Worksheet
Loyalty Tier Criteria
What this is: A written definition of exactly what qualifies a customer for each loyalty tier, so status is decided by rule, not by feeling.
Used in: Volume 15, Chapter 3: Loyalty, VIP Customers, and Discount Policy
| Tier | Written Qualifying Criterion | Benefit Given | Approved By |
|---|---|---|---|
| All Customers | Registered (Chapter 1) | Standard service | |
| Repeat Customer | |||
| VIP |
Standard/seasonal discount(s): · % or amount: · Pre-approved by:
Goodwill discount limit by role (mirrors the Approval Authority Matrix):
| Role | Goodwill Discount Limit |
|---|---|
| Frontline Staff | |
| Supervisor | |
| Manager/CEO | |
| Owner/Board | Unlimited |
Sticky Note Tip
Review these criteria at least annually, a threshold that made sense at one revenue level may need adjusting as the business grows.