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10 strategies and tactics for Retention

What is Retention strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Retention 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 Retention 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.

Retention strategy examples

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

Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
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Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
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Strategies and tactics for enhancing Rowing WA Operations

  • ⛳️ Strategy 1: Enhance club and coach development

    • Develop effective relationships with affiliated clubs and provide resources to enhance their capabilities
    • Organise an annual series of workshops to improve club governance and management
    • Create cross-club initiatives for sport growth and development
    • Manage the Rowing WA Coaching Development Strategy to ensure sufficient accredited coaches
    • Provide opportunities for coaches to develop their skills and practical application
    • Implement the Rowing Australia Coach Accreditation Scheme in WA
    • Plan and deliver the WA Coaches Conference
    • Facilitate pathway programs for athletes from schools into clubs
    • Develop strategies to include non-traditional rowing schools
    • Design a comprehensive coxswain development approach

  • ⛳️ Strategy 2: Optimise regatta and event management

    • Plan and oversee all aspects of regatta delivery
    • Play a key role in national regattas hosted in WA
    • Coordinate non-regatta events like award ceremonies and development workshops
    • Develop a strategy to ensure the vibrant programming of events
    • Establish effective event management protocols and checklists
    • Facilitate training for volunteers and officials for events
    • Implement feedback systems for continuous improvement after events
    • Collaborate with vendors and sponsors for event success
    • Leverage technology for efficient event administration
    • Implement sustainable practices in event management

  • ⛳️ Strategy 3: Strengthen administration and strategic governance

    • Ensure compliance with government regulations and best practice sport governance principles
    • Support the CEO in strategic meetings and stakeholder interactions
    • Lead the use and optimisation of the Revolutionise Sport Membership Management System
    • Manage compliance with Working with Children legislation
    • Assist in securing grants and funding for rowing development
    • Represent Rowing WA at relevant conferences and committees
    • Develop strategic plans for athlete pathway development
    • Strengthen collaboration with Rowing WA partners and sponsors
    • Provide administrative support to staff and portfolios as needed
    • Continuously review and refine strategic objectives and outcomes
rowingdevelopmentcoachevent-managerclub-development-teamevent-management-team
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Strategies and tactics for drafting a remuneration strategy for ABC Super Tech

  • ⛳️ Strategy 1: Customise remuneration elements by division

    • Conduct a market analysis for compensation across the tech industry
    • Determine base salary ranges for each position in operations, sales, logistics, and corporate services
    • Set division-specific performance metrics for the annual bonus at 15% of total cost to company
    • Incorporate a 10% company bonus on the distribution tool for employees in sales and logistics
    • Allocate a management bonus of 25% for senior roles across all divisions
    • Introduce a 25% company bonus for managers in operational and logistics roles
    • Roll out personalised salary packages for high-performing employees in each division
    • Review and adjust remuneration plan bi-annually to address market changes
    • Communicate the remuneration structure transparently to all employees
    • Regularly gather employee feedback to refine remuneration elements

  • ⛳️ Strategy 2: Develop a retention strategy

    • Identify key retention drivers for each division through employee surveys
    • Implement career development pathways with clear progression plans
    • Establish mentorship programmes for new and existing employees
    • Offer flexible working arrangements across operations, sales, logistics, and corporate services
    • Enhance non-monetary benefits such as health and wellness programmes
    • Set up regular one-on-one meetings to discuss career goals and growth
    • Create recognition programmes to acknowledge achievements and contributions
    • Conduct stay interviews to uncover employee satisfaction and retention issues
    • Develop tailored retention bonuses for high-demand roles
    • Analyse turnover rates and trends to improve retention strategies continually

  • ⛳️ Strategy 3: Implement an incentive and remuneration plan

    • Align incentives with company goals and division-specific objectives
    • Define clear criteria for performance-based bonuses and incentives
    • Utilise technology solutions to track performance metrics in real-time
    • Regularly update incentive programmes to reflect changes in company strategy
    • Communicate the benefits of the incentive plan through workshops and presentations
    • Monitor the effectiveness of incentive programmes through employee feedback and performance assessments
    • Introduce quarterly incentive updates to encourage short-term performance boosts
    • Provide training sessions on how to maximise earnings under the incentive plan
    • Collaborate with division leaders to ensure the incentive plan meets division needs
    • Establish a cross-functional team to oversee implementation and address any arising issues
retentionincentivesmanagershr-professionalscorporate-servicessales-and-logistics
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Strategies and tactics for navigating customer retention post first year

  • ⛳️ Strategy 1: Optimise onboarding process

    • Create a welcome email series that guides new customers through the Yoast SEO academy
    • Develop beginner-friendly tutorials and resources specifically for first-year customers
    • Offer personalised onboarding webinars to address new customers’ unique needs
    • Implement a customer success team to provide support during the first year
    • Collect feedback regularly from new customers to identify pain points
    • Develop a customer onboarding checklist to ensure nothing is missed
    • Create a dedicated onboarding section on the website for easy access to resources
    • Utilise video content to make onboarding more engaging
    • Create an FAQ resource based on common questions new customers have
    • Schedule follow-up calls or emails at key points during the first year to check in on progress

  • ⛳️ Strategy 2: Enhance engagement through continuous learning

    • Provide exclusive access to advanced courses in the Yoast SEO academy for first-year customers
    • Host monthly webinars on different aspects of SEO tailored to new customers
    • Create a community forum for peer support and knowledge sharing
    • Develop a rewards programme for customers who complete courses in the academy
    • Offer one-on-one mentoring sessions with SEO experts for first-year customers
    • Introduce a customer blog where success stories and tips can be shared
    • Send out regular newsletters with the latest SEO trends and academy updates
    • Provide certificates of completion for courses to add a sense of achievement
    • Run periodic assessment quizzes to gauge learning progress and tailor further content
    • Create short, engaging quizzes and challenges to reinforce learning in a fun way

  • ⛳️ Strategy 3: Build strong customer relationships

    • Implement a loyalty programme with rewards for continued subscription
    • Conduct regular check-ins through personalised emails or calls
    • Invite first-year customers to exclusive events or online meet-ups
    • Offer personalised service and tailored recommendations based on customer behaviour
    • Send out personalised anniversary messages and offers on their subscription renewal
    • Encourage customers to provide feedback and publicly acknowledge their contributions
    • Utilise Customer Relationship Management (CRM) software to keep track of interactions
    • Address customer complaints swiftly and effectively with a dedicated team
    • Provide discounts or incentives for customers who refer new users
    • Create a recognition programme for loyal customers to publicly celebrate their milestones
customer-retentionyoast-seo-academycustomer-success-teamseo-expertsonboarding-teamcustomer-relationship-management-team
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Strategies and tactics for enhancing Myntra's New Year Sale Strategy

  • ⛳️ Strategy 1: Leverage influencer marketing

    • Identify top fashion influencers whose audience aligns with Myntra's target demographic
    • Negotiate partnerships with influencers for promoting the sale leading up to and during the event
    • Create exclusive discount codes for influencers to share with their followers
    • Collaborate with influencers on Instagram reels and TikTok videos highlighting flash sales items
    • Host live shopping sessions on Myntra's social media with influencers
    • Develop a hashtag campaign encouraging users to share their purchases with influencer endorsements
    • Use influencers to tease upcoming sale events and items to their followers ahead of the sale
    • Measure engagement and sales conversions from influencer-driven traffic
    • Analyse influencer content performance to refine future campaigns
    • Ensure timely and consistent influencer postings throughout the sale period

  • ⛳️ Strategy 2: Implement a personalised recommendation engine

    • Enhance the app's AI algorithms to deliver personalised product suggestions based on user history
    • Create dynamic landing pages that adjust to user preferences during the sale
    • Use push notifications to alert users about tailored deals matching their interests
    • Incorporate a 'trending now' section on the app to showcase popular items
    • Develop a rewards system for users who interact with personalised recommendations
    • Monitor user behaviour to continually refine product suggestions
    • Offer additional incentives for users who purchase from recommended lists
    • Include customer reviews and ratings in recommendation displays to boost confidence
    • Utilise email marketing campaigns highlighting recommended products during the sale
    • Continuously gather feedback to improve the accuracy and effectiveness of recommendations

  • ⛳️ Strategy 3: Create a post-sale engagement initiative

    • Launch a loyalty programme that rewards users for post-sale purchases
    • Host a feedback campaign post-sale offering incentives for completed surveys
    • Introduce a referral programme encouraging users to invite friends with exclusive benefits
    • Offer time-limited discounts or bonus points for future purchases post-sale
    • Develop follow-up email campaigns with curated content based on purchased items
    • Engage users through a social media challenge showcasing post-sale styling ideas with their purchases
    • Organise a post-sale online event where users can interact with fashion experts for style advice
    • Prepare content such as blogs or videos that keep users engaged with the Myntra community
    • Provide exclusive previews or early access to upcoming collections for sale participants
    • Analyse post-sale data to identify key patterns and inform future retention strategies
influencer-marketingpersonalized-recommendationssocial-media-managerdata-analystmarketing-teamcustomer-experience-team
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Strategies and tactics for positioning The Timeless Retreat in the Senior Hospitality Sector

  • ⛳️ Strategy 1: Enhance operational efficiency

    • Conduct a comprehensive review of current operational processes
    • Identify areas with resource constraints and develop a plan to address them
    • Implement a digital management system to streamline operations
    • Provide training for staff on efficiency and service excellence
    • Regularly monitor and evaluate the effectiveness of operational processes
    • Develop a plan to optimise staff scheduling for peak hours
    • Implement cost-effective measures to reduce operational expenses
    • Create a feedback loop for continuous improvement suggestions
    • Engage in benchmarking against competitors to identify best practices
    • Evaluate and implement technology solutions to improve service delivery

  • ⛳️ Strategy 2: Expand through strategic partnerships

    • Identify potential partners in the senior care space
    • Develop proposals for mutually beneficial partnerships
    • Leverage partner networks to expand market reach
    • Collaborate with healthcare providers for on-site services
    • Establish partnerships with local businesses for resident activities
    • Negotiate partnerships that provide value-added services to residents
    • Explore joint ventures with complementary service providers
    • Engage with community organizations to enhance local presence
    • Create partnership packages that outline mutual benefits
    • Evaluate partnership performance regularly and adjust strategies accordingly

  • ⛳️ Strategy 3: Enhance community engagement and satisfaction

    • Design a programme for regular community engagement activities
    • Collect resident feedback to identify service improvement areas
    • Develop customised activities based on resident interests
    • Launch a monthly newsletter to enhance community communication
    • Initiate workshops and events led by community experts
    • Provide opportunities for family involvement in resident activities
    • Engage residents in feedback sessions to co-create service offerings
    • Implement a rewards programme for resident referrals
    • Host open house events to showcase the retreat to new residents
    • Promote a culture of inclusivity and care among staff
operational-efficiencycommunity-engagementservice-managerpartnership-coordinatoroperations-teamcommunity-engagement-team
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Strategies and tactics for increasing centre's job placement program participation

  • ⛳️ Strategy 1: Enhance outreach and marketing efforts

    • Develop a social media campaign highlighting success stories
    • Create informational webinars about the program
    • Partner with local community organisations for referrals
    • Distribute flyers and brochures in high-traffic areas
    • Utilise email marketing to reach potential participants
    • Host free workshops on job-searching and resume-building
    • Offer referral bonuses for current participants who recruit others
    • Place adverts in local newspapers and online job boards
    • Collaborate with local schools and colleges for student outreach
    • Attend job fairs and community events to promote the program

  • ⛳️ Strategy 2: Improve program quality and support services

    • Implement mentorship programs connecting participants with industry professionals
    • Offer advanced skills training and certifications
    • Provide personalised career counselling and goal setting
    • Monitor participant progress bi-weekly to address concerns
    • Expand support services like childcare and transportation assistance
    • Conduct regular feedback sessions with participants for program improvement
    • Develop partnerships with local businesses for job placements
    • Create an alumni network for ongoing support and networking
    • Host mock interview sessions with real employers
    • Increase availability of mental health resources to support job retention

  • ⛳️ Strategy 3: Strengthen employer partnerships and hiring incentives

    • Establish formal agreements with local businesses for priority hiring
    • Offer tax credit information sessions to potential employers
    • Create a recognition program for top employer partners
    • Develop a job placement incentive program for businesses
    • Invite employers to participate in program workshops and panels
    • Host employer networking events to foster relationships
    • Provide regular updates to employers on program successes
    • Establish feedback loops with employers to improve participant readiness
    • Offer trial employment periods or internships as a hiring route
    • Create customised training modules based on employer needs
outreachmentorshipcareer-counselormarketing-specialistmarketing-teamcareer-services-team
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Strategies and tactics for fostering Creative and Collaborative Communities

  • ⛳️ Strategy 1: Enhance HR Practices

    • Revise job descriptions to reflect creativity and collaboration values
    • Implement a comprehensive onboarding programme that includes cultural awareness training
    • Develop a mentorship programme to support new hires and encourage innovation
    • Conduct regular staff surveys to gather feedback on engagement and satisfaction
    • Offer flexible work arrangements to support diverse needs and creative processes
    • Create recognition programmes to celebrate staff contributions to innovation
    • Host quarterly workshops on creative thinking and collaboration techniques
    • Standardise performance reviews to include criteria on creativity and teamwork
    • Build partnerships with institutions for recruitment from creative fields
    • Establish a transparent internal career progression framework

  • ⛳️ Strategy 2: Diversify Revenue Streams

    • Identify and engage with potential partners for collaborative projects
    • Explore grants and funding opportunities that align with community values
    • Develop a membership programme that offers exclusive benefits and resources
    • Host fundraisers featuring local artists and innovators for community engagement
    • Implement an e-commerce platform to sell products or services related to the community
    • Offer workshops and seminars on creativity and innovation for a fee
    • Establish a sponsorship programme to attract corporate support
    • Develop online courses in partnership with educational institutions
    • Create co-working spaces for rent to foster creativity and collaboration
    • Offer consulting services to other organisations seeking to foster innovation

  • ⛳️ Strategy 3: Empower Māori and Moana Voices

    • Establish a Māori and Moana advisory board for community guidance
    • Develop programmes specifically highlighting Māori and Moana creators
    • Promote Māori and Moana art and culture through exhibitions and events
    • Create scholarships and grants for Māori and Moana individuals in creative fields
    • Ensure representation of Māori and Moana voices in leadership roles
    • Host cultural awareness and sensitivity training for staff and community members
    • Partner with Māori and Moana led organisations for collaborative initiatives
    • Include Māori and Moana languages and symbols in the community’s branding
    • Develop educational resources showcasing Māori and Moana histories and achievements
    • Facilitate storytelling workshops empowering Māori and Moana narratives
creativitycollaborationhr-managercommunity-engagement-officerhr-teamcultural-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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How to track your Retention 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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