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2 strategies and tactics for Business Advisor

What is a Business Advisor strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Business Advisor strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

You can copy these examples into your preferred app, or alternatively, use Tability to stay accountable.

Building your own Business Advisor 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.

Business Advisor strategy examples

You'll find below a list of Business Advisor tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for growing telecom managed services in Middle East and Africa

  • ⛳️ Strategy 1: Establish regional partnerships

    • Identify key regional telecom players and potential partners
    • Develop partnership proposals highlighting mutual benefits
    • Attend regional telecom conferences to network with potential partners
    • Offer pilot programmes to demonstrate service capabilities
    • Secure local business advisors to navigate regulatory landscapes
    • Sign memorandums of understanding with selected partners
    • Create joint marketing campaigns with partners
    • Develop shared service models with regional partners
    • Utilise partner networks to identify sales leads
    • Continually review and strengthen partnership agreements

  • ⛳️ Strategy 2: Enhance service offerings

    • Conduct market research to understand regional needs and preferences
    • Tailor service packages specific to Middle East and Africa markets
    • Invest in latest technologies to enhance service delivery
    • Introduce flexible pricing models to cater to different market segments
    • Offer multilingual support services
    • Provide extensive training programs for local staff
    • Launch a user-friendly online service portal
    • Establish a 24/7 regional customer service centre
    • Regularly update service offerings based on customer feedback
    • Create case studies showcasing service success

  • ⛳️ Strategy 3: Implement targeted marketing campaigns

    • Identify target demographics within the Middle East and Africa
    • Develop culturally relevant marketing materials
    • Utilise digital advertising platforms like Google Ads and social media
    • Engage in influencer marketing with regional telecom experts
    • Host webinars and virtual events to showcase services
    • Leverage local media outlets for press releases and interviews
    • Implement email marketing campaigns focused on benefits and success stories
    • Use search engine optimisation to drive website traffic
    • Offer promotional discounts or free trials to new customers
    • Monitor campaign performance and adjust strategies accordingly
regional-partnershipstailored-servicesbusiness-advisormarketermarketing-teamcustomer-service-team
Implement these strategies

Strategies and tactics for reducing the email traffic to partner financial advisers on newsletters

  • ⛳️ Strategy 1: Consolidate newsletters

    • Assess the current number of newsletters being sent to identify overlap
    • Create a unified schedule for sending consolidated newsletters
    • Design a single comprehensive newsletter template
    • Classify information into sections to make it easier to navigate
    • Develop a content calendar to streamline topics and avoid repetition
    • Coordinate with all departments to include their updates in the consolidated newsletter
    • Test the consolidated newsletter format with a small group of advisers and gather feedback
    • Adjust the frequency of the consolidated newsletter based on adviser feedback
    • Train the communications team on the new process for submitting content
    • Monitor open rates and engagement to ensure the consolidated newsletters are effective

  • ⛳️ Strategy 2: Segment the audience

    • Analyse the types of advisers and their specific information needs
    • Create distinct mailing lists for different adviser segments
    • Categorise newsletters content based on relevance to each segment
    • Utilise email marketing software to automate segmented mailing
    • Develop personalised content for each adviser segment
    • Send a survey to advisers to ask about their content preferences
    • Adjust the frequency of newsletters based on segment preferences
    • Create specific sections within newsletters targeted to each segment
    • Monitor the performance of segmented emails to refine targeting
    • Communicate the reduced and segmented approach to advisers to set expectations

  • ⛳️ Strategy 3: Utilise an online portal

    • Develop an online portal where advisers can access newsletter content at their convenience
    • Upload all past and current newsletters to the portal
    • Categorise information within the portal for easy navigation
    • Send monthly summary emails directing advisers to the portal
    • Implement a notification system to alert advisers of new content on the portal
    • Survey advisers to gather feedback on the portal’s usability
    • Offer training or tutorials on how to use the portal
    • Monitor the usage and activity on the portal to gauge its effectiveness
    • Regularly update the portal with fresh and relevant content
    • Encourage advisers to set preferences for email updates from the portal
email-traffic-reductionnewsletter-consolidationcommunications-managerfinancial-advisorcommunications-teamit-team
Implement these strategies

Executing your Business Advisor strategies

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

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

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

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

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:

Need more? Turn objectives into results with Tability AI

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✔ Create complete OKRs and SMART goals in seconds using AI

✔ Keep yourself accountable with weekly reminders

✔ Stop wasting time on planning and reporting

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