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10 strategies and tactics for Client

What is Client 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.

Identifying the optimal Client 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 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 strategy examples

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

Strategies and tactics for optimising the marketing strategy for Insta Travel Service

  • ⛳️ Strategy 1: Enhance brand visibility

    • Revise and strengthen the brand's visual identity and messaging
    • Develop targeted brand awareness campaigns focused on key markets
    • Collaborate with local influencers and travel bloggers to enhance brand reach
    • Optimise social media profiles and increase content frequency
    • Participate in travel fairs and exhibitions to showcase offerings
    • Utilise paid media channels for strategic brand promotions
    • Ensure consistent brand experience across all customer touchpoints
    • Invest in high-quality, engaging multimedia content to elevate brand image
    • Collect and showcase customer testimonials to build trust
    • Expand digital presence through partnerships with online platforms

  • ⛳️ Strategy 2: Drive digital transformation

    • Optimise the agency's website for user experience and conversion
    • Implement an online booking system for seamless reservations
    • Enhance mobile app functionalities to include personalised travel itineraries
    • Use SEO and SEA strategies to increase online visibility
    • Create digital marketing campaigns focused on different customer segments
    • Leverage data analytics to personalise customer communications
    • Strengthen presence and engagement on social media platforms
    • Introduce loyalty programs through digital platforms
    • Train staff in digital tools to ensure fluent internal processes
    • Regularly assess digital strategy and platforms for continual improvement

  • ⛳️ Strategy 3: Expand market reach through partnerships

    • Identify and partner with local and international tour operators
    • Expand collaboration with Tunisian hotels and service providers
    • Engage with corporate clients for bespoke travel solutions
    • Develop joint promotions with airlines for package deals
    • Leverage relationships with local government and tourism boards
    • Attend international travel conferences to build partnerships
    • Formulate exclusive deals with local attractions and entertainment venues
    • Collaborate with business networks for corporate travel services
    • Create co-branded travel products with complementary businesses
    • Regularly review and adapt partnership agreements to ensure mutual benefit
digital-transformationpartnershipsmarketing-specialistdigital-strategistmarketing-teampartnership-development-team
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Strategies and tactics for implementing marketing strategies for Insta Travel Service

  • ⛳️ Strategy 1: Enhance branding and market presence

    • Revamp the agency's graphic charter to reinforce visual identity
    • Harmonise communication messages across all platforms
    • Invest in targeted brand awareness campaigns
    • Collaborate with local influencers for broader market reach
    • Participate in tourism expos and industry conferences
    • Conduct regular brand perception surveys
    • Develop content highlighting unique local expertise
    • Launch a dedicated customer testimonial campaign
    • Engage in cross-promotional partnerships with local businesses
    • Implement a loyalty program to retain existing customers

  • ⛳️ Strategy 2: Optimise digital presence and customer engagement

    • Develop a responsive and user-friendly website
    • Implement SEO and SEA strategies to increase online visibility
    • Create a mobile application for easier booking experiences
    • Launch a series of targeted social media campaigns
    • Utilise Google Ads to reach potential clients actively searching for travel solutions
    • Set up a CRM system to manage customer data and interactions effectively
    • Offer exclusive digital-only promotions to drive online bookings
    • Create educational content like blogs and videos on local culture and attractions
    • Engage with customers through regular newsletters
    • Monitor digital metrics regularly and adjust strategies accordingly

  • ⛳️ Strategy 3: Expand and personalise service offerings

    • Design custom packages for corporate events and team-building activities
    • Create family-focused travel packages with tailored activities
    • Launch romantic getaway packages targeting couples
    • Introduce sustainable tourism options for eco-conscious travellers
    • Partner with local businesses to offer unique, tailored experiences
    • Conduct market research to continuously identify emerging travel trends
    • Enhance customer feedback mechanisms to refine offerings
    • Develop a flexible pricing model with early booking discounts
    • Implement a referral program to encourage word-of-mouth promotion
    • Train staff to provide a consistently high level of personalised service
brandingdigital-presencemarketing-managersocial-media-strategistmarketing-teamcustomer-service-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 expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
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Strategies and tactics for strengthening relationships with an agency partner

  • ⛳️ Strategy 1: Enhance communication protocols

    • Establish regular weekly meetings with agency partner
    • Create a shared communication platform like Slack for transparent interactions
    • Set clear guidelines for email and message responses within 24 hours
    • Organise monthly video conferences for detailed project updates
    • Implement a feedback loop to address concerns in real-time
    • Schedule quarterly review sessions to evaluate communication effectiveness
    • Create a newsletter summarizing key updates and highlights
    • Develop a crisis communication plan for urgent matters
    • Set up regular touchpoints to verify alignment with agency objectives
    • Conduct annual training sessions on effective communication for teams

  • ⛳️ Strategy 2: Understand client needs deeply

    • Conduct a thorough initial needs assessment with the client
    • Hold quarterly meetings to review and update client needs and goals
    • Develop a client satisfaction survey and distribute it quarterly
    • Set up a dedicated client feedback portal
    • Implement bi-monthly check-ins focused on client-specific issues
    • Create personalised client roadmaps based on their business objectives
    • Introduce a client advisory board for continuous feedback
    • Review and analyse client feedback to identify patterns
    • Incorporate client needs into strategic planning sessions
    • Hold annual workshops with clients to co-create solutions

  • ⛳️ Strategy 3: Ensure satisfactory service delivery

    • Establish clear performance metrics and KPIs for service delivery
    • Align quarterly goals with client expectations and agency capabilities
    • Conduct regular internal reviews to monitor service performance
    • Hold weekly check-in meetings with Client Account Managers
    • Implement a structured onboarding process for new clients
    • Utilise project management tools for tracking deliverables
    • Develop a service escalation plan for resolving issues promptly
    • Conduct bi-annual audits to assess service quality
    • Set up an internal reward system for employees meeting service standards
    • Host quarterly brainstorming sessions with team members for service improvement ideas
communicationclient-satisfactionclient-account-managerproject-managercommunication-teamservice-delivery-team
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Strategies and tactics for managing and strengthening relationships with an agency partner

  • ⛳️ Strategy 1: Establish clear communication protocols

    • Schedule regular check-in meetings with the agency partner
    • Create a shared communication platform for seamless information exchange
    • Set clear expectations for response times to emails and calls
    • Develop a communication protocol document and distribute it to both teams
    • Establish a point of contact for specific areas of cooperation
    • Use project management tools to track communication and tasks
    • Encourage open and transparent communication at all times
    • Implement regular feedback sessions to address communication issues
    • Develop a crisis communication plan for emergencies
    • Regularly review and update communication protocols

  • ⛳️ Strategy 2: Deeply understand client needs

    • Conduct detailed kick-off meetings to understand client needs
    • Regularly gather feedback from clients to identify shifting needs
    • Assign dedicated Account Managers to specific clients
    • Develop client profiles that outline key requirements and goals
    • Use data analytics to track client behaviour and preferences
    • Implement a client survey programme to gather insights
    • Schedule regular feedback sessions with clients
    • Create customised service packages based on client needs
    • Track industry trends to anticipate client needs
    • Foster a culture of empathy and active listening within the team

  • ⛳️ Strategy 3: Ensure satisfactory service delivery

    • Implement a service quality tracking system
    • Regularly review service delivery against client expectations
    • Ensure clear and detailed service level agreements (SLAs) are in place
    • Establish a quality assurance team to monitor service quality
    • Provide ongoing training for Account Managers on service standards
    • Set up a dedicated client support hotline
    • Conduct regular service performance reviews with the agency partner
    • Create a client satisfaction survey and act on the results
    • Develop a system for swiftly addressing service issues
    • Maintain transparent reporting on service performance to clients
communication-protocolsclient-needsaccount-managerquality-assurance-specialistclient-supportquality-assurance
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Strategies and tactics for growing digital rank web

  • ⛳️ Strategy 1: Expand service offerings

    • Conduct market research to identify in-demand digital services
    • Develop a new service category based on research findings
    • Cross-train existing staff to handle new services
    • Create packages combining existing and new services
    • Launch a targeted marketing campaign for new services
    • Host webinars or workshops to showcase new services
    • Offer introductory discounts for first-time clients
    • Gather feedback from initial clients to refine offerings
    • Monitor service performance metrics monthly
    • Adjust marketing strategy based on customer and market feedback

  • ⛳️ Strategy 2: Enhance client engagement and retention

    • Implement a robust CRM system for better client tracking
    • Develop a client onboarding process to ensure clear communication
    • Schedule regular touchpoints with clients to assess satisfaction
    • Create a client loyalty program offering exclusive benefits
    • Solicit regular feedback to address concerns promptly
    • Send out monthly newsletters to keep clients informed
    • Organise client appreciation events to build relationships
    • Offer training sessions that clients can benefit from
    • Monitor client retention rates quarterly
    • Identify and address common reasons for client churn

  • ⛳️ Strategy 3: Strengthen online presence and brand authority

    • Optimise the company website for search engines
    • Create a content strategy focusing on SEO and industry trends
    • Regularly publish blogs and articles to establish thought leadership
    • Engage with industry leaders and influencers on social media
    • Utilise social media ads to reach new audiences
    • Leverage successful client case studies in digital campaigns
    • Host and participate in online forums and panels
    • Develop a series of educational videos for digital platforms
    • Measure website traffic and engagement monthly
    • Adjust strategies based on website analytics and social metrics
marketing-expansionclient-retentionmarketing-managerclient-relations-specialistmarketing-teamclient-success-team
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Strategies and tactics for enhancing client outreach efforts

  • ⛳️ Strategy 1: Identify and target the right audience

    • Conduct market research to understand industry trends
    • Define the ideal customer profile based on business offerings
    • Create a detailed list of potential clients in the target market
    • Utilise social media to identify active groups and forums
    • Participate in industry-related webinars and online events
    • Sign up for industry newsletters to stay updated on potential clients
    • Use LinkedIn Sales Navigator for advanced search options
    • Analyse competitors' client base for potential leads
    • Set up tracking to monitor engagement on outreach campaigns
    • Adjust targeting criteria based on campaign performance metrics

  • ⛳️ Strategy 2: Send personalised communications

    • Research each potential client to understand their needs
    • Address each recipient by name in communications
    • Craft a unique value proposition for each outreach message
    • Include specific examples of similar work completed
    • Utilise storytelling in emails to engage the reader
    • Set up an email campaign schedule for consistent follow-ups
    • Use tools to track email openings and engagement
    • Incorporate feedback from previous communications to improve
    • Offer a complimentary consultation in the message
    • Utilise templates while ensuring a personalised touch

  • ⛳️ Strategy 3: Build trust through showcasing expertise

    • Create mock projects that are relevant to the target industry
    • Share case studies and success stories from previous work
    • Develop a portfolio showcasing a variety of skills and services
    • Produce high-quality content such as articles or blogs
    • Engage in speaking opportunities, such as webinars
    • Offer free resources or toolkits to demonstrate expertise
    • Ask satisfied clients for testimonials and referrals
    • Highlight any awards or certifications received
    • Engage with potential clients via social media platforms
    • Provide regular updates of work and achievements
client-outreachpersonalized-communicationmarketing-strategistclient-relations-specialistmarketing-teamsales-team
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Strategies and tactics for integrating Activities for a Legacy of Faith and Impact

  • ⛳️ Strategy 1: Build a unified organisational structure

    • Define roles and responsibilities across all entities under Baruka Jethro Inc.
    • Create a clear communication plan for seamless interaction between divisions
    • Establish key performance indicators for each division to track progress
    • Implement regular inter-division meetings to promote knowledge sharing
    • Develop a shared vision and mission statement for Baruka Jethro Inc.
    • Utilise shared resources to optimise efficiency across divisions
    • Create an organisational chart to visualise the interconnected structure
    • Allocate budget for shared technology infrastructure and operational tools
    • Implement a centralised digital platform for collaboration and project management
    • Schedule quarterly reviews to evaluate integration progress and adjust strategies as needed

  • ⛳️ Strategy 2: Strengthen family and organisational bonds

    • Initiate weekly Bible studies and family night activities
    • Establish a digital communication platform for family updates and collaboration
    • Organise quarterly family meetings to discuss family business and shared goals
    • Develop a family mission statement and core values document
    • Create a family investment trust to consolidate and expand resources
    • Launch pilot projects for family business expansions, leveraging existing resources
    • Ensure children are involved in family business discussions and learning activities
    • Plan family retreats focused on spiritual growth and bonding
    • Build language and technology proficiency with designated family learning tools
    • Implement a family calendar for shared activities and personal growth tracking

  • ⛳️ Strategy 3: Leverage digital platforms and global networks

    • Expand the digital presence of Elmeleckraah Ministry through social media
    • Partner with global ministries to organise international evangelisation campaigns
    • Utilise digital tools for managing and expanding Guardian Wings Foundation programmes
    • Host webinars and online workshops to attract consulting clients internationally
    • Network with international organisations for potential consulting projects
    • Develop an investment platform for Azjeet to showcase innovative approaches
    • Utilise data-driven approaches to attract donors and partners for GWF
    • Engage with blockchain innovators for potential partnerships with Azjeet
    • Strengthen global branding efforts with a focus on interconnectedness
    • Implement digital impact tracking for donor engagement in GWF
organisational-synergydigital-transformationproject-managercommunications-officerfamily-engagement-teamdigital-strategy-team
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Strategies and tactics for expanding into high-end client market

  • ⛳️ Strategy 1: Enhance branding and market positioning

    • Redesign the company logo and branding materials to reflect luxury and sophistication
    • Develop a comprehensive brand story that highlights fifty years of excellence and expertise
    • Engage a PR firm to generate media coverage in high-end industry publications
    • Revamp the company website to cater specifically to high-end clients, featuring detailed project case studies
    • Implement SEO strategies focusing on keywords like luxury construction, high-end builds, and bespoke design
    • Create a visual portfolio showcasing previous high-end projects to use in client meetings and social media
    • Develop a series of client testimonials and success stories from high-end projects
    • Attend and sponsor exclusive industry events and tradeshows to increase brand visibility
    • Establish partnerships with luxury real estate agencies and architects
    • Execute a targeted advertising campaign in luxury lifestyle magazines and platforms

  • ⛳️ Strategy 2: Improve client relationship management

    • Develop a CRM strategy tailored to high-end clients, focusing on personalisation and exclusivity
    • Train staff in high-touch customer service principles to cater to luxury client expectations
    • Implement a referral programme incentivising high-end clients to recommend services
    • Host exclusive events or private viewings of completed projects for VIP clients
    • Create a feedback loop with high-end clients to continually improve services
    • Assign dedicated project managers to high-end clients to ensure bespoke service
    • Gather insights from client surveys to adapt services to fit high-end market needs
    • Establish a loyalty programme offering curated perks and benefits for repeat high-end clients
    • Utilise high-tech tools and apps to offer high-end clients real-time project updates
    • Set up a luxurious client welcome package for new high-end clients

  • ⛳️ Strategy 3: Expand service offerings and expertise

    • Research current trends in luxury construction to diversify service offerings
    • Invest in professional development trainings for staff in high-end construction techniques
    • Develop speciality teams focusing on areas like smart home technologies and eco-friendly design options
    • Create exclusive partnerships with premium suppliers and brands
    • Offer design and architectural consultancy services alongside construction services
    • Launch a heritage-inspired bespoke custom build service for historic renovations
    • Promote sustainability by offering green building certifications and eco-friendly materials
    • Incorporate the latest technology and innovation within construction processes
    • Form a distinguished advisory board with industry experts to steer high-end project execution
    • Document and benchmark new services to evaluate market response and adjust accordingly
luxury-brandingclient-relationshipproject-managercustomer-service-representativemarketing-teamsales-team
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How to track your Client 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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