Loyalty Program Design Workbook

A fill-in workbook that takes you from 'we should have a loyalty program' to a costed, launch-ready plan. Set the goal, pick the right program type, design rewards and tiers, write the terms, train the team and choose your KPIs. The companion Excel model prices rewards at cost (not menu price), calculates break-even extra visits and stress-tests your assumptions. Pairs with Regulars Only and its R.E.G.S. method.

• 19-page fill-in workbook (PDF) with 11 steps
• Program type selector: points, visits, tiers, membership, birthday club
• Reward menu, earn-rate and tier design worksheets
• Fully worked cost example with a fill-in version for your numbers
• Program terms checklist and 8-week launch plan

19-page fill-in PDF workbook + editable Excel cost model. Instant download.