Get Tability: OKRs that don't suck | Learn more →

10 strategies and tactics for Consulting Team

What is Consulting Team 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 Consulting Team 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 Consulting Team 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.

Consulting Team strategy examples

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

Strategies and tactics for establishing an international consulting and coaching business

  • ⛳️ Strategy 1: Build your brand and market presence

    • Develop a professional website highlighting services and expertise
    • Create a brand logo and cohesive visual identity
    • Establish a presence on LinkedIn and other relevant social media platforms
    • Publish articles and insights on platforms like LinkedIn and Medium to showcase expertise
    • Attend industry conferences and networking events to connect with potential clients
    • Collaborate with other professionals in similar fields for cross-promotion
    • Offer free seminars or webinars to build credibility and attract initial clients
    • Collect and showcase client testimonials and case studies
    • Develop a referral program offering incentives for existing clients to introduce new clients
    • Research and join relevant professional organisations and associations

  • ⛳️ Strategy 2: Create scalable service offerings

    • Design structured coaching programs for teams, executives, and family businesses
    • Offer tiered service packages to cater to different client needs and budgets
    • Develop online courses and workshops for remote clients
    • Create informational and promotional materials for each service offering
    • Hire or partner with other professionals to expand service capacity
    • Invest in digital tools to facilitate virtual coaching and consulting
    • Bundle services into discounted 'packages' to encourage larger commitments
    • Regularly update service offerings based on client feedback and market trends
    • Maintain a client database for targeted marketing and follow-ups
    • Utilise CRM software to manage client interactions and service delivery

  • ⛳️ Strategy 3: Manage time and finances effectively

    • Set specific work hours for the business separate from full-time job commitments
    • Create a detailed financial plan outlining expenses, revenue targets, and savings
    • Reinvest a portion of profits into business development and marketing
    • Track all business expenses and income meticulously for tax purposes
    • Seek advice from a financial advisor on transitioning to full-time entrepreneurship
    • Explore funding options if necessary, such as small business loans or grants
    • Limit initial service offerings to manage workload alongside full-time job
    • Set regular checkpoints to assess business progress and revenue growth
    • Create a reserve fund to cover living expenses during full-time transition
    • Evaluate and adjust pricing strategies based on market competition and costs
brandingscalabilityfinancial-advisormarketing-specialistbusiness-developmentclient-relations
Implement these strategies

Strategies and tactics for developing a business strategy for claim consulting

  • ⛳️ Strategy 1: Identify target markets

    • Conduct market research to determine potential industries that require claim consulting services
    • Analyse competitors to identify gaps in the market
    • Segment the market based on size, industry, and geographic location
    • Use surveys to gather data on potential client needs and preferences
    • Develop client personas to better understand target audience
    • Identify key decision-makers within target industries
    • Attend industry conferences to network and gain insights
    • Create targeted marketing materials for different segments
    • Leverage existing client relationships for referrals into new market segments
    • Continuously review market data to refine target market strategy

  • ⛳️ Strategy 2: Enhance service offerings

    • Regularly review client feedback to identify areas for service improvement
    • Analyse industry trends to identify new service opportunities
    • Develop specialised consulting packages tailored to specific industries
    • Train staff on the latest claim management software and tools
    • Collaborate with industry experts to expand service expertise
    • Implement a quality assurance process for all consulting services
    • Develop a process for consistently evaluating service performance
    • Introduce flexible consulting models to cater to varied client needs
    • Offer workshops and training sessions to increase client value
    • Create a feedback loop with clients to continuously improve service offerings

  • ⛳️ Strategy 3: Increase brand visibility

    • Develop a comprehensive digital marketing strategy including SEO, PPC, and content marketing
    • Create informative and engaging blog content related to claim consulting
    • Enhance social media presence across relevant platforms
    • Optimise the company website for user experience and lead conversion
    • Develop case studies and client testimonials for credibility
    • Host webinars and online events to showcase expertise
    • Sponsor relevant industry events to increase brand awareness
    • Utilise email marketing campaigns to nurture leads
    • Collaborate with influencers and thought leaders in the industry
    • Implement a referral programme to encourage word-of-mouth marketing
target-marketsbrand-visibilitymarket-researcherdigital-marketermarketing-teamconsulting-team
Implement these strategies

Strategies and tactics for analysing Infosys Resource & Capability Matrix

  • ⛳️ Strategy 1: Leverage key strengths to diversify market dependency

    • Enhance marketing efforts in non-US regions leveraging global talent pool
    • Develop strategic partnerships to penetrate new markets using existing client relationships
    • Expand digital capabilities to cater to localised needs in emerging markets
    • Utilise brand reputation to enter European and APAC markets
    • Conduct innovation workshops to tailor services for diverse markets
    • Promote thought leadership through global webinars and conferences
    • Utilise innovation capabilities to create market-specific solutions
    • Drive collaborative projects with local governments and agencies
    • Establish regional offices to boost market presence
    • Invest in local talent acquisition to enhance cultural alignment

  • ⛳️ Strategy 2: Reduce dependency on high attrition talent

    • Enhance employee engagement programmes to reduce attrition rates
    • Provide competitive compensation and benefits packages
    • Implement regular performance and satisfaction surveys
    • Foster a culture of innovation and growth to retain talent
    • Enhance leadership training at Infosys Leadership Institute
    • Offer career advancement opportunities and reskilling initiatives
    • Introduce flexible work arrangements to improve work-life balance
    • Establish mentorship and buddy systems for new hires
    • Recognise and reward high-performing employees
    • Implement a feedback loop to address employee concerns proactively

  • ⛳️ Strategy 3: Optimise R&D and consulting capabilities

    • Increase investment in R&D to elevate innovation potential
    • Develop a knowledge sharing hub for best practices in consulting
    • Train consulting teams to improve client interaction and problem resolution
    • Integrate AI tools to enhance consulting service delivery
    • Host innovation sprints to generate new consulting solutions
    • Collaborate with leading research institutions for knowledge advancements
    • Leverage global consulting teams to address regional needs
    • Create centres of excellence focussing on consulting and R&D
    • Conduct industry benchmarking to align consulting services with global standards
    • Offer consultancy certification programmes to upskill employees
diversificationtalent-retentionmarketing-strategisthr-managerr&d-teamconsulting-team
Implement these strategies

Strategies and tactics for choosing a career path for a commerce graduate

  • ⛳️ Strategy 1: Leverage entrepreneurial and competition success

    • Research industries that value entrepreneurial experience
    • Identify roles in startups or innovation departments
    • Prepare a portfolio highlighting competition wins and startup achievements
    • Connect with mentors in industries of interest for advice
    • Attend industry-specific networking events and meetups
    • Read books and articles on career paths leveraging entrepreneurial skills
    • Apply to roles that allow for innovation and strategic input
    • Offer to consult for startups to gain varied industry insight
    • Learn about trends in entrepreneurship and market demands
    • Consider further education or certifications to enhance skills

  • ⛳️ Strategy 2: Pursue a career in business analytics

    • Update CV and LinkedIn to highlight data analytics skills in Power BI and SQL
    • Apply for business analytics roles in diverse industries
    • Join online communities and forums focused on data analytics
    • Attend workshops and webinars on advanced data analysis techniques
    • Develop a portfolio of analytics projects or case studies
    • Reach out to professionals in the analytics field for informational interviews
    • Keep abreast of latest tools and technologies in data analytics
    • Get certified in recognised analytics platforms or methodologies
    • Engage with content such as podcasts or blogs about analytics careers
    • Explore potential business analytics roles through job shadowing or volunteering

  • ⛳️ Strategy 3: Combine experiences in consultancy roles

    • Explore consulting firms that value diverse skill sets
    • Enhance public speaking and presentation skills further
    • Network with consultants and attend consultancy-related events
    • Research consultancy specialisations that align with interests
    • Update online profiles to reflect interest in consultancy
    • Take problem-solving and critical thinking workshops
    • Prepare case studies from past experiences as part of interview prep
    • Understand the demands and lifestyle of consultancy roles
    • Volunteer for consultancy projects in local businesses or NGOs
    • Consider postgraduate education to strengthen consultancy expertise
entrepreneurshipdata-analyticsbusiness-analystconsultantstartup-teamsconsulting-firms
Implement these strategies

Strategies and tactics for developing a Consulting Strategy

  • ⛳️ Strategy 1: Identify and Define Your Target Market

    • Conduct market research to identify industry needs and gaps
    • Define your ideal client profile by analysing demographic and psychographic data
    • Segment the market into smaller niche categories
    • Assess the competition to differentiate your services
    • Create a clear value proposition tailored to target market needs
    • Develop a list of potential clients within the target market
    • Attend industry events to network and gather insights
    • Use social media analytics to identify popular topics and areas of interest
    • Create marketing materials tailored to your target audience
    • Update and refine your target market definition regularly based on feedback and results

  • ⛳️ Strategy 2: Build a Strong Brand and Service Offering

    • Develop a unique value proposition that highlights your expertise
    • Design a professional website that clearly communicates your services
    • Create a portfolio showcasing successful past projects and case studies
    • Develop service packages that meet the varying needs of your clients
    • Offer free initial consultations to build rapport and examine client needs
    • Gather client testimonials and reviews to build credibility
    • Invest in continuous professional development to enhance your expertise
    • Establish a presence on professional networking platforms like LinkedIn
    • Create and share insightful industry articles and blogs
    • Conduct webinars and workshops to demonstrate your expertise and reach a wider audience

  • ⛳️ Strategy 3: Establish Effective Client Acquisition and Retention Tactics

    • Set up a lead generation system through various channels such as social media, email marketing, and referrals
    • Develop a client onboarding process to ensure a smooth start
    • Use a CRM system to manage customer relationships effectively
    • Implement a feedback loop with clients to understand their needs and expectations
    • Regularly update clients on industry trends and insights relevant to their business
    • Provide value-added services to differentiate yourself from the competition
    • Create a loyalty program to reward long-term clients and encourage repeat business
    • Utilise data analytics to optimise client acquisition and retention strategies
    • Develop case studies from successful projects and share them with potential clients
    • Regularly review and adapt your client acquisition strategies based on performance metrics
target-marketclient-acquisitionconsultantmarket-researchermarketing-teamclient-relations-team
Implement these strategies

Strategies and tactics for building a consulting firm through private equity

  • ⛳️ Strategy 1: Leverage existing private equity networks

    • Identify potential private equity investors with interest in consulting
    • Research and compile a list of private equity firms specialising in consulting
    • Develop a pitch deck highlighting the consulting firm's value proposition
    • Set up meetings with potential private equity investors
    • Demonstrate strong understanding of industry trends and market needs
    • Showcase successful case studies and outcomes from past consulting projects
    • Highlight firm's growth potential and competitive advantage
    • Negotiate terms that align with firm's strategic goals
    • Secure commitment from private equity partners
    • Establish clear communication channels with investors for ongoing updates

  • ⛳️ Strategy 2: Develop a robust business plan

    • Outline the consulting firm's vision, mission, and objectives
    • Conduct market research to identify target industries and clients
    • Define service offerings and unique selling propositions
    • Create detailed financial projections and budgets
    • Formulate a marketing and sales strategy to reach target clients
    • Identify key performance indicators to measure success
    • Develop a talent acquisition plan for consultants
    • Plan for potential risks and develop mitigation strategies
    • Prepare necessary legal and compliance documentation
    • Present the business plan to private equity investors for feedback

  • ⛳️ Strategy 3: Focus on strategic acquisitions

    • Identify smaller consulting firms or teams with complementary services
    • Evaluate potential acquisition targets based on strategic fit and financial health
    • Conduct due diligence to assess risks and benefits
    • Negotiate acquisition terms that align with growth objectives
    • Integrate acquired firms to expand service offerings and client base
    • Enhance firm's expertise and reputation by leveraging acquired talent
    • Utilise private equity funding to facilitate acquisitions
    • Plan for the seamless integration of operations and culture
    • Communicate acquisition benefits to existing and potential clients
    • Monitor acquisition outcomes and adjust strategies as necessary
private-equityconsulting-growthprivate-equity-investorbusiness-consultantinvestment-analysis-teammergers-and-acquisitions-team
Implement these strategies

Strategies and tactics for expanding RKCO East Africa Consulting Services

  • ⛳️ Strategy 1: Prioritise Market Research and Analysis

    • Conduct a comprehensive analysis of the current market landscape in East Africa for consulting services
    • Identify the major competitors in the market and analyse their strengths and weaknesses
    • Develop customer personas by identifying the core industries needing consulting services
    • Analyse the economic and regulatory environment in East Africa to identify opportunities and threats
    • Conduct surveys and interviews with potential clients to understand their needs and expectations
    • Monitor industry trends and emerging technologies that could impact consulting services
    • Identify key geographic areas to target for market expansion
    • Evaluate the pricing strategies of competitors and establish competitive pricing models
    • Establish partnerships with local businesses for shared insights and market intelligence
    • Create a market research report to inform strategic business decisions

  • ⛳️ Strategy 2: Enhance Brand Visibility and Outreach

    • Develop a marketing plan focusing on digital and traditional media channels
    • Create a content marketing strategy to showcase expertise through blogs, articles, and whitepapers
    • Engage in social media marketing across platforms like LinkedIn, Twitter, and Facebook to reach professionals and executives
    • Organise webinars and workshops highlighting the company's consulting services
    • Participate in industry conferences and events to network and build brand visibility
    • Develop case studies and testimonials from existing clients to build credibility
    • Create promotional materials including brochures, flyers, and presentations tailored to different industries
    • Optimise the company website for SEO to increase online visibility
    • Establish a PR strategy for media coverage in local and international business publications
    • Form strategic alliances with business associations for co-branding and joint promotions

  • ⛳️ Strategy 3: Strengthen Service Delivery and Client Relationships

    • Develop standard operating procedures for each service offering to ensure consistency in delivery
    • Invest in continuous training and certification for staff to maintain high professional standards
    • Implement a client feedback system to gather insights on service satisfaction and areas for improvement
    • Develop customised service packages tailored to meet specific client needs
    • Provide exceptional post-service support and follow-up services
    • Invest in technology tools to improve service delivery and operational efficiency
    • Regularly update clients on new service offerings and industry insights
    • Enhance client onboarding processes to ensure smooth and efficient client relationships from the start
    • Establish a client loyalty programme to incentivise long-term partnerships
    • Create a project management system to track service delivery progress and timelines
market-researchbrand-visibilitymarketing-specialistbusiness-analystmarketing-teamoperations-team
Implement these strategies

Strategies and tactics for creating an AI concept document

  • ⛳️ Strategy 1: Conduct thorough research

    • Identify the latest AI trends and technologies relevant to consulting
    • Research competitor AI consulting companies' offerings and market positioning
    • Review case studies and success stories of AI implementation in various industries
    • Understand the specific needs and challenges of target industries
    • Gather insights from industry reports and whitepapers on AI advancements
    • Interview industry experts and thought leaders on future AI developments
    • Compile a list of potential AI applications in consulting
    • Analyse customer feedback and pain points for AI services
    • Assess the regulatory environment for AI in your target region
    • Evaluate potential risks and ethical considerations of AI use

  • ⛳️ Strategy 2: Define the unique value proposition

    • Outline the key benefits of your AI consulting services
    • Identify the primary differentiators from competitors
    • Develop a clear and compelling mission statement for the AI concept
    • Create detailed profiles of ideal customer segments
    • Articulate the specific problems your AI solutions will solve
    • Highlight the innovative aspects of your AI technologies
    • Establish credibility by showcasing expertise and experience in AI
    • Present testimonials or endorsements from satisfied clients
    • Illustrate the potential return on investment for clients
    • Craft a strong brand narrative around your AI consulting solutions

  • ⛳️ Strategy 3: Develop a structured document outline

    • Draft an executive summary highlighting the concept’s importance
    • Outline each AI service offering with detailed descriptions
    • Include sections on methodology and processes for AI implementation
    • Describe the team structure and key personnel leading the AI initiatives
    • Offer detailed case studies or examples of successful AI projects
    • Provide a timeline for development and deployment of AI solutions
    • Include a budget forecast and financial analysis projection
    • Discuss potential partnerships or collaborations for AI enhancements
    • Summarise the long-term vision and goals for the AI consulting company
    • Ensure the document is visually appealing with charts, graphs, and images
ai-trendsvalue-propositionresearch-analystai-strategistmarketing-teamdevelopment-team
Implement these strategies

Strategies and tactics for developing a 5-year strategy for revenue expansion

  • ⛳️ Strategy 1: Expand market reach through digital marketing

    • Build a user-friendly website highlighting services, achievements, and client testimonials
    • Implement search engine optimisation (SEO) to improve online visibility
    • Create engaging social media profiles on platforms like Facebook, Instagram, and LinkedIn
    • Develop a content marketing plan that includes regular blogs, tutorials, and success stories
    • Leverage email marketing campaigns to reach past clients and potential customers
    • Invest in targeted digital advertising to reach broader audiences
    • Partner with influencers in the culinary and education space to increase brand awareness
    • Offer promotions and referral incentives to encourage word-of-mouth marketing
    • Encourage user-generated content by running contests or featuring customer stories
    • Monitor engagement metrics and iteratively improve marketing strategies

  • ⛳️ Strategy 2: Enhance service offerings and customer experience

    • Conduct market research to identify customer needs and potential service gaps
    • Develop and test new service offerings based on market demands
    • Implement customer feedback loops to continuously improve services
    • Identify strategic partnerships with local businesses to enhance service delivery
    • Train staff in customer service excellence to increase client satisfaction
    • Introduce loyalty programs to encourage repeat business from existing customers
    • Develop customised service packages to meet special client requirements
    • Ensure high-quality standards are maintained in all aspects of service delivery
    • Regularly update and innovate the cookery course curriculum based on industry trends
    • Seek accreditation for courses and services to establish credibility and trust

  • ⛳️ Strategy 3: Develop strategic alliances and partnerships

    • Identify organisations with similar missions for potential collaboration
    • Reach out to corporate sponsors for event partnerships or sponsorship deals
    • Collaborate with government and non-governmental organisations for joint initiatives
    • Form partnerships with schools and universities to offer accredited training programs
    • Partner with local businesses for cross-promotional opportunities
    • Engage with culinary associations and industry leaders for joint ventures
    • Establish a network of alumni to act as ambassadors and extend reach
    • Attend industry events and conferences to connect with key stakeholders
    • Develop MOUs with partners to clearly define roles and expectations
    • Continuously evaluate partnerships for mutual benefits and strategic alignment
digital-marketingstrategic-partnershipsmarketing-strategistpartnership-managersales-teamcustomer-service-team
Implement these strategies

Strategies and tactics for promoting neurology consultation services

  • ⛳️ Strategy 1: Leverage digital marketing channels

    • Create a dedicated webpage detailing Dr. Mohanty’s qualifications and consultation schedule
    • Use social media platforms to regularly post about upcoming consultation dates
    • Engage with local community groups online to spread the word
    • Design digital flyers and distribute them via local healthcare forums and websites
    • Encourage satisfied patients to leave reviews on Google and healthcare websites
    • Launch a Google Ads campaign targeting search terms related to neurology in Balasore
    • Send out monthly email newsletters to existing patients with consultation reminders
    • Collaborate with local health influencers to promote the service
    • Share educational content related to neurology to build credibility and engage audience
    • Offer online appointment booking for convenience

  • ⛳️ Strategy 2: Engage with local community

    • Organise free health seminars in local community centres to raise awareness about neurological conditions
    • Distribute printed flyers and posters in local markets and public places
    • Partner with local schools and colleges for health awareness programs
    • Collaborate with local general practitioners for referral programs
    • Sponsor local events and sports activities to increase visibility
    • Set up a booth at local community events to answer health-related queries
    • Offer special discounts for first-time consultations to attract new patients
    • Network with pharmacists to share information about neurology services on offer
    • Initiate word-of-mouth campaigns by incentivising existing patients for referrals
    • Engage with local health committees for community-focused health discussions

  • ⛳️ Strategy 3: Provide exceptional patient experience

    • Ensure the consultation area is welcoming and informative
    • Implement a feedback system to gather patient insights for improvement
    • Provide complimentary educational materials on neurology
    • Train reception staff to provide detailed and friendly assistance
    • Offer flexible consultation hours to accommodate more patients
    • Follow up with patients post-consultation for continued care
    • Introduce a loyalty program for repeat patients
    • Utilize patient management software to streamline consultations
    • Ensure communication through SMS and email for appointment reminders
    • Regularly update patients on neurology-related health tips and news
digital-marketingcommunity-engagementdigital-marketercommunity-outreach-coordinatormarketing-teampatient-experience-team
Implement these strategies

How to track your Consulting Team 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:

Table of contents
Copyright © 2024 Tability