2 strategies and tactics for Client Support

What is a Client Support 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 Support 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.

Building your own Client Support 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 Support strategy examples

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

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
Implement these strategies

Strategies and tactics for recruiting agency and virtual assistant service provider growth

  • ⛳️ Strategy 1: Expand client base

    • Identify key industries that require recruiting and virtual assistant services
    • Create a targeted marketing campaign for each key industry
    • Attend industry-specific networking events and trade shows
    • Develop partnerships with industry influencers and organisations
    • Offer free webinars or workshops to showcase expertise
    • Utilise social media platforms to connect with potential clients
    • Implement a referral program to encourage word-of-mouth marketing
    • Develop case studies and testimonials from satisfied clients
    • Optimise website for search engines to attract organic traffic
    • Invest in paid advertising targeting specific industries

  • ⛳️ Strategy 2: Improve service offerings

    • Regularly survey clients to understand their needs and pain points
    • Expand the range of services offered to meet client demands
    • Invest in training and development for virtual assistants and recruiters
    • Utilise the latest technology and software to improve efficiency
    • Develop customised service packages for different client segments
    • Offer flexible pricing models to accommodate different budgets
    • Implement a quality assurance process to ensure high service standards
    • Create a knowledge base to help virtual assistants stay updated
    • Regularly update service offerings based on market trends
    • Collect and analyse feedback to continuously improve services

  • ⛳️ Strategy 3: Enhance brand visibility

    • Develop a content marketing strategy to share valuable insights
    • Create a blog with regular posts related to recruiting and virtual assistance
    • Guest post on relevant industry blogs and websites
    • Produce and share client success stories on multiple platforms
    • Engage with audiences on social media through regular posts and interactions
    • Develop a strong LinkedIn presence to connect with professionals
    • Participate in online forums and groups related to your industry
    • Create and distribute a monthly newsletter with industry updates
    • Leverage video marketing to demonstrate services and expertise
    • Host virtual events to engage with potential and existing clients
client-baseservice-offeringsrecruitervirtual-assistantmarketing-teamcustomer-support-team
Implement these strategies

Executing your Client Support strategies

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.

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:

What's next? Try Tability's goal-setting AI

You can create an iterate on your OKRs using Tability's unique goal-setting AI.

Watch the demo below, then hop on the platform for a free trial.

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