Digital Vertex Grid

Method

How a membership behaviour assessment moves

This page walks through the working rhythm behind our flagship Membership Behaviour Assessment. Shorter engagements borrow the same habits at a smaller scale.

  1. 1. Clarify the membership question

    We ask what decision the work must support: a tier redesign, a retention worry, a partner-channel review, or a general health check. Vague “tell us about engagement” briefs become specific questions before any extract is opened.

  2. 2. Agree data readiness

    Together we define event types, identifiers, and date ranges. You share anonymised histories. We flag missing labels early so the assessment does not stall mid-way.

  3. 3. Read behaviour in context

    Join paths, earn cadence, redemption timing, quiet windows, and exit signals are examined against your published programme rules and known operational interruptions.

  4. 4. Workshop the findings

    Stakeholders hear the story with evidence notes attached. Disagreements are welcome; they often reveal store-level realities that membership tables cannot show alone.

  5. 5. Leave with an action brief

    Recommendations are ranked, tied to programme levers you control, and written so a loyalty manager can take them into a planning meeting without translating analyst jargon.

What you provide

  • Programme rules and tier summaries
  • Anonymised membership event extracts
  • A named contact for clarification
  • Notes on outages or rule changes during the period

What we never ask for

  • Member passwords or live app admin access
  • Identity documents or unnecessary personal details
  • Commitment to purchase software from us
Review assessment scope Request a brief
Stakeholders in a findings workshop around a conference table
Findings workshops keep membership behaviour analysis tied to decisions, not slide volume.