Discover Tability: the AI platform that turns OKRs into results | Learn more →

10 strategies and tactics for Customer Engagement

What is Customer Engagement 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.

Crafting the perfect Customer Engagement strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Customer 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.

Customer Engagement strategy examples

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

Strategies and tactics for developing customer strategy for tea shop in Riyadh, Saudi Arabia

  • ⛳️ Strategy 1: Enhance customer experience

    • Train staff on customer service excellence
    • Set up a comfortable and inviting seating area
    • Introduce loyalty programmes with discounts and rewards
    • Offer free Wi-Fi and charging stations
    • Curate a diverse menu of premium teas
    • Provide samples of new tea varieties
    • Regularly host customer feedback sessions
    • Create a clean and aesthetically pleasing environment
    • Implement a customer complaint resolution system
    • Organise themed events and tea-tasting sessions

  • ⛳️ Strategy 2: Boost online presence

    • Develop a user-friendly website with online ordering
    • Engage with customers on social media platforms
    • Run targeted social media campaigns and ads
    • Collaborate with local influencers for promotions
    • Introduce an email newsletter for promotions and updates
    • Encourage customers to leave reviews on Google and other review sites
    • Post regular content related to tea culture and health benefits
    • Offer special discounts for online orders
    • Utilise online analytics to track customer behaviour
    • Create and maintain a blog with tea recipes and stories

  • ⛳️ Strategy 3: Expand customer base

    • Partner with local businesses for cross-promotions
    • Set up a booth at local events and fairs
    • Offer catering services for corporate and private events
    • Introduce limited-time offers and seasonal specials
    • Implement a referral programme with incentives
    • Encourage group bookings with special packages
    • Collaborate with local hotels and tourism agencies
    • Offer tea workshops and educational sessions
    • Distribute flyers and brochures in strategic locations
    • Host customer appreciation days with special perks
customer-engagementsalescustomer-service-staffmarketing-managercustomer-service-teammarketing-team
Implement these strategies

Strategies and tactics for generating local painting leads

  • ⛳️ Strategy 1: Enhance online presence

    • Create a professional website showcasing previous work
    • Optimise the website for SEO with local keywords
    • Set up a Google My Business profile
    • Encourage satisfied customers to leave positive reviews on Google
    • Post regularly on social media platforms (Facebook, Instagram)
    • Utilise Facebook Ads targeted at your local area
    • Join local online forums and community groups
    • Create blog content related to painting tips and home improvement
    • Collaborate with local influencers for promotions
    • Ensure mobile-friendliness of your website

  • ⛳️ Strategy 2: Engage with the local community

    • Attend local fairs and trade shows to network
    • Offer free painting workshops or demos at community centres
    • Sponsor local events to gain visibility
    • Partner with local hardware stores for mutual promotions
    • Distribute flyers and brochures in local neighbourhoods
    • Place ads in local newspapers and magazines
    • Host a neighbourhood painting contest
    • Collaborate with local interior designers and real estate agents
    • Create a referral programme for current customers
    • Join local business associations and networks

  • ⛳️ Strategy 3: Provide exceptional customer experiences

    • Offer free consultations and estimates
    • Provide detailed and transparent pricing
    • Use high-quality materials and professional techniques
    • Ensure timely project completion
    • Follow up with customers after project completion
    • Implement a satisfaction guarantee policy
    • Train staff on exceptional customer service
    • Use customer feedback to continually improve services
    • Create a loyalty programme for repeat customers
    • Send personalised thank-you notes to clients
local-marketingcustomer-engagementmarketing-strategistcommunity-liaisonmarketing-teamcustomer-service-team
Implement these strategies

Strategies and tactics for recovering Sales

  • ⛳️ Strategy 1: Identify and target your key customer segments

    • Conduct market research to identify key customer segments
    • Analyse current sales data to find top-performing customer groups
    • Create detailed customer personas for these segments
    • Develop targeted marketing messages tailored to these segments
    • Allocate marketing budget towards these key segments
    • Organise focus groups or interviews to gather feedback from these segments
    • Refine products or services based on customer feedback
    • Engage with these segments on their preferred social media platforms
    • Offer exclusive deals or discounts to these customer groups
    • Monitor performance and adjust strategy accordingly based on sales data

  • ⛳️ Strategy 2: Enhance online presence and digital marketing efforts

    • Revamp the website for better user experience and conversion optimisation
    • Optimise website for search engines with updated SEO practices
    • Increase online advertising spend on platforms that reach your audience
    • Develop engaging content that addresses customer needs and interests
    • Implement retargeting campaigns to reach previous website visitors
    • Leverage email marketing with personalised and automated campaigns
    • Use social media analytics to target ads effectively
    • Host virtual events or webinars to showcase products
    • Collaborate with influencers or bloggers to boost brand visibility
    • Track digital marketing KPIs to refine and improve strategies

  • ⛳️ Strategy 3: Improve product offerings and customer experience

    • Conduct a competitor analysis to benchmark product features
    • Solicit feedback from recent customers on product and service improvements
    • Enhance after-sales support with quick response systems
    • Implement loyalty programs to reward repeat customers
    • Offer bundled products or services at a discounted rate
    • Train sales staff on delivering exceptional customer service
    • Introduce new product versions or services to meet market demands
    • Simplify the purchase process to increase conversion rates
    • Ensure stock availability and timely delivery to avoid customer dissatisfaction
    • Measure customer satisfaction regularly and act on insights
customer-engagementdigital-marketingmarketing-managersales-analystproduct-development-teamdigital-marketing-team
Implement these strategies

Strategies and tactics for increasing sales revenue

  • ⛳️ Strategy 1: Enhance customer engagement

    • Implement a customer loyalty programme to encourage repeat purchases
    • Utilise social media platforms to engage with customers and promote products
    • Conduct regular customer feedback surveys to identify areas for improvement
    • Organise interactive webinars to showcase product benefits and features
    • Develop a content marketing strategy that addresses customer pain points
    • Offer special promotions or discounts to loyal customers
    • Optimise email marketing campaigns with personalised content
    • Increase visibility of customer testimonials through multiple channels
    • Respond promptly to customer inquiries and provide excellent support
    • Create a community forum for customers to share experiences and tips

  • ⛳️ Strategy 2: Expand product offerings

    • Conduct market research to identify potential product lines
    • Analyse customer purchase data to discern unmet needs
    • Collaborate with suppliers to introduce new product variations
    • Use pilot programmes to test new products in select markets
    • Seek customer feedback on potential new offerings before full launch
    • Monitor competitor offerings and fill gaps in product lineup
    • Develop partnerships to co-brand or create joint offerings
    • Roll out limited edition products to create urgency
    • Increase R&D focus to innovate and develop unique products
    • Expand digital features or services that complement existing products

  • ⛳️ Strategy 3: Optimise sales channels

    • Evaluate the effectiveness of current sales channels and identify improvements
    • Train sales staff on upselling and cross-selling techniques
    • Increase investment in online advertising to drive eCommerce revenue
    • Optimise SEO strategies to improve organic traffic to online stores
    • Implement a customer referral programme to encourage organic growth
    • Utilise data analytics to refine target audience segments
    • Expand international sales channels to tap into new markets
    • Assess and improve the user experience for online sales platforms
    • Host virtual events to showcase products and boost online engagement
    • Streamline logistics and fulfillment for faster delivery and satisfaction
customer-engagementproduct-expansionsales-managermarketing-strategistsales-teamresearch-and-development-team
Implement these strategies

Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
Implement these strategies

Strategies and tactics for launching a new feature on homepage for inspirational storytelling

  • ⛳️ Strategy 1: Develop compelling content

    • Identify key storytelling themes aligned with the brand's values
    • Collaborate with top brand partners to create engaging stories
    • Hire freelance writers or content creators with expertise in storytelling
    • Develop a content calendar that plans storytelling posts in advance
    • Create multimedia content like videos, podcasts, and articles
    • Use customer testimonials and case studies to build relatable stories
    • Coordinate with the design team for visually appealing layouts
    • Conduct A/B testing to find the best performing content formats
    • Optimise content for SEO to drive organic traffic
    • Regularly update and refresh stories to keep content dynamic and engaging

  • ⛳️ Strategy 2: Integrate the feature seamlessly

    • Design wireframes and prototypes for the new feature
    • Get customer feedback on the prototypes to identify any usability issues
    • Work with the development team to integrate the feature into the homepage
    • Ensure the feature is mobile-responsive and performs well on all devices
    • Include interactive elements to increase user engagement
    • Test the feature extensively in a staging environment
    • Fix any bugs or issues identified during testing
    • Launch the feature in phases to monitor performance
    • Provide a tutorial or guide to help users navigate the feature
    • Monitor analytics to track user engagement and make adjustments as needed

  • ⛳️ Strategy 3: Promote the new feature

    • Create a marketing plan that includes email, social media, and on-site promotion
    • Partner with influencers or brand ambassadors to generate buzz
    • Develop a launch campaign that highlights the benefits of the new feature
    • Use targeted ads to reach a broader audience
    • Offer exclusive content or incentives for early adopters
    • Set up a dedicated landing page explaining the feature and its benefits
    • Engage with customers on social media to promote the stories
    • Send out press releases to relevant media outlets
    • Monitor feedback and reviews to address any concerns promptly
    • Continuously promote new stories and updates to maintain interest
storytellingengagementfreelance-writerscontent-creatorsdesign-teamdevelopment-team
Implement these strategies

Strategies and tactics for enhancing operational excellence and stakeholder satisfaction

  • ⛳️ Strategy 1: Optimise operations for efficiency

    • Conduct a thorough operational audit to identify areas for improvement
    • Implement a continuous improvement framework to streamline processes
    • Invest in automation and technology to reduce manual workload
    • Develop standard operating procedures for all critical operations
    • Enhance training programmes to ensure staff are equipped with necessary skills
    • Apply sustainable practices in all operations to reduce environmental impact
    • Regularly benchmark operations against industry standards and best practices
    • Use data analytics to inform decision-making and operational adjustments
    • Increase collaboration with airlines and other partners
    • Implement a robust maintenance schedule to minimise downtime

  • ⛳️ Strategy 2: Enhance customer and stakeholder engagement

    • Establish a customer and stakeholder feedback mechanism for continuous input
    • Create targeted communication plans for different stakeholder groups
    • Develop service level agreements to manage expectations and performance
    • Host regular forums and workshops with stakeholders for transparent discussions
    • Implement customer service training for all front-line staff
    • Monitor and respond to feedback through social media and other platforms
    • Develop an airport loyalty programme to reward frequent users
    • Conduct surveys to gauge satisfaction levels and areas for improvement
    • Implement a stakeholder engagement strategy aligned with corporate goals
    • Provide regular updates on major projects and initiatives

  • ⛳️ Strategy 3: Invest in infrastructure and sustainability

    • Conduct a needs assessment to determine infrastructure upgrade requirements
    • Secure funding and partnerships for development projects
    • Integrate sustainable design principles in all infrastructure projects
    • Implement renewable energy sources like solar panels at all locations
    • Develop a waste management plan that prioritises recycling and reduction
    • Enhance accessibility for people with disabilities and additional needs
    • Conduct environmental impact assessments for all major projects
    • Create initiatives to increase awareness of sustainability among staff and customers
    • Invest in technology to monitor and reduce emissions
    • Regularly review sustainability targets and report progress to stakeholders
efficiencysustainabilityoperational-auditorcustomer-engagement-specialistoperations-teamcustomer-service-team
Implement these strategies

Strategies and tactics for improving conversion rates of our app

  • ⛳️ Strategy 1: Optimise user onboarding process

    • Simplify the registration process by reducing the number of steps required
    • Include a progress indicator during the signup process to inform users how many steps are remaining
    • Add a tutorial or walkthrough to guide new users through key features
    • Implement personalised onboarding messages based on user behaviour
    • A/B test different sign-up forms to find the most effective version
    • Utilise in-app tips to help users discover important functionalities
    • Gather feedback from new users on their onboarding experience
    • Monitor user drop-off points in the onboarding flow and address issues
    • Ensure the app's user interface is intuitive and user-friendly
    • Provide incentives for completing the onboarding process, such as discounts or free trials

  • ⛳️ Strategy 2: Enhance marketing efforts

    • Develop targeted email campaigns to re-engage inactive users
    • Utilise social media advertising to reach new potential users
    • Create compelling value propositions in marketing materials
    • Leverage case studies and user testimonials to build credibility
    • Implement retargeting campaigns to re-engage users who have visited the app but haven’t converted
    • Collaborate with influencers to promote the app
    • Offer limited-time promotions and discounts to encourage sign-ups
    • Optimise app store listings with relevant keywords and appealing descriptions
    • Monitor marketing campaign performance and adjust strategies accordingly
    • Use analytics tools to track the effectiveness of each marketing channel

  • ⛳️ Strategy 3: Increase customer engagement

    • Implement push notifications to remind users of app features and updates
    • Create a loyalty programme to reward repeat users
    • Offer in-app chat support to assist users with any issues in real-time
    • Gather user feedback regularly to understand pain points and preferences
    • Host webinars or live Q&A sessions to engage directly with the user base
    • Personalise in-app content based on user data and behaviour
    • Conduct surveys to identify areas for improvement
    • Encourage users to provide app ratings and reviews
    • Create engaging content such as blogs, videos, or tutorials related to the app
    • Analyse user data to identify and focus on high-engagement segments
user-engagementconversion-ratesuser-experience-designermarketing-strategistmarketing-teamcustomer-support-team
Implement these strategies

Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
Implement these strategies

Strategies and tactics for enhancing Myntra's New Year Sale Strategy

  • ⛳️ Strategy 1: Leverage influencer marketing

    • Identify top fashion influencers whose audience aligns with Myntra's target demographic
    • Negotiate partnerships with influencers for promoting the sale leading up to and during the event
    • Create exclusive discount codes for influencers to share with their followers
    • Collaborate with influencers on Instagram reels and TikTok videos highlighting flash sales items
    • Host live shopping sessions on Myntra's social media with influencers
    • Develop a hashtag campaign encouraging users to share their purchases with influencer endorsements
    • Use influencers to tease upcoming sale events and items to their followers ahead of the sale
    • Measure engagement and sales conversions from influencer-driven traffic
    • Analyse influencer content performance to refine future campaigns
    • Ensure timely and consistent influencer postings throughout the sale period

  • ⛳️ Strategy 2: Implement a personalised recommendation engine

    • Enhance the app's AI algorithms to deliver personalised product suggestions based on user history
    • Create dynamic landing pages that adjust to user preferences during the sale
    • Use push notifications to alert users about tailored deals matching their interests
    • Incorporate a 'trending now' section on the app to showcase popular items
    • Develop a rewards system for users who interact with personalised recommendations
    • Monitor user behaviour to continually refine product suggestions
    • Offer additional incentives for users who purchase from recommended lists
    • Include customer reviews and ratings in recommendation displays to boost confidence
    • Utilise email marketing campaigns highlighting recommended products during the sale
    • Continuously gather feedback to improve the accuracy and effectiveness of recommendations

  • ⛳️ Strategy 3: Create a post-sale engagement initiative

    • Launch a loyalty programme that rewards users for post-sale purchases
    • Host a feedback campaign post-sale offering incentives for completed surveys
    • Introduce a referral programme encouraging users to invite friends with exclusive benefits
    • Offer time-limited discounts or bonus points for future purchases post-sale
    • Develop follow-up email campaigns with curated content based on purchased items
    • Engage users through a social media challenge showcasing post-sale styling ideas with their purchases
    • Organise a post-sale online event where users can interact with fashion experts for style advice
    • Prepare content such as blogs or videos that keep users engaged with the Myntra community
    • Provide exclusive previews or early access to upcoming collections for sale participants
    • Analyse post-sale data to identify key patterns and inform future retention strategies
influencer-marketingpersonalized-recommendationssocial-media-managerdata-analystmarketing-teamcustomer-experience-team
Implement these strategies

How to track your Customer 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:

Table of contents
Copyright © 2024 Tability