Know Where Your Program Actually Stands.

The Loyalty Audit is a structured diagnostic session with a Tricycle practitioner. In four to six weeks, you’ll have a scored assessment, a benchmark comparison, and a prioritized roadmap — not a slide deck, a plan.

300+ Enterprise Benchmarks
8 Program Dimensions
4–6 Wks Typical Timeline
Start Your Intake

What You Get

Every Loyalty Audit engagement delivers four core outputs. These are substantive working documents — not summaries or decks.

01

Loyalty Maturity Score

Your program scored across eight critical dimensions against Tricycle’s enterprise benchmark database.

  • Data Architecture
  • Earn/Redeem Mechanics
  • Personalization Maturity
  • Compliance Posture
  • Vendor Efficiency
  • Member LTV
  • Platform Scale
  • Org Alignment
02

Benchmark Comparison

How your program compares to enterprise programs at your scale and in your vertical.

  • 1–5 Stage Classification
  • Industry-specific peer benchmarks
  • Top 3 Score Gap analysis
03

Prioritized Roadmap

A sequenced action plan organized by impact and implementation complexity.

QUICK WINS (0-3 MO)

Immediate ROI improvements

PLATFORM (3-12 MO)

Architecture & capacity upgrades

04

Practitioner Briefing

A live readout session with your Tricycle practitioner team to walk through findings.

“Most clients use the audit to build their internal business case.”

How It Works

The Loyalty Audit follows a structured four-phase process. Your involvement is concentrated in Phase 1 — the rest is on us.

Phase 1 Week 1

Intake & Alignment

Complete the form below. We'll schedule a 45-minute call to align on scope and gather credentials.

Phase 2 Weeks 2–3

Data Collection & Scoring

Our team works directly with your program data and vendor contracts to score all eight dimensions.

Phase 3 Week 4

Roadmap Development

We translate the scoring output into a prioritized roadmap sequenced by impact and effort.

Phase 4 Weeks 5–6

Practitioner Briefing

Live readout session. All deliverables shared as working documents for your internal use.

Start Your Loyalty Audit

Write to our Advisory team directly. A practitioner will review your message and reach out within one business day to schedule your 45-minute alignment call.

Include in your message

  • Your organization, role / title, and program name
  • Estimated member count and industry vertical
  • Primary platform or tech stack
  • What triggered this: contract renewal, declining engagement, compliance pressure, M&A, or other
  • Timeline urgency and desired outcome
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