How to set up ChatGPT and Claude for your business loyalty program (with ready-to-use prompts)

Act as a customer retention strategist and copywriter for my local business.
- Business name & industry: [e.g., Central Roast · Specialty Coffee Shop]
- Audience: [e.g., Neighborhood locals and remote workers]
- Average ticket: [$8.50] | Average ingredient cost (COGS): [28%]
- Our loyalty program runs on Passito (passes live in Apple Wallet and Google Wallet, no app download required).
- Current card rule: [e.g., 8 stamps = 1 free drink; intermediate milestone at stamp 4 = free cookie].
- Writing rules: keep the tone warm, concise, and natural: no hype, no clichés, no excessive exclamation marks. Whenever I ask for a Wallet lock-screen notification, always keep options under 85 characters.

Saving this context once means you never have to re-explain your business model when starting a new chat.

Here are my top 5 products/services with their retail price and direct cost:
1. [Item A - Price: $X - Cost: $Y]
2. [Item B - Price: $X - Cost: $Y]
3. [Item C - Price: $X - Cost: $Y]

A typical regular visits every [X days].
Propose 3 stamp card structures for Passito where:
- A regular reaches the final reward within 60 to 75 days.
- There is an intermediate milestone halfway through that costs me less than 3% of cumulative spend up to that point.
- The combined direct cost of both rewards stays under 10% of the total revenue generated across those visits.
Include a table comparing cumulative revenue, direct reward cost, and net margin.

Ask the AI to prioritize high-margin items customers rarely order on their own so the milestone doubles as product sampling.

I want to launch 3 segmented campaigns in Passito today:
1. 'Almost at reward' segment: customers with 6 or 7 out of 8 stamps who haven't visited this week.
2. 'Inactive 30 days' segment: customers who haven't visited in a month (I'll attach a coupon for [benefit]).
3. Proximity alert (geofencing): the short lock-screen message shown when they walk within 300 meters of our shop.

For each one, write:
- The short Wallet notification (max 85 characters, specific and natural).
- A 3-line backup email subject and body.

Messages that highlight exact progress ('You are 2 stamps away from your free coffee') outperform generic discount blasts.

Write 5 natural one-sentence lines (under 8 seconds to speak) that my cashier can say while handing over an order, inviting the customer to scan our Passito QR poster.
Requirements:
- Make it immediately clear there is NO app to download (it saves directly to their phone's Wallet).
- Mention that today's purchase already counts for their first stamp.
- Keep it conversational, never like a scripted call center pitch.

Tape the best line next to your POS screen so every staff member uses the same effortless invitation.