The strategy focuses on educating businesses about a new spend management solution by implementing a multi-faceted approach. The first strategy leverages content marketing to spread awareness. For example, a blog series may explain the benefits of real-time expense tracking, while webinars could feature industry experts discussing modern financial tools. Infographics shared on social media are another effective method to illustrate cost savings and enhance engagement.
A second strategy emphasizes building partnerships. By collaborating with financial consultants and industry associations, the solution can be recommended through trusted channels. Partnering with accounting software providers also ensures integration, making it easier for businesses to adopt the solution. This partnership approach helps in extending reach and creating credibility.
Direct engagement with target businesses forms the third pillar of this strategy. Personalized direct mail campaigns and sales team demonstrations help tailor the messaging to specific industries and sizes. Offering free trial periods and hands-on events like lunch-and-learns provide businesses with an opportunity to experience the tool's benefits firsthand. This direct interaction helps in building trust and facilitates smoother adoption.
The strategies
⛳️ Strategy 1: Leverage informative content marketing
- Create a blog series explaining spend management benefits and real-time expense tracking
- Develop an ebook highlighting case studies of successful financial efficiency improvements
- Host webinars featuring industry experts discussing modern financial tools
- Produce educational videos demonstrating solution features and ease of use
- Share infographics on social media illustrating cost savings and efficiencies
- Conduct interviews with early adopters to share their success stories
- Publish whitepapers detailing the impact of spend management on cash flow
- Write thought leadership articles for industry magazines and blogs
- Create a FAQ page on your website addressing common user concerns
- Start a newsletter to keep businesses updated on financial software advancements
⛳️ Strategy 2: Build strategic partnerships
- Partner with financial consultants to recommend the solution to their clients
- Collaborate with industry associations to co-host informational workshops
- Establish alliances with accounting software providers to integrate solutions
- Engage with business incubators to introduce solutions to startups and SMEs
- Co-brand marketing materials with established financial technology firms
- Organise joint webinars with partners highlighting complementary services
- Offer partner incentive programs to encourage referrals
- Attend partner-organised networking events to promote solutions
- Develop co-sponsored educational materials on financial management
- Create exclusive offers for partners' client base to encourage adoption
⛳️ Strategy 3: Utilise direct engagement with target businesses
- Identify and segment target businesses based on industry and size
- Tailor direct mail campaigns with personalised solution benefits
- Set up direct sales teams to offer demonstrations and Q&A sessions
- Host lunch-and-learn events to provide hands-on experience with the tool
- Offer free trial periods to allow businesses to test the solution
- Provide one-on-one onboarding sessions to ease implementation concerns
- Gather feedback from early adopters to improve product and messaging
- Follow up on trial users with personalised benefit assessment reports
- Utilise CRM tools to track and manage potential leads systematically
- Arrange visits to successful user sites as part of on-site consults
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.
