Loyalty Business Model Toolkit

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Head Loyalty Business Model: interface with program and Functional Management to provide financial support and analysis to meet program requirements.

More Uses of the Loyalty Business Model Toolkit:

  • Devise Loyalty Business Model: partner with marketing to create campaigns that drive demand and program participation among new and existing customers.

  • Head Loyalty Business Model: new Marketing Technologies proactively identify and evaluate emerging Marketing Technologies.

  • Supervise Loyalty Business Model: new Marketing Technologies proactively identify and evaluate emerging Marketing Technologies.

  • Develop marketing briefs for customer marketing projects and campaigns.

  • Warrant that your team contributes to an environment where employees are treated respectfully.

  • Ensure your corporation complies; functions as your organization Partner understands the internal and external issues facing business unit clients and uses that understanding to forge partnerships and achieve goals.

  • Liaise with Enterprise Analytics to provide loyalty marketing department with data and analysis to optimizE Business.

  • Ensure you do lead a personalization strategy and personalized content opportunities for loyalty members and execute segmented campaigns that continually deliver incremental sales.

  • Drive Loyalty Business Model: balance the needs of the customer and business while driving loyalty and long term value.

  • Ensure you commit; lead a Personalization Strategy and personalized content opportunities for loyalty members and execute segmented campaigns that continually deliver incremental sales.

  • Make sure that your organization communicates with other team members concerning problems and possible solutions.

  • Make sure that your planning develops Email Marketing strategies with the goals of increasing engagement, Lifetime Value, loyalty and MQL generation.

  • Assure your organization maintains awareness and compliance in operational procedures and organization policies.

  • Be certain that your design possess extensive Project Management skills; running from inception to post event reporting (running in conjunction with Marketing Operations team).

  • Create Customer Loyalty by providing extraordinary service to each customer via Inbound And Outbound contacts.

  • Manage all retention metrics to deliver on performance targets; increase retention rates/decrease churn, increase Customer Engagement, increase Customer Loyalty and referrals.

  • Orchestrate Loyalty Business Model: work across marketing channels to develop and launch campaigns that help improve Customer Satisfaction, loyalty and brand image.

  • Drive Loyalty Business Model: proactively communicate sail trade program to all customers and visitors.

  • Ensure you lead risk based audits effectively, developing risk and control matrices and effectively executing audits that are completed on time and on budget.

  • Become skilled in understanding and analyzing Customer Loyalty and program usage.

  • Ensure you steer; lead risk based audits effectively, developing risk and control matrices and effectively executing audits that are completed on time and on budget.

  • Serve as lead stakeholder on Loyalty and Retention, Conversion Optimization, and Organic Sharing Consumer Product initiatives.

  • Formulate Loyalty Business Model: Internet Marketing Best Practices that result in customer/client acquisition, retention, loyalty and growth.

  • Ensure you standardize; onboard, retain, build loyalty and maximize Lifetime Value by engaging customers with personalized, targeted and relevant marketing at every stage.

  • Recognize potential theft/loss situations and provide personal Customer Service to deter theft.

  • Supervise Loyalty Business Model: work across marketing channels to develop and launch campaigns that help improve Customer Satisfaction, loyalty and brand image.

  • Manage work with Data Science team to develop strategies that increase Lifetime Value and Customer Loyalty; explore loyalty programs to reinforce strategy.

  • Make sure that your organization demonstrates awareness and urgency to achieve hourly goals, setting micro goals to impact.

  • Communicate progress of projects to IT Audit Director/management on a timely basis.

  • Pilot Loyalty Business Model: work across marketing channels to develop and launch campaigns that help improve Customer Satisfaction, loyalty and brand image.

  • Control Loyalty Business Model: work as part of an Agile squad to collectively identify opportunities to drive Continuous Improvement and smart ways to deploy Process Improvements and/or technology to solvE Business problems.

  • Initiate Loyalty Business Model: enterprise (organizational project enabling) Process Area Project Portfolio management, Infrastructure Management, lifecycle model management, human Resource Management, and Quality Management.

  • Ensure you use this information to calculate KPIs and support Configuration Management and Master Data management teams in weekly operations and you see how your organizations are managed.


Save time, empower your teams and effectively upgrade your processes with access to this practical Loyalty Business Model Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Loyalty Business Model related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Loyalty Business Model specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Loyalty Business Model Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Loyalty Business Model improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who is gathering Loyalty Business Model information?

  2. What does losing customers cost your organization?

  3. At what cost?

  4. What Loyalty Business Model events should you attend?

  5. What else needs to be measured?

  6. What disadvantage does this cause for the user?

  7. Are you able to realize any cost savings?

  8. Will it be accepted by users?

  9. How do you measure risk?

  10. Which issues are too important to ignore?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Loyalty Business Model book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Loyalty Business Model self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Loyalty Business Model Self-Assessment and Scorecard you will develop a clear picture of which Loyalty Business Model areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Loyalty Business Model Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Loyalty Business Model projects with the 62 implementation resources:

  • 62 step-by-step Loyalty Business Model Project Management Form Templates covering over 1500 Loyalty Business Model project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Loyalty Business Model project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Loyalty Business Model Project Team have enough people to execute the Loyalty Business Model project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Loyalty Business Model project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Loyalty Business Model Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Loyalty Business Model project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Loyalty Business Model Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Loyalty Business Model project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Loyalty Business Model project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Loyalty Business Model project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Loyalty Business Model project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Loyalty Business Model project with this in-depth Loyalty Business Model Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Loyalty Business Model projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Loyalty Business Model and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Loyalty Business Model investments work better.

This Loyalty Business Model All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.