When you are getting repeat purchases to some degree, you want to convert them into long-term loyalty. To build on that momentum, you want to build a loyalty program. This is a great way to reward customers' more valuable behaviors, such as high-volume purchases and shopping during off-peak hours. However, building a loyalty program needs careful planning beforehand. In this article, you will learn how to speed up the planning by brainstorming ideas with Claude Sonnet 4.5.

Step-by-Step Guide

Preparation: Create a Claude account

Before getting started, you need a free Claude account. For the guide, read this article below. If you have one, please skip this section.

Step 1: Generate a Loyalty Program Plan with Claude Sonnet 4.5

Once you sign up for Claude, generate a loyalty program plan with the AI. If you signed up for Claude, please skip the first step.

Visit https://claude.ai.
Make sure the AI model used is "Sonnet 4.5."

Source: https://claude.ai

Type this prompt template in the textbox with the placeholder in the center of the page. When filling [Business Size], refer to the table below.

[Business Description]: (Describe your business)
[Business Size]: (Type your business size: either small, mid-sized, or large)
[Application]: (Type from where the loyalty program application process starts)
[Workflow]:
1. Define the customer behaviors to give rewards.
2. Select the rewards that encourage customers to take action.
3. Choose the appropriate structure of the program: points program, cash back program, tiered program, coalition program, premium or fee-based program, or hybrid program.
4. If the application process is executed online, suggest some loyalty program softwares that automate the management and execution of this workflow, can use the reward structures, and are tailored to the size of my business. 
5. Build a program timeline to grow the program.

[Constraints]:
- Here are the sizes of small, mid-sized, and large businesses. 
  - Small Business: a business that generates under $50 million in revenue. 
  - Mid-sized Business: a business that generates under $1 billion in revenue. 
  - Large Business: a business that generates more than $1 billion in revenue. 
- When building the program timeline, also set quantitative goals like "Y% after X months of the launch."
- Include the program timeline in your output rather than in another artifact.

Small Business	A business that generates under $50 million in revenue.
Mid-sized Business	A business that generates under $1 billion in revenue.
Large Business	A business that generates more than $1 billion in revenue.

Fill bold placeholders enclosed with "(" and ")" in the prompt.
Click Enter.

Here's the example of an output.

Organic grocery store loyalty program

Benefits for This AI Hack

Rewards are Compelling.

One Redditor claimed that few customers used points, although the loyalty program had 3000 members. To the pain point, the first commenter advised that rewards should be compelling and marketed. If you use this AI hack, Claude can come up with rewards that are suitable for customers' behaviors and are based on what you are selling. One way to do this is to include your products or goods in the [Business Description]. Here's the example and the result.

Example

[Business Description]: A regional grocery store chain with 45 locations across three states, focusing on fresh produce, organic options, and competitive pricing. 
[Business Size]: mid-sized
[Application]: In-store with loyalty card and mobile app

[Workflow]:
1. Define the customer behaviors to give rewards.
2. Select the rewards that encourage customers to take action.
3. Choose the appropriate structure of the program: points program, cash back program, tiered program, coalition program, premium or fee-based program, or hybrid program.
4. If the application process is executed online, suggest some loyalty program softwares that automate the management and execution of this workflow, can use the reward structures, and are tailored to the size of my business. 
5. Build a program timeline to grow the program.
[Constraints]:
- Here are the sizes of small, mid-sized, and large businesses. 
  - Small Business: a business that generates under $50 million in revenue. 
  - Mid-sized Business: a business that generates under $1 billion in revenue. 
  - Large Business: a business that generates more than $1 billion in revenue. 
- When building the program timeline, also set quantitative goals like "Y% after X months of the launch."
- Include the program timeline in your output rather than in another artifact.

Result

Regional grocery store loyalty program design

Tailored Software Recommendation

In my research into 10 Reddit threads, 5 threads out of 10 were about loyalty program apps. One Redditor complained about an app overpricing for growing stores. Another Redditor was frustrated with Shopify's poor, outdated user interface. Both users seem unhappy with apps. To make better decisions on apps, this AI hack provides tailored loyalty app recommendations, and you will choose the best app based on your budget, the apps' features, etc., from the list of the apps. This accelerates decision-making while helping you make better decisions.

Clear Goals in the Program Timeline

As you can see in the program timeline, the goals in each phase are based on the SMART framework, a structured way to set a clear, achievable goal. These help you get closer to the success of your loyalty program by optimizing your program based on the actual results. This also enables you to identify and improve value proposition issues quickly.

In summary, you learned how to not just speed up loyalty program planning but also make it successful using Claude Sonnet 4.5. If this information is helpful, feel free to share your thoughts on social media. You can share this article by clicking the button with 3 connected dots below.

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(For Retailers!) How to Plan a Loyalty Program with AI