II · Getting it running · Topic 4

Getting it running

14 min

You have picked a kind of program and checked that it pays. Now it has to actually run, day after day, at a busy register, without slowing the line or leaning on you to remember it. This topic is about the practical build: how people join, what tool you run it on, and how anyone ever hears it exists. Most programs fail here, not in the design — they are sound on paper and invisible in practice.

🚪 Enrolment has to be almost nothing

Every step you put between a customer and joining is a place they drop out. The program that wins is not the one with the best rewards; it is the one people actually sign up for, and sign-up dies by friction.

Friction that kills sign-upWhat to do instead
"Download our app to join"Let them join with a phone number or a stamped card at the counter, today
A form asking for address, birthday, everythingAsk for the one thing you need now; the rest can come later, or never
Staff have to explain the rules to enrolOne sentence: "Want a stamp? Ninth coffee's on us." Done at the register
The customer has to remember to opt in next timeEnrol them in the moment, at the point they are already paying

The best moment to sign someone up is while they are standing at the register having just enjoyed their meal. If joining takes longer than paying, you have already lost most of them.

🛠️ The tool: from cardboard to POS

You do not need software to start, and starting is worth more than starting perfectly. The right tool is the simplest one that fits how you already work.

  • A stamped card. Nearly free, instant, understood by everyone. Its only weakness is that it tells you nothing about who your customers are — you get the loyalty, not the data.
  • Your POS. Many point-of-sale systems have loyalty built in or a cheap add-on. This is usually the sweet spot: it enrols people by phone number at the register, tracks visits automatically, and hands you the numbers topic 6 needs.
  • A dedicated loyalty app or platform. More features, more cost, more setup. Worth it only once you are big enough that the data and automation earn their keep — and even then, only if your customers will actually use it.

The honest progression for most independents is: start with a card or your existing POS, prove the program works, and only move up when a real limit — not a shiny feature — pushes you there. A running program on humble tools beats a perfect one still being configured.

📣 Tell people it exists

A program nobody knows about earns nothing. Customers have to hear about it, more than once, in the places they already are: a small sign at the register, a line on the receipt, a word from the server, a note on the menu. The single most effective channel is the mouth of the person taking the payment, which costs nothing and reaches everyone who buys.

Reaching people who have already left — by email, by text, by a post — is its own craft, and it is the subject of the next courses in this track on the marketing channels. Here the point is narrower and it is enough: the program has to be visible at the moment of paying, and your staff have to say it out loud. Do only that and you will be ahead of most programs, which are launched once, mentioned never, and quietly forgotten.

🧾 Make redeeming easy too

Signing up is half of it; the reward has to be just as easy to claim, or the goodwill curdles. If a customer has earned a free coffee and the redemption is confusing, or the staff argue about it, or the app glitches, you have taken a happy regular and handed them a small insult at the moment they expected a gift. Decide in advance exactly how a reward is claimed, make sure every person at the register knows it, and when there is any doubt, honour it. The cost of one free coffee you were not sure they earned is far less than the cost of a regular who felt cheated.

Answer in your own words, JP gives feedback and a progress score.