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10 strategies and tactics for Roi

What is Roi 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 Roi 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 Roi 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.

Roi strategy examples

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

Strategies and tactics for growing Sales and Market Penetration for IMZ Corporate's IoT Solutions

  • ⛳️ Strategy 1: Enter the state excise departments market

    • Conduct market intelligence in Maharashtra, Jharkhand, Karnataka, and Kerala
    • Develop hyper-localized solution templates based on collected data
    • Map region-specific pain points to showcase immediate value
    • Create a narrative highlighting technological disruption in liquor supply chain management
    • Develop predictive analytics demonstrating cost savings beyond traditional tracking
    • Design cost-effective pilot programs with minimal client investment
    • Implement a 'Zero-Risk Pilot Program' with performance-linked pricing
    • Create transparent, data-driven ROI calculators
    • Offer flexible implementation models allowing modular scaling
    • Provide complimentary initial security and efficiency audits
  • ⛳️ Strategy 2: Target food corporations for market penetration

    • Identify Jharkhand Food Corporation as strategic entry point
    • Evaluate target based on openness to technological innovation and existing challenges
    • Develop a comprehensive digital security ecosystem extending beyond traditional tracking
    • Design modular solutions adaptable to various organisational complexities
    • Integrate machine learning algorithms for predictive loss prevention
    • Create user-friendly dashboards for real-time insights
    • Establish trust through transparent technological demonstrations
    • Offer phased implementation with clear milestone-based achievements
    • Provide continuous support and commit to technology evolution
    • Establish collaborative feedback mechanisms for improvement
  • ⛳️ Strategy 3: Penetrate the railway sector with innovative IoT solutions

    • Identify critical security and operational pain points in railway logistics
    • Develop comprehensive security solutions exceeding traditional tracking
    • Create a technology sandbox for continuous solution refinement
    • Integrate multiple tracking technologies including GPS, RFID, and AI-powered analytics
    • Develop predictive maintenance and security algorithms
    • Create a unified monitoring platform with intuitive interfaces
    • Ensure AIS 140 compliance with additional innovative features
    • Leverage academic and research partnerships to bolster credibility
    • Obtain necessary certifications and security clearances
    • Demonstrate technological superiority through live pilot programs

Strategies and tactics for creating an AI Adoption Template for Internal Upsell

  • ⛳️ Strategy 1: Identify Key Stakeholders and Objectives

    • Conduct initial meetings to identify key decision-makers within the client organisation
    • Clarify the primary objectives of AI adoption for the client's business
    • Identify potential challenges and concerns that stakeholders might have
    • Determine the key performance indicators (KPIs) that need to be met
    • Educate stakeholders about AI capabilities and industry benefits
    • Prepare tailored communication materials for different stakeholders
    • Organise workshops for stakeholders to explore AI use cases
    • Encourage feedback from stakeholders to refine objectives
    • Secure stakeholder buy-in for moving forward with AI initiatives
    • Document stakeholder roles and responsibilities in the AI project
  • ⛳️ Strategy 2: Develop a ROI and Use Case Analysis Framework

    • Research industry benchmarks for AI investments and returns specific to lubricants
    • Outline a step-by-step process for calculating ROI in AI projects
    • Create a list of potential use cases for AI in the lubricants industry
    • Develop a standard template for ROI case analysis and presentation
    • Incorporate metrics for risk assessment in the ROI calculation
    • Include industry-specific scenarios and their potential AI solutions
    • Outline best practices for data collection and analysis
    • Provide guidance on aligning use cases with strategic business goals
    • Include forecasts and models to predict financial impacts
    • Validate the framework with real-world examples and case studies
  • ⛳️ Strategy 3: Facilitate Internal Training and Tools Provision

    • Design a training program on AI basics for the client's internal teams
    • Develop resources to address common misconceptions about AI
    • Create user-friendly guides on using AI tools effectively
    • Provide ongoing support and Q&A sessions for internal teams
    • Offer workshops that simulate AI applications in client-specific scenarios
    • Supply educational materials on AI ethics and usage policies
    • Implement AI adoption success stories from similar industries
    • Encourage cross-departmental collaboration in AI initiatives
    • Set up a knowledge-sharing platform for AI-related resources
    • Regularly update training materials with the latest AI developments

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

Strategies and tactics for driving Sales Through Integrated Marketing

  • ⛳️ Strategy 1: Enhance visibility with traditional marketing

    • Install 10+ banners in high-traffic MIDC zones and nearby towns
    • Highlight USPs such as affordable pricing and strategic location on hoardings
    • Organise regular on-site activities showcasing the plots and amenities
    • Offer guided tours for potential buyers to boost engagement
    • Schedule exclusive meetups with MIDC industry owners to pitch commercial plots
    • Publish advertisements in local newspapers targeting regional investors
    • Place adverts in magazines that are popular among the target audience
    • Partner with local businesses for cross-promotional activities
    • Distribute brochures in nearby residential areas and industries
    • Run weekly pop-up stalls at local marketplaces to engage with citizens
  • ⛳️ Strategy 2: Scale reach through digital marketing

    • Launch Google Search Ads targeting keywords like 'NA plots in Kurkumbh'
    • Implement Display Ads to retarget users interested in real estate
    • Develop Meta Ads with a focus on investors aged 30-50 in Pune
    • Utilise ad formats such as carousel ads and testimonial videos on social media
    • Promote site walkthroughs and client testimonials on YouTube
    • Optimise Google My Business profile with updated photos and reviews
    • Enhance local SEO to rank higher in searches like 'Plots in Kurkumbh MIDC'
    • Schedule regular updates on all digital platforms for consistent engagement
    • Track and analyse metrics for ad performance improvements
    • Develop retargeting strategies based on user interactions
  • ⛳️ Strategy 3: Build trust through content marketing

    • Publish blog articles on topics like 'Top Investment Opportunities Near Pune'
    • Create and share social media stories of site updates and testimonials
    • Design an email campaign with newsletters highlighting exclusive offers
    • Produce engaging videos such as drone shots of the site
    • Explain the benefits of different plot types through video content
    • Release video success stories of past customer experiences
    • Share client testimonials on all major social media platforms
    • Develop a seasonal content calendar for regular posting
    • Collaborate with local influencers for greater content reach
    • Use analytics to inform content strategy adjustments

Strategies and tactics for extending Coolabi IP Through Multi-Media

  • ⛳️ Strategy 1: Expand into animated content

    • Conduct market research to identify target audience preferences
    • Develop pilot episodes for key characters or stories
    • Create a detailed budget estimate for animation production
    • Hire a creative team with experience in animated series
    • Identify potential animation studios to partner with
    • Set clear benchmarks for viewership and audience engagement
    • Establish a monetisation strategy through advertising and merchandising
    • Assess potential streaming platforms for release
    • Partner with a distribution company to maximise reach
    • Evaluate ROI after the first season and make necessary adjustments
  • ⛳️ Strategy 2: Launch interactive online games

    • Research popular game genres that align with the IP
    • Create a concept for a storyline-driven game
    • Calculate the investment needed for game development
    • Recruit a skilled game development team
    • Select a game engine that supports the desired features
    • Integrate analytics tools to track player engagement
    • Form partnerships with game distribution platforms
    • Craft a marketing campaign to build anticipation
    • Implement monetisation through in-game purchases or subscriptions
    • Monitor player feedback and update game content regularly
  • ⛳️ Strategy 3: Develop a multi-platform publishing approach

    • Evaluate the success of existing publications within the IP
    • Identify new themes or genres to explore in future titles
    • Conduct competitive analysis on multi-platform publishing
    • Form partnerships with experienced publishers for cross-platform releases
    • Create a timeline for releasing titles on various platforms
    • Leverage social media for promotional activities
    • Develop a pricing strategy that appeals to broader audiences
    • Track sales data across platforms to measure success
    • Engage with readers through community-building initiatives
    • Use feedback to refine future content and improve ROI

Strategies and tactics for entering the UK and US Markets

  • ⛳️ Strategy 1: Establish market presence

    • Conduct comprehensive market research on fintech and legal industries in UK and US
    • Identify key competitors and analyse their strengths and weaknesses
    • Define unique value propositions tailored to the fintech and legal sectors
    • Register the business and all required certifications in the UK and US
    • Collaborate with local business consultants for market insights
    • Develop a dedicated landing page for UK and US customers focusing on fintech and legal solutions
    • Engage with local business events and industry-specific conferences
    • Build relationships with fintech and legal industry associations
    • Implement a public relations campaign targeting niche trade publications
    • Set up an office space or local presence, either physically or via virtual offices
  • ⛳️ Strategy 2: Build a targeted marketing campaign

    • Develop tailored marketing plans for fintech and legal clientele
    • Create compelling case studies and testimonials from similar successful projects
    • Utilise digital marketing channels focusing on SEO/SEM specific to these industries
    • Run targeted LinkedIn campaigns to reach decision makers in fintech and legal businesses
    • Develop webinars or free workshops for industry-specific audiences in these regions
    • Implement email marketing campaigns focused on industry pain points and solutions
    • Hire or train dedicated account managers familiar with UK and US market culture
    • Offer limited-time promotions or discounts to attract new clients
    • Analyse and use data insights from initial interactions to refine marketing tactics
    • Allocate a specific budget for market testing and optimise based on real-time performance
  • ⛳️ Strategy 3: Foster long-term partnerships and customer retention

    • Design a client onboarding process that emphasises satisfaction and engagement
    • Develop a client feedback loop to consistently gather and act on client insights
    • Create a bespoke account management programme to ensure personalised client interactions
    • Design loyalty programs or incentives for long-term partnership
    • Conduct quarterly reviews with clients to assess and realign marketing strategies
    • Provide quarterly industry insights to clients showcasing market expertise
    • Collaborate with clients on co-branded initiatives or events
    • Implement CRM systems to efficiently manage and analyse customer interactions
    • Establish a referral programme to encourage client-based acquisition
    • Regularly update clients with metrics and ROI analysis to demonstrate value

Strategies and tactics for reframing Brand Promise with Depth and Precision

  • ⛳️ Strategy 1: Deconstruct and Redefine the Core Terms

    • Analyse 'passion' as expertise, craftsmanship, and dedication
    • Emphasise 'visionary thinking' within the concept of passion
    • Highlight artistic rigour and pursuit of excellence related to passion
    • Interpret 'care' as stewardship and meticulousness
    • Frame care as partnership and anticipation to convey reliability
    • Stress responsibility and trustworthiness inherent in care
    • Consider holistic management for client and stakeholder success
    • Connect passion with professional mastery and intentional creation
    • Link care to holistic execution and anxiety reduction
    • Ensure new definitions resonate both internally and externally
  • ⛳️ Strategy 2: Generate Refined Taglines

    • Craft taglines that capture expertise, precision, and reliability
    • Develop 'Where Vision Meets Precision' as a new brand promise
    • Propose 'Crafted with Expertise. Delivered with Precision' as a tagline
    • Suggest 'Designed with Intent. Executed with Stewardship' as another option
    • Ensure taglines convey sophistication and emotional intelligence
    • Align taglines with deep professional values for team empowerment
    • Test taglines internally with team to gauge resonance
    • Utilise feedback to refine taglines for external usage
    • Ensure taglines address client needs and reduce anxieties
    • Position taglines as a reflection of company’s core identity
  • ⛳️ Strategy 3: Develop Strategic Pillars

    • Establish 'Architects of Experience' focusing on innovative design
    • Create 'Guardians of the Journey' focusing on flawless logistics and transparent communication
    • Formulate 'Partners in Impact' aligning events with client business goals
    • Ensure each pillar optimally contributes to brand’s promise
    • Integrate visionary thinking and artistic rigour in 'Architects of Experience'
    • Emphasise risk mitigation and partner ecosystem management in 'Guardians of the Journey'
    • Highlight ROI measurement and building long-term relationships in 'Partners in Impact'
    • Document detailed execution plans for each strategic pillar
    • Align team roles with strategic pillars to maximise empowerment
    • Communicate strategic pillars clearly to clients to assure them

Strategies and tactics for implementing a DOT scale in manufacturing

  • ⛳️ Strategy 1: Conduct a cost analysis

    • Identify and list all the initial costs required for DOT scale implementation
    • Estimate ongoing maintenance and calibration costs
    • Calculate the costs associated with training staff to use the new equipment
    • Consider any potential downtime during installation and testing
    • Include costs related to potential infrastructure modifications
    • Analyse costs saved through increased accuracy and reduced material waste
    • Factor in potential savings from improved production efficiency
    • Consider any potential reduction in operating costs
    • Forecast the lifespan of the DOT scale to distribute costs over time
    • Compile a detailed report outlining all projected costs
  • ⛳️ Strategy 2: Assess the revenue impact

    • Estimate the increased production capacity from using the DOT scale
    • Evaluate the potential for reduced errors and reworks
    • Calculate potential customer satisfaction improvement and its impact on repeat orders
    • Analyse potential market expansion opportunities due to improved product quality
    • Project any increase in product pricing justified by enhanced quality
    • Assess potential for reducing lead times and its impact on client orders
    • Identify potential savings on raw material due to precision measurements
    • Consider future scalability that includes more advanced features compatibility
    • Forecast potential improvements in brand reputation and indirect sales boost
    • Compile a comprehensive report on revenue impacts
  • ⛳️ Strategy 3: Perform a comprehensive ROI evaluation

    • Compile all cost components identified from cost analysis
    • List all projected revenue impacts from revenue assessments
    • Calculate net present value (NPV) of the investment over a chosen timeframe
    • Determine the payback period for the DOT scale investment
    • Calculate the internal rate of return (IRR) for the project
    • Compare ROI against industry benchmarks or comparable investments
    • Consult with financial experts to verify assumptions and calculations
    • Conduct sensitivity analysis to examine varying cost-revenue scenarios
    • Prepare a final detailed ROI report with visual aids
    • Present findings to stakeholders for decision-making and approval

Strategies and tactics for increasing Sales on TikTok for Nuorganic

  • ⛳️ Strategy 1: Optimise video content

    • Analyse the performance of existing videos to identify high-performing content
    • Create a schedule for regular posting of video content at peak times
    • Expand the range of video content, focusing on product demonstrations and user testimonials
    • Collaborate with influencers or TikTok creators to feature products in unique ways
    • Utilise trending music and hashtags to improve video visibility
    • Encourage user-generated content by creating challenges or competitions
    • Ensure consistent branding across all videos with logos and consistent messaging
    • Utilise the TikTok ad platform to boost reach of the best-performing videos
    • Test different formats such as short videos versus longer ones
    • Track and analyse engagement and conversion rates from each video
  • ⛳️ Strategy 2: Enhance live stream experiences

    • Schedule regular live streaming events, promoting them well in advance
    • Focus on interactive and engaging content to keep viewers watching
    • Offer exclusive discounts or promotions available only during live streams
    • Incorporate a Q&A section to directly engage with viewers’ inquiries
    • Use professional equipment to improve the quality of the live stream
    • Highlight high-performing products and demonstrate their use during live events
    • Analyse viewer behaviour during streams to pinpoint drop-off moments
    • Collaborate with guest hosts or celebrities to increase attraction
    • Collect and display real-time comments and feedback for product demonstrations
    • Post stream recordings where possible, maximising reach to those unable to attend live
  • ⛳️ Strategy 3: Expand affiliate marketing efforts

    • Increase the number of affiliate partners by reaching out to relevant influencers
    • Offer attractive commission rates to incentivise partners
    • Provide affiliates with unique tracking codes to measure their impact
    • Share best-selling product recommendations with affiliates
    • Create an affiliate-exclusive promotional kit with branded materials
    • Consult current affiliates to understand their constraints and opportunities
    • Host webinars or workshops to train affiliates on effective promotion techniques
    • Monitor affiliate-driven traffic and conversion rates closely
    • Create an affiliate leaderboard to increase competitiveness
    • Send monthly reports to affiliates with their performance stats and achievements

Strategies and tactics for optimising the marketing strategy for Insta Travel Service

  • ⛳️ Strategy 1: Enhance brand visibility

    • Revise and strengthen the brand's visual identity and messaging
    • Develop targeted brand awareness campaigns focused on key markets
    • Collaborate with local influencers and travel bloggers to enhance brand reach
    • Optimise social media profiles and increase content frequency
    • Participate in travel fairs and exhibitions to showcase offerings
    • Utilise paid media channels for strategic brand promotions
    • Ensure consistent brand experience across all customer touchpoints
    • Invest in high-quality, engaging multimedia content to elevate brand image
    • Collect and showcase customer testimonials to build trust
    • Expand digital presence through partnerships with online platforms
  • ⛳️ Strategy 2: Drive digital transformation

    • Optimise the agency's website for user experience and conversion
    • Implement an online booking system for seamless reservations
    • Enhance mobile app functionalities to include personalised travel itineraries
    • Use SEO and SEA strategies to increase online visibility
    • Create digital marketing campaigns focused on different customer segments
    • Leverage data analytics to personalise customer communications
    • Strengthen presence and engagement on social media platforms
    • Introduce loyalty programs through digital platforms
    • Train staff in digital tools to ensure fluent internal processes
    • Regularly assess digital strategy and platforms for continual improvement
  • ⛳️ Strategy 3: Expand market reach through partnerships

    • Identify and partner with local and international tour operators
    • Expand collaboration with Tunisian hotels and service providers
    • Engage with corporate clients for bespoke travel solutions
    • Develop joint promotions with airlines for package deals
    • Leverage relationships with local government and tourism boards
    • Attend international travel conferences to build partnerships
    • Formulate exclusive deals with local attractions and entertainment venues
    • Collaborate with business networks for corporate travel services
    • Create co-branded travel products with complementary businesses
    • Regularly review and adapt partnership agreements to ensure mutual benefit

How to track your Roi 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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