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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.