Customer Loyalty Program Checklist
Covers loyalty enrollment, benefit communication, reward tracking, customer eligibility, usage reporting, and retention impact.
Ejemplos de programas de auditoría
Para consultar la lista de comprobación completa y los criterios de puntuación, descarga el archivo
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1. Is every eligible customer offered loyalty programme enrolment at the point of purchase or first service visit, with enrolment rate tracked per advisor?;
2. Is the loyalty programme eligibility criteria clearly defined, documented, and consistently applied, with no eligible customer excluded or ineligible customer enrolled?;
3. Is the enrolment process simple and completable within a single interaction, without requiring the customer to complete lengthy documentation independently?;
4. Is enrolment recorded in the CRM at the point of sign-up, immediately visible to all staff so the customer's loyalty status is recognised at every future touchpoint?;
5. Are loyalty programme benefits explained clearly and specifically at the point of enrolment, not left for the customer to discover from printed material?;
6. Are customers reminded of their loyalty programme benefits at each relevant touchpoint — service visit, anniversary, redemption opportunity — rather than only at enrolment?;
7. Is each member's reward balance, redemption history, and upcoming eligibility tracked accurately in the system, accessible to staff at point of interaction?;
8. Are rewards redeemed promptly and correctly when the customer is eligible, with no customer needing to chase for a reward they have earned?;
9. Is programme enrolment rate, active member rate, and redemption rate tracked on a defined cycle?;
10. Is the programme's cost per retention outcome (enrolled member who returns versus non-member) calculated and reviewed to confirm the programme is generating positive ROI?;
Programas de auditoría personalizables que se adaptan alas necesidades de tuempresa
Nuestro sistema flexible te permite crear listas de preguntas personalizadas, agruparlas en programas bien definidos y garantizar el cumplimiento normativo en los distintos departamentos. Echa un vistazo a los ejemplos de programas y listas de preguntas para descubrir cómo puedes mejorar tu proceso de auditoría con facilidad.