Take Control of Your Biz-Dev Efforts with Our

Dream 25 System

Drive Growth with Our Proven Approach to Finding and Nurturing Your Ideal Clients.

The Expressory is a STRATEGIC ENGAGEMENT AGENCY that helps you build the relationships that GROW YOUR BUSINESS

Learn More About the Dream 25 System

Most business owners rely heavily on referrals to generate new business. And for good reason – referrals are a great way to get new clients. But, referrals should not replace a holistic biz-dev strategy. If you are relying on referrals for the majority of your new business, your pipeline is ultimately in the hands of someone else. And that puts YOUR business at risk.

How do you take control of your biz-dev efforts?

What is the Dream 25 System?

Learn how our Dream 25 system helps you take control of your biz-dev pipeline, revolutionize your business relationships, and create connections that help you get – and retain – your ideal clients.

AUTHENTICALLY ENGAGING.

POSITIVELY ALTERING.

SIMPLY REMARKABLE.

Beyond gifts, we design and deliver touchpoints that make people feel seen, cared for, valued and appreciated.

Our engagement strategies ensure you stay top of mind with the people important to your business’s growth and success.

Journey Through Our Dream 25 Blog Series

Identifying and Prioritizing Key Connections

Identifying and Prioritizing Key Connections

February 10, 20255 min read

In business, success often hinges on relationships—the connections we nurture with clients, prospects, strategic partners, and team members. But how often do we pause to evaluate these connections intentionally? Are we building relationships strategically, or are we relying on happenstance?

Identifying and prioritizing your key connections is more than a feel-good exercise; it’s the cornerstone of strategic engagement. By categorizing relationships and aligning them with your business goals, you can create a roadmap for meaningful interactions that drive measurable growth.

Why Prioritize Key Connections?

Relationships are resources. They carry the potential to accelerate trust, deepen loyalty, and multiply opportunities. Strategic engagement requires us to discern which relationships are in need of more attention at any given moment in time. Because let’s face it, we can’t be all things to all people, all the time. We have to develop systems to help us maintain a balance for the nurturing required to sustain a successful business.

Studies underscore the importance. According to the Harvard Business Review , emotionally connected clients are 52% more valuable than satisfied ones. Meanwhile, Forbes reports that companies with engaged employees are 21% more profitable. These numbers highlight the potential of prioritizing your relationships to enable consistent nurturing – it affects your bottom line significantly.

The Categories That Matter

At The Expressory, we often emphasize the importance of categorizing your relationships so that you can tailor your engagement to that group of people. Think of it as the first step in turning random acts of kindness into a structured strategy.

Here are the four categories we focus on:

  • Clients: Your existing clients are advocates and sources of referrals. Maintaining strong emotional connections with them can reduce churn and increase lifetime value.

  • Prospects: Not all prospects are created equal. When it comes to this category, you want to identify those most aligned with your ideal customer profile. Investing in these relationships will yield better conversion rates.

  • Strategic Partners: These are the people or businesses that complement your own, creating opportunities for collaboration or mutual referrals.

  • Team Members: Employees are your internal advocates. Engaged team members amplify your external efforts, embodying your values in every client and partner interaction.

Effective engagement starts with focus. While all categories are critical, choosing one to prioritize can help you establish a foundation to later build upon.

How to Choose the Relationship Category to Prioritize

Every business will benefit from nurturing all four categories but knowing where to focus first depends on your current situation and goals. Use the questions below to evaluate which category needs your attention right now:

1. Clients: Strengthen Loyalty and Retention

  • Are you seeing a decline in repeat business or customer referrals?

  • Have you recently expanded your offerings and need to reintroduce your value to existing clients?

  • Are your clients actively engaged with your brand or services, or is it time to rekindle the connection?

2. Prospects: Drive Conversion and Growth

  • Are you struggling with long sales cycles or low conversion rates?

  • Do you have a clear picture of your ideal customer profile, and are you actively engaging them?

  • Is your current prospect pipeline healthy, or does it need more nurturing?

3. Strategic Partners: Build Collaborative Opportunities

  • Do you have partners who could amplify your reach or enhance your offerings, but the relationship feels stagnant?

  • Have you been looking to create relationships with new partners to increase advocacy?

  • Have you recently been introduced to some strategic partners you’d like to get to know better?

4. Team Members: Foster Internal Advocacy

  • Are you experiencing low engagement or high turnover among your employees?

  • Do team members feel connected to your vision and appreciated for their contributions?

  • Is there room to improve communication, recognition, or team cohesion?

Reflect on Your Current Challenges

As you evaluate these categories, reflect on where the greatest opportunities—or risks—lie. Ask yourself:

  • Where am I seeing the most friction or stagnation?

  • Which relationships could, if strengthened, most immediately impact my goals?

  • Do I have the resources and bandwidth to focus on this category effectively right now?

Take the Next Step

You don’t need to tackle every relationship at once. Instead, focus on the category that aligns most closely with your current challenges or aspirations. By prioritizing and investing in one area, you’ll create a ripple effect of engagement that can extend to other categories over time.

At The Expressory, we believe that starting small and intentionally is the key to long-term relationship success. Choose one category today and start creating a list of the people within that category that you want to nurture. Ask your team for help with contacts if you don’t have all the answers. With this simple action, you will begin to move forward with a full plan for strategically strengthening the relationships that will move your business forward this year.

Reflect and Rebuild: 5 Key Questions for Leaders

To ensure your strategy stays relevant and impactful, consider these reflective questions:

  1. Who are the top 10 relationships driving my business goals?

  2. Am I investing enough in my most valuable connections?

  3. What systems do I have to track and sustain engagement efforts?

  4. Am I consistently demonstrating understanding, validation, and care for my list of important relationships?

  5. What feedback am I gathering about the effectiveness of these efforts?

 At The Expressory, we specialize in helping businesses turn their relationships into measurable growth. Whether you need help identifying your key connections or creating strategic engagement plans, we’re here to guide you.

Let’s start building a foundation for your long-term success. Schedule a consultation or join our next community Q&A session for tailored advice.

Strategic engagementClient retentionStrategic partnersEmployee engagementProspect NurturingClient loyaltyCustomer loyalty strategiesRelationship marketing techniques
Back to Blog

Talk to one of our experience managers to find out how our done-for-you, end-to-end service, will handle all the fine details of your personalized touchpoints, so you (and your team) can stay focused on your core business and still ‘wow’ and show your clients, prospects, team and strategic partners that you care.

Dive Deeper with Our Resources

Image

Creating Emotional Loyalty

Unlock the power of emotionally loyal connections to grow your business and foster lasting relationships.

Image

Listen to How Strategic Engagement Makes You an Easy Yes

Join us as we delve into the Dream 25 strategy, sharing insights and stories that will transform your business approach.

Image

Join our Monthly Q&A Session

Each month, we uncover how to give strategically & drive revenue so you can identify, close, and keep your best clients.

Need a bit

more inspiration?

Download our FREE ebook for strategic engagement examples that you can apply TODAY!

Image

What Our Clients Are Saying...

“I can't tell you the number of times that the mailing of one of those packages has put someone on my calendar to reconnect with them.”

Shawndel Spader

Spader Group

Stephan Woessner

Predictive ROI

“I think you’ll be very pleasantly surprised, just like I was in how easy the process is. Why did we not do this years ago? Huge missed opportunity! I encourage you to no longer miss those opportunities and have the conversation with Jamie. I think you will be very pleased that you did."

Theresa Wilmot

Wilmot Designs

"Working with The Expressory for gifting is the perfect blend of giving a gift that is truly of your heart with the message you want delivered but the convenience and ease of having it done for you! The best!!"

What Others Are Experiencing

“Jamie and The Expressory are one of my most powerful assets as a small business owner. Client engagement beyond our direct service offering was a constant struggle in the past and we were failing to help show our appreciation for the amazing ways our clients support us, until I met Jamie and signed up for her services. Now my clients regularly tell me how much they love our beautiful and thoughtful cards. I have actually had stronger renewals from clients because they were touched by how much we actually cared about their lives outside of our studio. The Expressory is able to deliver on how we feel about our clients in a seamless and automated way that makes my team and business look great!”

Kevin Baker

Fitness Together

“Jamie and The Expressory are one of my most powerful assets as a small business owner. Client engagement beyond our direct service offering was a constant struggle in the past and we were failing to help show our appreciation for the amazing ways our clients support us, until I met Jamie and signed up for her services. Now my clients regularly tell me how much they love our beautiful and thoughtful cards. I have actually had stronger renewals from clients because they were touched by how much we actually cared about their lives outside of our studio. The Expressory is able to deliver on how we feel about our clients in a seamless and automated way that makes my team and business look great!”

Kevin Baker

Fitness Together

Ready to Take Control of Your Biz-Dev?

Join the Dream 25 Program and start building relationships that matter.

Experience the power of personalized engagement and see how it can transform your business.

© 2024 All Rights Reserved.

Terms of Service

Privacy Policy

Address:

1500 S. Sylvania Ave #106

Sturtevant WI 53177

Phone:

414.243.8971