Put Your Customers First and Let them Do the Talking. Get Your Guide on How to Build an Advocacy Growth Engine.

Annex Cloud's Proven Success Process

Goal Alignment
Discovery
Define
Design
Develop
Deploy
Ongoing Optimization

Discovery

Gathering insights is critical before we embark on building your loyalty strategy. The discovery phase covers three core areas.

Recruitment Awareness

Internal
Discovery

Customer
Discovery

Technology
Discovery

Internal Discovery

Internal Discovery

  • Business teams and process
  • Customer strategy
  • Understanding the landscape (competitive set)
  • Tech environment (tech, partnerships)
  • Training & culture
  • Existing program

Customer Discovery

  • Segments/personas/ideal journey mapping
  • Channels for purchase
  • Channels for interaction
  • CX Insights, NPS, known emotional triggers, etc.
  • Available data, data quality/usability
  • Existing marketing efforts
  • Current experience scores
  • Brand & experience expectations
  • Value of loyalty understanding
Customer Discovery
Technology Discovery

Technology Discovery

  • Philosophy
  • Data management/flow
  • Full tech stack

Learn about the next step: Define

Goal Alignment Goal Alignment Discovery Discovery Define Define
Design Design
Develop Develop
Deploy Deploy
Ongoing Optimization Ongoing Optimization

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