Loyalty and referral program worksheet

Restaurant / location / pilot owner: ______________________________________ Behavior to encourage / intended guest: ___________________________________ Why the guest would value the program: ____________________________________ ## 1. Explain the rule What earns credit: _______________________________________________________ What reward is earned and when: __________________________________________ Eligible items, dates, locations, and purchase conditions: ________________ How the guest checks progress and redeems: _________________________________ How the program differs from promotional message enrollment: ______________ Read the rule aloud to someone outside the project. Ask them to explain it back. Record the misunderstanding before adding more features. ## 2. Cost a realistic pilot Expected reward redemptions: ________ Incremental fulfillment cost per reward: $________ Reward fulfillment total: $________ Setup, administration, and other additional fixed costs: $________ Estimated displaced paid-purchase contribution: $________ Total incremental program cost: $________ Contribution per genuinely additional paid visit: $________ Additional visits required to cover cost, rounded up: ________ If contribution is not positive, revisit the design. Avoid double counting labor or rewards. Record excluded costs and why. Run a higher-redemption scenario before approving the pilot. Illustration: 100 rewards at $3 plus $100 setup equals $400 before displacement. At $12 contribution per additional visit, 34 visits are needed. Reward redemptions alone do not prove those visits were additional. ## 3. Prepare the operating rules Enrollment / guest lookup / data access owner: _____________________________ Refunds, cancellations, split checks, duplicate credits: ___________________ Lost card or system failure process: ______________________________________ Exception authority and record: ___________________________________________ Cross-location treatment / outstanding reward handling: ___________________ Staff training and test completion: _______________________________________ ## 4. If referrals are included Friend chooses to engage through: _________________________________________ Qualifying completed event / verification source: _________________________ Reward recipient(s) / issue timing / cancellation treatment: ______________ Duplicate or self-referral controls: ______________________________________ Do not collect a friend’s contact details as assumed marketing permission. Keep public-review requests independent of rewards. ## 5. Review and decide Pilot dates / enrollment limit / expected maximum exposure: ________________ Enrollment, qualifying transactions, rewards earned, redemptions, outstanding benefits, costs, and known repeat visits: _________________________________ What the comparison can and cannot show about incremental behavior: ________ Staff problems / guest understanding: _____________________________________ Decision / owner / next review: ___________________________________________ Plan for honoring earned benefits if new enrollment stops: _________________