Loyalty Program Strategy Session
Date: October 22, 2025
Attendees: Owner, POS Vendor Rep, Marketing Consultant

Current state:
- Paper punch cards in use
- Low redemption tracking
- No customer data capture
- Estimated 30% of customers participate

Proposed: Digital loyalty program via Square

Program structure options discussed:

Option 1: Simple stamp card (digital)
- Buy 10, get 1 free
- Easy to understand
- Limited personalization

Option 2: Points-based system
- $1 = 10 points
- 500 points = $5 reward
- Enables tiered rewards
- More complex

Option 3: Subscription model
- $75/month unlimited drip coffee
- $125/month includes specialty drinks
- Guaranteed recurring revenue
- Higher commitment barrier

Recommendation: Start with Option 1, add Option 3 later

Implementation plan:
- Staff training: 2 sessions
- Soft launch: November 15
- Full marketing push: December 1
- Migration of existing punch cards

Customer data goals:
- Email capture at signup
- Birthday tracking for rewards
- Purchase history for personalization

Technology cost:
- Square Loyalty: $45/month
- SMS add-on: $25/month (optional)
- No hardware needed (existing setup)

Success metrics:
- Enrollment: 200 members by end of Q1
- Repeat visit increase: 15% target
- Email list growth: +300 subscribers
