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10 strategies and tactics for Client

What is Client 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.

Identifying the optimal Client strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

Feel free to copy these examples into your favorite application, or leverage Tability to maintain accountability.

How to write your own Client 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.

Client strategy examples

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

Strategies and tactics for optimising the marketing strategy for Insta Travel Service

  • ⛳️ Strategy 1: Enhance brand visibility

    • Revise and strengthen the brand's visual identity and messaging
    • Develop targeted brand awareness campaigns focused on key markets
    • Collaborate with local influencers and travel bloggers to enhance brand reach
    • Optimise social media profiles and increase content frequency
    • Participate in travel fairs and exhibitions to showcase offerings
    • Utilise paid media channels for strategic brand promotions
    • Ensure consistent brand experience across all customer touchpoints
    • Invest in high-quality, engaging multimedia content to elevate brand image
    • Collect and showcase customer testimonials to build trust
    • Expand digital presence through partnerships with online platforms

  • ⛳️ Strategy 2: Drive digital transformation

    • Optimise the agency's website for user experience and conversion
    • Implement an online booking system for seamless reservations
    • Enhance mobile app functionalities to include personalised travel itineraries
    • Use SEO and SEA strategies to increase online visibility
    • Create digital marketing campaigns focused on different customer segments
    • Leverage data analytics to personalise customer communications
    • Strengthen presence and engagement on social media platforms
    • Introduce loyalty programs through digital platforms
    • Train staff in digital tools to ensure fluent internal processes
    • Regularly assess digital strategy and platforms for continual improvement

  • ⛳️ Strategy 3: Expand market reach through partnerships

    • Identify and partner with local and international tour operators
    • Expand collaboration with Tunisian hotels and service providers
    • Engage with corporate clients for bespoke travel solutions
    • Develop joint promotions with airlines for package deals
    • Leverage relationships with local government and tourism boards
    • Attend international travel conferences to build partnerships
    • Formulate exclusive deals with local attractions and entertainment venues
    • Collaborate with business networks for corporate travel services
    • Create co-branded travel products with complementary businesses
    • Regularly review and adapt partnership agreements to ensure mutual benefit
digital-transformationpartnershipsmarketing-specialistdigital-strategistmarketing-teampartnership-development-team
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Strategies and tactics for implementing marketing strategies for Insta Travel Service

  • ⛳️ Strategy 1: Enhance branding and market presence

    • Revamp the agency's graphic charter to reinforce visual identity
    • Harmonise communication messages across all platforms
    • Invest in targeted brand awareness campaigns
    • Collaborate with local influencers for broader market reach
    • Participate in tourism expos and industry conferences
    • Conduct regular brand perception surveys
    • Develop content highlighting unique local expertise
    • Launch a dedicated customer testimonial campaign
    • Engage in cross-promotional partnerships with local businesses
    • Implement a loyalty program to retain existing customers

  • ⛳️ Strategy 2: Optimise digital presence and customer engagement

    • Develop a responsive and user-friendly website
    • Implement SEO and SEA strategies to increase online visibility
    • Create a mobile application for easier booking experiences
    • Launch a series of targeted social media campaigns
    • Utilise Google Ads to reach potential clients actively searching for travel solutions
    • Set up a CRM system to manage customer data and interactions effectively
    • Offer exclusive digital-only promotions to drive online bookings
    • Create educational content like blogs and videos on local culture and attractions
    • Engage with customers through regular newsletters
    • Monitor digital metrics regularly and adjust strategies accordingly

  • ⛳️ Strategy 3: Expand and personalise service offerings

    • Design custom packages for corporate events and team-building activities
    • Create family-focused travel packages with tailored activities
    • Launch romantic getaway packages targeting couples
    • Introduce sustainable tourism options for eco-conscious travellers
    • Partner with local businesses to offer unique, tailored experiences
    • Conduct market research to continuously identify emerging travel trends
    • Enhance customer feedback mechanisms to refine offerings
    • Develop a flexible pricing model with early booking discounts
    • Implement a referral program to encourage word-of-mouth promotion
    • Train staff to provide a consistently high level of personalised service
brandingdigital-presencemarketing-managersocial-media-strategistmarketing-teamcustomer-service-team
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Strategies and tactics for launching the Training Academy

  • ⛳️ Strategy 1: Develop a comprehensive profile

    • Compile a detailed professional bio
    • List credentials, certifications, and awards
    • Document training expertise areas
    • Collect and include testimonials and case studies
    • Design a professional logo and brand identity
    • Arrange a professional photoshoot
    • Publish the portfolio on the training institute's website
    • Create printed materials with the portfolio
    • Update the portfolio on social media profiles
    • Maintain the portfolio by regularly adding new testimonials and achievements

  • ⛳️ Strategy 2: Enhance online presence and engagement

    • Develop a dedicated webpage on the training institute’s website
    • Publish content regularly including articles, blog posts, and case studies
    • Optimize the website for SEO
    • Enhance LinkedIn profile and engage regularly
    • Create and manage Instagram and Facebook accounts
    • Launch a YouTube channel with training videos and webinars
    • Use targeted ads on social media
    • Implement Google Ads for increased reach
    • Gather and publish customer reviews online
    • Monitor and engage with audience feedback on social media

  • ⛳️ Strategy 3: Expand networking and build strategic partnerships

    • Schedule speaking engagements at industry events and conferences
    • Organize workshops and webinars
    • Collaborate with brands and organisations in Saudi Arabia
    • Join relevant industry associations
    • Reach out to HR professionals for potential collaborations
    • Attend industry seminars and networking events
    • Develop joint ventures with complementary training providers
    • Establish partnerships with universities and colleges
    • Engage in community events to increase visibility
    • Form alliances with international training institutes
marketingengagementtrainerhr-professionalsmarketing-teamcontent-creation-team
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Strategies and tactics for creating a personal business strategic plan

  • ⛳️ Strategy 1: Enhance revenue growth

    • Identify new market segments for expansion
    • Develop a comprehensive marketing plan focusing on digital channels
    • Offer bundled services to clients for added value
    • Initiate a referral program to incentivise existing clients
    • Review and adjust pricing strategy for services
    • Diversify service offerings based on market demand
    • Collaborate with other firms for joint projects
    • Implement customer feedback loops to improve offerings
    • Conduct quarterly financial reviews to track revenue growth
    • Invest in training for sales and marketing teams

  • ⛳️ Strategy 2: Boost client acquisition and retention

    • Define target client persona and refine acquisition strategy
    • Leverage social media platforms to engage with potential clients
    • Develop tailored proposals showcasing past successful projects
    • Host quarterly webinars to provide valuable industry insights
    • Implement a CRM system to manage client relationships
    • Create a client loyalty programme offering exclusive perks
    • Solicit regular client feedback and act on it effectively
    • Ensure consistent post-project follow-ups are conducted
    • Set up a client referral reward system
    • Focus on delivering exceptional customer service at every touchpoint

  • ⛳️ Strategy 3: Increase operational efficiency

    • Conduct a process audit to identify inefficiencies
    • Research and implement automation tools for repetitive tasks
    • Train staff on new productivity tools and innovations
    • Establish KPIs for measuring operational performance
    • Regularly review and update operational processes
    • Invest in scalable project management software
    • Encourage cross-departmental collaboration to streamline activities
    • Promote a culture of continuous improvement among staff
    • Integrate sustainable practices to reduce operational costs
    • Monitor and optimise resource allocation continually
revenue-growthclient-acquisitionmarketing-specialistproject-managersales-teamoperations-team
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Strategies and tactics for increasing Clientele and Brand Awareness for Cabinet Ftahi Saiid

  • ⛳️ Strategy 1: Leverage digital marketing channels

    • Create and optimise a professional website with SEO practices to attract more organic traffic
    • Implement a blog on the website featuring accounting tips, industry news, and client success stories
    • Develop a social media presence on platforms like LinkedIn, Facebook, and Twitter with regular updates and engagement
    • Invest in online advertising such as Google Ads and social media campaigns targeting businesses in Paris
    • Create downloadable resources such as ebooks or informative guides and offer them in exchange for contact information
    • Regularly conduct webinars or online workshops offering value to potential clients
    • Utilise email marketing by sending newsletters and useful updates to existing and potential clients
    • Ask satisfied clients to write reviews on Google and other platforms to increase social proof
    • Explore partnerships with local business influencers to expand reach
    • Monitor and analyse digital marketing efforts using analytics tools to refine strategies

  • ⛳️ Strategy 2: Engage in local community and networking events

    • Identify and attend local business networking events to establish connections
    • Sponsor local community events or charity causes to increase brand visibility
    • Host workshops or seminars on relevant topics in collaboration with local business organisations
    • Join local business chambers or associations to broaden the network
    • Create referral incentives for existing clients to attract new clientele
    • Partner with other local businesses for collaborative promotions
    • Develop and distribute informative print materials at local events
    • Engage with local academic institutions to provide guest lectures or workshops
    • Organise small business forums or roundtable discussions to address community needs
    • Compile a list of potential local partners and reach out for collaborations

  • ⛳️ Strategy 3: Enhance client experience and service offerings

    • Implement a client feedback system to identify areas for service improvement
    • Train staff with the latest industry practices and customer service skills
    • Customise service offerings to cater to different client segments, like small businesses and individuals
    • Streamline processes for easier and more efficient client interactions
    • Introduce virtual consultation options to make services more accessible
    • Provide personalised financial analysis and reporting for each client
    • Develop a loyalty programme to reward and retain long-term clients
    • Offer free initial consultations to potential clients to demonstrate value
    • Regularly update clients about relevant financial regulations and tax changes
    • Set measurable service-level agreements to assure clients of quality standards
digital-marketingclient-experiencemarketing-managerclient-relations-specialistcontent-development-teamclient-service-team
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Strategies and tactics for creating a Strategic Plan for Pro Waterblasting Auckland Limited

  • ⛳️ Strategy 1: Expand the Technician Team

    • Conduct a workforce analysis to determine the demand for an additional four technicians
    • Develop a recruitment plan targeting local job fairs and online job portals
    • Implement a referral programme to incentivise current employees for successful hires
    • Coordinate with recruitment agencies specializing in technical placements
    • Schedule training and certifications for all technicians, including rope access qualifications for two technicians
    • Establish an onboarding programme for new technicians to ensure quality and consistency
    • Review compensation packages to ensure competitiveness in the industry
    • Create a development and career progression plan for technicians to enhance retention
    • Conduct regular performance appraisals to identify training needs and area improvements
    • Track recruitment and onboarding progress using a gantt chart for timeline management

  • ⛳️ Strategy 2: Grow Current Client Engagement

    • Perform an analysis of current client satisfaction through surveys and direct feedback
    • Identify clients with the highest revenue and explore potential for expanding services offered
    • Develop tailored marketing campaigns for upselling additional services to current clients
    • Enhance communication frequency and transparency with clients via newsletters and progress reports
    • Organise client appreciation events to strengthen relationships and gather informal feedback
    • Create a client advisory group to provide consultation on service improvements and innovations
    • Identify and reward loyal clients through a loyalty programme
    • Introduce service packages that encourage more frequent usage and engagement
    • Schedule regular account review meetings with key clients to address their changing needs
    • Use analytics to measure engagement levels, focusing on metrics such as service frequency and revenue growth

  • ⛳️ Strategy 3: Secure Long-term Contracts with Current Clients

    • Compile a list of top existing clients to target for long-term contract discussions
    • Research and benchmark industry standards for long-term contracts and client retention
    • Develop flexible long-term contract options that appeal to different client needs and sizes
    • Offer incentives such as locked rates or service bonuses to encourage contract signings
    • Draft personalized proposals and business cases for long-term engagements with key clients
    • Engage a legal advisor to ensure all contracts are beneficial and legally sound
    • Conduct face-to-face meetings with decision-makers to discuss long-term partnership benefits
    • Utilise a CRM system to track all client interactions and follow-up activities systematically
    • Provide a dedicated account manager for each long-term client to ensure excellent service delivery
    • Measure contract success by tracking retention rate, renewal numbers, and overall client satisfaction
workforce-expansionclient-engagementtechnician-recruiteraccount-managertechnical-teamclient-relations-team
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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
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Strategies and tactics for increasing Client Exclusivity on Platform

  • ⛳️ Strategy 1: Offer exclusive benefits for full listing

    • Identify and list all potential benefits that would appeal to clients
    • Create promotional material highlighting the exclusive benefits
    • Conduct a market research to understand client motivations
    • Develop pricing strategies offering discounts for exclusive full listings
    • Train the sales team to effectively communicate the benefits
    • Host webinars to explain the advantages of exclusive listings
    • Provide success stories from current exclusive clients
    • Set up meetings with top clients to discuss exclusive listing potential
    • Offer trial periods for exclusive listing benefits
    • Create referral incentives for clients who bring others onboard

  • ⛳️ Strategy 2: Utilise personalised engagement approaches

    • Segment client database based on listing potential and past interactions
    • Develop tailored communication strategies for different client segments
    • Assign account managers to top clients for personalised service
    • Host one-on-one strategy sessions with potential exclusive clients
    • Send customised proposals to highlight platform benefits
    • Develop a feedback system to regularly assess client satisfaction
    • Create a client loyalty program focusing on exclusive listings
    • Design a newsletter with personalised content on market trends
    • Leverage social media for direct client interaction
    • Schedule regular check-ins with clients to address concerns

  • ⛳️ Strategy 3: Enhance platform features for exclusive listings

    • Identify features that are most attractive to exclusive listings
    • Form a development team to focus on feature enhancement
    • Integrate analytics tools to provide clients with data insights
    • Create an easy-to-use dashboard to manage listings
    • Test and refine the user interface for optimal client use
    • Offer training sessions on using new platform features
    • Implement a reward system for active use of new features
    • Collect and analyse performance data to showcase benefits
    • Collaborate with technology partners to enhance platform capabilities
    • Launch a marketing campaign to promote new features
exclusivityclient-engagementaccount-managersales-representativedevelopment-teammarketing-team
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Strategies and tactics for increasing revenue for businesses worldwide

  • ⛳️ Strategy 1: Expand market reach

    • Identify new geographic markets to enter
    • Conduct market research to understand local consumer needs
    • Develop a localisation strategy for products and services
    • Build relationships with local distributors and partners
    • Invest in multilingual customer support
    • Launch targeted marketing campaigns in new regions
    • Utilise social media to build brand awareness in new markets
    • Attend international trade shows to network and showcase offerings
    • Assess profitability and adjust strategies based on regional performance
    • Expand e-commerce channels to reach global consumers

  • ⛳️ Strategy 2: Diversify product offerings

    • Conduct customer surveys to identify unmet needs
    • Analyse competitors' product lines for inspiration
    • Develop prototypes for new products or services
    • Test new offerings with focus groups
    • Launch pilot programmes and gather feedback
    • Continuously iterate on successful pilot products
    • Bundle products to increase average transaction size
    • Cross-sell and upsell complementary products
    • Regularly review sales data to refine the product line
    • Introduce seasonal products to boost sales during peak times

  • ⛳️ Strategy 3: Enhance pricing strategies

    • Perform competitive analysis to understand pricing trends
    • Identify target customer segments for tailored pricing
    • Test different pricing models such as tiered pricing or subscriptions
    • Implement dynamic pricing based on demand
    • Offer time-limited promotions to create urgency
    • Provide discounts for bulk purchases to increase sales volume
    • Communicate value through pricing by clearly outlining benefits
    • Monitor customer feedback on pricing to inform adjustments
    • Evaluate the impact of pricing changes on sales and profitability
    • Regularly review inflation and adjust prices accordingly
revenuestrategymarketing-managerproduct-developersales-teamresearch-and-development-team
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Strategies and tactics for implementing AccreditaLab Digital Transformation

  • ⛳️ Strategy 1: Advance Applications to Established Level

    • Deploy a centralized digital management platform for applications
    • Implement automated validation rules for electronic forms
    • Integrate a unified application tracking system
    • Provide training on the use of new management platforms
    • Develop a user-friendly interface for application submissions
    • Establish a helpdesk for technical issues
    • Monitor application processing times and adjust workflows
    • Set clear guidelines for digital application management
    • Regularly update the platform based on user feedback
    • Audit the application system quarterly to ensure integrity

  • ⛳️ Strategy 2: Enhance Scheduling with Advanced Tools

    • Introduce an online scheduling system with notifications
    • Integrate scheduling tools with calendar systems
    • Provide training on new scheduling systems
    • Utilise historical data analytics for optimisation
    • Centralise communication channels for scheduling
    • Develop automated scheduling workflows
    • Monitor error rates and seek to reduce scheduling conflicts
    • Regularly collect feedback to improve tools
    • Upgrade systems to integrate with other digital processes
    • Benchmark scheduling efficacy against industry standards

  • ⛳️ Strategy 3: Improve Decision Processes with Digital Systems

    • Implement an integrated electronic system for decision records
    • Pilot machine learning algorithms for decision support
    • Centralise all decision-making processes in one platform
    • Develop automated workflows for decision-related tasks
    • Conduct training sessions on new systems for staff
    • Use data analytics to support informed decision-making
    • Set clear criteria for assessing decision outcomes
    • Regularly assess decision-making efficiency
    • Adapt systems based on feedback and technological advancements
    • Conduct bi-annual reviews to refine decision processes
digital-transformationoperational-efficiencyit-managerdata-analystsoftware-developmentcustomer-support
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How to track your Client 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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