Plan a milestone series
3 min
The Milestone Series Worksheet is a helpful tool to map out your ambassador program and keep everything organized. It helps you figure out how many points ambassadors can earn from campaigns, actions, and referrals, so you can build out clear tiers, set up rewards, and estimate how long it will take for ambassadors to level up. This makes it easy to balance engagement, budgeting, and incentives.
Use the link below to make a copy for yourself!:
Step-by-step instructions
Set up general parameters in step 1
- Define the point values for completing campaigns:
- Specify how many points ambassadors will receive per campaign.
- Determine the number of campaigns planned per month.
- Set the point values for actions:
- Specify the average points for completing an action.
- Determine the average number of actions planned per month.
- Configure referral points:
- Use a fixed value (e.g., one referral equals five points).
- Alternatively, use a percentage of sale (e.g., 10% back in points per referral).
Define milestones in step 2
- Set up milestone tiers in the first column:
- Increase or decrease the number of tiers as needed.
- Assign a point value for each tier.
- Establish reward costs:
- Determine the cost to fulfill the reward for each tier.
- Specify the typical value of each reward.
- Review the total costs:
- Examine the reward cost per ambassador.
- Check the average value received by ambassadors completing all milestones.
Analyze the timeline in step 3
- Observe the estimated timeline for ambassadors progressing through the milestone series based on the defined parameters.
- Adjust milestone point values to see how changes affect the timeline:
- Decrease point requirements to shorten the timeline.
- Increase point requirements to extend the timeline.
- Use the timeline as a gauge to ensure balanced point distribution, aiming for optimal engagement without overwhelming or under-rewarding ambassadors.
Need help?
If you need any additional assistance with with your Roster account, feel free to contact our support team at [email protected]. We're here to help!