Do you take fees from loyalty vendors?
No. We take no referral fees, commissions or paid placements. Clients pay for the work, so the recommendation answers to you.
RFP management
Loyalty program RFP management
We run your loyalty platform selection with you: requirements, the RFP document, vendor questions, scripted demos and scoring, so the decision rests on evidence.
Talk to us about your RFPWhat you get
A prioritized requirements document
The RFP pack and a common pricing scenario
A scoring model, the scores and the demo notes
A recommendation memo with the risks of each option
How it works
Requirements
We turn your goal and program into prioritized requirements, with your marketing, IT, finance and operations teams.
RFP and shortlist
We write the RFP pack, screen a long list of platforms and send the full RFP to a short list, answering vendor questions in writing to all of them.
Demos and scoring
We script demos around your scenarios, score every answer against weights agreed in advance and run the reference calls.
Decision
We present the scores, the risks and a recommendation, with each vendor's written answers ready for the contract.
Why platform selections go wrong
- Each vendor answers a different question, so the responses cannot be compared.
- Demos show each product's best features instead of your own scenarios.
- Prices are quoted on different assumptions and cannot be lined up.
- Data export, exit terms and roadmap promises surface only after signing.
Questions about this service
Which vendors do you invite?
The ones that fit your requirements. We build the long list from your program, systems and budget range, and you approve the short list before the RFP goes out. Vendors you already know can be included.
Can we use our own procurement process?
Yes. We can work inside your procurement rules and templates, and hand the scoring and documents to your procurement team in the format they use.
Can we write the RFP ourselves?
Yes. Our guide to writing a loyalty program RFP covers the requirements, the security and privacy questions and the scoring. Teams that prefer to run it alone often use it as a checklist.
Talk to us about your RFP
RFP management is not open yet. Tell us where your RFP stands and we will write to you when we can help.
Review what you get