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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 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 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 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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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 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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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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