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Uncover Loyalty Potential that Converts to ROI
We turn data into simple, actionable insights so you can confidently shape your next steps and guide your organization’s readiness for loyalty changes.
Our loyal‑program experts help you find the right benchmarks in your competitive landscape and make sense of key metrics like member growth, churn, and penetration.
OUR TEAM
Meet Team of Exceptional Loyalty Consultants
We've supported over 100 businesses from various industries in reaching their loyalty objectives with proven, measurable outcomes.
Loyalty Consulting Packages
Clear scope. Tangible outcomes. Transparent pricing. Pick the partnership format that works best for you.
Consulting Services for Loyalty Program Implementation
Loyalty Program Development Map
- Workshops with stakeholders to define the scope and identify key areas to prepare, focusing on the results we want to achieve with the loyalty program implementation
- Process mapping and prioritization exercises with an overview of the technology stack (e.g., POS systems), currently used marketing communication tools, and analytics related to revenue reporting.
- Development of a detailed step-by-step roadmap for your business case with market best practices and minimal requirements for each of your technology stack.
- Clear and actionable blueprint document outlining recommended pre-implementation steps, roles, and timelines.
- Additionally, summary workshops with key departments from your company involved in the loyalty program implementation.
ROI Forecasting & Financial Impact Modeling
- Business case financial modeling with the revenue cost side, allowing you to determine the scale of the investment, break even point and many more.
- 2 workshops with our loyalty experts.
- Presentation of ROI drivers and risks.
- Financial modeling template with Identified drivers and defined metrics to for an initial modeling of the potential return and impact on revenue.
UVP Validation & Market Benchmark
- Internal concept testing workshops with stakeholders showing best practices for loyalty programs in your market.
- Competitive scan for your business case and benchmarking analysis of offers and rewards.
- Outlining appropriate research approaches to measure the attractiveness of the loyalty program concept and preparing scripts tailored to specific target groups. Preparing the necessary materials for collaboration with a research agency. We can also fully manage the entire research project if needed.
- Validation of gaps and differentiators with Recommendations to strengthen positioning.
- Benchmarking report with key insights on offer and reward design. Detailed recommendations.
Legal Compliance and Fraud Detection
- Identification of legal risks, gaps, and inconsistencies in regulations, documentation and other documents around the loyalty program.
- Audit of IT systems, and mechanics responsible for restrictions, redemption delays, granting occasional benefits. Stress test catching the balance between being pro-consumer and fraud-proof.
- Benchmarking against market standards and regulatory frameworks (GDPR, consumer law, tax).
- Consultation with legal experts (can involve external law firm).
- Legal audit report with clear recommendations, and optionally a revised Terms & Conditions document
- Security & integrity audit report, including actionable gap analysis
Member Recruitment Strategy and Omnichannel Identification
- Mapping of customer identification processes in all channels.
- Workshops with the store chains sales network – team motivation, setting qualitative and quantitative KPIs, calculating recruitment potential.
- Recruitment campaign design training session with Omnichannel acquisition strategy.
- Recruitment audit with key insights on offer and reward design. Detailed recommendations and Action plan for improving data quality and acquisition.
Organisation Rediness Assesment
- Assessment of current organisational structures, processes, and what essential resources are needed to work with the future program within the organization's chosen model?
- Evaluation of analytical maturity and Data capability mapping.
- Executive workshops to test scenarios, map roles with responsibilities and prepare for interdisciplinary collaboration across divisions of the organization for the best loyalty results.
- Organisation readiness report with actionable roadmap for preparing teams and processes before launching or scaling your loyalty program.
- Workshops covering market best practices and examples from your industry, highlighting where roadblocks most often occur during loyalty program implementation or changes, and how to effectively address them.
Participant Segmentation Strategy Review
- Navigating your team in organizing strategies and data for currently running or planned segments. Benchmark performance against market best practices and identify relevant metrics.
- Workshop on your business case to review behavioral segmentation that combines transactional data with communication/interaction and promotional aspects.
- Second Workshops to evaluate growth and engagement potential for segment strategies. With the right audience groups, we identify full potential and growth areas, and understand the triggers that have historically worked.
- Segmentation model report and recommended personalization roadmap - This serves as an excellent starting point for discussions about a relaunch or personalization paths in marketing automation.
Consulting services for Loyalty Program Redesign/Revamp
Current Program Performance and Improvements Review
- A holistic review and maturity assessment of the program in the areas of: recruitment (quality and quantity), engagement (analysis of communication and transaction data), and optimal use of existing loyalty mechanisms.
- A market benchmark of current KPIs with the definition of achievable targets. Identification of market best and worst practices, e.g., within the sales network (reward redemption, use of additional mechanisms such as MGM, NPS, gamification, and more).
- Opportunity identification workshops with our experts to highlight quick wins.
- Performance evaluation report with actionable recommendations for maximizing program ROI.
Cost Optimization for Loyalty Programs
- Deep analitical dive into cost drivers and rewards structure by our analitycal team
- Value perception workshops with loyalty experts with identification of new outliers, potential fraud, and regulatory or program rule limits
- Action plan to re-balance cost vs perceived member value
- Performance evaluation report with actionable recommendations for maximizing program ROI.
Growth Analytics & Dashboards Development
- Workshop with loyalty experts on Identification of key metrics and KPIs aligned with business goals.
- Data mapping and design of dashboard structure and wireframes (Power BI, Tableau, Looker Studio, etc.).
- User training sessions.
- Fully functional loyalty program dashboard (eg. in PowerBI) with user guide and aligned KPI tracking, enabling your team to monitor program performance and take data-driven actions.
Communication Fatigue Check and Content Journey Mapping
- Audit of communication and loyalty-related push notifications, lifecycle triggers, and also pull channels (principles of creating control groups). Assessment of previous activities regarding database fatigue, evaluating to what extent the current communication intensity impacts the quality and responsiveness of the database.
- Analysis of opt-out rates, engagement fatigue. Follow-up of campaigns in terms of their impact on sales (driving traffic, conversion to sales – calculating the financial effect).
- Workshops on balancing proactive vs reactive communication and Recommendations to optimize usage and reignite engagement.
- Communication fatigue & data utilization report with next steps to revive performance and plan lifecycle-based communication.
Current Competitive Differentiation with Loyalty Best Practices
- Competitive intelligence gathering (local & global) with industry specific reports.
- Best practice analysis from other industries or countries.
- Workshops to identify unique opportunities.
- Competitive differentiation report and recommendations tailored to your market.
Retention and Recruitment Funnel Optimization
- Audit of recruitment and retention funnels to identify drop-off and inactivity points.
- Benchmarking against industry standards with clear KPI comparisons.
- Actionable workshops with recommendations to improve acquisition flows and early retention tactics.
- Competitive differentiation report and recommendations tailored to your market.
Advanced / Additional Loyalty Consulting Services
ROI Measurement Setup for Your Business Case
- Workshop on industry-standard ROI measurement approaches and selection of the best-fit method(s) for your program and market context.
- Data collection by our analytical team and testing of selected ROI models.
- Preparation of a complete business model based on segmentation (RFM + behavioral), the selected loyalty program mechanics, and an analysis of the impact of communication on user behavior.
- ROI Business case for your loyalty program with practical guidance for implementation.
Organization Readiness for Change and Analytic Maturity
- Workshops on how to integrate loyalty with broader digital initiatives.
- Current state vs. future state mapping. Outline the path needed to move to a new quality of return on investment in loyalty.
- Prioritization of digital investments tied to loyalty.
- Loyalty transformation roadmap blueprint with loyalty program as an enabler.
Workshop: Unlocking Loyalty Potential
- Live Analysis of current program performance vs best practices - program health check (mechanics, rules, UX).
- Ideation and prioritization of new value streams.
- Workshop on proper loyalty program metrics.
- Pain point analysis report and a prioritized improvement roadmap - summary after workshop.
Data Acquisition Strategy
- Analysis of data acquisition sources and processes.
- Benchmarking of data quality and completeness - series of meeting with our data team.
- Workshop and action plan for improving data quality and acquisition.
- Report with data acquisition and quality benchmark, plus recommendations for enhancement.
RECOGNITIONS
Awarded at
We believe that loyalty is the greatest award. Our work as an integrated marketing company has been recognized at many industry events
TECHNOLOGY AGNOSTICS
Platform Expertise
We’re proudly technology-agnostic. Our team helps you navigate the crowded loyalty tech landscape — from enterprise-grade platforms to flexible modular solutions. Whether you’re choosing your first provider or rethinking your current stack, we’ll guide you toward the tools that best match your strategy, budget, and internal capabilities.
faq
Frequently Asked Questions
Our services are not limited to companies that already have a loyalty program. They are designed forcompanies at any stage of loyalty program development or redesign. We support businesses that arejust beginning to plan their first loyalty program, as well as those looking to refresh an existing one orwanting to verify the effectiveness of their current loyalty marketing activities.
Our initial consultations and workshops do not require you to share any sensitive customer data. Ifdata analysis becomes necessary at a later stage, we always operate in strict compliance with dataprotection laws (like GDPR).
We understand that projects often involve collaboration with existing partners and vendors. Restassured, this is a standard part of our process, and we are well-equipped to work with externalproviders to ensure a smooth and successful project delivery.
We select competitors for benchmarking based on an in-depth market analysis and our extensiveexperience working with a wide range of industries. This process allows us to identify the mostrelevant and impactful competitors for your specific market, ensuring the benchmark providesactionable insights.Can we combine elements of different packages?
Yes, we do. Our support doesn’t end when the project is delivered. We offer various post-project support options, including follow-up consultations, performance reviews, and additional training, to ensure you can effectively implement and maintain the solutions we’ve developed together. We offer various flexible cooperation models. Our goal is to work with you to find a model that best fits your budget, timeline, and long-term objectives.
Still have questions?
Let’s talk.
Not sure which package is right for you? Curious how our approach fits your business?
Book a short call with one of our loyalty experts — no pressure, just an honest conversation.