Customer value calculator
Put in what a regular spends, how often they come and for how many years, and see what one regular is worth to you after costs. Then watch it build year by year, find a referral reward that still pays for itself, and see what adds the most.
Help and background Back to the tool
How it works
- 1 Put in a typical regular: what a visit brings in, how often they come and how many years they keep coming.
- 2 Add what a visit costs you, as a percent or in dollars, to see what they keep you and not just what they spend.
- 3 Add how many referred friends become regulars, and the reward you give, or leave it blank for a suggestion.
- 4 Watch it build year by year, compare referral rewards, see what adds the most, and print the page.
Free, with no account. Everything is worked out on this page: your numbers are never kept or sent to us, and never put in a link. It never asks for a customer's name or details. Remember keeps your typical regular and your reward on this device, and only while it's on.
Good to know
- Why count what's kept, not what's spent?
- What a regular spends isn't all yours: each visit costs you product, supplies and the card fee. What's left is what a regular really adds, and it's the number to weigh a reward or a perk against. Rent and wages are paid either way, so they're left out.
- How is a referral reward worked out?
- A referred friend who comes once keeps you one visit; one who becomes a regular keeps you a whole run. With your guess at how many stay, that gives what a referral is worth, and the suggested reward gives away a share of it. Money off costs you all of it; a free extra costs you only what the extra costs.
- How sure are these numbers?
- They're as good as your guesses. How long regulars stay and how many referred friends stay are estimates, and a dollar years from now is counted the same as one today. Use it to compare choices, not as a forecast. This is guidance, not financial or tax advice.
- Are there rules for referral programs?
- If you ask regulars to pass on a message from you, Canada's anti-spam law has rules for refer-a-friend messages (verify). If the reward is a gift card, most gift cards in Ontario and several other provinces can't expire (verify for your province).
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