We use Google Analytics cookies to count visits and see which pages help. Accept or decline. How we use cookies
Program workshop
A working session with your marketing, CRM, finance and store teams to agree the goal, the program model and a draft business case, before you commit to a platform.
Request a workshop
A one-page program goal and target audience
A recommended program model, with the alternatives considered
A draft business case with its assumptions
A first list of platform requirements for vendor selection
We review your current program or plans, the data you have and your goals, and agree who needs to be in the room.
Together we agree the one behavior the program must change and the customers it is for.
We compare points, tiers, member pricing, paid membership and personalized offers against your goal and margins.
We draft the cost of rewards, platform and people next to the change you expect, with every assumption written down.
The people who will own the program and the people who will pay for it: marketing or loyalty, CRM or data, finance, and someone who knows your stores or customer service. A small group that can make decisions works better than a large audience.
No. The workshop works for a first program and for teams replacing or redesigning an existing one. For an existing program, we start from what it does today and what the data says about it.
No. We take no referral fees, commissions or paid placements, so the program model and the requirements follow your goal, not a vendor's product.
You keep the goal, the recommended model, the draft business case and the first requirements list. Many teams take those straight into platform selection, on their own or with our RFP management or vendor matching services.
Workshops are not open yet. Tell us about your program and we will write to you when they are.
Review what you get