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This is how to create unrivaled client engagement strategies
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id="site-main" class="site-main outer site-main-post has-post-image"> <div class="feature-post-wrapper"> <article class="post-full post tag-engagement-marketing tag-membership-content tag-exclusive-content "> <section class="post-full-content Engagement marketing"> <header class="post-full-header"> <div class="post-full-header-wrapper"> <section class="post-full-meta"> <time class="post-full-meta-date" datetime=" 2024-10-24">24 October 2024</time> <span class="reading-time">8 min read</span> </section> <h1 class="post-full-title">This is how to create unrivaled client engagement strategies</h1> <section class="post-full-meta"> <a href="/tag/engagement-marketing/">Engagement marketing</a> </section> <div class="post-author-with-linkedin-wrapper"> <div class="post-author-wrapper"> <section class="post-full-authors"> <section class="author-card"> <a href="/author/eileen/"> <img class="author-profile-image" src="/content/images/size/w300/2024/03/1517673459877-1.jpeg" alt="Eileen Linn" /> <section class="author-card-content"> <h4 class="author-card-name">Eileen Linn</h4> <div class="post-full-footer-right"> <div class="author-card-button">Read More</div> </div> </section> </a> </section> </section> </div> </div> </div> <div class="post-full-image" style="background-image: url(/content/images/2024/10/CMA_Website_Article_Images_Author_Highlight--2-.jpg);"> </div> </header> <div class="post-content"> <aside class="toc-container"> </aside> <!--kg-card-begin: html--> <script type="application/ld+json"> { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What is a client engagement strategy?", "acceptedAnswer": { "@type": "Answer", "text": "A sustained, well-optimized client engagement strategy that punctuates the client's journey way beyond the point of purchase is key. In simple terms, client engagement is really just about keeping in touch with your customers and making sure they're happy and are using your product. It all ties into turning one-time buyers into loyal brand advocates who love your product so much they want to shout it from the rooftops." } },{ "@type": "Question", "name": "", "acceptedAnswer": { "@type": "Answer", "text": "" } }] } </script> <!--kg-card-end: html--> <p><em>This article is based on a keynote presentation given by Eileen at Customer Marketing Summit Las Vegas 2023. </em></p><hr><p>You've heard it time and time again – client, or <a href="https://www.customermarketingalliance.com/engagement-marketing/" rel="noreferrer">customer, engagement</a> is the key ingredient to successful <a href="https://www.customermarketingalliance.com/what-is-customer-marketing-and-why-is-it-so-important/" rel="noreferrer">customer marketing</a> programs. </p><p>Whether you're running an <a href="https://www.customermarketingalliance.com/developing-impactful-advocacy-programs/" rel="noreferrer">advocacy program</a>, <a href="https://www.customermarketingalliance.com/setting-up-your-cab-strategy-and-getting-business-buy-in/" rel="noreferrer">customer advisory board</a>, user <a href="https://www.customermarketingalliance.com/customer-vs-community-engagement-know-the-difference/" rel="noreferrer">community</a>, or reference efforts, crafting an effective client engagement strategy is what brings all those tactics to life. </p><p>At ICE Mortgage Technology, in the highly regulated real estate industry, we have the <em>slightly</em> unfair advantage of knowing <em>exactly</em> who our customers are. </p><p>But this reality has shaped my philosophy that customer engagement, much like cooking, allows for flexibility and creativity based on what "ingredients" you have available. </p><p>In this article, I explore:</p><ul><li><a href="https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/#what-is-a-client-engagement-strategy">What is a client engagement strategy?</a></li><li><a href="https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/#my-client-engagement-philosophy">My client engagement philosophy</a></li><li><a href="https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/#how-to-lay-the-foundation-for-successful-client-engagement">How to lay the foundation for successful client engagement</a></li><li><a href="https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/#your-client-engagement-ingredient-list">Your client engagement "ingredient list"</a></li><li><a href="https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/#how-to-maximize-your-client-voices">How to maximize your client voices</a></li><li><a href="https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/#why-repurposing-is-your-secret-sauce">Why repurposing is your secret sauce</a></li><li><a href="https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/#how-to-measure-the-success-of-your-client-engagement-strategy">How to measure the success of your client engagement strategy</a></li></ul><h2 id="what-is-a-client-engagement-strategy">What is a client engagement strategy?</h2><p>Okay first up – let's talk about what we, as customer marketers, are here for: advocacy. Advocacy truly is the real deal, and client engagement strategy is your one-way ticket to that customer marketing dream. </p><p>A sustained, well-optimized client engagement strategy that punctuates the client's journey way beyond the point of purchase is key. I like to think of it as nurturing a good relationship – it takes consistent effort and a genuine vested interest in their success.</p><p>In simple terms, client engagement is really just about keeping in touch with your customers and making sure they're happy and are using your product. It all ties into turning one-time buyers into loyal brand advocates who love your product so much they want to shout it from the rooftops.</p><h2 id="my-client-engagement-philosophy">My client engagement philosophy</h2><p>When it comes to customer engagement strategies, I like to compare them to the difference between cooking and baking. </p><p>Baking requires strict adherence to recipes and measurements – too much or too little of an ingredient can ruin the final product. </p><p>Cooking, on the other hand, is more of an art, allowing you to be flexible based on your personal tastes and what's in your refrigerator.</p><p>The same principles apply to <a href="https://www.customermarketingalliance.com/seven-proven-tactics-to-hit-home-runs-with-your-customer-marketing-and-advocacy-programs/" rel="noreferrer">customer marketing programs</a> centered around engagement. We're all limited by different constraints - team resources, budget, executive buy-in, and more. </p><p>Trying to force a rigid, one-size-fits-all recipe will likely fall flat. </p><p>Instead, I encourage customer marketers to take a more flexible "cooking" approach. Get creative based on the ingredients (i.e. resources, customers, goals) that you have access to. </p><p>With the right techniques and mindset, you can cook up an effective engagement strategy no matter how big or small your kitchen.</p><figure class="kg-card kg-bookmark-card"><a class="kg-bookmark-container" href="https://www.customermarketingalliance.com/how-to-increase-customer-engagement-universal-tips-for-any-business/"><div class="kg-bookmark-content"><div class="kg-bookmark-title">Increase customer engagement: Universal tips for businesses</div><div class="kg-bookmark-description">Engaged customers are the holy grail of any business. After all, they don’t stop at simply buying your product or services — they sign up for events take part in customer surveys, as well as promoting your business.</div><div class="kg-bookmark-metadata"><img class="kg-bookmark-icon" src="https://www.customermarketingalliance.com/content/images/size/w256h256/2022/04/android-chrome-192x192.png" alt=""><span class="kg-bookmark-author">Customer Marketing Alliance</span><span class="kg-bookmark-publisher">Paulina Gajewska</span></div></div><div class="kg-bookmark-thumbnail"><img src="https://www.customermarketingalliance.com/content/images/size/w1200/2022/10/how-to-increase-customer-engagement-hero-header-1536x848.png" alt="" onerror="this.style.display = 'none'"></div></a></figure><h2 id="how-to-lay-the-foundation-for-successful-client-engagement">How to lay the foundation for successful client engagement</h2><p>Of course, even the most free-flowing cooking requires some basic foundation work. The first step is getting organizational <a href="https://www.customermarketingalliance.com/be-the-voice-of-your-customer-and-drive-company-alignment/" rel="noreferrer">alignment</a> and support for your customer engagement efforts. </p><p>At my company, we use slides mapping out how engagement impacts each stage of the buying cycle and showing its influence across our various marketing pillars. </p><p>Having these visuals helps explain why customer engagement matters to the entire revenue team.</p><p>We also have a customer marketing "demand approach" that lays out the role of engagement alongside other core areas like awareness, industry leadership, and growth marketing. </p><p>Documenting the objectives and past or future plans for our major engagement programs gives stakeholders a clear bird's eye view.</p><p>If you're struggling to capture leadership's attention, remember to always tie customer engagement back to hard metrics that matter to them – sales impact, ROI, or retention rates. </p><p>Sharing stats on the benefits of engagement can go a <em>long way</em> in unlocking resources, and having an internal foundation paves the way for adding customized programs and engagement "flavors." </p> <!--kg-card-begin: html--> <iframe width="1241" height="698" src="https://www.youtube.com/embed/womGzgCWiKc" title="No, customer and community engagement are not the same thing" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe> <!--kg-card-end: html--> <p>By grounding client engagement in these broader business goals, it's easier to align resources and support for tailored B2B client engagement strategies.</p><h2 id="your-client-engagement-ingredient-list">Your client engagement "ingredient list"</h2><p>We're all familiar with the typical customer engagement program options - <a href="https://www.customermarketingalliance.com/customer-advisory-boards-what-they-are-and-how-to-do-them-well/" rel="noreferrer">advisory boards</a>, user groups, online communities, references, and more. </p><p>But the real work lies in selecting the engagement strategies that best align with your organizational goals and client demographics.</p><p>Here we evaluate potential programs across a few criteria:</p><ul><li><strong>Level </strong>of marketing team effort required </li><li><strong>Degree</strong> of customer involvement and work</li><li><strong>Reach </strong>or amplification potential of the program</li></ul><p>Your client engagement strategy template should guide the selection of engagement programs based on team resources, client involvement, and potential reach.</p><p>For example, an advisory board requires high team effort (coordination, travel, etc.) and customer involvement but has relatively low reach beyond the participants themselves. </p><p>Whereas something like customer awards could have medium-to-high effort levels depending on the program structure, but offer high potential reach if you maximize the promotion of the winners. </p><figure class="kg-card kg-bookmark-card"><a class="kg-bookmark-container" href="https://www.customermarketingalliance.com/podcast/jeni-asaba-how-to-find-the-right-customer-passion-topics-to-engage-customer-interests-leadership-accelerator-program/"><div class="kg-bookmark-content"><div class="kg-bookmark-title">Find the right passion topics to engage customer interests</div><div class="kg-bookmark-description">In our first episode of Learning with Leadership: A Customer Marketing Podcast, we talk to Jeni Asaba, Senior Manager, Community Engagement & Advocacy at Jamf, about the importance of finding your customers’ passion topics to inform engagement and internal processes.</div><div class="kg-bookmark-metadata"><img class="kg-bookmark-icon" src="https://www.customermarketingalliance.com/content/images/size/w256h256/2022/04/android-chrome-192x192.png" alt=""><span class="kg-bookmark-author">Customer Marketing Alliance</span><span class="kg-bookmark-publisher">Eve Chatfield</span></div></div><div class="kg-bookmark-thumbnail"><img src="https://www.customermarketingalliance.com/content/images/2024/02/Learning_With_Leadership_Podcast_Asset_--3---1--1.png" alt="" onerror="this.style.display = 'none'"></div></a></figure><h2 id="how-to-maximize-your-client-voices">How to maximize your client voices </h2><p>Once you have your foundational engagement programs in place, it's time to kick things up a notch. But what does true customer engagement look like? It goes far beyond just participating in a survey or webinar. </p><p>Here are a couple of examples of highly engaged customers for us include:</p><div class="kg-card kg-callout-card kg-callout-card-pink"><div class="kg-callout-text"><b><strong style="white-space: pre-wrap;">Patrick:</strong></b><br><br>⭐️ Attended our annual user conference<br>⭐️ He referred five peers to attend<br>⭐️ Participated in a regional user group<br>⭐️ Donated to a fundraiser we promoted<br>⭐️ Is an active community member.</div></div><div class="kg-card kg-callout-card kg-callout-card-pink"><div class="kg-callout-text"><b><strong style="white-space: pre-wrap;">Laura:</strong></b><br><br>⭐️ Serves on our executive advisory board<br>⭐️ Brings 10+ teammates to our conference yearly<br>⭐️ Participates in our reference program<br>⭐️ Speaks at our events<br>⭐️ Appears on our podcasts. </div></div><p>These examples illustrate the full spectrum of engagement - with the customer advocating for your brand, providing input and direction, and helping generate content that attracts new buyers.</p><p>When we have customers willing to go the extra mile, we make sure to milk every opportunity for their involvement. For instance, if a customer agrees to participate in an award process, we'll pursue:</p><p>🎥 <strong>Video testimonials</strong> at the award ceremony</p><p>🎤 <strong>Podcasts</strong> or webinar speaking opportunities </p><p>📝 <strong>Case study</strong> or blog content </p><p>📱 <strong>Social media</strong> video snippets and quotes</p><p>📣 <strong>Including their story</strong> in nurture email campaigns</p><p>The key is leveraging that single engagement for as many potential marketing and sales assets as possible. That's why having a talented content crew is so valuable - they can repackage the raw customer interactions into fresh deliverables.</p><figure class="kg-card kg-bookmark-card"><a class="kg-bookmark-container" href="https://www.customermarketingalliance.com/4-powerful-examples-of-how-brands-use-customer-content-to-deepen-connections/"><div class="kg-bookmark-content"><div class="kg-bookmark-title">How brands use customer content to deepen connections</div><div class="kg-bookmark-description">If you know how to connect with an audience by promoting them and your products simultaneously, and then making that the heart of your content marketing strategy framework, you’ll be creating ads that truly connect to the heart of your audience.</div><div class="kg-bookmark-metadata"><img class="kg-bookmark-icon" src="https://www.customermarketingalliance.com/content/images/size/w256h256/2024/07/android-chrome-192x192--1--1.png" alt=""><span class="kg-bookmark-author">Customer Marketing Alliance</span><span class="kg-bookmark-publisher">Eve Chatfield</span></div></div><div class="kg-bookmark-thumbnail"><img src="https://www.customermarketingalliance.com/content/images/size/w1200/2024/05/kushagra-kevat-cc4VWYA1S8U-unsplash--1---1-.jpg" alt="" onerror="this.style.display = 'none'"></div></a></figure><h2 id="why-repurposing-is-your-secret-sauce">Why repurposing is your secret sauce</h2><p>This brings me to the real secret sauce of my customer engagement efforts - ruthlessly repurposing and amplifying every asset developed from customer interactions. </p><p>We never just let a single webinar recording, testimonial quote, or case study go uncelebrated</p><p>Take our customer, Margie, for instance. A regional award winner, we maximized her participation by:</p><ul><li>Creating <strong>website testimonial banners</strong> and in-product ads with her story</li><li>Turning her award submission into a <strong>blog post</strong> celebrating mortgage professionals</li><li>Having her <strong>speak in a</strong> <strong>webinar</strong> on industry trends </li><li>Featuring <strong>video snippets</strong> of her insights on social media</li></ul><p>At the end of the day, we're relentlessly squeezing every drop of value out of each piece of <a href="https://www.customermarketingalliance.com/4-powerful-examples-of-how-brands-use-customer-content-to-deepen-connections/" rel="noreferrer">engaged customer content</a>. </p><p>The same video clips get spliced for websites, campaigns, event promotions, and more, and customers' written submissions get repurposed into blogs, ebooks, and sales materials. </p><p>It's an intense juggling act, but one that pays off immensely in stretching our overall content capabilities while showing customers their voices truly matter.</p><h2 id="how-to-measure-the-success-of-your-client-engagement-strategy">How to measure the success of your client engagement strategy</h2><p>Of course, no recipe is complete without assessing whether your creation is a delicious success. For client engagement, we use a few different criteria to measure the temperature:</p><ol><li>Monitor which specific customer accounts are <strong>demonstrating the greatest, most consistent engagement </strong>across our programs and content development. </li><li>Track the "shelf life" and freshness of customer-powered content and assets. We have a simple SharePoint database that logs the creation date of each piece and automatically flags anything older than 2 years for archival or updates.</li><li>Keep an eye on the "ripple effects" of engaged customers, which often extend far beyond our wildest ambitions. Many customers view working closely with us as an opportunity to elevate their personal and professional brand. </li></ol><p>While these endeavors are first and foremost about their own growth, we at ICE Mortgage Technology also benefit by associating with such respected voices. </p><p>In the end, effectively measuring client engagement isn't just about hard metrics or filled campaign slots. It's about recognizing the multi-faceted ripples engaged customers send across your company, the industry sphere, and their own professional journeys. </p><h2 id="final-thoughts">Final thoughts</h2><p>As I've laid out, there is no one-size-fits-all blueprint for creating powerful client engagement strategies.</p><p>Each organization needs to thoughtfully design a unique blend of programs, customers, and promotion tactics based on their specific goals, resources, and customer relationships.</p><p>Most importantly, remember that customer engagement is more art than science. As marketers, we must constantly evaluate, experiment, and evolve our approaches to develop resonant experiences.</p><p>Don't be afraid to roll up your sleeves and initiate fresh, innovative customer engagement tactics. With the right combination of strategies, you’ll have everything needed to build engagement campaigns that resonate deeply with clients and drive measurable results.</p> </div> <aside class="post-upgrade-cta hidden-upgrade"> <div class="post-upgrade-cta-content"> <img src="/content/images/2024/07/android-chrome-192x192--1--1.png" alt="Customer Marketing Alliance icon" class="site-logo" /> <h2>Like what you see? 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No page unturned. </p> <div class="post-upgrade-buttons-wrapper"> <a class="button large primary" href="https://certified.productmarketingalliance.com/p/product-marketing-certified-core" target="_blank">Get certified</a> </div> </div> </aside> <section class="post-full-authors post-full-authors-with-bio"> <section class="author-card"> <div class="post-full-authors-content"> <p>Written by: </p> </div> <a href="/author/eileen/"> <img class="author-profile-image" src="/content/images/size/w300/2024/03/1517673459877-1.jpeg" alt="Eileen Linn" /> <section class="author-card-content"> <h4 class="author-card-name">Eileen Linn</h4> <p>Director of Customer Marketing at ICE Mortgage Technology </p> <div class="post-full-footer-right"> <div class="author-card-button">Read More</div> </div> </section> </a> </section> </section> </section> <section class="subscribe-form"> <p>Get industry insights</p> <form data-members-form="subscribe"> <input data-members-email type="email" required="true" placeholder="youremail@example.com" /> <br> <button type="submit">Join</button> </form> </section> <aside class="read-next"> <aside class="read-more-wrap outer"> <header class="read-next-card-header"> <h3><span>More in</span> <a href="/tag/engagement-marketing/">Engagement marketing</a></h3> </header> <div class="read-more inner"> <article class="post-card"> <a class="post-card-image-link" href="/customer-focused-brand/"> <img class="post-card-image" src="/content/images/size/w800/2024/09/CMA_Website_Article_Images_Doodles--2-.jpg" alt="How to build a customer-focused brand" /> </a> <div class="post-card-content"> <div class="post-visibility-public" href="/signin">Members-only</div> <a class="post-card-content-link" href="/customer-focused-brand/"> <header class="post-card-header"> <h2 class="post-card-title">How to build a customer-focused brand</h2> </header> <section class="post-card-excerpt"> <p>When businesses say they care about their customers, it can conjure up a plethora of clichés. “The customer is always right.” “Underpromise and overdeliver.” “Treat every customer like they're your only customer.” More often than not, business executives talk the talk but very rarely walk the walk....</p> </section> </a> <footer class="post-card-meta"> <ul class="author-list"> </ul> <span class="reading-time">8 min read</span> </footer> </div> </article> <article class="post-card"> <a class="post-card-image-link" href="/engagement-marketing/"> <img class="post-card-image" src="/content/images/size/w800/2024/08/What-is-engagement-marketing.jpg" alt="What is engagement marketing?" /> </a> <div class="post-card-content"> <div class="post-visibility-public" href="/signin">Members-only</div> <a class="post-card-content-link" href="/engagement-marketing/"> <header class="post-card-header"> <h2 class="post-card-title">What is engagement marketing?</h2> </header> <section class="post-card-excerpt"> <p>What is the point in marketing if you’re not engaging your target audience? It’s like mailing a letter without a stamp, or brushing your teeth without toothpaste – you just wouldn’t do it!...</p> </section> </a> <footer class="post-card-meta"> <ul class="author-list"> </ul> <span class="reading-time">16 min read</span> </footer> </div> </article> </div> </aside> </aside> </article> </div> </main> <div class="floating-header"> <div class="floating-header-logo"> <a href="https://www.customermarketingalliance.com"> <img src="/content/images/size/w100/2024/07/android-chrome-192x192--1--1.png" alt="Customer Marketing Alliance icon" /> <span>Customer Marketing Alliance</span> </a> </div> <span class="floating-header-divider">—</span> <div class="floating-header-title">This is how to create unrivaled client engagement strategies</div> <div class="floating-header-share"> <a class="floating-header-share-tw" href="https://twitter.com/share?text=This%20is%20how%20to%20create%20unrivaled%20client%20engagement%20strategies&url=https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/" onclick="window.open(this.href, 'share-twitter', 'width=550,height=235');return false;"> <?xml version="1.0" encoding="iso-8859-1"?> <svg viewBox="0 0 24 24" aria-hidden="true" class="r-18jsvk2 r-4qtqp9 r-yyyyoo r-16y2uox r-8kz0gk r-dnmrzs r-bnwqim r-1plcrui r-lrvibr r-lrsllp"> <g> <path d="M18.244 2.25h3.308l-7.227 8.26 8.502 11.24H16.17l-5.214-6.817L4.99 21.75H1.68l7.73-8.835L1.254 2.25H8.08l4.713 6.231zm-1.161 17.52h1.833L7.084 4.126H5.117z"> </path> </g> </svg> </a> <a class="floating-header-share-fb" href="https://www.facebook.com/sharer/sharer.php?u=https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/" onclick="window.open(this.href, 'share-facebook','width=580,height=296');return false;"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32"><path d="M19 6h5V0h-5c-3.86 0-7 3.14-7 7v3H8v6h4v16h6V16h5l1-6h-6V7c0-.542.458-1 1-1z"/></svg> </a> <a class="floating-header-share-linkedin" href="https://www.linkedin.com/shareArticle?mini=true&url=https://www.customermarketingalliance.com/the-secret-recipe-for-a-winning-customer-engagement-strategy/" onclick="window.open(this.href, 'share-facebook','width=580,height=496');return false;"> <?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 22.0.1, SVG Export Plug-In . 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