"Launch a loyalty pilot before inviting every customer"
"Source","https://bluefinchadvisors.com/blog/loyalty-launch-pilot-front-desk-checklist"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Pilot step","Expected behavior","Observed result","Terms or permission evidence","Issue owner","Ready for wider launch","Missing required fields"
"Optional enrollment","Clear separate consent","Not tested","Form-v1","Owner","No","None"

"Use this worksheet"
"Starting values are fictional examples, not customer records."
"Keep confidential evidence in your approved business systems. Record only a reference here."
"Complete each row from observed evidence. A completed worksheet does not certify legal compliance or provider compatibility."
"Export your CSV to approved storage before leaving this page."

"Sources"
"FTC: commercial email requirements","https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business"
"BlueFinch: customer loyalty","https://bluefinchadvisors.com/toolbox/customer-loyalty"