printable checklist
Loyalty & Self-Service Readiness Checklist
For small boutique and specialty retail brands checking whether their customer account, loyalty and restock set-up will hold up as the customer base grows. Tick an item when it's true today, not when it's planned.
To print, use your browser's print command (Ctrl+P, or ⌘P on a Mac).
Don't write payment data here. No card numbers, customer payment details or credentials on this sheet.
1Account sign-in and data
Customers can sign in with their existing email, no new password system your team has to run.A sign-in your team has to manage by hand doesn't scale past a handful of customers.
Each customer's points balance and order history is tied to one profile, not a spreadsheet row.
Sign-in errors tell a customer what to do next, not a generic failure.
2Loyalty program rules
Point values and tier thresholds are documented somewhere other than one person's memory.
A change to the rules updates the portal without a developer being involved.
Customers can see their own tier and what the next one requires.
3Order history and reorder handling
A customer can see their own past orders without calling or emailing.
A reorder request creates a clear, trackable item for your team, not a payment.
Someone owns reorder requests and checks them on a schedule.
4Restock alerts
Restock interest is logged against the product, not a sticky note or memory.
Alerts go only to customers who asked for that specific item.
Every alert includes an opt-out, and opting out actually works.
5Access governance
Access to customer records is scoped by role, not a shared login.
A leaving staff member loses portal and data access on their last day.
Payment processing stays with your payment provider; no card data passes through internal tools.
Loyalty & Self-Service Readiness Checklist · Plum Hollow Market · plumhollowmarket.com/loyalty-portal-readiness-checklist.html. A self-check, not an audit or certification. About the portal work