Loyalty & Referral Programs: Technical Analysis and Program Design
We design and validate loyalty and referral mechanisms for businesses of all sizes. The objective is to increase repeat purchases, improve product attach rate, and maximize Customer Lifetime Value (CLV) with measurable, data-driven interventions.
Scope
- Diagnostic: baseline cohort analysis (visit frequency, ATV, churn, attach rate)
- Mechanics: points issuance/redemption, tiers, accrual velocity, reward economics
- Governance: liability accounting, breakage assumptions, abuse prevention
- Experimentation: A/B of earn multipliers, thresholds, and redemption friction
- Attribution: CLV delta modeling and ROI tracking
See related article: How to Create a Loyalty Program from Scratch: A Step-by-Step Guide.
Case Studies
The Tea Spot
Jiffylube
Dagne Dover
Massage Envy