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4 strategies and tactics for Decision Makers

What is Decision Makers 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.

Crafting the perfect Decision Makers 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.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Decision Makers 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.

Decision Makers strategy examples

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

Strategies and tactics for acquiring new customers for business loans

  • ⛳️ Strategy 1: Identify and target potential customers

    • Research local businesses within a specific industry or sector
    • Compile a list of potential customer leads
    • Set up meetings with business decision-makers
    • Utilise customer relationship management (CRM) tools for tracking leads
    • Analyse competitors to understand their customer acquisition strategies
    • Conduct surveys to identify customer needs and pain points
    • Implement territory management plans for targeted visits
    • Establish partnerships with local business associations
    • Create promotional materials tailored to specific business segments
    • Evaluate lead quality through conversion rates and potential loan value

  • ⛳️ Strategy 2: Build relationships and offer personalised assistance

    • Conduct initial consultations to understand customer requirements
    • Develop customised loan proposals for each potential client
    • Engage in regular follow-ups through phone calls or visits
    • Provide educational workshops on business financing
    • Offer free financial assessments to establish trust
    • Create a referral programme for existing clients
    • Host networking events to connect with business owners
    • Leverage social media to build ongoing client relationships
    • Utilise client testimonials to validate trust and credibility
    • Measure relationship-building success by client retention rates

  • ⛳️ Strategy 3: Implement performance tracking and feedback systems

    • Set specific monthly targets for customer acquisition
    • Develop a performance dashboard for real-time tracking
    • Schedule regular meetings for performance reviews with agents
    • Establish key performance indicators (KPIs) such as conversion rates and loan values
    • Implement a bonus structure tied to performance metrics
    • Collect feedback from agents on challenges and opportunities
    • Conduct market analysis regularly to adjust tactics
    • Provide continuous training on sales and customer service skills
    • Utilise mystery shopping programmes to assess service quality
    • Continuously compare performance against industry benchmarks
customer-acquisitionbusiness-loansfield-agentsbusiness-decision-makersmarketing-teamsales-team
Implement these strategies

Strategies and tactics for establishing a consortium to accelerate rural piped water systems

  • ⛳️ Strategy 1: Identify and select consortium partners

    • Research organisations with a mission aligned to improving rural water access
    • Compile a list of potential consortium partners based on their track record and mission
    • Reach out to potential partners to gauge interest and explore synergies
    • Organise a virtual meeting to introduce the consortium goals and gather initial feedback
    • Develop criteria for selecting consortium partners based on mission alignment and expertise
    • Assess potential partners' resources and capabilities for collaboration
    • Create a memorandum of understanding for interested partners
    • Conduct one-on-one meetings with key decision-makers of interested organisations
    • Finalise a list of consortium partners based on the selection criteria
    • Initiate formal agreement processes with selected partners

  • ⛳️ Strategy 2: Select focus districts and design implementation models

    • Gather data on water access levels across different districts in Uganda
    • Identify districts with the lowest levels of water access
    • Conduct community needs assessments in the identified districts
    • Prioritise districts based on need assessment and estimated impact potential
    • Explore and evaluate different technologies suitable for rural piped water systems
    • Formulate a framework for implementation models specific to selected districts
    • Define beneficiary selection criteria for metered household connections
    • Engage local government and community leaders in discussions to understand local dynamics
    • Create a pilot program based on selected implementation models
    • Collect feedback from pilot program to refine and optimise the models

  • ⛳️ Strategy 3: Fundraise and advocate for metered household connections

    • Develop a comprehensive fundraising proposal outlining the consortium's goals and impact
    • Research potential funders including NGOs, governmental agencies, and private donors
    • Develop advocacy materials highlighting the benefits of metered household connections
    • Engage with media outlets to increase public awareness about rural water challenges
    • Organise fundraising events to garner support from diverse stakeholders
    • Establish relationships with policy makers to advocate for supportive policies
    • Utilise social media platforms for outreach and awareness campaigns
    • Collaborate with consortium partners for a unified advocacy effort
    • Monitor provincial and international funding opportunities and calls
    • Report on progress and impact to stakeholders regularly to sustain engagement
consortiumrural-water-accessdecision-makerscommunity-leadersfundraising-teamadvocacy-team
Implement these strategies

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
Implement these strategies

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
Implement these strategies

How to track your Decision Makers 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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