Run a loyalty programme that pays its way and your regulars value
A complete kit for independent shops, small chains and franchise networks: choose the right programme, know the break-even uplift before you launch, sign people up fairly, talk to members well and measure results honestly.
- A 14-sheet Loyalty Programme Workbook with member register, tiers, monthly activity, a fair member versus non-member comparison, campaigns, fraud log and franchise settlement
- A Reward Cost and Break-Even Calculator that shows how much extra members must buy for the programme to pay for itself
- 43 member messages, 15 till sign-up scripts, terms and privacy discussion drafts and a franchisee guide, all brand-ready
- Four fillable forms, a 5-page counter and till print pack, an 8-week launch calendar and a 38-task board
The Customer Loyalty Programme Kit · Bodhih Pro Kits · 233 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I start a customer loyalty programme for a small shop or chain?
Fix the basics first, pick a programme type that suits your purchase cycle, set earn and burn rules, then calculate the break-even uplift: the extra member sales needed to pay for rewards and running costs. The Customer Loyalty Programme Kit from Bodhih Training gives you the workbook, calculator, scripts and forms to do each step.
Want the full free guide first? Read How to Start a Customer Loyalty Program for a Small Business.
You already feel the problem. Here is what it is costing you.
A stamp card nobody measures
Paper cards have sat on the counter for years. You do not know how many free items you give away, who uses them or whether they bring anyone back.
Rewards that cost more than they earn
Rewards are paid on everything members buy, including what they would have bought anyway. Without the break-even uplift, a generous programme can quietly eat the margin.
Sign-ups that stall or feel pushy
Staff either forget to ask or ask too hard. Consent boxes get ticked for customers, and your list fills with people who never agreed to hear from you.
Results that look better than they are
Members out-spend non-members because your best customers join first. Without a fair comparison you cannot tell what the programme actually changed.
Franchise arguments about who pays
Points earned in one store are redeemed in another. Without a written settlement rule, every month ends in a debate.
Picture the next few weeks with the kit open beside you.
Imagine opening the Loyalty Programme Workbook on the first Monday of the month and seeing, on one screen, how many members are active, how many came back twice, what the rewards cost and whether the uplift is still above break-even.
As you type your own numbers into the calculator, you will notice the moment the design clicks: a first reward members reach in a few visits, a give-back you can afford and a break-even uplift that looks realistic for your customers.
When your team uses the two-line ask from the till card, sign-ups come from friendly, consistent conversations, and the coaching card helps the quieter members of the team find their own words. Marketing consent stays a genuine choice.
And at your first quarterly review, you will compare members with a fair comparison group, decide which campaigns to keep, and change anything that needs changing with notice and care. Whether you start with the calculator tonight or the design worksheet tomorrow morning, the first hour is mapped out for you.
20 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Customer Loyalty Programme Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: loyalty programme map
Your first hour, a 'Brand it in five minutes' box, your first week, the whole job in eight steps with the file for each, and a 30/60/90 day plan.
Loyalty Programme Workbook
14-sheet workbook: settings, programme type comparison, reward cost model with break-even uplift, anonymised member register with tiers and status, monthly activity, a fair member versus non-member comparison, sign-ups by store and staff, campaigns with control groups, fraud and exceptions, franchise settlement and three dashboards.
Reward Cost and Break-Even Calculator
8-sheet calculator: reward cost as a share of member sales, break-even uplift in sales and visits, stamp card versus points, a reward value by breakage grid and six design scenarios with a chart.
Programme design worksheet
Four-page fillable worksheet: the problem the programme solves, who it is for, the programme type, earn and burn rules, tiers, costs and break-even, data, staff and the measures you will judge it by.
Data, consent and launch readiness checklist
Four-page fillable checklist: the data map, consent wording check and supplier checks, then the launch readiness and go or no-go sign-off.
Staff sign-up coaching card
Two-page fillable coaching card: observe a few real till conversations, score the ask fairly, agree one thing to try and follow up a week later.
Quarterly programme review and change decision sheet
Four-page fillable form: the quarter's numbers, the fair comparison, member feedback, costs, fraud, decisions, and a change decision sheet with member impact, notice and communication plan.
Member message library
43 ready-to-edit messages in 10 groups: welcome, points and rewards, birthdays, tiers, win-back, personal offers, referrals, programme changes and closure, data requests and multi-store notes. Brand-ready header.
Staff briefing pack and till sign-up scripts
A 15-minute team briefing, a fill-in programme summary, 15 till sign-up scripts for every common moment, do and do not rules, fair incentive rules, the top ten customer questions and a sign-off sheet. Brand-ready header.
Programme terms and privacy notice discussion drafts
Fourteen plain-words programme terms, an eight-part privacy notice section for loyalty data, consent wording examples and six questions for your lawyer. Brand-ready header. Discussion drafts, not legal documents.
Franchisee programme guide template
A nine-part guide from franchisor to franchisees: purpose, standard versus local, who pays, member data access, reporting calendar, fraud, training, changes and exits, contacts and acknowledgement. Brand-ready header.
Worked example pack: a two-store bakery and a five-salon franchise
Two composite cases with the design worksheet, data checklist, go or no-go, franchise settlement, quarterly review and a change decision filled in, matching the sample rows in both workbooks.
AI prompt pack for loyalty programmes
32 tool-agnostic prompts in 7 groups (design, costs, sign-up and staff, communications, segmentation and offers, measurement and franchise, changes), each with what to paste in and what to check.
Which programme decision card and mistakes to avoid
Ten 'if your business is like this, start here' rows, plus twenty common loyalty programme mistakes and what to do instead.
Numbers that matter: loyalty KPI card
Fourteen programme numbers with a plain-words definition, the exact formula, where each lives in the workbook and what to do if it moves.
Loyalty programme rules by country (October 2026)
Dated orientation on marketing consent, data protection, WhatsApp and SMS, consumer points rules and franchise rules for the UK, EU, US, Canada, Australia, India, South Africa, Singapore, GCC, the Philippines, Nigeria and Kenya.
Counter and till print pack
Five printable pages: a counter poster, four staff till cards, eight blank stamp cards, a 'your data, your choice' counter card and a laminate-ready daily huddle and sign-up tally board.
8-week design and launch calendar with monthly reviews
26 events: an 8-week design, set-up, pilot and roll-out plan, then monthly reviews and a first quarterly review. Import into Google, Outlook or Apple Calendar.
Loyalty programme task board
38 design, set-up, launch and review tasks with list, owner, due day, priority and the kit file to use. Import into Trello, Asana, Notion, Planner or Jira.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 20 files plus a one-click ZIP
- E-book
- 57 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Independent shops, small chains, franchisees and small franchisors, cafes, salons and hospitality businesses
- Currency
- Any: type your currency code and tax placeholder on Settings
The Regulars You Cannot Name
Why a good business with no system loses track of its regulars, and the eight-step loop the kit follows.
What Loyalty Is, and When a Programme Is Worth It
Habit, preference and switching costs, retention economics credited to Frederick Reichheld, and the three questions to ask before you build a programme.
Choosing the Right Programme Type
Nine programme types in plain words, including wallet passes and POS-linked loyalty, scored against your customers, tills and data needs.
Designing the Rewards
Earn rate, burn rate, give-back, breakage and real cost share, and how to make the first reward reachable.
The Cost Model and the Break-Even Uplift
Why rewards are paid on all member sales, and how to calculate the break-even uplift before you launch.
Tiers, Status and Experiences
Tiers, status and low-cost experiences for your best customers, set from your own data, with kind handling of moving down.
Sign-Up at the Till and Online
The two-line ask, minimum data, separate marketing consent, fair team incentives and coaching instead of league tables.
Customer Data, Consent and Privacy
Purpose, minimum, consent and retention: the data map, consent wording, privacy notice and supplier checks.
Member Communications That People Welcome
Welcome, rewards, birthdays, tiers and win-back messages, personalisation that is not creepy, control groups and AI with human review.
Multi-Site, Franchise and Fraud Controls
One rulebook for multi-site and franchise programmes, a fair settlement model and weekly fraud and exception checks.
Measuring Results Fairly, and Changing a Programme Well
A fair before-and-after comparison against a comparison group, the numbers that matter, and changing or closing a programme well.
A Programme Your Regulars Would Miss
What a programme your regulars would miss looks like a year on.
Not just reading. Tools you will actually open again.
E-book
- The Customer Loyalty Programme Kit e-book: about 8,900 words, ten chapters, six diagrams, a monthly review checklist and a glossary
Start here
- 00-Start-Here-Loyalty-Programme-Map: your first hour, Brand it in five minutes, your first week, the job in eight steps and a 30/60/90 day plan
Workbooks
- Loyalty Programme Workbook (14 sheets): settings, programme type comparison, reward cost model, member register, monthly activity, member versus non-member comparison, sign-ups by store and staff, offers and campaigns, fraud and exceptions, franchise settlement and three dashboards
- Reward Cost and Break-Even Calculator (8 sheets): points maths, break-even uplift, stamp card versus points, a sensitivity grid and six design scenarios
Fillable PDF forms
- Programme design worksheet (4 pages)
- Data, consent and launch readiness checklist (4 pages)
- Staff sign-up coaching card (2 pages)
- Quarterly programme review and change decision sheet (4 pages)
Word templates
- Member message library (43 messages, brand-ready)
- Staff briefing pack and till sign-up scripts (15 scripts, brand-ready)
- Programme terms and privacy notice discussion drafts (brand-ready)
- Franchisee programme guide template (brand-ready)
- Worked example pack: a two-store bakery and a five-salon franchise
- AI prompt pack for loyalty programmes (32 prompts)
Cheat sheets
- Which programme decision card and 20 mistakes to avoid
- Numbers that matter: loyalty KPI card (14 numbers with exact formulas)
- Loyalty programme rules by country, dated October 2026
Print pack
- Counter and till print pack (5 pages): counter poster, four till cards, eight blank stamp cards, a data and privacy counter card and a daily huddle board
Calendar and import
- 8-week design and launch calendar with monthly reviews (26 events, ICS)
- Loyalty programme task board (38 tasks, CSV for Trello, Asana, Notion, Planner or Jira)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to decide honestly whether a programme is the right answer for your business
- You will be able to choose a programme type and set earn, burn, expiry and tier rules on purpose
- You will be able to calculate the real reward cost and the break-even uplift before you launch
- You will be able to brief a store team and coach a fair, consistent sign-up ask
- You will be able to map member data, keep marketing consent separate and prepare drafts for your lawyer
- You will be able to run welcome, reward, birthday, tier and win-back messages with control groups
- You will be able to measure the programme with a fair comparison and read the numbers that matter
- You will be able to settle rewards across a franchise network and change a programme with notice and care
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Retail Counter Selling - Situational Judgement
Take the assessment →AssessAll assessmentPersonal Data Judgment
Take the assessment →AssessAll assessmentCommercial Judgment & Market Sense
Take the assessment →JobularySet goals you actually reach with the WOOP method (Jobulary)
Make it a growth plan →A taste of Chapter 10
The customers who join first are usually your best ones. They visit more and spend more already; that is why they said yes. Comparing members with non-members after launch mostly measures who joined, not what the programme did. Researchers call this self-selection. A fairer test compares change, not levels: how much did members' spending change from before they joined to after, and how much did a comparison group's spending change over the same months? The difference between those two changes is your measured uplift. Statisticians call this kind of before-and-after comparison against a comparison group a difference-in-differences. It takes a little more work than the obvious comparison, but it answers the question you actually care about: did the programme change what people do? A before-and-after for members alone is not enough either, because seasons, prices and local events move everyone's spending.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Starting point | A software demo or a blank points template | A fix-the-basics check and one behaviour to change |
| Cost | Reward cost on extra sales only, or not at all | Break-even uplift with rewards on all member sales plus running costs |
| Sign-up | Ask everyone, push hard, tick the box | 15 till scripts, separate consent, coaching card and fair incentives |
| Measurement | Members versus non-members | Before and after joining against a comparison group, plus campaign control groups |
| Franchise | Each store for itself | One rulebook, a funding model and a monthly settlement sheet |
| Country rules | US-only or none | A dated sheet covering the UK, EU, US, Canada, Australia, India, South Africa, Singapore, GCC and more |
Made for you if…
- Independent shop owners in fashion, grocery and convenience, pharmacy front-of-store, electronics, homeware, books, gifts and specialty food
- Store and assistant managers asked to launch or fix a programme
- Franchisees running one to ten units
- Multi-site and area managers
- Small franchisors setting programme standards for a network
- Cafes, bakeries, salons and hospitality businesses with regular customers
Probably not for you if…
- Large retailers building a custom app with a data science team
- Anyone looking for ways to acquire new customers (see The Local Business Marketing Kit) or run surveys and NPS (see The Customer Feedback Programme Kit)
- Anyone wanting legal sign-off: the terms and notices are discussion drafts for your lawyer
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Give your regulars a reason to come back that you can afford
Open the Start-here map, follow the first hour and type your own numbers into the calculator before the week is out. Whether you begin with the design worksheet tonight or the till cards tomorrow morning, you will have a programme you can explain, afford and measure.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
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The Bodhih family, when you are ready for more
The Retail Store and Franchise Operations Manual
Run one shop or a franchise network to a standard.
The Stock, Shrinkage and Reorder System
Run your shop's stock with a system.
The Retail Staff Rota and Daily Sales Kit
Plan staff hours around footfall, set daily targets, run huddles, coach on the floor and r.
AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Customer Loyalty Programme Kit: FAQs
Read the free guideAlready bought? Resend my linkCan I use this with my staff?
Yes. Under the personal licence you can use the kit within your own business with your staff, including the briefing pack, till cards and coaching card. Company and multi-site licences, for example for a franchise network, are available via solutions@bodhih.com.
Does it work in my country?
The method works anywhere and the workbooks take any currency and tax rate. The dated rules sheet covers named countries as at October 2026, but marketing, data protection, consumer and franchise rules change and differ locally, so check your lawyer and local rules before launch.
How do I work out if a loyalty programme is worth it?
Calculate the break-even uplift: the extra member sales, beyond what members would buy anyway, needed to pay for rewards on all member sales plus running costs. The calculator does this from your margin, reward value, breakage and costs, and the workbook compares it with the uplift you measure after launch.
Should I use a stamp card or points?
A stamp card is simple and cheap to run but usually gives more away per unit spent, is easy to fake and tells you nothing about customers. Points need a POS link, app or wallet pass but give you data and better control. The Stamp vs Points sheet compares both on your numbers.
How do I measure whether my loyalty programme is working?
Do not compare members with non-members after launch: your best customers join first. Compare how members' spending changed from before to after joining with how a comparison group changed over the same months. The Member vs Non-member sheet does the arithmetic.
Is this legal or financial advice?
No. The kit is educational. The terms and privacy notice are discussion drafts for your lawyer, and the treatment of unredeemed points is a question for your accountant. Check your local rules before you rely on any wording.
Does the kit promise more sales or repeat visits?
No. It helps you design, cost and measure a programme properly so you can see what it really does. Results depend on your product, service, customers and market.
Does it cover franchise networks?
Yes. Chapter 9, the Franchise Settlement sheet and the Franchisee Programme Guide Template cover what is standard and local, who funds rewards, member data access, reporting and settlement. Franchise agreements differ by country: check a franchise lawyer.
How can I measure my starting point?
If you want to measure your team's starting point, AssessAll offers related assessments sold separately: Retail Counter Selling - Situational Judgement, Personal Data Judgment and Commercial Judgment & Market Sense. They suit store staff who ask customers to join, people who handle member data and managers who own the programme's numbers.
How do I turn this into a development plan?
Use the kit's 30/60/90 day plan for the programme. For a personal goal plan you will actually follow through on, Jobulary explains the WOOP method for professional goals at jobulary.com.
How much does The Customer Loyalty Programme Kit cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
