2. Tamara Vileta-Wells (Tami)
Marketing strategist /
visual communicator /
brand designer / 30 years
President / Creative Director
Pinpoint
Help practices attract and
keep patients through
engaging brand
communication
5. 1) Makes repeat purchases
2) Purchases across most product
and service lines
3) Provides new customer referrals
4) Willing to pay a premium price
5) Demonstrates total immunity to
the pull of competition
LOYAL CLIENT PROFILE
LOYALTY PATIENTS = THRIVING PRACTICE
15. • 81% of consumers are more likely to continue doing business
with brands that offer loyalty programs
• 75% of consumers say loyalty programs are part of their
relationship with brands
• 73% of loyalty programs members are more likely to recommend
brands with good loyalty programs
• 86% of consumers say loyalty is primarily driven by likeability
and 83% of consumers say trust
• Value for money is a more important loyalty driver for
Baby Boomers (70%) and Gen X (70%) than it is for Millennials
(65%) and Gen K (61%)
CUSTOMER LOYALTY STATISTICS: 2016 EDITION
16. • 76.82% of women and 73.84% of men are likely to shop with
a brand that has a loyalty program
• 74.17% of women said they would refer a friend to a loyalty
program that they participate in vs. 67.05% of men
• 63% of loyalty program members believe having a wide range
of rewards and offers is the most important aspect of a
loyalty program
• 70% of consumers modify the when/where they purchase from
in order to maximize points or investment
• 66% of consumers modify amounts they spend to maximize
points or investment
CUSTOMER LOYALTY STATISTICS: 2016 EDITION
17. 1) Reduced marketing costs
2) Lower transaction costs
3) Reduced customer turnover expense
4) Increased cross-selling success
5) Increased profitability
6) More positive word of mouth
7) Higher employee retention & moral
8) Better insulation from price competition
9) Strengthened market position
THE JOYS OF LOYALTY
LOYALTY PATIENTS = THRIVING PRACTICE
18. THE LOYALTY LADDER
1) Target Audience
2) Prospect
3) First-time Customer
4) Repeat Customer
5) Brand Loyal Client
6) Truly Loyal Client
Building loyalty in your practice begins by identifying where
patients are on the loyalty ladder and having the systems and
strategies in place to move them up, rung by rung.
1
2
3
4
5
6
LOYALTY PATIENTS = THRIVING PRACTICE
ZONE OF TRUST
21. START WITH A NAME
1) Make is short
2) Make it meaningful/desirable
3) Make it “sticky”
4) Make it durable
5) Make it consistent with your brand
LOYALTY PATIENTS = THRIVING PRACTICE
22. MAKE IT TANGABLE
1) Commemorative item
2) Graphic Treatment
3) High end, savvy look & feel
4) Packaged in a memorable way
5) Worthy of sparking a conversation
LOYALTY PATIENTS = THRIVING PRACTICE
23. BUILD A PROGRAM STRUCTURE
THAT’S RIGHT FOR YOUR AUDIENCE
AND GOALS
1) Build in “skin in the game” / commitment
2) Build in purchasing across all service/product lines
3) Build in “total share of customer”
4) Reward for referrals
5) Build in Strength
6) Make it Simple and uncomplicated
24. MAKE IT VISIBLE x 10
1) Dedicated web page plus links
2) eBlasts & newsletters
3) Digital monitors
4) Check out and in-room kiosks
5) Direct mail
6) Program brochure, flyer
7) Staff t-shirts/buttons
8) Posters/Popups
9) Promotional products
10)Launch Events
25. MAKE IT SUCCEED FROM GROUND UP
1) Love
2) Belief
3) Early engagement
4) Solicit ideas
5) Train
6) Incent
7) Trial
8) Top of mind
9) Milestones
10)Improve
LOYALTY PATIENTS = THRIVING PRACTICE
36. CHARLIE CARD RESULTS:
Straight from Charlie’s mouth…
“Proud to say, we've sold 439K as of 1/22/16!!
I believe that’s averaging just under 100k per month 😉
Best of all, it helps with not only loyalty, but
retention! These folks keep coming back for more,
because they feel I identified their goal:
They pick what treatment THEY WANT, and they pick what
amount THEY WANT to save ❤”
48. NEW YOU VIP PROGRAM RESULTS
1) Program launched in Spring of 2016
2) To date they have 198 members
3) Overall practice sales are up 40% in ALL services
since program inception.
4) They have sold $82,000 in membership fees alone.
5) Patient feedback: like the idea of having a dedicated
discount throughout many non surgical options
6) Staff feedback: loves the idea because they can
introduce a discount and have the opportunity to
promote other services without being pushy.
71. 1) Replace satisfaction goals with
loyalty goals
2) Analyze what it takes to keep a client
and then constantly provide it
3) Make customer loyalty part of your
corporate culture
SETTING LOYALTY GOALS
LOYALTY PATIENTS = THRIVING PRACTICE
Hello Again, everyone
Thank you for hanging around to hear about building buzz-worthy loyalty programs
Just a few disclosures before I start:
My name is Tami Vileta and I’ve been a marketing strategist, visual communicator and brand designer for the past 30 years.
In this role, My #1 goal is to help practices just like you ATTRACT and KEEP their patients through engaging brand communication
Goal: Leave here today with a clearer picture of how to build more loyal customers and how to better manage loyalty within your practice.
Today, most business minds agree that having loyal customers is GOLDEN
and that
focusing your efforts on creating more customer loyalty is a great place to spend marketing dollars.
Companies that really focus on finding and keeping LOYAL clients LEAD their markets and are among some of today’s STRONGEST brands.
Companies like Starbucks, Harley-Davidson and Apple have some of the most fiercely loyal clients on earth.
When we talk about true customer Loyalty: we’re talking about some really high standards and remarkable traits.
You don’t really have a TRUE loyal customer until they are displaying all these qualities.
You may find you have a good majority of customers who display 4 of these traits – and those customers are Brand Loyal, but to be defined as truly loyal, you must display all. And the 5th one is the HARDEST TO GET
A Brand loyalty customer repeatedly....
For me, I'm brand loyalty to Cabi
For 20 years I was an independate freelance designer working out of my home in my pajamas.
Two years ago, I took on a partnership roll with Dana Fox and needed to dress like a grownup QUICK, but I had not time to shop.
A friend of mine introduced me to Cabi and I began a love affair with this brand.
They’re easy to shop, the clothes fit, the styles great, and the have great customer service on exchanges, refunds and shipping.
I loved the way they gave back to the communities they served and their assistance to women in developing countries.
BUT one problem. It’s really hard to get a discount from Cabi. They never have sales. Their clothing is expensive.
And the only way I’m ever show any mutual love for the gobs of money I spend with them is that I have to have an in-home party.
Which is a pain in the butt and a time-suck.
So although I make many purchases from Cabi and exhibit 4 out of the 5 qualities a truly loyal customer must have,
I don’t display total resistance to the pull of competition, and I make purchases with other retailers more often that I’m sure Cabi would like.
A TURELY LOYAL Customer always...
And for me, I have a true loyalty relationship with Sephora.
Sephora does everything right for me.
I love their spaces.
Love their products
Love their selection.
Love their staff.
Love reading their helpful reviews.
Love their marketing
Love their customer service.
AND I love their loyalty program.
I am a card carrying member of their VIB program – which stands for Very Important Beauty
So are my two girls. So this is a little peek at what loyalty looks like in my house.
Sephora has managed to transform me from a client who frequently purchases to one that exclusively purchases.
It was not their loyalty program alone that did it, but it was the icing on the cake to push me over the top.
Unlike Cabi, I feel Sephora has a reciprocal relationship with me. They give me great value. And I return is with my true loyalty.
So if you’re not convinced by my anticdotal stories about loyalty, here’s some customer loyalty statistics to back me up form 2016.
And loyalty is GREAT for your business.
A lot of joys come along with it.
Building loyalty in your practice is not an overnight venture.
True loyalty builds over time and is a commitment journey.
It starts by literally doing everything right, through all the stages of your customer lifecycle:
providing a great customer experience,
Creating great results, taking care of needs, answering questions
And being consist over and over again.
Until they ultimately trust you
To truly adopt a loyalty strategy in your practice, your marketing dollars for rungs 5 & 6 must at least match the dollars you spend on all the other rungs.
The patients you have at rungs 5 & 6 who are going to represent the largest lifetime value for your practice and also bring in the largest amount of referred patients.
Our experience has shown that developing effective loyalty rewards programs can be a smart way to utilize your marketing dollars to keep patients at these levels---
Over the past year we have seen a tremendous uptick in the amount of interest growing within practices to build these types of programs
But also a lot of confusion about how to effectively develop them, structure them, or launch them.
So I want to spend the rest of our time building some clarity and guideline for you on this subject, some keys to success---using a few industry case study examples.
From a strategic and creative standpoint, to successfully launch and grow a buzz-worthy loyalty program, there are 5 important things you need to do.
most practices chose to make the tangible item a loyalty card, however, there you can get really creative on your tangible item depending on your patient base and what you think they will adopt…your tangible item could really be anything that is personal and can be carried: lapel pin, key chain, tote, t-shirt (again, think about sparking conversations)
The best programs do require some Skin in the game.
Meaning that they Require some level of commitment from customer (but their commitment has to be rewarded equal to or more than your commitment). Say "we'll show examples of most of these structures in the case studies.
As your structuring for commitment, build in:
--Getting to purchase across all line of business
--Total Share of customer
--rewarding for referral
--strong enough to make it difficult to be pulled away + strong enough for them to fell they are getting a big enough return on their loyalty.
Don’t half-ass it. All in visibility
Your staff is going to be the X-Factor in your program’s success.
OK. Now we’re going to come back to program structure when we look at these case studies.
I’ll start by saying
There are many other ways you can structure for your loyalty program
And the strategy behind it is very dependant on things like your market, demographics, lifecycle of the practice, competitive landscape and services you offer..
And if you need more ideas and advice wrapped around commitment structure after this presentation, be sure to set up a time to talk with Dana or I.
Love this for higher end markets, upper middle class, high disposable income and well-established patient bases.
With prepaid programs, patients are asked to project what they will be spending on aesthetic services for the upcoming year.
They prepay that dollar amount and then get incremental value that increases with the level they buy into.
Some of the structures not shared are programs that
--Procedure-centric programs, where a certain procedure is at the center of the program --- like a card that gets you 4 annual BBL treatments at a fixed price, plus includes a host of other ancillary service benefits and price reductions
--Programs that operate more like a frequent flyer rewards program where they have to get to certain levels before receiving benefits
--Programs that are patient outcomes-centric, Like Anti-Aging / Sun Damage / Body Shaping
Again, come talk to us if you want further ideas/assistance.
With prepaid programs, patients are asked to project what they will be spending on aesthetic services for the upcoming year.
They prepay that dollar amount and then get incremental value that increases with the level they buy into.
Some of the structures not shared are programs that
--Procedure-centric programs, where a certain procedure is at the center of the program --- like a card that gets you 4 annual BBL treatments at a fixed price, plus includes a host of other ancillary service benefits and price reductions
--Programs that operate more like a frequent flyer rewards program where they have to get to certain levels before receiving benefits
--Programs that are patient outcomes-centric, Like Anti-Aging / Sun Damage / Body Shaping
Again, come talk to us if you want further ideas/assistance.
With prepaid programs, patients are asked to project what they will be spending on aesthetic services for the upcoming year.
They prepay that dollar amount and then get incremental value that increases with the level they buy into.
Some of the structures not shared are programs that
--Procedure-centric programs, where a certain procedure is at the center of the program --- like a card that gets you 4 annual BBL treatments at a fixed price, plus includes a host of other ancillary service benefits and price reductions
--Programs that operate more like a frequent flyer rewards program where they have to get to certain levels before receiving benefits
--Programs that are patient outcomes-centric, Like Anti-Aging / Sun Damage / Body Shaping
Again, come talk to us if you want further ideas/assistance.
Probably my favorite type of commitment – great for mid to upper middle class markets for practices that have higher ticket items like Ultherapy, CoolSculpting, Lasers and strong Aesthetic Components
Short. Relevant. Desirable.
Take on a beautiful life of their own
Don’t forget legalese.
Terms. Lost card fee. Transferability. Etc.
Nitty Gritty of program.
Buy in Mechanics work like this:
Payment is upfront.
Incremental levels of increasing benefit at increasing level of committment.
Get back almost entire value immediately, in free products/services.
Annual benefits.
Complimentary card for surgical patients.
Tangible certificates to go in packaging.
Great for practices trying to build skin care, aesthetic & injectable business (not necessarily surgery), and for markets with younger populations that might appreciate amortizing upfront costs
No problem with surgery. But wants to build SC.
One of the things I like about Monthly membership programs structure is:
Because of the low cost of entry, a trial month’s free membership can be “gifted” to help promote the program and rope patients into joining.
Exactly what Dr. Ciaravino did. Put a very cute and compelling package together for two different situations:
Couple of scenarios where gifting the program for a month to new prospects can really work.
Great for practices trying to build skin care, aesthetic & injectable business (not necessarily surgery), and for markets with younger populations that might appreciate amortizing upfront costs
I’ll leave you with three important important take aways from this presentation.
Not affiliated w/ author in any way
Would make this a mandatory read if I had service staff in my business
Best pieces of literature that helps to illustrate the difference between satisfaction and loyalty goals
You must first be loyal to your patient before they will be loyal to you.