New Client Intake Form

Ownership Contact Info *

First Name

Last Name

Marketing Manager Contact Info *

First Name

Last Name

Phone *

(###)

###

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How many customers are currently enrolled?

Less than 500

500-2,000

2,000-10,000

10,000-50,000

50,000+

How do customers currently sign up?

Check all that apply

In-store at checkout

Mobile app

Website sign up

Via social media links

Other (please specify)

How are you currently communicating with loyalty members?

Check all that apply

We don't communicate with them

Email marketing

SMS marketing

Push notifications through app

Other (please specify)

What's your biggest challenge with your loyalty program right now?

Select top 2

Low customer sign-ups

Customers forget to use it

Not sure what offers to send

No time to manage it

Not generating enough repeat visits

Other (please specify)

What types of promotions have worked well for you in the past?

% Discount (e.g. 10% off)

$ Discount (e.g. $10 off)

BOGO

Free items (e.g. free dessert after 5 visits)

Other (please specify)

What is your primary goal for your loyalty program?

Increase customer retention

Increase order size per visit

Attract new loyal customers

Automate marketing so I don't have to think abou tit

Other (please specify)