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6 strategies and tactics for Consultancy

What is Consultancy 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.

Finding the right Consultancy 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.

How to write your own Consultancy 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.

Consultancy strategy examples

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

Strategies and tactics for enhancing account management as a CEO in executive search consultancy

  • ⛳️ Strategy 1: Establish strong client relationships

    • Schedule regular meetings with key clients to understand their needs
    • Develop a personalised communication plan for each major client
    • Create a feedback loop to gather client insights and adjust strategies
    • Implement a customer relationship management (CRM) system
    • Assign dedicated account managers for each major client
    • Host client appreciation events to strengthen relationships
    • Encourage regular check-ins from the account management team
    • Develop case studies from successful engagements to build trust
    • Train team members on exceptional customer service practices
    • Set up a client advisory board for advanced collaboration

  • ⛳️ Strategy 2: Optimise internal processes

    • Conduct a workflow analysis to identify bottlenecks
    • Standardise the client onboarding process
    • Implement project management tools for better coordination
    • Train staff on efficient use of technology
    • Establish key performance indicators (KPIs) for account management
    • Regularly review and improve operational procedures
    • Encourage cross-department collaboration to enhance service delivery
    • Automate routine tasks to boost productivity
    • Ensure clear documentation of every client interaction
    • Develop a contingency plan for managing unexpected client requests

  • ⛳️ Strategy 3: Expand market intelligence

    • Regularly research industry trends and competitor activities
    • Subscribe to industry publications and reports
    • Attend industry conferences and networking events
    • Set up a market intelligence team to gather insights
    • Use data analytics tools to interpret market data
    • Develop client-specific market insights reports
    • Engage in thought leadership by sharing insights with clients
    • Create a knowledge-sharing platform within the company
    • Partner with industry analysts for a deeper understanding
    • Regularly update clients on relevant market changes
client-relationshipsmarket-intelligenceaccount-managercrm-specialistmarket-intelligence-teamaccount-management-team
Implement these strategies

Strategies and tactics for forming a joint venture for training and consultancy services

  • ⛳️ Strategy 1: Develop a detailed business plan

    • Define the scope and objectives of the joint venture
    • Analyse market demand for training and consultancy services
    • Identify target audience and sectors
    • Outline roles and responsibilities for each organisation
    • Establish a legal and financial framework
    • Prepare a risk management plan
    • Set clear short-term and long-term goals
    • Determine key performance indicators (KPIs) for success
    • Create a budget and financial projections
    • Review and finalise the business plan with both parties

  • ⛳️ Strategy 2: Establish legal and operational structure

    • Consult with legal experts to draft joint venture agreements
    • Define ownership structure and equity distribution
    • Obtain necessary regulatory approvals and licences
    • Set up a governance structure with a joint management team
    • Develop operational procedures and policies
    • Create a brand identity and marketing plan
    • Establish a pricing strategy for services offered
    • Develop a code of conduct and ethics for the joint venture
    • Set up an administrative and financial management system
    • Ensure intellectual property rights are protected

  • ⛳️ Strategy 3: Launch and promote the joint venture

    • Plan a launch event to introduce the joint venture to the market
    • Create promotional materials and online presence
    • Develop partnerships with industry associations and networks
    • Implement targeted marketing campaigns for key sectors
    • Offer introductory workshops or seminars to showcase expertise
    • Engage with potential clients through webinars and conferences
    • Collect feedback to improve service offerings
    • Monitor competitive landscape and adjust strategies accordingly
    • Evaluate monthly performance against KPIs
    • Continuously refine services based on market demand and feedback
joint-ventureconsultancy-serviceslegal-expertmarketing-professionalmanagement-teammarketing-team
Implement these strategies

Strategies and tactics for driving client growth through compliance

  • ⛳️ Strategy 1: Educate clients on compliance importance

    • Develop workshops explaining the benefits of compliance for SMEs
    • Create informational brochures and digital content about compliance
    • Offer free initial consultations to discuss compliance strategies
    • Organise webinars with industry experts on compliance
    • Publish success stories of SMEs that benefited from compliance
    • Develop an e-learning module focused on compliance
    • Host quarterly seminars to update clients on compliance regulations
    • Email newsletters highlighting recent compliance changes
    • Partner with local business communities to provide compliance info sessions
    • Provide a compliance health-check service for potential clients

  • ⛳️ Strategy 2: Personalise compliance solutions for SMEs

    • Conduct an in-depth needs analysis for each client
    • Create custom compliance plans tailored to individual SME needs
    • Set up regular follow-up meetings to monitor compliance progress
    • Offer flexible consulting packages to suit different business sizes
    • Provide on-site compliance training for staff
    • Deliver industry-specific compliance updates
    • Develop a compliance dashboard for clients to track their progress
    • Offer a hotline for compliance-related inquiries
    • Gather client feedback to continuously refine compliance offerings
    • Create case studies demonstrating customised compliance solutions

  • ⛳️ Strategy 3: Leverage partnerships to enhance services

    • Form partnerships with local chambers of commerce for wider reach
    • Collaborate with legal and financial experts to enhance service offerings
    • Develop a compliance certification programme with educational institutions
    • Partner with technology firms to provide compliance software tools
    • Establish relationships with government agencies for up-to-date regulations
    • Offer joint seminars with partners on compliance topics
    • Provide discounted rates through referral partnerships
    • Create a resource hub by partnering with industry experts
    • Coordinate with international organisations to understand global compliance trends
    • Utilise partner networks to identify new client opportunities
compliancesmescompliance-consultantbusiness-analystcompliance-teampartnership-development-team
Implement these strategies

Strategies and tactics for expanding business consultancy services

  • ⛳️ Strategy 1: Strengthen local market presence

    • Identify key local events and conferences in health consultancy and participate actively
    • Build partnerships with local healthcare providers and organisations
    • Develop targeted local marketing campaigns focusing on healthcare businesses
    • Offer free workshops or webinars to showcase expertise in demographic transitions
    • Leverage local social media platforms for engagement and brand awareness
    • Collect testimonials from satisfied local clients to build credibility
    • Network with local influencers in the healthcare industry for referrals
    • Create case studies based on local success stories to use as marketing tools
    • Host a local business meetup to identify potential partners and clients
    • Assess and optimise pricing strategies to remain competitive in the local market

  • ⛳️ Strategy 2: Expand global reach

    • Research and identify key international markets with potential growth in demographic transitions
    • Collaborate with international organisations focusing on health consultancy
    • Adapt service offerings to meet the needs of international clients
    • Develop a multilingual and culturally tailored website to attract global clients
    • Utilise international social media platforms for audience engagement
    • Attend international health consultancy and business development conferences
    • Build an international affiliate or partner network
    • Leverage digital advertising to target specific international demographics
    • Create downloadable content aimed at international audiences, such as whitepapers or e-books
    • Implement an international testimonials and referrals program

  • ⛳️ Strategy 3: Enhance service offerings through innovation

    • Invest in the latest data analysis tools and technologies
    • Hire or collaborate with experts in emerging health trends and demographic transitions
    • Develop proprietary models or frameworks for analyzing demographic data
    • Offer cutting-edge research services that differentiate from competitors
    • Implement a customer feedback loop to consistently improve service offerings
    • Create a suite of comprehensive consultancy packages tailored to various client needs
    • Experiment with new marketing techniques such as AI-driven insights
    • Provide flexible service packages to accommodate changing client needs
    • Host innovative webinars and online training sessions for continuous engagement
    • Establish a tracking system to measure the impact of consultancy services for clients
consultancydemographic-transitionsbusiness-consultantdata-analystmarketing-teamresearch-and-development-team
Implement these strategies

Strategies and tactics for developing a Comprehensive Housing Project

  • ⛳️ Strategy 1: Establish a detailed project roadmap

    • Conduct a feasibility study to assess financial, environmental, and social impacts
    • Define project scope, timelines, and deliverables
    • Assemble a cross-functional project team including architects, engineers, and urban planners
    • Create a detailed project budget and secure funding
    • Establish project milestones and performance indicators
    • Obtain necessary government permits and approvals
    • Engage with community stakeholders for input and feedback
    • Develop a risk management plan
    • Create a communication plan for project updates
    • Regularly review and adjust the project plan based on progress

  • ⛳️ Strategy 2: Implement sustainable building practices

    • Incorporate green building materials and eco-friendly designs
    • Utilise energy-efficient systems for heating, cooling, and lighting
    • Plan for green spaces and landscapes to enhance environmental quality
    • Implement water conservation technologies
    • Certify buildings according to green standards (e.g., LEED, BREEAM)
    • Encourage the use of public transport and non-motorised access within the project
    • Install renewable energy sources such as solar panels
    • Design infrastructure to be resilient to climate change
    • Partner with sustainability consultants for expertise
    • Monitor and report on sustainability metrics throughout the project lifecycle

  • ⛳️ Strategy 3: Foster community engagement and development

    • Host community workshops to gather input and promote transparency
    • Build partnerships with local businesses and educational institutions
    • Develop amenities that address community needs, such as parks and social hubs
    • Include affordable housing quotas to ensure community inclusivity
    • Create promotional campaigns to attract future residents and businesses
    • Incorporate cultural and community-specific elements into designs
    • Establish a long-term maintenance plan for shared spaces
    • Provide training and employment opportunities for local residents
    • Develop a safety and security plan for residents and visitors
    • Conduct regular feedback sessions post-completion to improve community satisfaction
sustainabilitycommunity-engagementarchitecturban-plannerproject-managementsustainability-consultancy
Implement these strategies

Strategies and tactics for defining Your AI Consultancy

  • ⛳️ Strategy 1: Emphasise Marketing AI Solutions

    • Identify the core AI solutions you offer to enhance marketing efforts
    • Research competitors and identify gaps in their AI marketing offerings
    • Develop case studies showcasing successful AI applications in marketing for SMEs
    • Highlight the unique AI tools and technologies you use for marketing
    • Create a brand statement emphasizing your role as marketing consultants with AI expertise
    • Develop a dedicated webpage outlining AI-driven marketing services
    • Host webinars focusing on AI applications in marketing for SMEs
    • Develop marketing collaterals highlighting AI's impact on marketing strategies
    • Leverage testimonials from clients who benefited from your AI marketing solutions
    • Position yourself as thought leaders in AI-enhanced marketing through blogs and articles

  • ⛳️ Strategy 2: Highlight AI Creativity Integration

    • Articulate the creative aspect of your AI offerings and how they transform businesses
    • Showcase innovative AI projects that demonstrate creative integration in business
    • Develop partnerships with creative agencies to enhance your AI creativity offerings
    • Create a portfolio showcasing AI-driven creative campaigns for business transformations
    • Craft messaging that conveys the imaginative power of AI in your services
    • Curate a video series demonstrating real-life creative AI applications
    • Organise workshops on combining creativity with AI for business impact
    • Engage in industry events as speakers to discuss AI's role in business creativity
    • Utilise visual storytelling on your website to demonstrate creative AI solutions
    • Gather and publish client testimonials focusing on creative transformations

  • ⛳️ Strategy 3: Present as Comprehensive AI Business Consultants

    • Define the scope of AI services beyond marketing and creativity for businesses
    • Highlight the flexibility of your consultancy in adapting AI to varied business needs
    • Develop a detailed services guide showcasing all dimensions of AI applications
    • Create client personas to better match your services with their needs
    • Emphasise your expertise in AI technology adoption and implementation
    • Provide training workshops on AI literacy and its applications in business
    • Secure partnerships with tech companies to broaden your consultancy capabilities
    • Develop an AI readiness assessment tool for potential clients
    • Publish success stories of AI integration across diverse business domains
    • Launch a newsletter focusing on trends and insights in AI solutions for SMEs
ai-consultancymarketing-solutionsmarketing-consultantai-specialistmarketing-strategy-teamcreative-development-team
Implement these strategies

How to track your Consultancy 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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