Boost Customer LoyaltyTrainer kit
Trainer kit · 8 modules

Teach a business to design and launch its first loyalty program.

A complete, ready-to-teach course for trainers and consultants. Your participants work through goals, program type, budget, customer data, rewards, launch and metrics, and leave with a one-page program plan.

Coming soonAvailable on Flevy shortly. Until then, ask by email.

8modules, each a half-day session with lesson, exercises and quiz
125editable slides with trainer notes in the speaker notes
18exercises with sample solutions, built around one running case
48quiz questions with answer key, six per module
Why this topic sells

Keeping customers beats chasing new ones.

Small and mid-sized businesses know they should look after their regulars. Few know how to turn that into a program that pays for itself. That is the course you can offer them.

5–25×

more expensive to win a new customer than to keep an existing one.

9 in 10

program owners who measure it report a positive return, on average 5.3×.

65.9%

of consumers say using a loyalty program is now part of their lives.

Sources, as cited in the course: A. Gallo, "The Value of Keeping the Right Customers", Harvard Business Review, 2014. Antavo, Global Customer Loyalty Report 2026 (survey of 3,000 marketers and 10,000 consumers).

Course overview

Eight modules, one program plan.

Each module ends with a decision the participant makes for their own business. Eight decisions add up to a plan they can launch.

1

Why loyalty pays

Why existing customers matter, and what the program should achieve.

Result: a goal and a first ROI
2

Choose your program type

Six program types, from points and tiers to clubs, and how to pick one.

Result: the type that fits
3

Budget and ROI

What the program costs, what it must earn, and how to start small.

Result: costs, scenarios, payback
4

Customer data and RFM

Which data is needed, and how to find the best and the endangered customers.

Result: segments and actions
5

Design your rewards

Reward types, value levels and rewards that go beyond a discount.

Result: a catalogue customers want
6

Legal, logistics and team

Plain-language terms, simple redemption and a team that supports the program.

Result: ready to run
7

Launch and communicate

From pilot to first results, with a launch message that takes one sentence.

Result: a 90-day plan
8

Measure and improve

Read the numbers, avoid the common mistakes and keep the program alive.

Result: scorecard and next steps
The final exercise: a one-page program plan.Objective, program type, budget, first segment, first reward, launch date and key figures.
One running case

Meet Corner Roastery.

Every module returns to the same small business, so participants see each decision build on the last one before they make it for themselves.

  • Two cafes and an online shop for roasted coffee, with 2,400 customers in the till and shop system
  • Many customers buy once and never return
  • Blanket 10% discount codes eat into the margin
  • Nobody knows who the best customers are

Share of yearly revenue by customer group

Top 20%
480 customers
Middle 30%
720 customers
Bottom 50%
1,200 customers

Illustrative case. Company, people and amounts are invented.

What is inside the kit

From the first idea to a complete program plan.

You get the teaching material ready to use. You bring your voice, your examples and your clients.

  • 125

    Editable PowerPoint slides

    Lesson slides for all eight modules, with the explanation and trainer notes in the speaker notes. Adapt them to your own training.

  • 18

    Exercises with sample solutions

    Every module has two or three exercises, timed between 20 and 40 minutes. Some use the case, some use the participant's own business.

    Case studyGroup workIndividual workRole playExcel exercise
  • 48

    Quiz questions with answer key

    A knowledge check of six questions closes each module, followed by four key takeaways.

  • 1

    One plan at the end

    The final exercise brings the results of all modules together on one page, with the first three actions for the following week.

How to use the kit

Three ways to run the course.

Option 1

Eight half-days

One module per session, weekly or twice a week. Participants complete the exercises with their own data between sessions.

Option 2

Two-day intensive

Modules 1 to 4 on day one, 5 to 8 on day two. Use the case exercises in class and leave the own-business exercises as follow-up.

Option 3

Single-topic workshops

Each module stands alone. Popular picks: Module 1 for owners, Module 4 on customer data, Module 5 on rewards.

For trainers and consultants

Add a loyalty course to your offer without building 125 slides first.

For business coaches and associations

Run it as a workshop series for owners of shops, cafes, studios and service businesses.

For in-house teams

Walk your own marketing or sales team through the decisions before you launch a program.

About the author

Built from 25+ years of practice.

Maria Hohenauer

Senior Process & Project Manager · Founder of HOPE e.U., Austria

  • 25+ years of corporate experience in project management and business process optimisation
  • Senior project manager at REWE International AG, one of Europe's largest retail groups: managed three projects related to customer loyalty
  • Own consultancy since 2019: concept and workshops for the loyalty program of a leading grocery chain in South-East Europe with 40+ supermarkets and 3,000+ employees
  • Focus: where project management meets customer loyalty, for small and mid-sized businesses

How this material was created

The course is based on the author's own experience: three projects related to customer loyalty at REWE International AG, and a loyalty program project for a retail client of her own company.

AI tools supported structuring, wording, slide design and formatting. All content was checked and approved by the author.

Examples and figures in the course are for illustration only. The course gives no legal advice.

More trainer kits by the same author: Maria Hohenauer on Flevy →

Questions

What trainers ask first.

Do I need loyalty experience to teach this?

You need to be comfortable in front of a group and with basic business figures. The speaker notes carry the explanation for each slide, and every exercise comes with a sample solution.

Who are the participants?

Owners and managers of small and mid-sized businesses who are planning a first loyalty program: shops, cafes, online shops, studios, service providers. No prior knowledge is assumed.

Can I change the slides?

Yes. The slides are an editable PowerPoint file, so you can shorten, reorder and adapt them, and add examples from your own market.

Is it tied to a loyalty software?

No. The course is about the decisions behind a program. It works whether a business later uses a stamp card, its till system or a loyalty platform.

Which currency and region does the case use?

The running case uses US dollars and invented figures. The legal module names the areas to check and reminds participants that laws differ by country.

Where can I get the kit?

The complete kit, with all eight modules in one package, is coming soon on Flevy. Until it is listed there, write an email using the address below.

How long does the course take?

Eight half-day sessions when taught in full, or two days as an intensive. Single modules run as stand-alone workshops.

Next step

Add a loyalty course to your offer.

The complete kit will be available on Flevy soon. Until then, write a short email and you will get the details and how to obtain it.

Buy the kit

One kit with all eight modules. Write to us and we will tell you how to get it before the Flevy listing is live.

Emailhope.mariahohenauer@gmail.com
Coming soon on Flevy

The complete kit will be available as a download on Flevy, a marketplace for business documents. This page will link to it as soon as it is listed.

Mag. Maria Hohenauer · LinkedIn