BMO PASS — LOYALTY CARD LAUNCH WORKSHEET
Published 16 September 2026
Guide: https://www.bmopass.com/guides/loyalty-cards-for-small-businesses/

1. THE OFFER
Business name:
Which purchase, item or completed visit earns progress?
Stamps awarded for that action:
Stamps required:
Exact reward:
Eligible items/services, exclusions and extras:
Does a reward purchase earn another stamp?
Any expiry conditions, explained before joining:

2. COST AND VISIT CYCLE
Typical price of the qualifying purchase:
Reward fulfilment cost (include the relevant materials and staff time):
Other costs: subscription, printing, training and administration:
Normal time between customer visits:
How long might a regular customer take to earn the reward?
Can the team honour it at busy times?

3. CUSTOMER WORDING
Earn [number] stamp(s) for [qualifying action].
Collect [number] stamps to receive [exact reward].
Find the complete rules at [your joining page or printed information].

4. STAFF REHEARSAL
[ ] Customer opens joining link or scans joining QR.
[ ] Customer finds the saved card again.
[ ] Staff identifies the correct card and records qualifying activity.
[ ] Staff checks and redeems a reward.
[ ] Team knows how to handle an incorrect stamp or missing card.
[ ] Devices, connectivity and any required integrations are checked.
Person responsible for corrections:

5. MOVING FROM PAPER
How will old stamps be checked and recognised?
How and when will customers hear about the change?
Where can a customer ask for help?

6. LAUNCH
Joining destination:
Where will the QR and readable address be displayed?
Launch date:
Team briefing date:

7. FIRST REVIEW
Review date (allow for your normal customer visit cycle):
Measurement period:
Members who joined:
Members who made a later qualifying visit:
Rewards redeemed:
Reward fulfilment costs:
What confused customers or slowed staff down?
One change to test next:

Return rate for a defined group = members who returned / members in that group.
A return rate alone does not prove the programme caused additional visits.

Questions about BMO Pass setup: sales@bmopass.com