Customer Engagement Strategy Template

Grow customer loyalty & retention. Develop a comprehensive customer engagement strategy to drive success.
Or import into an existing account
Customer Engagement Strategy Template

What is a Customer Engagement Strategy?

A customer engagement strategy is a comprehensive plan for how a business can interact with and serve its customers. It includes the development of tactics and strategies to drive customer loyalty and engagement through the customer journey. A successful customer engagement strategy should help to increase customer loyalty, satisfaction, and retention, and ultimately drive revenue for the business.

What's included in this Customer Engagement Strategy 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 Customer Engagement Strategy template for?

This customer engagement strategy template is designed for customer success leaders, managers, and teams who want to improve customer engagement. It provides a structure to build an effective customer engagement plan, which can be adapted to any business's specific needs and goals. With this template, customer success teams can develop a comprehensive customer engagement strategy that will help them achieve their desired results.

1. Define clear examples of your focus areas

Focus areas are the broad categories that your customer engagement strategy should address. Examples of focus areas may include increasing customer engagement, reducing churn, or increasing customer spend. For each focus area, consider what objectives, actions, and KPIs should be set to achieve success.

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

An objective is a broad goal you want to achieve related to a focus area. It should be aligned with the overall goals of your customer engagement strategy. Objectives should be specific and should be able to be broken down into individual actions.

Examples of some objectives for the focus area of Increase Customer Engagement could be: Increase customer satisfaction, and Improve customer retention.

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

Key Performance Indicators (KPIs) are measurable targets that should be set to track progress towards achieving objectives. KPI targets should be SMART (Specific, Measurable, Attainable, Relevant, and Time-bound). Each KPI should be associated with a particular action or project, and should include an initial value and a target value.

An example of a KPI for the focus area of Increase Customer Engagement could be: Increase customer satisfaction score from 4.5/5 to 5/5.

4. Implement related projects to achieve the KPIs

Projects, or actions, are the steps taken to achieve the desired results associated with each KPI. These should be specific and should have a timeline associated with them. 

An example of a project related to Increase Customer Engagement could be: Enhance customer service by launching our new digital platform.

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

Cascade Strategy Execution Platform is a comprehensive tool designed to help teams manage projects and track progress towards KPIs. Cascade provides users with real-time data, allowing them to quickly identify areas of success or failure and make adjustments accordingly. With Cascade, teams can easily monitor progress and make the necessary changes to ensure their customer engagement strategy is successful.

Getting started with your
Customer Engagement Strategy Template
only takes 20 seconds.
Or import into an existing account