The strategy focuses on transforming feedback collection by using personalized communication channels. For instance, clients' preferred methods such as WhatsApp or Slack are utilized for targeted surveys, enabling quick and direct interactions. This tailored approach contrasts traditional email blasts, creating a more engaging experience.
In another aspect, feedback incorporation into interactive platforms enhances client interaction. Feedback sections on client portals and push notifications within apps ensure convenience and immediacy. With surveys popping up during logins and incentivized participation through digital rewards, it maximizes response rates and data quality.
Lastly, leveraging social media expands the reach of surveys. Engaging content with links, using stories for quick polls, and feedback discussions in closed groups ensure candid responses. By collaborating with influencers and using targeted hashtags, surveys reach a broader audience, while real-time sentiment analysis provides deeper insights into client perspectives.
The strategies
⛳️ Strategy 1: Utilise personalised communication channels
- Identify clients' preferred communication channels through initial client intake forms
- Segment clients based on their communication preferences for targeted surveys
- Craft personalised messages for each segment to introduce the survey
- Use chat apps like WhatsApp or Slack for quick survey sharing with clients
- Develop a text-based survey to distribute via SMS for mobile patients
- Assign account managers to conduct follow-ups with key clients over the phone
- Incorporate feedback request links within regular account management calls
- Set up automated reminders for survey completions via preferred channels
- Use scheduling tools to distribute surveys at optimal times
- Evaluate the response rate difference compared to previous email-based methods
⛳️ Strategy 2: Incorporate feedback into interactive platforms
- Build a user-friendly feedback section within the client portal
- Integrate short survey forms into existing mobile apps clients use
- Use push notifications for instant survey reminders within the app
- Implement survey pop-ups during login sessions on platforms clients often use
- Incentivise participation through digital badges or rewards for survey completion
- Regularly update interactive sections with engaging and rotating questions
- Utilise AI chatbots for real-time client feedback capture
- Ensure surveys are optimised for both desktop and mobile devices
- Gather actionable insights through real-time analytics of interactive feedback
- Continuously refine the interactive feedback approach based on user engagement data
⛳️ Strategy 3: Leverage social media for feedback collection
- Identify the most popular social media platforms among your clients
- Create engaging content that includes survey links on social media
- Use social media stories to share quick polls and survey questions
- Initiate feedback discussions in closed group settings for candid responses
- Influence client engagement by responding to social feedback promptly
- Collaborate with industry influencers to amplify survey reach and trust
- Use personalised direct messaging for survey invitations
- Create a branded hashtag to track survey-related discussions
- Analyse social media sentiment to understand feedback context
- Adjust survey methods based on effectiveness analysis from social media insights
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.

Give it a try and see how it can help you bring accountability to your strategy.
