Turning Staff Performance Data into a 21% Enrollment Lift
A large multi-store jewellery brand in Mumbai wanted to boost participation and retention in their Gold Savings Scheme, but had no visibility into scheme health, customer behavior, or staff performance.
Where things stood
Participation rates were lower than expected and targets weren't being met.
Leadership had no visibility into customer behavior and demographics, or which staff were effectively promoting the scheme.
Dormant accounts went unnoticed, with no mechanism to catch and prevent drop-offs early.
There was no structured reporting system to track scheme success or optimize marketing efforts.
What we built
We integrated transaction data from the Gold Savings Scheme to identify customer segments, adoption trends, and buying behavior.
We designed a real-time dashboard tracking enrollments, scheme progress, customer demographics, and staff performance.
How it works
We recommended insights-driven outreach campaigns to encourage scheme continuity and reduce drop-offs after partial payments, and helped the client replicate the behaviors of high-performing staff across the wider team.
What we'd do again
Replicating the behaviors of top-performing staff, rather than mandating generic new processes, proved to be the fastest lever for improving enrollment.
Want the full picture?
We're happy to walk through the details, numbers, and trade-offs directly.