Client Engagement Plan Template

Grow and strengthen client relationships with this detailed Client Engagement Plan template.
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Client Engagement Plan Template

What is a Client Engagement Plan?

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.

What's included in this Client Engagement Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Client Engagement Plan template for?

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.

1. Define clear examples of your focus areas

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.

2. Think about the objectives that could fall under that focus area

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.

3. Set measurable targets (KPIs) to tackle the objective

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%.

4. Implement related projects to achieve the KPIs

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.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is a powerful tool to help teams plan, execute, and measure the success of their client engagement plan. With Cascade, teams can create strategic plans, assign projects, measure performance, and track progress quickly and easily, allowing them to see faster results from their strategy.

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