LocalPerks - Local Loyalty Coalition

Model: z-ai/glm-4.7
Status: Completed
Cost: $0.255
Tokens: 162,542
Started: 2026-01-05 14:39

Section 06: Validation Experiments & Hypotheses

Defining testable assumptions and lean experiments to de-risk the LocalPerks coalition model.

1. Hypothesis Framework

We have structured the core assumptions into testable hypotheses. The critical path for LocalPerks is solving the "Chicken-and-Egg" network effect problem.

Hypothesis #1: Coalition Desire

CRITICAL

"We believe that independent business owners will agree to share their customer loyalty base if we provide a unified coalition program that drives foot traffic from neighbors. We will know this is true when we see 3+ Business Associations sign Letters of Intent."

Current Evidence: Anecdotal complaints about Starbucks dominance; Gaps: No data on willingness to share data.

Hypothesis #2: Consumer Adoption

CRITICAL

"We believe that local consumers will download a new app and scan a QR code if we offer rewards that are redeemable across multiple neighborhood stores. We will know this is true when we see 40%+ of customers in pilot stores enroll."

Current Evidence: High Starbucks usage; Gaps: Unknown tolerance for app switching for small value.

Hypothesis #3: Pricing Tolerance

HIGH

"We believe that small business owners will pay a $29/mo subscription + 5% redemption fee if we demonstrate ROI through new customer acquisition. We will know this is true when we see 60%+ of pilot merchants accept the pricing term sheet."

Current Evidence: Competitors charge similar; Gaps: Price sensitivity in post-pandemic economy.

Hypothesis #4: Operational Friction

HIGH

"We believe that baristas and clerks will process points via phone number lookup without slowing down the line. We will know this is true when we see average transaction time increase < 5 seconds."

Current Evidence: Square/Toast are fast; Gaps: Manual entry speed unknown.

Hypothesis #5: Channel Fit

MEDIUM

"We believe that Business Improvement Districts (BIDs) will actively promote LocalPerks to members if we offer them free economic impact dashboards. We will know this is true when we see 100% of pilot BIDs feature us in their newsletter."

Current Evidence: BIDs have "Shop Local" mandates; Gaps: Political friction in adopting tech.

Hypothesis #6: Cross-Redemption

MEDIUM

"We believe that consumers will redeem points earned at a coffee shop at a neighboring bookstore. We will know this is true when we see >20% of redemptions occur at a non-earning merchant."

Current Evidence: Theory of coalition value; Gaps: Behavioral proof needed.

2. Experiment Catalog

Experiment Hypothesis Method Duration Cost
#1 BID Executive Interviews #1, #5 (Coalition/Channel) 30-min zoom calls with 10 BID directors 2 Weeks $0
#2 Merchant "Problem" Discovery #1, #3 (Coalition/Pricing) In-person interviews at 20 local shops 3 Weeks $200 (Gift cards)
#3 Concierge MVP (The "Paper" Pilot) #2, #4 (Adoption/Ops) Manual ledger, paper QR codes, 5 stores 4 Weeks $500 (Printing/Ads)
#4 Consumer Landing Page Smoke Test #2 (Consumer Adoption) Geo-fenced ads to pilot neighborhoods 1 Week $300 (Ad spend)
#5 Pricing Van Westendorp Survey #3 (Pricing) Survey of 100 local merchants 2 Weeks $0
#6 Checkout Time & Motion Study #4 (Operational Friction) Observation during Concierge MVP Ongoing $0
#7 Fake Door "Feature" Test #6 (Cross-Redemption) Test "Spend $10 at Cafe, get $5 at Bookstore" promo 2 Weeks $100 (Subsidized promo)

Deep Dive: Experiment #3 - Concierge MVP

Objective: Validate if consumers will enroll and if staff will tolerate the workflow without building the app.

Setup

  • Recruit 5 friendly businesses in 1 block (Coffee, Pizza, Florist, Dry Cleaner, Boutique).
  • Print simple QR codes linking to a Google Form for consumer signup (Name/Phone).
  • Merchant "Dashboard" is a shared Google Sheet accessible on their tablet.
  • Founder acts as the "Settlement Engine" manually calculating points.

Success Criteria

Consumer Signups > 200 unique users
Merchant Churn 0 merchants quit
Redemption Rate > 10% of points redeemed

3. Experiment Prioritization Matrix

Experiment
Impact
Effort
Priority
BID Executive Interviews
Critical
Low
1
Concierge MVP
Critical
Medium
2
Merchant Interviews
Critical
Medium
3
Landing Page Test
High
Low
4
Pricing Survey
High
Low
5

*Priority Logic: Critical path items (BID buy-in) unlock the supply side. Concierge MVP validates the core "coalition" thesis before coding.

4. 8-Week Validation Sprint

Weeks 1-2: Supply Side

  • Interview 10 BID Directors
  • Secure 1 LOI (Letter of Intent)
  • Recruit 5 Pilot Merchants
  • Setup Concierge Tools (Sheets/Forms)
Deliverable: 1 Pilot Neighborhood Locked

Weeks 3-4: Demand Test

  • Launch Concierge MVP in 5 stores
  • Run Geo-fenced Ads ($300)
  • Observe checkout friction
  • Merchant feedback loops
Deliverable: 200 Consumer Signups

Weeks 5-6: Economics

  • Analyze Redemption Data
  • Run Cross-Redemption Promo
  • Survey Merchants on Pricing
  • Calculate Pilot ROI
Deliverable: Pricing Model Validated

Weeks 7-8: Decision

  • Compile Data & Metrics
  • Go/No-Go Meeting
  • Present Term Sheet to Merchants
  • Plan Engineering Sprint
Deliverable: Build Decision

5. Minimum Success Criteria

Merchant Enrollment (Pilot) Target: 5 Stores
Consumer Adoption Rate Target: >40% of customers
Merchant NPS Target: >30
Checkout Friction Target: <5 sec increase
Go Decision: Must meet 3/4 Critical metrics (Enrollment, Adoption, NPS).

6. Pivot Triggers

Trigger: BIDs Won't Partner

If 0 BIDs sign LOI after 20 interviews.

Action: Pivot to direct-to-merchant sales (higher churn) or pivot to "Franchise" model (selling to franchisees).

Trigger: High Checkout Friction

If line wait increases >10s or staff refuse to use it.

Action: Pivot to NFC/Card-tap hardware (increase cost/hardware requirement) or pivot to "Receipt Scan" (post-purchase).

Trigger: Consumers Won't Switch Apps

If signup rate is <10% of foot traffic.

Action: Pivot to SMS-based loyalty (no app) or pivot to B2B only (marketing data platform for merchants).

Trigger: Low Cross-Redemption

If <5% of points are spent at non-earning merchants.

Action: The coalition value prop fails. Pivot to standalone white-label loyalty provider.

7. Experiment Documentation Template

## Experiment: [Name]
Date: [Start - End]
Hypothesis Tested: #X

### Setup
- What we did: [Brief description]
- Sample size: [N]
- Tools used: [e.g., Google Forms, Typeform]
- Cost incurred: [$]

### Results
| Metric | Target | Actual | Pass/Fail |
|--------|--------|--------|-----------|
| [Metric 1] | [Value] | [Value] | [Status] |

### Key Learnings
- Insight #1: [Surprising finding]
- Insight #2: [Confirmation of assumption]

### Next Steps
- [Proceed to next experiment / Pivot / Kill]