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I want a simple reason and system for customers to return

Loyalty Program Setup

Loyalty program setup gives customers a clear, manageable reason to return.

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A loyalty program gives somebody a reason to come back on a particular day. They earn on the visit they were already making, and when there is something waiting for them, a text says so.

It runs on the system already at your counter, so nobody installs an app and your staff learn one sentence. The list of regulars it builds is yours, it grows every time somebody pays, and it is the group you can reach again whenever you have a reason to.

Which system it runs in, what you can reward, and what the reminders cost

Which system it runs in

  • The one you already sell in, where loyalty is built inSquare, Toast, Clover, Loyverse and Shopify each do a version of it. What yours includes is checked before anything gets bought.
  • A recommendation, where you have noneChosen on what you sell, how you take payment, whether you also sell online, and what you are willing to pay monthly.
  • A straight answer on staying putWhere what you have is good enough, that is what you get told. Where it is not, you get told what changing actually costs before you decide.
  • Connected to what you already runThe till, the online store and the customer list joined so somebody earns whether they walked in or ordered from home.

What you can reward

  • Points on what they spendEvery dollar earns, and a balance buys something. The math gets checked with you so it does not cost more than it brings back.
  • A punch cardA set number of visits and then a reward. Simplest to explain at a counter, and it suits a business people visit often.
  • Spend tiersThe bigger spenders get more. Worth it where the gap between a small customer and a large one is wide.
  • A birthday rewardOne a year, on a date you already hold, and a reason to come in that has nothing to do with a promotion.
  • A referral rewardSomething for the person who brings somebody new, and something for the person they brought.
  • A first reward at signupSo the card does not start empty, which is what makes somebody use it a second time.

The reminders, and what they cost

  • Permission to message them, taken at signupJoining the program and agreeing to be messaged are two different things. The opt in wording goes on the counter and into the system, so the reminders below can actually go out.
  • Connected to your email or text platformThe program reaches whatever sends your messages. Where there is none yet, choosing one is part of the recommendation. A signup form on your website is web work and it is quoted with that.
  • A text when they have earned enough to spendThe one that brings people back, because it arrives with something already waiting.
  • An email before a reward expiresWhere your program has expiry, this is what stops it feeling like a trick.
  • A nudge to somebody who has not been inSent off how long it has been, not off a calendar date.
  • Every message it sends is charged to you, not to meYour provider bills you per text and per email, in your own name, on top of whatever the system costs monthly. None of that is in the setup price, and it is worth weighing when you pick a system.
  • Longer sequences are a separate serviceA run of emails off a trigger is email and text automation and sequences.
How this gets fixed

The service is a loyalty program setup

A loyalty program gets set up in the till you already use. Points or punches, the reward, the enrollment and the automatic follow up are configured in the point of sale you already use. A customer joins at the counter with a phone number, earns without carrying anything, and gets a text when there is a reason to come back.

You end up with a running program, a list of past customers that grows on its own, and a short explanation your staff can give in one sentence.

Where it runs

  • The app you already sell in, where it has loyalty built in
  • Square Loyalty, Toast, Clover, Loyverse, Shopify
  • A recommendation and the connection, where you have none
  • A straight answer on whether to stay with what you have
Scope

What this service includes

Included in your service
  • What can be set up
  • Points on what they spend
  • A punch card, a set number of visits and then a reward
  • Spend tiers, where the bigger spenders get more
  • A reward on their birthday
  • A reward for bringing somebody new
  • A first reward at signup, so the card does not start empty
  • The reminders that bring them back
  • A text when they have earned enough to spend
  • An email before a reward expires
  • A nudge to somebody who has not been in for a while
  • A review asked for after a visit
Related work quoted separately
  • A branded mobile app for customers to install.The program runs on the system already at your counter
  • The reward itself.What a point is worth and what it buys is your decision, and the math gets checked with you
  • New payment hardware or a new point of sale.Taking card payments in the first place is Taking Payments and Sending Invoices
  • Printing. Counter cards and signage can be drawn from Brand Kit: Logo, Color and Fonts, and the print order stays with you
  • Any promise about how many customers enroll or how often they return
  • Legal review of your program terms and expiry rules
  • Ongoing campaigns to the list it builds, which is Email and Text Campaigns and Newsletters
  • Every text and email the program sends.Whatever your provider charges per message is billed to you, in your own name, and none of it is in this price
  • Your loyalty or point of sale subscription, which is billed to you by the provider
Your quote

What shapes your quote

Start with the standard service. Add only the work your business needs.

Standard starting point
  • Loyalty turned on in the system you already sell inSquare, Toast, Clover, Loyverse or Shopify, where it is built in and you are already paying for it
  • One way to earn, set uppoints on what they spend, a punch card, or spend tiers where the bigger spenders get more
  • The reward decided with youwhat a point is worth and what it buys, with the math checked so it does not cost more than it brings back
  • Enrollment at the countera phone number and nothing to install, so it works on the first visit
  • The reminders switched ona text when they have earned enough to spend, and a nudge to somebody who has not been in for a while
  • Your staff shown how to offer itwhat to say at the till, because a program nobody mentions is a program nobody joins
  • Permission to message them, captured at signupthe opt in wording at the counter and in the system, so the reminders can legally go out. Without it a program collects customers it is not allowed to contact
  • The program connected to your email or text platformso a reward reminder actually sends. Where there is no platform yet, choosing one is part of the recommendation
Add only what you need
  • A recommendation and the setup where you have no systemchoosing one for what you sell, and connecting it to what you already run
  • A second way to earn alongside the firsta birthday reward, or a reward for bringing somebody new
  • A review asked for after a visitset up automatically, and it is priced on the reviews page
  • Text and email templates designed to your brandwhere there is no brand kit, that comes first
  • A signup form on your websitejoining from the website rather than only at the counter, connected to your email or text platform. Quoted with the web work
Ask about this serviceor call (561) 203-9685
The process

How it runs, step by step

  • Tell me what is going on The form below. What you have now, and what you want instead.
  • A short call, if it needs one Only where the scope cannot be settled in writing.
  • You get the scope and the price In writing, with what is included and what is not.
  • You approve it Nothing starts before you have agreed the scope and the price.
  • The work happens You are told when something needs a decision from you, and nothing else.
  • Handover What was done, where it lives, and what to do next, written down.

More on how working together works.

FAQ

Questions about this service

Do my customers need to download anything?

Enrollment is a phone number at the counter. Running it through the register rather than an app is what avoids that.

Which system do I need?

The one you are already on, where it has loyalty built in. Square, Toast, Clover and Loyverse all do a version of it, and what yours includes is checked before anything is bought.

What makes a good reward?

Something with a real margin on it that a regular actually wants, offered often enough to be reachable. A reward nobody reaches is the same as no program.

Does this work for a service business rather than a shop?

Yes, and the shape changes. Visit based rewards suit a salon or a shop, while a service business often does better with a referral reward or a rebooking offer.

Who explains it to my staff?

It gets set up so the till does the work and the sentence at the counter is short. The handover covers the line your team says and what to do when somebody asks about their balance.

Can I turn it off later?

Yes. Enrollment stops and outstanding balances get honored for a period you set, which keeps regulars from feeling cheated on the way out.

Send me the details

I read it and reply with the scope and the price before any work starts.

Ask about this service or call (561) 203-9685

Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

What would help most?

Pick at least one. More than one is fine.

Answer a few more if you want a more specific first reply

What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

Prefer regular email? [email protected]

Derek Packer

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