchase frequency.
The one mistake she'd never make again
Ana didn't migrate her email creative library. She rebuilt every template from scratch in Sticky's editor, partly because the Klaviyo HTML was, in her words, "a mess only the agency understood." It cost her an extra week.
"If I did this again," she said, "I'd export the templates as MJML and let Sticky's import handle them. It would have saved a weekend of my life. Don't be a hero."
Ana's playbook
We asked Ana to write down the rules she follows now, post-migration. Here they are, lightly edited:
- Phone is the customer ID. Email is a channel preference, not an identity.
- Wallet first, email second. Open rates on a wallet push are 4× email's. Use email for context, wallet for urgency.
- One journey, two paths. Every flow has a "consented to SMS" path and an "email-only" path. Never one without the other.
- Compliance review happens at template level. Not at send time. If your tool can't enforce that, change tools.
- Measure repurchase, not opens. Opens lie. POS-attached revenue doesn't.
List + balance migration, journey rebuild, and wallet pass mint, all included. Switch costs zero.
Get a switch quoteTakeaways
If there's one through-line in this story, it's that retention is a tooling problem before it's a strategy problem. Ana didn't change her offers, her promotions, or her cadence. She just made it possible for one customer to actually be one customer across email, SMS, and loyalty, and the strategy she'd already had started working.
Most of the dispensaries we talk to are running some version of Terpwell's pre-migration stack. The numbers in this case study aren't outliers; they're roughly the median lift we see when an operator consolidates onto Sticky. Our 2026 benchmarks report has the full distribution, if you want to see where you'd land.
Casey Lim is the editor at Sticky. She covers cannabis compliance, retention, and operator interviews. Got a story to share? Drop her a line.
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