A client engagement plan outlines a business’s objectives and actions to engage and build relationships with their clients. It should include focus areas, objectives, projects, and KPIs that will inform the team on how to measure success. By setting measurable goals, the plan helps ensure that the team is on track to achieving their objectives.
Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.
This Client Engagement Plan template is for sales and customer success teams who want to create a plan for engaging with clients and building relationships. It provides structure to help guide the team in setting measurable objectives and designing projects that will help them reach those objectives.
Focus areas are broad topics that define the scope of a client engagement plan. Examples of focus areas could include client onboarding, client retention, client relationships, sales volume, and customer satisfaction. It is important to define focus areas that are related to the team’s goals and objectives.
Objectives are the goals that the team wants to achieve. These should be specific, measurable, and achievable. Objectives should be based on the focus areas defined previously and should be tailored to the team’s goals.
Examples of some objectives for the focus area of Client Engagement could be: Increase Client Retention, and Strengthen Client Relationships.
KPIs are the metrics used to measure the success of the objectives. They should be measurable and clearly define the target that the team is trying to reach. Examples of KPIs include sales volume, customer satisfaction, client retention rate, and response rate. An example of a KPI for the focus area of Client Engagement could be: Increase % of retained clients from 60% to 75%.
Projects, or actions, are the steps taken to reach the objectives and KPIs. Projects should be specific and have a timeline. They should be tailored to the team’s objectives and should be designed to help them reach their goals in a timely and efficient manner.
An example of a project related to Client Engagement could be: Develop a client onboarding and retention program.
If you're looking to streamline and enhance your strategic efforts, Cascade Strategy Execution Software provides the ideal platform. Unlike the limitations and complexities of spreadsheets, Cascade offers a centralized solution for real-time updates, automated reporting, and simplified collaboration. This allows your team to adapt swiftly, maintain strategic alignment, and achieve better results. Sign-up for free or book a demo with one of our strategy experts to see how Cascade can accelerate your strategic execution.
