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10 strategies and tactics for Client Engagement

What is Client Engagement strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Identifying the optimal Client Engagement strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

Feel free to copy these examples into your favorite application, or leverage Tability to maintain accountability.

How to write your own Client Engagement strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Client Engagement strategy examples

You will find in the next section many different Client Engagement tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for defining targets for project management success

  • ⛳️ Strategy 1: Set clear project goals and expectations

    • Identify and document clear project objectives with the client
    • Set specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Establish key performance indicators (KPIs) to measure project success
    • Develop a comprehensive project timeline with milestones
    • Create a detailed project plan outlining tasks, resources, and responsibilities
    • Communicate project goals and timeline to all stakeholders
    • Establish a regular reporting schedule with stakeholders
    • Define a change management process to handle modifications
    • Regularly review and update project goals and timelines as needed
    • Collect client feedback regularly to ensure alignment with expectations

  • ⛳️ Strategy 2: Enhance internal coordination and communication

    • Set up a cross-functional team with clear roles and responsibilities
    • Schedule regular team meetings to review project progress
    • Implement collaboration tools for effective communication
    • Develop a risk management plan to anticipate potential issues
    • Encourage open feedback and idea exchange among team members
    • Assign a dedicated coordinator to manage project documentation
    • Utilise project management software for task tracking and updates
    • Conduct regular training sessions for team skill enhancement
    • Ensure team members are clear about client requirements
    • Monitor team performance and allocate resources as required

  • ⛳️ Strategy 3: Focus on proactive client engagement

    • Schedule kick-off meeting to align on client expectations
    • Maintain regular communication with the client through updates
    • Provide ongoing project status reports to the client
    • Involve the client in key decision-making processes
    • Set up a feedback mechanism for client input and suggestions
    • Ensure transparency in project progress and challenges faced
    • Address client concerns promptly to build trust
    • Offer solutions and alternatives to minimize change requests
    • Conduct project reviews with clients at regular intervals
    • Celebrate project milestones with clients to maintain engagement
clear-goalsclient-engagementproject-managerclient-coordinatorit-development-teamproject-management-team
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Strategies and tactics for establishing Atlantis Holidays as a Premier Luxury Travel Brand

  • ⛳️ Strategy 1: Develop a multi-channel digital marketing approach

    • Create engaging Instagram and TikTok Reels that showcase luxury destinations and unique travel experiences
    • Partner with luxury travel influencers to promote Atlantis as a 'Travel Designer'
    • Design and launch paid advertising campaigns on Google and Facebook targeting luxury travel keywords
    • Develop SEO-driven blog content about 'Top Luxury Destinations in 2025'
    • Create a retargeting campaign on Facebook and Google to re-engage visitors who did not convert
    • Utilise AI-powered chatbots on the website to assist and guide visitors
    • Track engagement rates on Instagram and TikTok, ensuring optimisation over time
    • Measure website traffic and lead generation from all paid ad efforts
    • Continually optimise marketing efforts based on analytics data
    • Regularly review the booking conversion rate from digital campaigns to refine strategies

  • ⛳️ Strategy 2: Engage in influencer and user-generated content collaborations

    • Identify and collaborate with health and wellness influencers to promote spa retreats and yoga resorts
    • Draft SEO content focusing on 'Luxury Wellness Retreats' and 'Best Medical Tourism Packages'
    • Launch targeted LinkedIn and Facebook ads geared towards health-conscious professionals
    • Establish partnerships with health clinics and wellness brands for joint marketing initiatives
    • Implement a tracking system to gauge wellness package inquiries
    • Monitor the Click-Through Rate (CTR) for targeted ad campaigns
    • Leverage social media to display user-generated content showcasing positive client experiences
    • Foster relationships with influencers to promote long-term brand loyalty
    • Educate influencer partners about brand values and luxury offerings
    • Evaluate conversion rates from clinic referrals and adjust collaborations accordingly

  • ⛳️ Strategy 3: Strengthen corporate travel and MICE market presence

    • Enhance LinkedIn marketing efforts with direct outreach to corporate decision-makers
    • Produce case studies highlighting successful events, such as those with the Sharjah Women Council
    • Build an affiliate program designed for travel and event companies to drive B2B referrals
    • Utilise email marketing and retargeting ads to nurture B2B leads
    • Establish automation processes for efficient lead management and conversion tracking
    • Develop metrics for tracking new B2B partnerships
    • Regularly assess inquiry and conversion data from LinkedIn ad campaigns
    • Analyse the return on investment (ROI) from corporate events hosted
    • Host webinars with potential corporate clients to showcase offerings
    • Foster long-term relationships with key stakeholders within the corporate travel sector
influencer-marketingluxury-traveldigital-marketerinfluencer-managermarketing-teamcontent-creation-team
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Strategies and tactics for understanding the business model, barriers, and client targets in line with the economy of functionality and cooperation

  • ⛳️ Strategy 1: Conduct comprehensive market research

    • Identify existing market trends and demands within the economy of functionality and cooperation
    • Analyse competing businesses that leverage similar economic models
    • Survey clients to understand their needs and preferences related to functionality and cooperation
    • Examine internal data to identify current strengths and weaknesses
    • Assess external opportunities and threats in the market
    • Compile data into an actionable insights report
    • Review the insights report with key stakeholders
    • Develop hypotheses on potential strategic adjustments
    • Test these hypotheses through limited pilot programmes
    • Adjust the strategy based on pilot feedback

  • ⛳️ Strategy 2: Redefine the business model

    • Evaluate the current business model for alignment with functionality and cooperation principles
    • Identify areas within the current model that need enhancement
    • Engage with economists specialising in functional economies for insights
    • Brainstorm innovative revenue streams and value propositions
    • Map out a new business model framework
    • Discuss the new framework with senior management and key stakeholders
    • Secure buy-in and support for changes from all levels of the organisation
    • Develop an implementation roadmap with timelines and key performance indicators
    • Conduct staff training sessions on the new business model
    • Monitor and adjust the model based on real-time feedback and results

  • ⛳️ Strategy 3: Target and engage a new client base

    • Define ideal client profiles based on functional economy principles
    • Create targeted marketing campaigns focused on cooperation and value delivery
    • Leverage partnerships with organisations sharing similar values
    • Utilise social media and digital platforms to reach a broader audience
    • Host webinars and live events to educate potential clients
    • Offer introductory pricing or trial periods to entice new customers
    • Collect feedback from new clients to understand their pain points
    • Adjust marketing and service offerings based on feedback
    • Measure success through client acquisition and retention metrics
    • Refine client targeting continuously based on market and feedback analysis
market-researchclient-engagementeconomistmarketing-strategistmarketing-teamresearch-and-development-team
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Strategies and tactics for positioning Ad Spark as a Marketing Agency for Quality Leads

  • ⛳️ Strategy 1: Analyse the competition

    • Identify and list top competitors in the marketing agency industry
    • Examine the services and offers provided by competitors
    • Evaluate competitors' pricing models and value propositions
    • Study competitors' client base and case studies for strengths
    • Analyse competitors' online presence and digital marketing strategies
    • Research customer reviews and testimonials of competitor services
    • Identify unique selling points (USPs) of competitors
    • Assess competitors' brand positioning in the marketplace
    • Determine gaps in competitors' offerings that Ad Spark can fill
    • Create a competitor analysis report highlighting key findings

  • ⛳️ Strategy 2: Identify target audience needs

    • Conduct surveys or interviews with existing clients to gather feedback
    • Analyse customer feedback to identify common needs and challenges
    • Segment the target audience into specific demographics and industries
    • Research trends and emerging needs in target industries
    • Utilise social media and online forums to engage with potential clients
    • Evaluate industry reports and statistics for market insights
    • Identify pain points that Ad Spark can address with its services
    • Develop customer personas based on gathered data
    • Tailor service offerings to align with client needs and market trends
    • Create detailed profiles of potential high-quality leads

  • ⛳️ Strategy 3: Enhance Ad Spark's unique value proposition

    • Define Ad Spark's core services and expert areas
    • Articulate Ad Spark's unique methodologies for lead generation
    • Highlight successful case studies and client outcomes
    • Create compelling brand messaging that resonates with target clients
    • Develop a content strategy to showcase expertise and industry insights
    • Enhance website and marketing materials to reflect the updated value proposition
    • Position Ad Spark's services around measurable results and ROI
    • Leverage social proof and client testimonials to build credibility
    • Organise webinars or events to demonstrate industry leadership
    • Continuously monitor market feedback to refine value proposition
competition-analysisvalue-propositionmarketing-strategistbusiness-analystmarket-research-teamclient-engagement-team
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Strategies and tactics for launching the Training Academy

  • ⛳️ Strategy 1: Develop a comprehensive profile

    • Compile a detailed professional bio
    • List credentials, certifications, and awards
    • Document training expertise areas
    • Collect and include testimonials and case studies
    • Design a professional logo and brand identity
    • Arrange a professional photoshoot
    • Publish the portfolio on the training institute's website
    • Create printed materials with the portfolio
    • Update the portfolio on social media profiles
    • Maintain the portfolio by regularly adding new testimonials and achievements

  • ⛳️ Strategy 2: Enhance online presence and engagement

    • Develop a dedicated webpage on the training institute’s website
    • Publish content regularly including articles, blog posts, and case studies
    • Optimize the website for SEO
    • Enhance LinkedIn profile and engage regularly
    • Create and manage Instagram and Facebook accounts
    • Launch a YouTube channel with training videos and webinars
    • Use targeted ads on social media
    • Implement Google Ads for increased reach
    • Gather and publish customer reviews online
    • Monitor and engage with audience feedback on social media

  • ⛳️ Strategy 3: Expand networking and build strategic partnerships

    • Schedule speaking engagements at industry events and conferences
    • Organize workshops and webinars
    • Collaborate with brands and organisations in Saudi Arabia
    • Join relevant industry associations
    • Reach out to HR professionals for potential collaborations
    • Attend industry seminars and networking events
    • Develop joint ventures with complementary training providers
    • Establish partnerships with universities and colleges
    • Engage in community events to increase visibility
    • Form alliances with international training institutes
marketingengagementtrainerhr-professionalsmarketing-teamcontent-creation-team
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Strategies and tactics for engaging and converting FMCG and Agric businesses

  • ⛳️ Strategy 1: Develop targeted marketing campaigns

    • Conduct market research to understand the specific needs and challenges of FMCG and Agric sectors
    • Create tailored marketing materials highlighting your firm's expertise and successful case studies in similar industries
    • Utilise digital marketing channels such as LinkedIn and industry-specific forums to reach decision-makers
    • Host webinars and online events addressing asset management solutions for FMCG and Agric businesses
    • Invest in SEO strategies to ensure your content ranks highly for relevant industry searches
    • Develop informative blogs and articles addressing common pain points in asset management for these sectors
    • Leverage email marketing to share success stories and industry insights with prospective clients
    • Use targeted advertising on platforms frequently used by FMCG and Agric professionals
    • Collaborate with industry influencers or thought leaders to endorse your services
    • Attend relevant industry conferences and trade shows to network and showcase your firm's expertise

  • ⛳️ Strategy 2: Build strategic partnerships

    • Identify key players and organisations within the FMCG and Agric sectors for potential partnerships
    • Create partnership proposals that demonstrate mutual benefit and alignment with partner goals
    • Engage in joint ventures or collaborations to present your asset management solutions
    • Offer co-branded content and initiatives to leverage combined market reach
    • Network with industry associations to gain credibility and access to member firms
    • Propose innovative projects with manageable risk, showcasing asset management capabilities
    • Organise co-hosted events highlighting expertise areas that address industry challenges
    • Share market insights and analytics that can inform partners' strategies
    • Facilitate cross-industry workshops to identify unmet needs and collaborative opportunities
    • Develop a referral program where current partnerships can recommend your firm to others

  • ⛳️ Strategy 3: Enhance client engagement and retention

    • Create a dedicated account team specialising in FMCG and Agric industry needs
    • Develop personalised asset management plans catered to individual business objectives
    • Implement a customer relationship management (CRM) system for seamless communication
    • Offer value-added services such as financial forecasting and risk assessment workshops
    • Conduct regular review meetings to ensure client satisfaction and address concerns
    • Send quarterly market updates and performance reports to keep clients informed
    • Provide training sessions on financial best practices to enhance client capabilities
    • Introduce a loyalty program offering discounts or perks for long-standing clients
    • Gather client feedback regularly to improve service offerings
    • Celebrate client achievements publicly through case studies or recognition initiatives
engagementconversionmarketerpartnership-managermarketing-teamclient-relationship-team
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Strategies and tactics for implementing a social media strategy for 2025

  • ⛳️ Strategy 1: Enhance brand awareness

    • Identify key social media platforms relevant to the target audience
    • Develop a consistent posting schedule to maintain regular audience engagement
    • Create branded content that highlights the fund's mission and initiatives
    • Collaborate with influencers in the energy sector to expand reach
    • Use sponsored posts to increase visibility among target demographics
    • Engage in social listening to respond to audience mentions and trends
    • Leverage topical events and holidays to create relevant content
    • Implement a hashtag strategy for more discoverability
    • Measure brand awareness with metrics such as reach and impressions
    • Adjust strategies based on quarterly brand awareness performance reviews

  • ⛳️ Strategy 2: Increase audience engagement

    • Create interactive content such as polls, quizzes, and Q&A sessions
    • Host live sessions to provide real-time interaction opportunities
    • Respond promptly to comments and messages to foster community
    • Run contests and giveaways to encourage participation
    • Utilise user-generated content to boost audience involvement
    • Craft engaging stories focusing on the impact of the fund's projects
    • Implement feedback loops through surveys and direct interactions
    • Use analytics tools to track and improve engagement rates
    • Share success stories and testimonials to connect with the audience
    • Review and revise engagement tactics quarterly to enhance results

  • ⛳️ Strategy 3: Drive website traffic and lead generation

    • Include compelling call-to-actions in social media posts
    • Share links to in-depth articles and blog posts hosted on the website
    • Promote downloadable resources such as reports or whitepapers
    • Use engaging visuals and videos to increase click-through rates
    • Set up social media ad campaigns targeting specific audience segments
    • Leverage lead generation tools like Facebook Lead Ads
    • Offer exclusive insights or previews to encourage sign-ups
    • Track website traffic sources using analytics to refine strategies
    • Collaborate with partners to co-promote content for mutual benefit
    • Evaluate lead generation KPIs monthly and adjust as necessary
social-mediaengagementsocial-media-managercontent-creatormarketing-teamanalytics-team
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Strategies and tactics for creating a Strategic Plan for Pro Waterblasting Auckland Limited

  • ⛳️ Strategy 1: Expand the Technician Team

    • Conduct a workforce analysis to determine the demand for an additional four technicians
    • Develop a recruitment plan targeting local job fairs and online job portals
    • Implement a referral programme to incentivise current employees for successful hires
    • Coordinate with recruitment agencies specializing in technical placements
    • Schedule training and certifications for all technicians, including rope access qualifications for two technicians
    • Establish an onboarding programme for new technicians to ensure quality and consistency
    • Review compensation packages to ensure competitiveness in the industry
    • Create a development and career progression plan for technicians to enhance retention
    • Conduct regular performance appraisals to identify training needs and area improvements
    • Track recruitment and onboarding progress using a gantt chart for timeline management

  • ⛳️ Strategy 2: Grow Current Client Engagement

    • Perform an analysis of current client satisfaction through surveys and direct feedback
    • Identify clients with the highest revenue and explore potential for expanding services offered
    • Develop tailored marketing campaigns for upselling additional services to current clients
    • Enhance communication frequency and transparency with clients via newsletters and progress reports
    • Organise client appreciation events to strengthen relationships and gather informal feedback
    • Create a client advisory group to provide consultation on service improvements and innovations
    • Identify and reward loyal clients through a loyalty programme
    • Introduce service packages that encourage more frequent usage and engagement
    • Schedule regular account review meetings with key clients to address their changing needs
    • Use analytics to measure engagement levels, focusing on metrics such as service frequency and revenue growth

  • ⛳️ Strategy 3: Secure Long-term Contracts with Current Clients

    • Compile a list of top existing clients to target for long-term contract discussions
    • Research and benchmark industry standards for long-term contracts and client retention
    • Develop flexible long-term contract options that appeal to different client needs and sizes
    • Offer incentives such as locked rates or service bonuses to encourage contract signings
    • Draft personalized proposals and business cases for long-term engagements with key clients
    • Engage a legal advisor to ensure all contracts are beneficial and legally sound
    • Conduct face-to-face meetings with decision-makers to discuss long-term partnership benefits
    • Utilise a CRM system to track all client interactions and follow-up activities systematically
    • Provide a dedicated account manager for each long-term client to ensure excellent service delivery
    • Measure contract success by tracking retention rate, renewal numbers, and overall client satisfaction
workforce-expansionclient-engagementtechnician-recruiteraccount-managertechnical-teamclient-relations-team
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Strategies and tactics for enhancing Denam Properties' Market Position in 2025

  • ⛳️ Strategy 1: Accelerate brand awareness

    • Deploy billboards at strategic locations in Abuja such as Maitama, Wuse, and Gwarinpa
    • Initiate geo-targeted ad campaigns on platforms like Facebook, LinkedIn, Instagram, and TikTok
    • Publish feature articles and advertisements in top local newspapers, business magazines, and inflight magazines
    • Organise high-profile networking events in partnership with popular venues
    • Initiate a monthly digital newsletter with property updates and real estate insights
    • Partner with lifestyle influencers for brand mentions and reviews
    • Collaborate on articles with recognised business and lifestyle publications
    • Produce professional video promos for social media and YouTube
    • Sponsor high-end events attended by target customers
    • Conduct surveys to gather consumer insights for more targeted messaging

  • ⛳️ Strategy 2: Enhance credibility and trust

    • Develop whitepapers on market trends and distribute through LinkedIn and the company website
    • Create video tours of completed projects with client testimonials for YouTube and social media channels
    • Ensure all communications adhere to ARCON and NESREA standards
    • Engage in thought leadership by hosting webinars or live Q&A sessions
    • Secure certifications and recognitions from relevant industry bodies
    • Develop a customer loyalty program offering exclusive benefits
    • Highlight the track record of timely delivery and quality craftsmanship in all marketing materials
    • Collaborate with well-known architects and builders as brand advocates
    • Create a press kit to distribute to media and potential partners
    • Facilitate direct dialogues with potential clients through VIP days and exclusive site visits

  • ⛳️ Strategy 3: Maximise lead generation and engagement

    • Launch interactive email campaigns with property showcases and call-to-action elements
    • Host exclusive property expos in collaboration with known influencers
    • Distribute branded merchandise at events and expos to increase brand recall
    • Partner with top real estate influencers for content creation and co-hosted virtual tours
    • Utilise CRMs like Mailchimp for segmented and personalised marketing campaigns
    • Incorporate virtual reality tours in marketing materials to engage remote clients
    • Offer personalised investment insights to prospects showing a keen interest
    • Develop cross-promotional campaigns with luxury brands
    • Collect and analyse data to constantly refine engagement tactics
    • Implement retargeting ads for website visitors showing interest in specific properties
real-estatemarketingmarketing-managerbrand-strategistadvertising-teamsales-team
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Strategies and tactics for increasing Client Exclusivity on Platform

  • ⛳️ Strategy 1: Offer exclusive benefits for full listing

    • Identify and list all potential benefits that would appeal to clients
    • Create promotional material highlighting the exclusive benefits
    • Conduct a market research to understand client motivations
    • Develop pricing strategies offering discounts for exclusive full listings
    • Train the sales team to effectively communicate the benefits
    • Host webinars to explain the advantages of exclusive listings
    • Provide success stories from current exclusive clients
    • Set up meetings with top clients to discuss exclusive listing potential
    • Offer trial periods for exclusive listing benefits
    • Create referral incentives for clients who bring others onboard

  • ⛳️ Strategy 2: Utilise personalised engagement approaches

    • Segment client database based on listing potential and past interactions
    • Develop tailored communication strategies for different client segments
    • Assign account managers to top clients for personalised service
    • Host one-on-one strategy sessions with potential exclusive clients
    • Send customised proposals to highlight platform benefits
    • Develop a feedback system to regularly assess client satisfaction
    • Create a client loyalty program focusing on exclusive listings
    • Design a newsletter with personalised content on market trends
    • Leverage social media for direct client interaction
    • Schedule regular check-ins with clients to address concerns

  • ⛳️ Strategy 3: Enhance platform features for exclusive listings

    • Identify features that are most attractive to exclusive listings
    • Form a development team to focus on feature enhancement
    • Integrate analytics tools to provide clients with data insights
    • Create an easy-to-use dashboard to manage listings
    • Test and refine the user interface for optimal client use
    • Offer training sessions on using new platform features
    • Implement a reward system for active use of new features
    • Collect and analyse performance data to showcase benefits
    • Collaborate with technology partners to enhance platform capabilities
    • Launch a marketing campaign to promote new features
exclusivityclient-engagementaccount-managersales-representativedevelopment-teammarketing-team
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How to track your Client Engagement strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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