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Unit Economics

What is LTV?

Lifetime Value

LTV is the total contribution margin a customer generates across their entire relationship with your business, not the total revenue they produce.

The distinction between revenue-based and contribution-based LTV matters more than any other detail in this calculation. A customer generating $2,000 of revenue at 30% contribution margin has an LTV of $600, not $2,000 — and using the larger number to justify acquisition spend is how brands scale into losses.

LTV is a forecast, not a measurement. You're predicting future behaviour from past cohorts, and that prediction gets less reliable the further out it extends.

For that reason, capping LTV at a defensible horizon — 12 or 24 months — produces better decisions than modelling a theoretical lifetime. A five-year LTV justifies acquisition spend you may not survive long enough to recover.

Formula

LTV = Average Order Contribution × Purchase Frequency × Expected Customer Lifespan

For subscriptions: LTV = Monthly Contribution ÷ Monthly Churn Rate. Cap the horizon at 12–24 months for decision-making regardless of what the model projects.

Why LTV matters

LTV sets the ceiling on what you can afford to pay for a customer, which makes it the single most consequential number in an acquisition strategy. Overstating it is the most common way growth-stage companies scale themselves into trouble.

The retention leverage effect

A brand at 8% repeat purchase rate with $40 order contribution has an LTV near $43. Lift repeat rate to 22% and LTV rises to roughly $51 — meaning you can now outbid your former self by nearly 20% for the same customer, on identical products. This is why we build retention before scaling acquisition: it raises the ceiling on everything else.

Common mistakes

  • Using revenue instead of contribution

    The single most damaging error in this calculation. It inflates LTV by whatever your cost structure is and produces CAC targets that guarantee losses.

  • Modelling an unrealistic lifespan

    Five-year LTV projections from eight months of data are speculation. Cap at a horizon your data actually supports.

  • Averaging across dissimilar cohorts

    Customers acquired through discounting behave very differently from full-price customers. A blended LTV hides that and leads to overbidding on discount-acquired traffic.

  • Not discounting future cash flows

    Revenue three years out is worth less than revenue today, particularly for companies where capital is expensive.

Related terms

Full glossary
Unit Economics

CAC

CAC is the total cost of acquiring a new customer — advertising, salaries, tools, and agency fees — divided by the number of new customers acquired in that period.

Unit Economics

Contribution Margin

Contribution margin is what remains from a sale after subtracting every variable cost of fulfilling it — cost of goods, shipping, payment processing, discounts, and returns.

Retention

Churn Rate

Churn rate is the percentage of customers, or of recurring revenue, lost during a given period.

Unit Economics

AOV

AOV is total revenue divided by total number of orders over a given period — the average amount a customer spends per transaction.

Retention

Repeat Purchase Rate

Repeat purchase rate is the percentage of customers who have placed more than one order, measured over a defined window.

Retention

Activation Rate

Activation rate is the percentage of new users or customers who reach the specific moment where your product first delivers its core value, within a defined time window.

B2B

Buying Committee

A buying committee is the group of people inside an organisation who collectively decide on a purchase — typically an economic buyer, one or more technical evaluators, end users, and a procurement or legal gatekeeper.

Unit Economics

CAC Payback Period

CAC payback period is the number of months a customer takes to generate enough contribution to repay what it cost to acquire them.

Retention

Win-Back Campaign

A win-back campaign is a marketing sequence aimed at customers who have already stopped buying or subscribing, intended to bring them back after the relationship has lapsed.

Retention

Cohort Analysis

Cohort analysis groups customers by when they first joined and tracks each group's behaviour over the following periods, so retention and revenue are read per group rather than as a single blended total.

Applied, not theoretical

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