Comprehensive Customer Experience and Loyalty System which i already have on the website.
Budget: $30 – $250 AUD
1. Core Customer Database / Customer 360
Please confirm that the platform has a proper customer database built into it.
Each customer profile should be able to store:
Full name
Email address
Phone number
Date of birth
Suburb/location
Signup source
Marketing consent
SMS/email/WhatsApp preferences
Interests and tags
Referral source
Loyalty points
Rewards claimed
Vouchers purchased/redeemed
Events attended
Tickets purchased
Birthday/VIP enquiries
Booking history
Notes added by admin/staff
The admin should be able to view this in one unified Customer 360 profile.
2. Signup, Login and Authentication
Please check and confirm:
Email/password signup and login works
Email verification works
Password reset works
Google Sign-In is configured and can be enabled
Facebook login can be supported if required
Apple login can be supported if required
Phone OTP signup/login can be supported
Signup is simple and mobile-friendly
User does not experience unnecessary friction
Welcome reward is triggered after signup
The signup flow should clearly explain why people should join My Place Community.
3. Membership and Loyalty Engine
Please confirm the membership system supports:
Free membership
Plus membership
VIP membership
VIP Social Pass
Membership lifecycle and expiry
Upgrade/downgrade options
Member benefits
Monthly entitlements
Loyalty points ledger
Earn points
Spend points
Expire points
Welcome rewards
Automated reward triggers
Rewards catalogue
Reward claim flow
QR check-in and visit tracking
The goal is to bring customers back repeatedly, not just collect signups.
4. Segmentation, Tagging and Marketing Data
Please confirm we can tag and segment customers by:
Food interest
Event interest
Music interest
Birthday/VIP interest
Catering interest
African community
Business/networking interest
Student
First-time visitor
Repeat customer
High-value customer
Referred customer
Voucher buyer
Ticket buyer
Inactive customer
Tags should be added through signup, customer behaviour and manual admin/staff action.
Admin should be able to create saved segments for targeted campaigns.
5. Events and Ticketing
Please confirm the event system supports:
Admin event creation
Event scheduling
Event publishing
Public event listing pages
Event detail pages
Free RSVP
Paid tickets
Ticket tiers
Promo codes
Capacity limits
QR e-tickets
Email/SMS ticket delivery
Door scanning/check-in
Attendance tracking
Referral-based ticket sharing
The goal is to sell tickets directly and reduce reliance on third-party ticketing platforms.
6. Referral and Ambassador Program
Please confirm the platform supports or can support:
Unique referral links
Referral codes
Referral attribution tracking
Referral rewards
Ambassador tiers
Ambassador leaderboard
Commission/earnings ledger
Payout request system
Admin payout approval
Campaign-specific referral tracking
Event referral campaigns
Birthday referral campaigns
Seasonal campaigns
The referral system should make it easy for customers and ambassadors to help promote My Place Bar.
7. Vouchers and Gift Cards
Please confirm the voucher system supports:
Voucher purchase
Digital voucher delivery
Gift voucher sending
Voucher redemption
Voucher balance tracking
Voucher expiry
Admin tracking
Voucher recipient account creation prompt
Voucher recipients should be encouraged to join My Place Community so they are added to the customer database.
8. Birthday, VIP Tables and Bookings
Please confirm the platform supports:
Birthday enquiry form
VIP table enquiry form
Lead capture
Admin alerts
Booking calendar
Table availability
Deposit/payment collection
Booking confirmation
Admin booking management
Customer follow-up
Birthday/VIP offer automation
The goal is to own our booking data instead of losing it through third-party platforms.
9. Payments and Checkout
Please confirm:
Square payment integration works
Checkout is secure
Payments are tokenized properly
The checkout flow is reusable for tickets, vouchers, deposits and memberships
Payment confirmation works
Admin can see payment status
Refund/manual adjustment process is clear
Payment errors are handled properly
10. Marketing Automation and Communication
Please confirm the system can support:
Transactional emails
SMS notifications
WhatsApp integration
Push notifications
Campaign builder
Segment-based broadcasts
Welcome journey
Birthday journey
Win-back journey
Post-visit follow-up
Event invite journey
Referral reminder journey
Voucher follow-up journey
The platform should help us turn one signup into repeat visits, event sales, referrals and voucher purchases.
11. Inside My Place / Content and Media
Please confirm the content system supports:
Articles
Categories
Media library
Public magazine/blog pages
Reading experience
Newsletter capture
Engagement tracking
Content linked to customer interests
Inside My Place should help us tell stories, build community and bring people back to the platform.
12. SEO and Local Discovery
Please confirm SEO includes:
Dynamic meta titles
Dynamic meta descriptions
Open Graph tags
Structured data / JSON-LD
Automated sitemap generation
Clean URLs where possible
Perth-focused landing pages
Event schema
Organization schema
Local business schema
Article schema
Canonical tags
Important keywords should include:
African food Perth
African restaurant Perth
African bar Perth
African events Perth
African food Perth CBD
African food Wolf Lane
Late night food Perth CBD
Where Perth meets Africa
13. Admin, CRM and Reporting
Please confirm admin can manage:
Customers
Memberships
Loyalty points
Rewards
Events
Tickets
Vouchers
Bookings
Referrals
Ambassadors
Content
Campaigns
Payments
Reports
Exports
Admin dashboard should show:
Revenue
Signups
Ticket sales
Voucher sales
Referral performance
Customer retention
Reward claims
Event attendance
Birthday/VIP leads
Active/inactive customers
14. Data Ownership Tools
Please confirm the platform supports:
Customer export
Customer import
De-duplication
Data backup
Customer data deletion request
Consent tracking
Marketing preference management
The platform must protect and own our customer data properly.
15. Business Advertising and Sponsorships
Please confirm whether the platform can support future advertising and sponsorship features:
Advertiser enquiry forms
Sponsor lead pipeline
Sponsorship package listings
Advertiser portal
Billing
Placement management
Performance reporting
This is important for future monetisation.
16. Cross-Platform Single Sign-On
Please confirm the platform can support shared login across:
My Place Community
My Place Bar
My Place Connect
My Place Store
My Place Events
Claim pages / voucher pages
The long-term goal is one My Place account across the whole ecosystem.
17. Security, Testing and UAT
Please confirm:
Automated test suite exists
Unit tests are included
Feature tests are included
End-to-end tests are included
Login and payment flows are tested
Security hardening is completed
Admin permissions are secure
Staff roles are controlled
Audit logs are available
Vulnerabilities are reviewed
UAT support and bug fixing is included
18. Main Customer Journey To Confirm
Please make sure the platform supports this full journey:
Person sees post
↓
Joins My Place Community
↓
Gets welcome reward
↓
Comes to My Place Bar
↓
Gets tagged by interest
↓
Gets invited to events
↓
Refers friends
↓
Buys tickets
↓
Claims birthday/VIP offer
↓
Reads Inside My Place
↓
Buys voucher
↓
Becomes ambassador
This is the core growth loop we want the platform to support.
Final Request
Please review the full platform and confirm which items are:
Already completed
Partially completed
Not yet built
Broken or not working
Recommended for Phase 2
Please also check the database structure and confirm that the customer data model is strong enough to support Customer 360, segmentation, loyalty, referrals, events, vouchers, bookings and future cross-platform SSO.
The priority is to make sure My Place Community is working as a real business growth engine, not just a basic membership website.
Please confirm that the platform has a proper customer database built into it.
Each customer profile should be able to store:
Full name
Email address
Phone number
Date of birth
Suburb/location
Signup source
Marketing consent
SMS/email/WhatsApp preferences
Interests and tags
Referral source
Loyalty points
Rewards claimed
Vouchers purchased/redeemed
Events attended
Tickets purchased
Birthday/VIP enquiries
Booking history
Notes added by admin/staff
The admin should be able to view this in one unified Customer 360 profile.
2. Signup, Login and Authentication
Please check and confirm:
Email/password signup and login works
Email verification works
Password reset works
Google Sign-In is configured and can be enabled
Facebook login can be supported if required
Apple login can be supported if required
Phone OTP signup/login can be supported
Signup is simple and mobile-friendly
User does not experience unnecessary friction
Welcome reward is triggered after signup
The signup flow should clearly explain why people should join My Place Community.
3. Membership and Loyalty Engine
Please confirm the membership system supports:
Free membership
Plus membership
VIP membership
VIP Social Pass
Membership lifecycle and expiry
Upgrade/downgrade options
Member benefits
Monthly entitlements
Loyalty points ledger
Earn points
Spend points
Expire points
Welcome rewards
Automated reward triggers
Rewards catalogue
Reward claim flow
QR check-in and visit tracking
The goal is to bring customers back repeatedly, not just collect signups.
4. Segmentation, Tagging and Marketing Data
Please confirm we can tag and segment customers by:
Food interest
Event interest
Music interest
Birthday/VIP interest
Catering interest
African community
Business/networking interest
Student
First-time visitor
Repeat customer
High-value customer
Referred customer
Voucher buyer
Ticket buyer
Inactive customer
Tags should be added through signup, customer behaviour and manual admin/staff action.
Admin should be able to create saved segments for targeted campaigns.
5. Events and Ticketing
Please confirm the event system supports:
Admin event creation
Event scheduling
Event publishing
Public event listing pages
Event detail pages
Free RSVP
Paid tickets
Ticket tiers
Promo codes
Capacity limits
QR e-tickets
Email/SMS ticket delivery
Door scanning/check-in
Attendance tracking
Referral-based ticket sharing
The goal is to sell tickets directly and reduce reliance on third-party ticketing platforms.
6. Referral and Ambassador Program
Please confirm the platform supports or can support:
Unique referral links
Referral codes
Referral attribution tracking
Referral rewards
Ambassador tiers
Ambassador leaderboard
Commission/earnings ledger
Payout request system
Admin payout approval
Campaign-specific referral tracking
Event referral campaigns
Birthday referral campaigns
Seasonal campaigns
The referral system should make it easy for customers and ambassadors to help promote My Place Bar.
7. Vouchers and Gift Cards
Please confirm the voucher system supports:
Voucher purchase
Digital voucher delivery
Gift voucher sending
Voucher redemption
Voucher balance tracking
Voucher expiry
Admin tracking
Voucher recipient account creation prompt
Voucher recipients should be encouraged to join My Place Community so they are added to the customer database.
8. Birthday, VIP Tables and Bookings
Please confirm the platform supports:
Birthday enquiry form
VIP table enquiry form
Lead capture
Admin alerts
Booking calendar
Table availability
Deposit/payment collection
Booking confirmation
Admin booking management
Customer follow-up
Birthday/VIP offer automation
The goal is to own our booking data instead of losing it through third-party platforms.
9. Payments and Checkout
Please confirm:
Square payment integration works
Checkout is secure
Payments are tokenized properly
The checkout flow is reusable for tickets, vouchers, deposits and memberships
Payment confirmation works
Admin can see payment status
Refund/manual adjustment process is clear
Payment errors are handled properly
10. Marketing Automation and Communication
Please confirm the system can support:
Transactional emails
SMS notifications
WhatsApp integration
Push notifications
Campaign builder
Segment-based broadcasts
Welcome journey
Birthday journey
Win-back journey
Post-visit follow-up
Event invite journey
Referral reminder journey
Voucher follow-up journey
The platform should help us turn one signup into repeat visits, event sales, referrals and voucher purchases.
11. Inside My Place / Content and Media
Please confirm the content system supports:
Articles
Categories
Media library
Public magazine/blog pages
Reading experience
Newsletter capture
Engagement tracking
Content linked to customer interests
Inside My Place should help us tell stories, build community and bring people back to the platform.
12. SEO and Local Discovery
Please confirm SEO includes:
Dynamic meta titles
Dynamic meta descriptions
Open Graph tags
Structured data / JSON-LD
Automated sitemap generation
Clean URLs where possible
Perth-focused landing pages
Event schema
Organization schema
Local business schema
Article schema
Canonical tags
Important keywords should include:
African food Perth
African restaurant Perth
African bar Perth
African events Perth
African food Perth CBD
African food Wolf Lane
Late night food Perth CBD
Where Perth meets Africa
13. Admin, CRM and Reporting
Please confirm admin can manage:
Customers
Memberships
Loyalty points
Rewards
Events
Tickets
Vouchers
Bookings
Referrals
Ambassadors
Content
Campaigns
Payments
Reports
Exports
Admin dashboard should show:
Revenue
Signups
Ticket sales
Voucher sales
Referral performance
Customer retention
Reward claims
Event attendance
Birthday/VIP leads
Active/inactive customers
14. Data Ownership Tools
Please confirm the platform supports:
Customer export
Customer import
De-duplication
Data backup
Customer data deletion request
Consent tracking
Marketing preference management
The platform must protect and own our customer data properly.
15. Business Advertising and Sponsorships
Please confirm whether the platform can support future advertising and sponsorship features:
Advertiser enquiry forms
Sponsor lead pipeline
Sponsorship package listings
Advertiser portal
Billing
Placement management
Performance reporting
This is important for future monetisation.
16. Cross-Platform Single Sign-On
Please confirm the platform can support shared login across:
My Place Community
My Place Bar
My Place Connect
My Place Store
My Place Events
Claim pages / voucher pages
The long-term goal is one My Place account across the whole ecosystem.
17. Security, Testing and UAT
Please confirm:
Automated test suite exists
Unit tests are included
Feature tests are included
End-to-end tests are included
Login and payment flows are tested
Security hardening is completed
Admin permissions are secure
Staff roles are controlled
Audit logs are available
Vulnerabilities are reviewed
UAT support and bug fixing is included
18. Main Customer Journey To Confirm
Please make sure the platform supports this full journey:
Person sees post
↓
Joins My Place Community
↓
Gets welcome reward
↓
Comes to My Place Bar
↓
Gets tagged by interest
↓
Gets invited to events
↓
Refers friends
↓
Buys tickets
↓
Claims birthday/VIP offer
↓
Reads Inside My Place
↓
Buys voucher
↓
Becomes ambassador
This is the core growth loop we want the platform to support.
Final Request
Please review the full platform and confirm which items are:
Already completed
Partially completed
Not yet built
Broken or not working
Recommended for Phase 2
Please also check the database structure and confirm that the customer data model is strong enough to support Customer 360, segmentation, loyalty, referrals, events, vouchers, bookings and future cross-platform SSO.
The priority is to make sure My Place Community is working as a real business growth engine, not just a basic membership website.