Want to strengthen client relationships and grow revenue?

Want to strengthen client relationships and grow revenue? A well-planned client engagement strategy is the key.

If you're looking to develop a client engagement plan that delivers results, this post is for you.

Discover the best way to create a 12-month client engagement plan that keeps clients engaged and drives revenue:

Creating a 12-month client engagement plan is essential for building stronger relationships and growing revenue.

Action without planning is the cause of all failure. Action with planning is the cause of all success.

The plan should include a mix of industry events, client lunches, special dinners, thought leadership content, CPD training, and more. Here's a step-by-step guide to creating a comprehensive plan:

1. Determine your engagement cadence: Decide how often you want to engage your clients and set a regular schedule for your engagement activities.
2. Plan diverse engagement activities: Include a mix of events like client lunches, feedback sessions, client listening programs, special dinners, thought leadership content, webinars, industry events, and CLE/CPD training sessions.
3. Adapt to feedback and market changes: While having an initial plan is crucial, be prepared to make adjustments as you receive feedback and observe changes in the market.
4. Implement your plan: Use the example 12-month client engagement plan below as a starting point and adjust the dates according to your specific needs:

| Month? ? ?| Date? ? ?| Type of Engagement | Title of Engagement? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? | Description of Engagement? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? 
|-----------|----------|--------------------|--------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------|
| May? ? ? ?| 1st week | Thought Leadership | ESG Integration in Financial Services? ? ? ? ? ? ? ? ? ? ? ? | Share a whitepaper or article on ESG integration best practices in the financial sector.? ? ? ? ? ? ? ? ? ? ? ? ?|
| May? ? ? ?| 3rd week | Client Lunch? ? ? ?| ESG Opportunities for Financial Services? ? ? ? ? ? ? ? ? ? ?| Organize a lunch to discuss ESG opportunities and challenges in the financial services industry.? ? ? ? ? ? ? ? ?|
| June? ? ? | 1st week | Industry Event? ? ?| Regulatory Updates in Financial Services? ? ? ? ? ? ? ? ? ? ?| Host a webinar or seminar to share updates on regulatory changes affecting financial services.? ? ? ? ? ? ? ? ? ?|
| June? ? ? | 3rd week | Special Dinner? ? ?| Fintech Innovations Dinner? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?| Host a dinner to discuss the latest fintech innovations and their impact on the financial services sector.? ? ? ?|
| July? ? ? | 1st week | Thought Leadership | Digital Transformation in Financial Services? ? ? ? ? ? ? ? ?| Share a whitepaper or article on digital transformation trends in financial services.? ? ? ? ? ? ? ? ? ? ? ? ? ? |
| July? ? ? | 3rd week | CPD Training? ? ? ?| Cybersecurity and Data Protection for Financial Institutions | Conduct a training session on cybersecurity and data protection best practices for financial institutions.? ? ? ?|
| August? ? | 1st week | Client Lunch? ? ? ?| The Future of Payments in Financial Services? ? ? ? ? ? ? ? ?| Organize a lunch to discuss the future of payments and emerging technologies in financial services.? ? ? ? ? ? ? |
| August? ? | 3rd week | Industry Event? ? ?| Open Banking and Consumer Data Rights? ? ? ? ? ? ? ? ? ? ? ? | Host a webinar or seminar on open banking and the implications of consumer data rights in the financial sector.? |
| September | 1st week | Thought Leadership | Navigating M&A in Financial Services? ? ? ? ? ? ? ? ? ? ? ? ?| Share a whitepaper or article on best practices for mergers and acquisitions in the financial services industry. |
| September | 3rd week | Special Dinner? ? ?| Sustainable Finance Dinner? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?| Host a dinner to discuss sustainable finance initiatives and their impact on the financial services sector.? ? ? |
| October? ?| 1st week | CPD Training? ? ? ?| Regulatory Compliance for Financial Institutions? ? ? ? ? ? ?| Conduct a training session on regulatory compliance best practices for financial institutions.? ? ? ? ? ? ? ? ? ?|        

You can also use tools like Nexl which provides templates for client engagement plans and many other legal-specific marketing and BD templates.

Developing a comprehensive 12-month client engagement plan with diverse activities helps strengthen client relationships, grow revenue, and ensure consistent engagement throughout the year.

How has your law firm approached client engagement planning in the past? Share your experiences and insights in the comments below.