# Action Items & Key Insights from Marcus's Handoff

## Urgent Action Items

- [ ] Submit Q3 report to Dana by end of month (find template she sent)
- [ ] Resolve IT ticket #4521 - push notifications broken
- [ ] Call vendor about app redesign quote
- [ ] Fix birthday rewards auto-send (talk to Jennifer for manual workaround in the meantime)

## People to Connect With

- **Dana** (boss) - supportive, under pressure from leadership
- **Jennifer** (ops) - knows where everything is
- **Priya** (analytics) - can pull any data needed
- **Marcus Jr.** (downtown barista) - good customer perspective

## Key Insights

### Why the program isn't working
- People sign up because baristas ask them to — not because they're excited
- They download the app once and forget it exists
- Points don't motivate until someone is close to a reward
- Tier names (Trailblazer, Explorer, Summit) mean nothing to customers
- Overall vibe: "fine" — not bad, not good. That's the problem.

### What to investigate
- Old campaigns folder — some ideas may be worth salvaging
- 4 months of customer feedback in `customer-feedback/`
- Competitor research on Starbucks, Dutch Bros, Peet's in `competitor-research/`
- Raw data in `member-data-summary.csv` (detailed data: ask Priya)

## Interesting Idea Worth Exploring

> "What if we helped people find their coffee personality? Like a quiz or something.
> 'Are you a bold espresso person or a smooth latte person?' Could be fun."

Marcus mentioned this twice — once in the notes and again in the P.S. Might be worth exploring.