Deal-to-Loyal Assessment: How Well Are You Converting Deal Customers?

What the assessment asks

10 questions across 4 sections. Answer them below to get your score.

Which deal platforms do you currently use? Select all that apply. (Groupon · ClassPass · Mindbody Deals · Local deal sites (LivingSocial, Yelp Deals, etc.) · None: we don't run deals)
How many deal customers do you get per month? (1–5 · 6–15 · 16–30 · 30+)
What's your average deal price vs full price? (About 30% of full price · About 50% of full price · About 70% of full price)

When a deal customer visits, do you collect their personal phone number and email (not the deal platform's)? (Always: we have a process for it · Sometimes, when we remember · Rarely · We use whatever the platform gives us)
Do you add deal customers to your own booking system or CRM? (Yes, immediately during the visit · Sometimes, after the fact · No)

Before a deal customer leaves, do you make a specific offer for their next visit? (Yes: a specific, time-limited bridge offer · We mention they should come back · No, we let them leave and hope they return)
Do you have an automated follow-up sequence for deal customers? (Yes, deal-specific (different from full-price clients) · Yes, but the same sequence as everyone else · No automated follow-up)
How many deal customers return for a second visit at any price? (Most (60%+) · Some (30–60%) · Few (10–30%) · Almost none (<10%) · We don't track this)

Do you know your customer lifetime value (how much a regular customer spends per year)? (Yes, we track it · Roughly · No idea)
What would one additional regular customer per week be worth to your business per year? Rough estimate of annual revenue from a steady weekly client. ($2,000–$5,000/year · $5,000–$10,000/year · $10,000–$20,000/year · More than $20,000/year)

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