5 strategies and tactics for Retention

What is a Retention 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.

Finding the right Retention strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

Building your own Retention 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.

Retention strategy examples

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

Strategies and tactics for navigating customer retention post first year

  • ⛳️ Strategy 1: Optimise onboarding process

    • Create a welcome email series that guides new customers through the Yoast SEO academy
    • Develop beginner-friendly tutorials and resources specifically for first-year customers
    • Offer personalised onboarding webinars to address new customers’ unique needs
    • Implement a customer success team to provide support during the first year
    • Collect feedback regularly from new customers to identify pain points
    • Develop a customer onboarding checklist to ensure nothing is missed
    • Create a dedicated onboarding section on the website for easy access to resources
    • Utilise video content to make onboarding more engaging
    • Create an FAQ resource based on common questions new customers have
    • Schedule follow-up calls or emails at key points during the first year to check in on progress

  • ⛳️ Strategy 2: Enhance engagement through continuous learning

    • Provide exclusive access to advanced courses in the Yoast SEO academy for first-year customers
    • Host monthly webinars on different aspects of SEO tailored to new customers
    • Create a community forum for peer support and knowledge sharing
    • Develop a rewards programme for customers who complete courses in the academy
    • Offer one-on-one mentoring sessions with SEO experts for first-year customers
    • Introduce a customer blog where success stories and tips can be shared
    • Send out regular newsletters with the latest SEO trends and academy updates
    • Provide certificates of completion for courses to add a sense of achievement
    • Run periodic assessment quizzes to gauge learning progress and tailor further content
    • Create short, engaging quizzes and challenges to reinforce learning in a fun way

  • ⛳️ Strategy 3: Build strong customer relationships

    • Implement a loyalty programme with rewards for continued subscription
    • Conduct regular check-ins through personalised emails or calls
    • Invite first-year customers to exclusive events or online meet-ups
    • Offer personalised service and tailored recommendations based on customer behaviour
    • Send out personalised anniversary messages and offers on their subscription renewal
    • Encourage customers to provide feedback and publicly acknowledge their contributions
    • Utilise Customer Relationship Management (CRM) software to keep track of interactions
    • Address customer complaints swiftly and effectively with a dedicated team
    • Provide discounts or incentives for customers who refer new users
    • Create a recognition programme for loyal customers to publicly celebrate their milestones
customer-retentionyoast-seo-academycustomer-success-teamseo-expertsonboarding-teamcustomer-relationship-management-team
Implement these strategies

Strategies and tactics for increasing centre's job placement program participation

  • ⛳️ Strategy 1: Enhance outreach and marketing efforts

    • Develop a social media campaign highlighting success stories
    • Create informational webinars about the program
    • Partner with local community organisations for referrals
    • Distribute flyers and brochures in high-traffic areas
    • Utilise email marketing to reach potential participants
    • Host free workshops on job-searching and resume-building
    • Offer referral bonuses for current participants who recruit others
    • Place adverts in local newspapers and online job boards
    • Collaborate with local schools and colleges for student outreach
    • Attend job fairs and community events to promote the program

  • ⛳️ Strategy 2: Improve program quality and support services

    • Implement mentorship programs connecting participants with industry professionals
    • Offer advanced skills training and certifications
    • Provide personalised career counselling and goal setting
    • Monitor participant progress bi-weekly to address concerns
    • Expand support services like childcare and transportation assistance
    • Conduct regular feedback sessions with participants for program improvement
    • Develop partnerships with local businesses for job placements
    • Create an alumni network for ongoing support and networking
    • Host mock interview sessions with real employers
    • Increase availability of mental health resources to support job retention

  • ⛳️ Strategy 3: Strengthen employer partnerships and hiring incentives

    • Establish formal agreements with local businesses for priority hiring
    • Offer tax credit information sessions to potential employers
    • Create a recognition program for top employer partners
    • Develop a job placement incentive program for businesses
    • Invite employers to participate in program workshops and panels
    • Host employer networking events to foster relationships
    • Provide regular updates to employers on program successes
    • Establish feedback loops with employers to improve participant readiness
    • Offer trial employment periods or internships as a hiring route
    • Create customised training modules based on employer needs
outreachmentorshipcareer-counselormarketing-specialistmarketing-teamcareer-services-team
Implement these strategies

Strategies and tactics for enhancing HR strategies

  • ⛳️ Strategy 1: Improve employee engagement

    • Conduct regular employee satisfaction surveys
    • Establish frequent team meetings and feedback sessions
    • Organise team-building activities and events
    • Create a recognition programme for outstanding performance
    • Implement an open-door policy for management
    • Provide opportunities for skill development and training
    • Develop a mentorship programme for career growth
    • Ensure transparent communication on company goals and objectives
    • Offer health and wellness initiatives
    • Encourage a work-life balance

  • ⛳️ Strategy 2: Enhance retention strategies

    • Review and improve employee benefits packages
    • Conduct exit interviews to understand why employees leave
    • Implement competitive and fair compensation practices
    • Create clear career progression and promotion pathways
    • Set up a robust performance evaluation system
    • Launch an employee feedback programme on company policies
    • Provide leadership development opportunities
    • Ensure a safe and inclusive workplace culture
    • Introduce flexible work schedules where feasible
    • Offer long-term incentives like profit-sharing or stock options

  • ⛳️ Strategy 3: Increase productivity

    • Provide ongoing training on the latest construction techniques
    • Ensure all employees have access to necessary tools and resources
    • Implement time-management workshops
    • Introduce employee wellness programmes to reduce burnout
    • Utilise project management software for better task allocation
    • Encourage cross-functional collaboration and communication
    • Set measurable and realistic performance goals
    • Review and streamline processes to eliminate inefficiencies
    • Regularly assess and adjust workloads to prevent overextension
    • Promote a culture of continuous improvement
engagementretentionhr-managerteam-leaderhr-teamconstruction-team
Implement these strategies

Strategies and tactics for enhancing volunteer engagement

  • ⛳️ Strategy 1: Improve communication

    • Implement a monthly newsletter to keep volunteers informed
    • Create a dedicated WhatsApp or Slack group for real-time communication
    • Schedule regular check-ins with volunteers to gather feedback
    • Use surveys to assess volunteer satisfaction and areas for improvement
    • Recognise volunteer contributions in organisation-wide meetings
    • Set up an online volunteer portal with up-to-date information
    • Provide clear and concise instructions for volunteer tasks
    • Send personalised thank-you emails after each volunteering session
    • Offer open office hours for volunteers to voice concerns
    • Ensure all communication is transparent and timely

  • ⛳️ Strategy 2: Enhance training and development

    • Develop a thorough onboarding programme for new volunteers
    • Offer regular training workshops on relevant skills
    • Create an online resource library with educational materials
    • Pair new volunteers with experienced mentors
    • Host quarterly skills development sessions
    • Invite industry experts to present webinars or workshops
    • Provide opportunities for volunteers to attend relevant conferences
    • Encourage volunteers to set personal and professional development goals
    • Regularly update training materials to reflect current best practices
    • Offer certificates or badges for completed training programmes

  • ⛳️ Strategy 3: Foster a community

    • Organise social events to build camaraderie among volunteers
    • Create a recognition programme highlighting volunteer achievements
    • Encourage team-based volunteering activities
    • Set up an online forum for volunteers to share experiences
    • Implement a buddy system for new volunteers
    • Host an annual volunteer appreciation event
    • Create volunteer committees to involve them in decision-making
    • Provide branded merchandise as a token of appreciation
    • Develop a social media campaign showcasing volunteer stories
    • Encourage volunteers to bring friends and family to events
volunteer-engagementretentionvolunteer-coordinatortraining-managercommunication-teamdevelopment-team
Implement these strategies

Strategies and tactics for growing clothing brand revenue to £10,000

  • ⛳️ Strategy 1: Enhance digital marketing efforts

    • Develop and execute a comprehensive social media marketing plan
    • Increase engagement with followers on Instagram and Facebook
    • Collaborate with influencers to expand brand reach
    • Run targeted Facebook and Instagram ads
    • Optimise the brand's website for search engines
    • Initiate email marketing campaigns to engage customers
    • Analyse data to identify successful marketing tactics
    • Utilise Google Ads for paid search marketing
    • Create valuable and shareable content regularly
    • Offer exclusive online promotions to drive sales

  • ⛳️ Strategy 2: Expand sales channels

    • List products on popular online marketplaces like Amazon and eBay
    • Set up shop on platforms like Etsy for unique items
    • Partner with local boutiques to sell products
    • Attend and sell products at local pop-up markets and events
    • Create a retail shop-in-shop in a large retailer
    • Launch a mobile app for a more personalised shopping experience
    • Invest in an efficient omnichannel retail strategy
    • Explore B2B opportunities and wholesale for bulk sales
    • Enhance the brand's website with an easy-to-use e-commerce platform
    • Offer subscription-based products or services

  • ⛳️ Strategy 3: Improve customer experience and retention

    • Offer excellent and responsive customer service
    • Implement a customer loyalty programme
    • Provide free shipping or easy returns
    • Personalise marketing messages and product recommendations
    • Request and analyse customer feedback for improvements
    • Enhance packaging to make the unboxing experience special
    • Introduce a referral programme to encourage word-of-mouth marketing
    • Regularly update the product range based on latest trends
    • Host exclusive events or sales for loyal customers
    • Ensure high-quality product photography and detailed descriptions
digital-marketingcustomer-retentionmarketing-managercustomer-service-representativesales-teammarketing-team
Implement these strategies

Executing your Retention 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:

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