Growth Blueprint · Onboarding Engine

Your business in 90 seconds. A retention playbook in 5 more.

Tell us about your business, your customers, and your goals. The Wallefy engine matches your profile against the retention models we've built for thousands of local businesses, and hands you a personalized 30-day launch plan with the wallet card, channels, and automations that fit you best.

Step 1 of 6 · Your business type

What kind of business are you running?

This sets the cadence baseline. A coffee shop Champion looks different from a med spa Champion, so the engine calibrates from here.

Step 2 of 6 · Business profile

Tell us about your operation.

A few quick facts so the playbook reflects your scale and tooling.

We use this to find your Google Business Profile.
We scan it for your brand voice, hours, and locations.
If you have one. We extract your real items and prices so offers use them.
Tells us if your tactics need to be solo-friendly or staff-scalable.
Your setup determines which in-store, mobile, or online plays are realistic for you.
Step 3 of 6 · Customer reality

How does your customer base look today?

Be honest. The lift estimate is more useful when the inputs are real.

$35
600
22%
POS-built loyalty integrates instantly with us. Third-party apps get a clean migration plan.
We size your annual lift against this gap, not generic baselines.
Step 4 of 6 · Marketing & goals

Where are you spending today, and what would success look like?

Pick what applies. We use this to recommend channels that compound on what's already working.

Current marketing channels (pick all that apply)
Top 3 goals for the next 90 days
Step 5 of 6 · Capacity & constraints

Last two questions, then your blueprint.

We'll shape the 30-day plan around what you can actually execute.

Step 6 of 6 · Optional · Ground this in your real customers

Got a customer list? Let's grade it.

Upload a CSV export from your POS (Toast, Square, Clover, Shopify, Mindbody, anything). The engine will compute real RFM segments — Champions, Loyal, At Risk — and feed those exact counts into your blueprint so the offers are sized to your actual base. Totally skippable; the blueprint works great without it.

No upload? Just skip — the blueprint runs from your wizard answers.
Step 1 of 6

Built on the same engine that grades your customers.

Already have a customer list? Skip the wizard and run it through the RFM Engine for an instant segment grading with the same per-segment playbook.

Try the RFM Grader See Wallefy pricing