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

10 strategies and tactics for Relationship Manager

What is Relationship 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.

Finding the right Relationship Manager 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 Relationship 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.

Relationship Manager strategy examples

You'll find below a list of Relationship Manager tactics. We also included action items for each template to make it more practical and useful.

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
Implement these strategies

Strategies and tactics for doubling institutional banking GTB fees and commissions

  • ⛳️ Strategy 1: Expand product offerings

    • Conduct a market analysis to identify unmet GTB service needs
    • Develop new GTB products based on market demand
    • Collaborate with technology partners to provide innovative digital banking solutions
    • Offer customised solutions to specific sector requirements
    • Bundle services for attractive, comprehensive offerings
    • Launch AI-driven cash management tools
    • Introduce cross-border payment solutions
    • Expand trade finance options with competitive pricing
    • Develop a suite of ESG-compliant GTB products
    • Continuously review and enhance existing product offerings

  • ⛳️ Strategy 2: Strengthen client relationships

    • Assign dedicated relationship managers to key institutional clients
    • Conduct regular client feedback sessions to inform service improvements
    • Increase client engagement through industry seminars and workshops
    • Offer bespoke advisory services for clients based on industry trends
    • Implement a CRM system to track client interactions and enhance service delivery
    • Organise client networking events to strengthen relationships
    • Develop tiered customer loyalty programs to incentivise increased usage
    • Create referral programs for existing clients to attract new business
    • Provide exclusive access to market insights and reports
    • Foster partnerships with clients by involving them in product development

  • ⛳️ Strategy 3: Improve pricing strategy

    • Conduct a competitive analysis to inform pricing strategies
    • Implement dynamic pricing models based on client usage
    • Offer tiered pricing structures based on client volume
    • Create bundled pricing packages for multiple services
    • Develop special pricing plans for long-term clients
    • Introduce promotional discounts for new services
    • Regularly review market conditions to adjust pricing accordingly
    • Leverage data analytics to tailor pricing to client behaviour
    • Establish a pricing committee to oversee pricing strategy
    • Align pricing strategies with overall revenue goals
gtb-feesclient-relationshipsrelationship-managerpricing-analystproduct-development-teamclient-services-team
Implement these strategies

Strategies and tactics for building a robust business foundation

  • ⛳️ Strategy 1: Enhance vendor relationships

    • Identify and research potential vendors that align with business goals
    • Develop a vendor management process to streamline communication and performance assessment
    • Offer incentives for long-term vendor contracts and partnerships
    • Implement a vendor feedback system to gather insights and improve relationship quality
    • Host vendor networking events or workshops to foster collaboration
    • Establish clear expectations and guidelines for vendor deliverables
    • Utilise technology to automate vendor onboarding and management processes
    • Negotiate favourable terms and agreements to ensure mutual benefits
    • Create a vendor recognition programme to acknowledge outstanding contributions
    • Regularly review and update vendor directory for up-to-date information

  • ⛳️ Strategy 2: Strengthen customer engagement

    • Conduct market research to understand customer needs and preferences
    • Develop personalised marketing campaigns to target specific customer segments
    • Implement a customer loyalty programme to reward repeat business
    • Utilise social media platforms to engage with customers and gather feedback
    • Offer exceptional customer service through various support channels
    • Create educational content or resources to inform customers about product benefits
    • Encourage customer reviews and testimonials to build trust and credibility
    • Hold regular webinars or live sessions to address customer concerns and questions
    • Monitor and analyse customer data to identify trends and improve strategies
    • Foster a community around the brand to create a sense of belonging

  • ⛳️ Strategy 3: Ensure platform reliability and user satisfaction

    • Invest in robust infrastructure to support platform scalability and reliability
    • Conduct regular system audits and maintenance to prevent downtimes
    • Implement automated testing to identify and resolve issues promptly
    • Gather user feedback to improve interface design and functionality
    • Establish a dedicated support team to address technical issues swiftly
    • Utilise data analytics to monitor platform performance and user behaviour
    • Set up a user onboarding process to enhance initial user experience
    • Ensure data privacy and security measures are in place and regularly updated
    • Develop a roadmap for continuous platform improvement and feature development
    • Provide clear communication about any platform updates or changes to users
vendor-relationshipscustomer-engagementvendor-managercustomer-service-managerit-support-teammarketing-team
Implement these strategies

Strategies and tactics for transitioning to a Data-Driven Culture in DRC OpCo

  • ⛳️ Strategy 1: Expand Data Literacy and Training Programmes

    • Conduct a comprehensive needs assessment to identify specific data literacy gaps across departments
    • Develop tailored training modules focusing on Power BI, data analysis, and other relevant tools
    • Set up a training schedule with mandatory participation across all levels
    • Assign training champions in each department to facilitate ongoing education
    • Use a blended learning approach, incorporating online resources and in-person workshops
    • Track and measure training uptake and competency improvement using assessments
    • Reward employees for successful completion of training sessions with recognition or incentives
    • Include data literacy as a key component in performance evaluations
    • Review and update training content regularly to ensure relevance and effectiveness
    • Create an internal data literacy certification programme to formalise skill acquisition

  • ⛳️ Strategy 2: Enhance Data Governance and Quality Management

    • Establish a clear data governance policy with defined roles and responsibilities
    • Create a Reporting Council to oversee the implementation of data standards
    • Standardise data formats and classification across all functions
    • Conduct regular audits to ensure compliance with data standards
    • Develop a data quality dashboard to track and report on data hygiene
    • Implement data quality training sessions for employees responsible for data input
    • Set up a feedback loop for employees to report data quality issues
    • Integrate governance processes into daily operations to ensure consistent practice
    • Encourage cross-departmental collaboration to harmonise data handling practices
    • Introduce a data ownership model to instill accountability for data quality

  • ⛳️ Strategy 3: Model Data-Driven Leadership and Cultural Change

    • Train leadership in data-driven decision-making and role modelling behaviours
    • Conduct workshops showing the benefits of data-driven culture transformation
    • Set up regular forums where leaders discuss data-driven successes and challenges
    • Incorporate data-driven goals into leadership performance metrics
    • Launch internal campaigns to communicate the strategic importance of data use
    • Highlight data-driven initiatives through internal communications and newsletters
    • Establish mentorship programmes pairing experienced leaders with emerging data champions
    • Recognise and reward leaders who effectively champion data-driven culture
    • Embed data-driven principles into organisational values and mission statements
    • Facilitate storytelling events where leaders share real-world impacts of data-driven actions
data-driven-culturedata-literacytraining-championdata-governance-officerdata-governance-teamleadership-team
Implement these strategies

Strategies and tactics for converting Doctors into Regular Clients

  • ⛳️ Strategy 1: Build strong relationships

    • Identify the top 50 doctors in each district and create a comprehensive contact list
    • Schedule introductory meetings with doctors to understand their needs and present your products or services
    • Send personalised follow-up emails or messages post-meetings to maintain engagement and interest
    • Organise regular face-to-face visits to doctors to nurture relationships
    • Provide valuable information or updates related to your products that can benefit the doctors
    • Offer exclusive early access to new products or services to stimulate partnership
    • Participate in local healthcare events to increase visibility and approachability
    • Gather and utilise feedback from doctors to improve product offerings
    • Create a customer relationship management (CRM) system to track interactions and follow-ups
    • Celebrate achievements and special occasions of doctors (birthdays, anniversaries) to build a personal connection

  • ⛳️ Strategy 2: Offer financial incentives

    • Develop a tiered discount system based on purchase volume to reward higher sales
    • Create a loyalty programme that provides rebates or credits for continuous purchases
    • Implement a referral bonus scheme to encourage doctors to bring in new clients
    • Provide limited-time promotional offers to encourage commitment to deals quickly
    • Collaborate on a 'trial' month programme to showcase the value of increased product volume
    • Organise an annual 'doctor appreciation day' with exclusive discounts on that day
    • Bundle products into strategic packages to offer more value to doctors
    • Analyse sales data quarterly to adjust incentive programmes as needed
    • Schedule quarterly or semi-annual meetings with doctors to review savings and progress
    • Ensure transparency in financial dealings by providing detailed purchase reports and invoices

  • ⛳️ Strategy 3: Enhance product education and support

    • Conduct regular training sessions or webinars to educate doctors on the benefits and use of your products
    • Provide instructional materials, such as brochures and videos, tailored to the doctors' needs
    • Develop a dedicated helpline or support team to swiftly address any product-related queries
    • Host product demonstrations in clinics or hospitals for hands-on experience
    • Create an online knowledge portal where doctors can access product information easily
    • Organise annual seminars with expert speakers focusing on product advancements and industry trends
    • Use case studies or success stories from other doctors to illustrate product effectiveness
    • Offer customised training sessions for more complex products
    • Engage with doctors through newsletters with updated product information
    • Collect and act on feedback from doctors to refine product information and training
relationship-buildingfinancial-incentivessales-representativecustomer-relations-managersales-teammarketing-team
Implement these strategies

Strategies and tactics for growing sales and profit through strong B2B relationships

  • ⛳️ Strategy 1: Foster deeper communication with partners

    • Schedule monthly meetings to discuss ongoing strategies and performance
    • Develop a shared communication platform for seamless information exchange
    • Implement a feedback system to address partner concerns promptly
    • Share market research and insights with partners regularly
    • Create a joint problem-solving team to tackle shared challenges
    • Organise workshops to explore and innovate joint business strategies
    • Publish quarterly newsletters on collaboration progress
    • Establish clear communication channels for emergency situations
    • Develop a conflict resolution protocol for smoother operations
    • Encourage cross-functional team interaction for holistic insights

  • ⛳️ Strategy 2: Align sales and marketing efforts

    • Create a joint sales target based on mutual objectives
    • Develop a calendar for synchronised marketing campaigns
    • Conduct joint webinars to promote co-branded initiatives
    • Create bundled offerings combining products from both businesses
    • Design a joint loyalty programme to strengthen customer engagement
    • Establish shared metrics to evaluate marketing success
    • Organise quarterly reviews of sales strategies together
    • Develop case studies showcasing the benefits of partnership
    • Host joint promotional events to expand reach
    • Formulate a referral system to boost mutual business opportunities

  • ⛳️ Strategy 3: Optimise supply chain collaboration

    • Integrate supply chain management systems for better transparency
    • Coordinate on inventory management to reduce holding costs
    • Collaborate on forecasting models to improve demand accuracy
    • Share logistics resources to reduce operational costs
    • Identify and mitigate supply chain risks together
    • Set up a shared supplier network to enhance procurement efficiency
    • Establish regular supply chain reviews to ensure effective processes
    • Develop shared sustainability initiatives for the supply chain
    • Create joint training programmes for supply chain staff
    • Utilise technology to improve supply chain tracking and monitoring
b2b-relationshipscollaborationsales-managersupply-chain-coordinatormarketing-teamoperations-team
Implement these strategies

Strategies and tactics for achieving March 2025 Goals

  • ⛳️ Strategy 1: Engage with local banks

    • Schedule meetings with PNC Bank, Tioga Franklin Savings Bank, and Chase Bank
    • Prepare a presentation highlighting funding opportunities near 2nd and Tioga Streets
    • Research each bank's community involvement and tailor the pitch accordingly
    • Contact relationship managers or appropriate bank representatives for appointments
    • Develop a list of potential funding projects to discuss with each bank
    • Follow up via email after initial contact to confirm meeting details
    • Prepare any necessary documentation or project proposals to present at meetings
    • Assess each bank's feedback and interest post-meeting
    • Send thank-you notes with a summary of discussions and next steps
    • Plan follow-up meetings or alternative approaches based on bank responses

  • ⛳️ Strategy 2: Meet with local, state, and federal officials

    • Identify key local, state, and federal officials to engage with
    • Contact their offices to request meetings in March
    • Prepare a discussion agenda focusing on community engagement and funding needs
    • Research each official's previous community development initiatives
    • Confirm meeting dates and times with the officials' assistants
    • Draft talking points and rehearse with team members
    • Bring copies of supporting documents and proposals to meetings
    • Take detailed notes during each meeting for follow-up actions
    • Send follow-up emails summarizing key points and seeking feedback
    • Evaluate the outcomes and plan for future engagement with officials

  • ⛳️ Strategy 3: Write and apply for grants

    • Research available grants that fit small, medium, and large categories
    • Assign team members to focus on specific grants based on expertise
    • Draft initial outlines for each grant proposal
    • Gather necessary data and supporting documents for grant applications
    • Work with a grant writer to refine proposals and ensure clarity
    • Identify potential partners like HUD and Philadelphia Faith Base Programs for collaboration
    • Engage local volunteers and leaders to provide letters of support
    • Complete all necessary paperwork for submission by end of March
    • Submit proposals by deadlines for each grant category
    • Monitor feedback from grant applications and plan for potential modifications
fundingengagementgrant-writerrelationship-managerfinance-teamcommunity-engagement-team
Implement these strategies

Strategies and tactics for doubling institutional banking GTB fees and commissions

  • ⛳️ Strategy 1: Enhance product and service offerings

    • Conduct market research to identify gaps in current offerings
    • Develop new GTB products and services tailored to client needs
    • Improve existing product features based on client feedback
    • Strengthen digital banking platforms for enhanced user experience
    • Implement a competitive pricing strategy for GTB products
    • Enhance cross-selling of GTB products within the bank
    • Provide tailored GTB solutions to various industry sectors
    • Invest in technology to streamline GTB product delivery
    • Create a dedicated team for product innovation and development
    • Regularly review and update the GTB product portfolio

  • ⛳️ Strategy 2: Expand client base and deepen existing relationships

    • Identify high-potential industries and sectors for GTB services
    • Implement targeted marketing and outreach programmes
    • Develop a client segmentation strategy to tailor services
    • Enhance relationship management with key corporate clients
    • Offer exclusive incentives for long-term partnership agreements
    • Provide regular training for relationship managers on GTB services
    • Organise industry-specific seminars and workshops for clients
    • Leverage partnerships and network opportunities for lead generation
    • Implement a robust client feedback system to improve offerings
    • Utilise data and analytics to identify upsell and cross-sell opportunities

  • ⛳️ Strategy 3: Optimise operational efficiency and streamline processes

    • Conduct an audit of current GTB processes to identify inefficiencies
    • Implement process automation where possible to reduce costs
    • Standardise processes across different regions and branches
    • Invest in staff training to enhance operational capabilities
    • Use data analytics to monitor and optimise GTB transaction flows
    • Enhance collaboration between different units within the bank
    • Develop a centralised support team for GTB operations
    • Implement industry best practices in GTB operations
    • Regularly review and update operational risk management frameworks
    • Ensure compliance with regulatory requirements across all GTB activities
institutional-bankinggtb-feesrelationship-managerproduct-developerproduct-innovation-teamoperational-efficiency-team
Implement these strategies

Strategies and tactics for developing a Quarterly Marketing Strategy for a Plotted Development and Villa Company

  • ⛳️ Strategy 1: Enhance digital marketing efforts

    • Conduct a thorough audit of current digital marketing channels and performance
    • Develop a content calendar focusing on the unique aspects of plotted developments and villas
    • Invest in Search Engine Optimisation (SEO) to improve organic search visibility
    • Implement a targeted pay-per-click (PPC) campaign on Google Ads aimed at potential buyers
    • Leverage social media platforms to showcase properties, including Instagram and Facebook
    • Create virtual tours and video content to highlight property features
    • Use retargeting ads to reach potential buyers who have previously shown interest
    • Develop landing pages specific to each property type with clear calls to action
    • Analyse and optimise campaign performance regularly using analytics tools
    • Engage with followers and respond promptly to inquiries on digital platforms

  • ⛳️ Strategy 2: Cultivate strategic partnerships

    • Identify relevant influencers and real estate bloggers to promote properties
    • Establish partnerships with local businesses to cross-promote offerings
    • Collaborate with real estate agents and brokers to expand the sales network
    • Offer incentives for referrals and partnerships that drive sales
    • Host joint promotional events with partners to attract potential buyers
    • Develop co-branded marketing materials with strategic partners
    • Participate in webinars and online forums to increase brand visibility
    • Nurture relationships with financial institutions to simplify buyer financing
    • Engage with architectural firms to highlight design aspects of villas
    • Leverage partner platforms for additional advertising opportunities

  • ⛳️ Strategy 3: Improve customer engagement and relationship management

    • Develop a customer relationship management (CRM) system to track interactions
    • Send regular newsletters with updates on new developments and offerings
    • Personalise communications to tailor to individual buyer’s interests and needs
    • Host open house events to provide personal tours of properties
    • Create personalised follow-up procedures for potential leads and inquiries
    • Engage in community events to enhance brand visibility and trust
    • Gather feedback from current customers to improve services and products
    • Implement loyalty programmes for repeat buyers and referrals
    • Offer exclusive previews to loyal customers and early responders
    • Utilise survey tools to understand customer preferences and trends
digital-marketingstrategic-partnershipsmarketing-strategistcustomer-relationship-managersales-teamdigital-marketing-team
Implement these strategies

Strategies and tactics for desarrollando proveedores con cero defectos

  • ⛳️ Strategy 1: Optimiza la evaluación de proveedores

    • Implementa un proceso riguroso de selección y evaluación de proveedores
    • Desarrolla una lista de verificación de calidad para la evaluación
    • Realiza auditorías técnicas periódicas de proveedores
    • Monitorea el rendimiento de los proveedores a lo largo del tiempo
    • Incorpora estándares de calidad internacional en la evaluación
    • Establece métricas claras para medir el rendimiento de los proveedores
    • Proporciona retroalimentación detallada a los proveedores sobre su evaluación
    • Invita a los proveedores a visitar las instalaciones de producción para comprender requisitos
    • Fomenta la transparencia y comunicación abierta con los proveedores
    • Considera la reputación e historial de calidad del proveedor durante la evaluación

  • ⛳️ Strategy 2: Fomenta la colaboración para mejora continua

    • Establece talleres conjuntos de mejora continua con los proveedores
    • Define metas cuantificables de mejora para los proveedores
    • Facilita sesiones de intercambio de mejores prácticas entre proveedores
    • Proporciona formación en técnicas de mejora continua a los proveedores
    • Implementa un sistema de recompensas basado en mejoras alcanzadas
    • Programa reuniones periódicas para revisar los avances en mejora continua
    • Colabora con los proveedores en proyectos de innovación conjunta
    • Comparte los logros y aprendizajes de mejora continua con todo el ecosistema de proveedores
    • Facilita la integración de herramientas tecnológicas para mejorar procesos
    • Evalúa el impacto de las iniciativas de mejora continua en la calidad del producto

  • ⛳️ Strategy 3: Establece un sistema sólido de estándares y procedimientos

    • Desarrolla un manual detallado de estándares y procedimientos de calidad
    • Asegura que todos los proveedores reciban y comprendan el manual de estándares
    • Estandariza los procesos de control de calidad entre todos los proveedores
    • Implementa auditorías periódicas para asegurar la adherencia a los estándares
    • Desarrolla procedimientos de contención rápidos y efectivos en caso de defectos
    • Proporciona formación continua sobre actualizaciones de estándares
    • Utiliza tecnología para facilitar el cumplimiento de los estándares
    • Comparte información de cambios de procesos o estándares con proveedores
    • Facilita un foro para que proveedores posean entrada en actualizaciones de estándares
    • Evalúa continuamente los estándares y procedimientos para adaptarlos y mejorarlos
supplier-developmentzero-defectsquality-assurance-specialistsupplier-relationship-managerprocurement-teamquality-control-team
Implement these strategies

How to track your Relationship Manager strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

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