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CRM & Loyalty Strategy

CRM & LOYALTY STRATEGY
Crafting winning CRM & Loyalty strategies

We build tailored CRM and loyalty strategies that drive engagement, increase customer lifetime value, and differentiate your brand. Whether you’re starting from scratch or enhancing an existing program, our team will guide you through every step of the process.

CRM & Loyalty program design process

STAKEHOLDER INTERVIEWS

Understanding Your Brand and Industry

We start by conducting in-depth interviews with key stakeholders to understand your industry, business objectives, and customer base. We set clear goals and expectations to ensure our strategy aligns with your vision.

DATA GATHERING AND ANALYSIS

Building a Data-Driven Foundation

We collect and analyze your customer data, including RFM (Recency, Frequency, Monetary) analysis, to identify key customer segments and behaviors. This data-driven approach ensures our strategy is grounded in real insights.

COMPETITOR ANALYSIS

Learning from the Landscape

We study your competitors’ CRM and loyalty programs to identify strengths, weaknesses, and opportunities. This helps us design a strategy that not only meets but exceeds industry standards.

STRATEGY PROPOSAL

Tailored Loyalty Scheme and CRM Strategy

Based on our findings, we propose a comprehensive loyalty program and CRM strategy. This includes detailed recommendations for program structure, customer segmentation, and engagement tactics.

SERVICE DELIVERABLES

Key outcomes of your CRM & loyalty strategy

Loyalty Program Schema

We design a loyalty structure tailored to your business and customer preferences. We ensure smooth execution and compatibility with your existing systems.

The loyalty scheme includes proposed tiers, points earning and burning rules, and a variety of rewards.

Loyalty Program Schema

Loyalty Program Branding

We create a distinctive brand identity for your program.

Our branding includes naming, a catchy motto, key messaging, and logo design that aligns with your overall brand.

Loyalty Program Branding

Technical Specifications

We recommend the optimal technology stack and seamless integrations to implement your loyalty program.

We ensure smooth execution and compatibility with your existing systems.

Loyalty Program Technical Specifications

Communications Strategy

We craft a comprehensive marketing campaign calendar and automation strategy.

All designed to keep your customers engaged and boost participation in your loyalty program.

Loyalty Program Communications Strategy

Business Process Design

We provide clear guidelines for daily loyalty program operations.

This includes processes and instructions for customer-facing staff like cashiers, receptionists, and support teams.

Loyalty Operations Business Process Design

Acquisition Tactics

We develop strategies to effectively promote your program and attract new members.

We outline tactics to onboard new members, ensuring steady growth and enhanced customer engagement.

Loyalty Acquisition Tactics