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10 strategies and tactics for Client Manager

What is Client Manager 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 Manager 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 Manager 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 Manager strategy examples

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

Strategies and tactics for strengthening relationships with an agency partner

  • ⛳️ Strategy 1: Enhance communication protocols

    • Establish regular weekly meetings with agency partner
    • Create a shared communication platform like Slack for transparent interactions
    • Set clear guidelines for email and message responses within 24 hours
    • Organise monthly video conferences for detailed project updates
    • Implement a feedback loop to address concerns in real-time
    • Schedule quarterly review sessions to evaluate communication effectiveness
    • Create a newsletter summarizing key updates and highlights
    • Develop a crisis communication plan for urgent matters
    • Set up regular touchpoints to verify alignment with agency objectives
    • Conduct annual training sessions on effective communication for teams

  • ⛳️ Strategy 2: Understand client needs deeply

    • Conduct a thorough initial needs assessment with the client
    • Hold quarterly meetings to review and update client needs and goals
    • Develop a client satisfaction survey and distribute it quarterly
    • Set up a dedicated client feedback portal
    • Implement bi-monthly check-ins focused on client-specific issues
    • Create personalised client roadmaps based on their business objectives
    • Introduce a client advisory board for continuous feedback
    • Review and analyse client feedback to identify patterns
    • Incorporate client needs into strategic planning sessions
    • Hold annual workshops with clients to co-create solutions

  • ⛳️ Strategy 3: Ensure satisfactory service delivery

    • Establish clear performance metrics and KPIs for service delivery
    • Align quarterly goals with client expectations and agency capabilities
    • Conduct regular internal reviews to monitor service performance
    • Hold weekly check-in meetings with Client Account Managers
    • Implement a structured onboarding process for new clients
    • Utilise project management tools for tracking deliverables
    • Develop a service escalation plan for resolving issues promptly
    • Conduct bi-annual audits to assess service quality
    • Set up an internal reward system for employees meeting service standards
    • Host quarterly brainstorming sessions with team members for service improvement ideas
communicationclient-satisfactionclient-account-managerproject-managercommunication-teamservice-delivery-team
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Strategies and tactics for improving client retention

  • ⛳️ Strategy 1: Enhance client communication

    • Conduct a monthly review of client communication channels and feedback
    • Implement a client feedback loop after every project completion
    • Establish a dedicated client relationship management team
    • Develop personalised client follow-up schedules
    • Utilise CRM tools to track client interactions in real-time
    • Set up a quarterly client appreciation initiative
    • Send regular newsletters with company updates to clients
    • Survey clients annually to gauge satisfaction and areas for improvement
    • Host webinars or workshops based on client needs
    • Provide transparent communication channels for client concerns

  • ⛳️ Strategy 2: Optimise service delivery processes

    • Assess current service delivery workflows to identify bottlenecks
    • Implement a continuous improvement plan for key processes
    • Train team members on agile methodologies for efficient project management
    • Benchmark service delivery times against industry standards
    • Utilise project management software for better task allocation and tracking
    • Initiate a bi-weekly team review meeting to discuss service enhancements
    • Create SOPs for common service challenges and resolutions
    • Introduce a quality assurance process for service handoffs
    • Integrate client feedback into process improvement strategies
    • Track and measure delivery performance KPIs regularly

  • ⛳️ Strategy 3: Strengthen team capabilities

    • Conduct skills assessments to identify team training needs
    • Develop a biannual training program for team members
    • Encourage cross-functional training to improve versatility
    • Initiate a mentorship scheme within the company
    • Set clear performance goals and regularly review progress
    • Provide incentives for achieving team objectives
    • Foster a culture of open communication and collaboration
    • Hold monthly team-building activities to strengthen team dynamics
    • Celebrate team achievements with formal recognition events
    • Invest in modern tools and technologies to aid workflow efficiency
client-retentioncommunicationclient-relationship-managerproject-managercommunication-teamservice-delivery-team
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Strategies and tactics for expanding Keloy Technical Services' Reach

  • ⛳️ Strategy 1: Enhance online presence

    • Revamp the company website to be user-friendly and informative
    • Implement search engine optimisation (SEO) techniques to increase online visibility
    • Create and maintain active social media profiles on relevant platforms
    • Regularly post engaging content related to electrical installations and certifications
    • Offer online booking or consultation services through the website
    • Utilise online advertising options such as Google Ads or Facebook Ads
    • Encourage satisfied customers to leave online reviews and testimonials
    • Share case studies or project highlights on social media
    • Monitor online engagement metrics to refine content strategy
    • Collaborate with influencers in the home improvement and commercial sectors

  • ⛳️ Strategy 2: Expand service offerings

    • Conduct market research to identify additional service demands
    • Develop specialised service packages for both domestic and commercial clients
    • Train staff on new installation and certification technologies
    • Offer maintenance contracts alongside installation services
    • Introduce energy efficiency audits and upgrade services
    • Create a referral program to incentivise clients to refer new business
    • Partner with manufacturers to provide exclusive offers on products
    • Bundle services with unique discounts for first-time clients
    • Participate in industry events to showcase service enhancements
    • Survey clients periodically to gather feedback and adapt services accordingly

  • ⛳️ Strategy 3: Strengthen client relationships

    • Implement a customer relationship management (CRM) system to track interactions
    • Regularly follow up with clients post-installation for feedback and support
    • Send newsletters with insights and updates to educate and engage clients
    • Host client appreciation events or workshops on electrical safety
    • Explore partnerships with real estate developers for exclusive installations
    • Provide emergency electrical services for existing clients
    • Develop a loyalty program to reward repeat clients
    • Personalise communication based on client preferences and past interactions
    • Offer free consultations or check-ups for returning clients
    • Seek client input before launching new services or making major changes
online-presenceclient-relationshipssocial-media-managercustomer-relationship-managermarketing-teamclient-relations-team
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Strategies and tactics for managing and strengthening relationships with an agency partner

  • ⛳️ Strategy 1: Establish clear communication protocols

    • Schedule regular check-in meetings with the agency partner
    • Create a shared communication platform for seamless information exchange
    • Set clear expectations for response times to emails and calls
    • Develop a communication protocol document and distribute it to both teams
    • Establish a point of contact for specific areas of cooperation
    • Use project management tools to track communication and tasks
    • Encourage open and transparent communication at all times
    • Implement regular feedback sessions to address communication issues
    • Develop a crisis communication plan for emergencies
    • Regularly review and update communication protocols

  • ⛳️ Strategy 2: Deeply understand client needs

    • Conduct detailed kick-off meetings to understand client needs
    • Regularly gather feedback from clients to identify shifting needs
    • Assign dedicated Account Managers to specific clients
    • Develop client profiles that outline key requirements and goals
    • Use data analytics to track client behaviour and preferences
    • Implement a client survey programme to gather insights
    • Schedule regular feedback sessions with clients
    • Create customised service packages based on client needs
    • Track industry trends to anticipate client needs
    • Foster a culture of empathy and active listening within the team

  • ⛳️ Strategy 3: Ensure satisfactory service delivery

    • Implement a service quality tracking system
    • Regularly review service delivery against client expectations
    • Ensure clear and detailed service level agreements (SLAs) are in place
    • Establish a quality assurance team to monitor service quality
    • Provide ongoing training for Account Managers on service standards
    • Set up a dedicated client support hotline
    • Conduct regular service performance reviews with the agency partner
    • Create a client satisfaction survey and act on the results
    • Develop a system for swiftly addressing service issues
    • Maintain transparent reporting on service performance to clients
communication-protocolsclient-needsaccount-managerquality-assurance-specialistclient-supportquality-assurance
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Strategies and tactics for growing digital rank web

  • ⛳️ Strategy 1: Expand service offerings

    • Conduct market research to identify in-demand digital services
    • Develop a new service category based on research findings
    • Cross-train existing staff to handle new services
    • Create packages combining existing and new services
    • Launch a targeted marketing campaign for new services
    • Host webinars or workshops to showcase new services
    • Offer introductory discounts for first-time clients
    • Gather feedback from initial clients to refine offerings
    • Monitor service performance metrics monthly
    • Adjust marketing strategy based on customer and market feedback

  • ⛳️ Strategy 2: Enhance client engagement and retention

    • Implement a robust CRM system for better client tracking
    • Develop a client onboarding process to ensure clear communication
    • Schedule regular touchpoints with clients to assess satisfaction
    • Create a client loyalty program offering exclusive benefits
    • Solicit regular feedback to address concerns promptly
    • Send out monthly newsletters to keep clients informed
    • Organise client appreciation events to build relationships
    • Offer training sessions that clients can benefit from
    • Monitor client retention rates quarterly
    • Identify and address common reasons for client churn

  • ⛳️ Strategy 3: Strengthen online presence and brand authority

    • Optimise the company website for search engines
    • Create a content strategy focusing on SEO and industry trends
    • Regularly publish blogs and articles to establish thought leadership
    • Engage with industry leaders and influencers on social media
    • Utilise social media ads to reach new audiences
    • Leverage successful client case studies in digital campaigns
    • Host and participate in online forums and panels
    • Develop a series of educational videos for digital platforms
    • Measure website traffic and engagement monthly
    • Adjust strategies based on website analytics and social metrics
marketing-expansionclient-retentionmarketing-managerclient-relations-specialistmarketing-teamclient-success-team
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Strategies and tactics for defining targets for project management success

  • ⛳️ Strategy 1: Set clear project goals and expectations

    • Identify and document clear project objectives with the client
    • Set specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Establish key performance indicators (KPIs) to measure project success
    • Develop a comprehensive project timeline with milestones
    • Create a detailed project plan outlining tasks, resources, and responsibilities
    • Communicate project goals and timeline to all stakeholders
    • Establish a regular reporting schedule with stakeholders
    • Define a change management process to handle modifications
    • Regularly review and update project goals and timelines as needed
    • Collect client feedback regularly to ensure alignment with expectations

  • ⛳️ Strategy 2: Enhance internal coordination and communication

    • Set up a cross-functional team with clear roles and responsibilities
    • Schedule regular team meetings to review project progress
    • Implement collaboration tools for effective communication
    • Develop a risk management plan to anticipate potential issues
    • Encourage open feedback and idea exchange among team members
    • Assign a dedicated coordinator to manage project documentation
    • Utilise project management software for task tracking and updates
    • Conduct regular training sessions for team skill enhancement
    • Ensure team members are clear about client requirements
    • Monitor team performance and allocate resources as required

  • ⛳️ Strategy 3: Focus on proactive client engagement

    • Schedule kick-off meeting to align on client expectations
    • Maintain regular communication with the client through updates
    • Provide ongoing project status reports to the client
    • Involve the client in key decision-making processes
    • Set up a feedback mechanism for client input and suggestions
    • Ensure transparency in project progress and challenges faced
    • Address client concerns promptly to build trust
    • Offer solutions and alternatives to minimize change requests
    • Conduct project reviews with clients at regular intervals
    • Celebrate project milestones with clients to maintain engagement
clear-goalsclient-engagementproject-managerclient-coordinatorit-development-teamproject-management-team
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Strategies and tactics for enhancing the Success of Construction Companies

  • ⛳️ Strategy 1: Strengthen project management processes

    • Implement advanced project management software to track project progress and resource allocation
    • Conduct regular training sessions for project managers on the latest construction management techniques
    • Establish clear project milestones and timelines to ensure timely delivery
    • Introduce a risk management plan to identify and mitigate potential project risks early
    • Set up regular team meetings to address ongoing project challenges and updates
    • Develop a checklist for quality control at each phase of construction
    • Create a feedback loop with clients to incorporate their input throughout the project
    • Monitor project budgets and expenses closely to avoid cost overruns
    • Streamline communication processes between project teams and subcontractors
    • Review and optimise procurement processes to ensure timely delivery of materials

  • ⛳️ Strategy 2: Expand market presence

    • Identify and target new geographical markets or segments with high demand for construction services
    • Invest in a comprehensive digital marketing strategy, focusing on SEO, social media, and online advertising
    • Form strategic partnerships with real estate developers and architects to increase project opportunities
    • Enhance the company website with portfolio examples, client testimonials, and a showcase of expertise
    • Participate in trade shows and industry events to network and generate leads
    • Develop a referral program to incentivise existing clients to refer new business
    • Create informative content, such as webinars or white papers, to establish thought leadership
    • Collaborate with local authorities on municipal projects to enhance community visibility
    • Utilise targeted email marketing campaigns to reach potential commercial clients
    • Gather and analyse market data to identify emerging trends and adjust offerings accordingly

  • ⛳️ Strategy 3: Improve client satisfaction

    • Implement a client feedback system to gather insights on project satisfaction and identify areas for improvement
    • Train staff on effective communication and interpersonal skills to enhance client interactions
    • Establish a dedicated client liaison role to ensure consistent communication and address concerns promptly
    • Develop clear and comprehensive contracts to manage client expectations and project scope
    • Offer post-construction support services to assist clients with any issues after project completion
    • Customise project delivery to accommodate specific client needs and preferences
    • Conduct regular satisfaction surveys and use the data to refine service delivery
    • Ensure transparent pricing and provide detailed breakdowns of project costs to build trust
    • Deliver projects on time and within budget consistently to build a reliable reputation
    • Celebrate project completions with client recognition events or gifts to foster strong relationships
operational-efficiencyclient-satisfactionproject-managerclient-liaisonmarketing-teamprocurement-team
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Strategies and tactics for growing the L&A Vertical Client Base

  • ⛳️ Strategy 1: Identify and Target New Prospects

    • Conduct market research to identify potential clients in the L&A vertical
    • Segment potential clients based on industry needs and size
    • Develop a prospect list with contact information and key decision-makers
    • Create a personalised outreach plan for high-priority prospects
    • Utilise social media platforms like LinkedIn to engage with potential clients
    • Attend industry conferences and events to network with potential clients
    • Organise webinars and workshops tailored for L&A clients
    • Collaborate with marketing to develop targeted content pieces for prospect engagement
    • Regularly update and refine the prospect list based on feedback and outcomes
    • Monitor competitor activities to identify potential client acquisition opportunities

  • ⛳️ Strategy 2: Enhance Client Relationships and Retention

    • Conduct regular check-ins with existing clients to gather feedback and understand needs
    • Offer customised solutions and services to meet specific client requirements
    • Implement a client satisfaction survey to gather actionable insights
    • Establish a loyalty program offering incentives for long-term partnerships
    • Provide ongoing training and support to clients for the services offered
    • Develop case studies showcasing client success stories for cross-promotional purposes
    • Host exclusive client events and appreciation days
    • Establish a client advisory board to gain insights and enhance service offerings
    • Set up a quick-response team for addressing client issues and queries
    • Review and evaluate client contracts annually for upsell and cross-sell opportunities

  • ⛳️ Strategy 3: Develop Strategic Partnerships and Alliances

    • Identify and connect with industry leaders and influencers for partnerships
    • Collaborate with complementary service providers to offer bundled solutions
    • Develop co-marketing campaigns with partners to reach a broader audience
    • Set up joint webinars and workshops with partner companies
    • Draft a partnership framework outlining goals, responsibilities, and outcomes
    • Leverage partner channels to distribute content and increase brand visibility
    • Establish formal alliances with academic institutions for research collaborations
    • Monitor partnership performance and report key metrics regularly
    • Explore potential mergers or acquisitions that align with strategic goals
    • Create an exclusive partner newsletter to keep partners informed and engaged
client-acquisitionpartnershipsmarketing-specialistclient-relationship-managersales-teampartnership-development-team
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Strategies and tactics for developing a business growth strategy for a security company

  • ⛳️ Strategy 1: Strengthen client relationships

    • Organise quarterly review meetings with top clients to discuss service feedback
    • Implement a client loyalty program to reward long-standing partners
    • Develop a client-specific newsletter sharing industry updates and company news
    • Provide personalised security audits to clients annually
    • Invite clients to participate in a bi-annual security seminar hosted by the company
    • Establish a dedicated account manager for key clients
    • Offer exclusive early-bird access to new security technology
    • Create a listening post to monitor and action client satisfaction levels
    • Develop and present case studies or success stories involving existing clients
    • Regularly survey clients to understand their evolving security needs

  • ⛳️ Strategy 2: Expand service offerings

    • Conduct market research to identify trending security needs
    • Develop partnerships with technology providers for innovative solutions
    • Launch remote monitoring services for clients with smaller budgets
    • Offer cybersecurity assessments alongside traditional security services
    • Create a mobile app to enhance client engagement and service accessibility
    • Pilot a security drone service for large-scale sites
    • Implement a rapid response team to address urgent client security issues
    • Develop an advisory service for home secure systems targeting the residential market
    • Establish a division for consultancy on regulatory compliance in security
    • Introduce environmentally sustainable security solutions

  • ⛳️ Strategy 3: Optimise security operations management

    • Adopt a new software for scheduling and managing security personnel
    • Schedule monthly debrief meetings with security teams for performance evaluation
    • Implement real-time incident reporting tools for security personnel
    • Track and review key performance indicators for security operations monthly
    • Conduct quarterly training sessions focusing on emerging security threats
    • Integrate technology to automate routine security checks and reduce manual efforts
    • Assign a risk management officer to assess vulnerabilities periodically
    • Design a reward system for security personnel achieving excellence
    • Maintain a regular review process for security protocols and guidelines
    • Create a mentorship program pairing new managers with experienced ones
client-retentioninnovationaccount-managerrisk-management-officerbusiness-developmenttechnology-integration
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Strategies and tactics for generating a deposit plan and marketing strategy

  • ⛳️ Strategy 1: Develop a targeted deposit plan

    • Analyse historical deposit trends within the last three years
    • Identify top 20 corporate clients with deposit potential
    • Segment clients based on industry to tailor deposit offerings
    • Set a quarterly deposit growth target of 10%
    • Develop a tiered deposit interest scheme to incentivise larger deposits
    • Communicate deposit plan details to clients via personalised email
    • Organise a quarterly client webinar to discuss deposit benefits
    • Utilise CRM software to track client deposit behaviours
    • Schedule bi-weekly review meetings with the team
    • Prepare a report showcasing monthly deposit progress to present to the supervisor

  • ⛳️ Strategy 2: Enhance client relationship management

    • Schedule quarterly face-to-face meetings with priority clients
    • Conduct surveys to understand client deposit needs and preferences
    • Develop a client appreciation programme for loyal clients
    • Implement a feedback loop to continuously improve service offerings
    • Offer exclusive product previews to top deposit holders
    • Provide regular market insights to clients to encourage informed decisions
    • Allocate relationship managers to existing clients for personalised attention
    • Employ data analytics to forecast client deposit trends
    • Encourage cross-selling to broaden client product usage
    • Maintain a client risk profile to proactively manage relationships

  • ⛳️ Strategy 3: Implement an integrated marketing strategy

    • Launch a digital marketing campaign focused on deposit products
    • Leverage professional social media platforms to reach clients
    • Publish monthly newsletters with deposit product highlights
    • Collaborate with industry influencers for brand endorsement
    • Organise networking events for potential and existing clients
    • Create client success stories to demonstrate value
    • Utilise radio and print advertisements targeted at corporate clients
    • Implement client referral programmes offering rewards
    • Use SEO strategies to boost visibility of deposit offerings online
    • Track marketing campaign performance with analytics tools
deposit-strategyclient-engagementrelationship-managermarketing-strategistmarketing-teamclient-services-team
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How to track your Client Manager 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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