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Zhongwei Li
2025-11-29 18:30:55 +08:00
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name: loyalty-modeling
description: Use to model economics, tiers, and impact forecasts for loyalty programs.
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# Loyalty Modeling Toolkit Skill
## When to Use
- Designing new loyalty tiers or revamping benefits.
- Building business cases for loyalty investments.
- Stress-testing point liability, breakage, and ROI.
## Framework
1. **Inputs** member base, transaction frequency, average order value, churn, CAC.
2. **Earning Model** simulate points accrual, mission completion, and bonus events.
3. **Redemption Model** estimate burn rates, cost per reward, and liability curves.
4. **Impact Drivers** model uplift in retention, cross-sell, referral, or ARPU.
5. **Scenario Planning** compare base vs optimized vs aggressive variants.
## Templates
- Driver sheet (input assumptions, tier thresholds, rewards cost).
- Sensitivity table (goal → driver → delta → impact).
- Executive summary page for approvals.
## Tips
- Keep calculators modular so benefits can be toggled quickly.
- Align with finance on liability recognition + accounting treatment.
- Pair with `plan-loyalty` command to ensure blueprint is financially sound.
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name: member-insights
description: Use to analyze loyalty member behavior, segmentation, and experiment
results.
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# Member Insights Skill
## When to Use
- Monitoring program health across tiers or regions.
- Designing personalization campaigns based on loyalty data.
- Reporting experiment outcomes to stakeholders.
## Framework
1. **Data Sources** transaction systems, product telemetry, MAP/CRM, support, survey tools.
2. **Segmentation** tier, lifecycle stage, engagement score, risk/comeback cohorts.
3. **Metrics** enrollment funnel, active members, point velocity, redemption, incremental revenue.
4. **Experimentation** define guardrail metrics, success criteria, and monitoring cadence.
5. **Insight Distribution** dashboards, alerts, and story-driven memos for GTM teams.
## Templates
- KPI scorecard (metric → target → actual → variance → owner).
- Segment heatmap (cohort → engagement → action recommendation).
- Experiment readout template (hypothesis, lift, guardrails, next steps).
## Tips
- Blend quantitative metrics with VOC snippets for context.
- Tag insights with urgency so ops/marketing can prioritize quickly.
- Pair with `monitor-loyalty` command to ensure consistent reporting structure.
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name: reward-ops
description: Use to run day-to-day loyalty reward catalog management and fulfillment.
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# Reward Operations Skill
## When to Use
- Launching or refreshing reward catalogs.
- Coordinating fulfillment vendors and automation.
- Auditing operational readiness before major loyalty pushes.
## Framework
1. **Catalog Governance** metadata (SKU, cost, eligibility, expiry), vendor SLAs, localization.
2. **Fulfillment Automation** points issuance, redemption logic, webhooks, notifications, support flows.
3. **Risk & Compliance** tax reporting, export restrictions, fraud detection, audit logs.
4. **Support Runbooks** escalation paths, refund policies, communication templates.
5. **Continuous Improvement** performance reviews, vendor scorecards, refresh cadence.
## Templates
- Reward catalog spreadsheet with governance fields.
- Fulfillment flowchart (trigger → system → action → SLA).
- Incident log + RCA template.
## Tips
- Maintain sandbox environments to test new rewards end-to-end.
- Pair with finance/legal reviews for new reward types.
- Keep member communications consistent by storing approved macros.
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