Description
Earn Loyalty. Build Community. Scale Sustainably.
Goal: Build a sustainable, recurring revenue engine. Implement a customer retention and re-engagement system.
The Ascend Campaign is where short term sales evolve into long term growth and momentum. While the Deploy Campaign focused on acquiring customers through advertising and funnels, the Ascend Campaign is about retaining them, maximizing lifetime value, building brand community, and creating a sustainable, recurring revenue engine. Turn customers into passionate advocates and position your brand as part of their ongoing lifestyle and identity. The Ascend Campaign centers on deep customer devotion. This is where your brand grows roots, sustained by high impact automation, authenticity, and user generated momentum. Scale profit, impact, community, and brand influence with confidence.
Weeks 37–38: Strategic Planning and Retention Model
Objective: Define systems to retain clients, maximise lifetime value, and encourage referrals.
- Evaluate membership, subscription, or bundled services models and determine feasibility based on your audience’s needs, pricing sensitivity, and service delivery structure. Define offer tiers, billing cycles, trial options, and cancellation safeguards to reduce churn.
- Design a long term retention strategy using automated follow ups, personalized content, and milestone recognition. Include educational emails, loyalty incentives, and regular check ins. Encourage client satisfaction surveys to capture evolving needs.
- Outline a structured brand ambassador or loyalty rewards program with tier based benefits, clear participation criteria, and scalable backend tracking. Define points, perks, and upgrade paths that reward longevity and advocacy.
- Draft segmented email re-engagement sequences for dormant leads, lapsed buyers, and low engagement contacts. Use behavioural data and past purchase history to tailor messaging and subject lines for each segment.
- Define a full affiliate and referral framework including commission logic, link tracking setup, payout thresholds, and compliance requirements. Prepare onboarding assets and determine where in the funnel this offer will be introduced.
Weeks 39–40: Loyalty Systems Design
Objective: Build systems and assets that reward loyalty and deepen long term customer relationships.
- Design a gated loyalty landing page or VIP portal offering exclusive offers, priority access, and behind the scenes content. Connect it to your CRM and track engagement analytics.
- Configure automated surprise and delight campaigns triggered by purchase anniversaries, birthdays, or repeat activity. These campaigns should use time based logic and deliver value that feels personal and unexpected.
- Implement feedback systems: Net Promoter Score (NPS) surveys, post purchase review requests, and brief sentiment polls. Track satisfaction trends over time to identify retention risks.
- Develop onboarding wireframes and flowcharts for ambassadors, affiliates, and referral users. Ensure clear guidance on brand rules, affiliate benefits, responsibilities, how to access assets, and how to monitor performance.
- Apply brand styling across all loyalty communications including emails, dashboards, and portals. Ensure cohesive visual identity and tone across all platforms.
Weeks 41–42: Community and Referral Setup
Objective: Establish the foundation of an organic advocacy network to support sustainable growth.
- Launch a branded online community using a platform like Discord, Facebook Groups, or a custom forum. Set up clear rules, welcome messages, and starter discussion threads to encourage signups and community participation.
- Set up a referral tracking system that supports codes, unique links, analytics, and reward triggers. Use a third party tool or develop a lightweight custom solution compatible with your CRM.
- Plan initial user generated content campaigns that prompt early adopters to share testimonials, stories, unboxings, or use case photos. Offer incentives to maximize participation and virality.
- Add social proof elements to high traffic website pages using real testimonials, photo reviews, and verified badges. Include a “seen in” or “trusted by” banner where appropriate.
- Begin capturing community feedback through polls, discussion engagement, and direct user input to shape future content, product ideas, and improvements.
Weeks 43–44: Email Campaigns and Feedback Loops
Objective: Automate re-engagement efforts and reputation management processes.
- Deploy email sequences targeting inactive leads, cart abandoners, loyal buyers, and VIP candidates. Include timed win back offers, loyalty invitations, or helpful information content.
- Install a review acquisition system using Google Business, Trustpilot, or Yelp. Automate email reminders post purchase and enable review visibility on product pages or testimonial walls.
- Launch user generated content promotion campaigns through email and social channels using themes, hashtags, and pre-written prompts. Offer limited time incentives for submissions to increase volume and variety.
- Test and integrate NPS surveys throughout transactional emails and loyalty sequences. Use survey data to monitor satisfaction and identify key customer advocates or detractors.
- Roll out a points based or milestone driven system that awards users for purchases, referrals, or community participation. Use an automation tool or plugin to handle point calculation, tier status, and redemption eligibility.
Weeks 45–46: Affiliate Program and Reporting Framework
Objective: Extend brand reach through affiliate, ambassador, and influencer collaboration.
- Launch a formal affiliate program with a custom dashboard, referral link generator, tiered commissions, and scheduled payouts. Finalise terms of service, branding guidelines, and promotional rules.
- Begin onboarding approved affiliates and ambassadors. Provide them with a digital asset library, promotional banners, email swipe files, and a guided onboarding walkthrough.
- Train internal staff or virtual assistants to manage affiliate communication, resolve support requests, review submissions, and ensure program alignment with performance goals.
- Design a quarterly reporting framework that tracks referrals, conversions, commissions paid, top performers, and average order value to evaluate program impact.
- Integrate affiliate attribution data into your CRM and analytics tools. Monitor conversion sources, engagement trends, and attribution accuracy to optimise ROI and campaign performance.
Weeks 47–48: Optimisation and Long Term Scaling
Objective: Strengthen retention systems and prepare for sustainable growth.
- Conduct a full community audit to assess engagement levels, discussion activity, member sentiment, participation trends, and overall growth trajectory.
- Review performance data across ambassador, affiliate, and referral programs to identify top contributors, drop off points, and incentive effectiveness. Adjust rewards and messaging where needed.
- Finalise SOPs for all loyalty, referral, and community systems, covering member onboarding, policy enforcement, dispute resolution, and campaign management.
- Develop a 3–5 year strategic roadmap with projected loyalty revenue, planned tech upgrades, automation opportunities, and scaling of the support team.
- Compile a centralised master playbook documenting campaign structures, systems, templates, onboarding flows, and operational workflows across loyalty, affiliate, and retention initiatives.
Key Deliverables by Week 48
- Retention and Referral Programs Implemented
Loyalty, affiliate, and referral systems are fully deployed with tracking dashboards, automated rewards, referral links, terms of service, branding guidelines, and onboarding assets. - Branded Community Platform Operational
Community hub is live with moderation rules, member onboarding, welcome sequences, seeded content, and engagement tracking to foster participation and connection. - Milestone and User Engagement Campaigns Running
Surprise and delight campaigns are automated for key moments: birthdays, anniversaries, and repeat purchases. Reviews and user generated content campaigns are live across email and social. - Re-Engagement and Feedback Systems Live
Automated flows for reactivating dormant users are running, supported by NPS surveys, polls, and feedback prompts to gather insights and improve retention. - Quarterly Reporting and Analytics Framework Complete
A performance reporting system tracks referrals, conversions, sales, commissions, and ROI across affiliate, ambassador, loyalty, and community programs in a repeatable format. - Comprehensive SOPs Finalised Across Programs
Master guidelines and operational procedures are documented for managing loyalty systems, affiliate tracking, referral workflows, community engagement, re-engagement email flows, onboarding, dispute resolution protocols, and campaign execution.