Strategic Engagement Service

STRATEGIC ENGAGEMENT SERVICE

Ready to take control of your business development process? Tired of seeing your hard earned leads leak through your funnel? Interested in seeing more of your existing clients stick around longer?

At The Expressory, we help you nurture relationships that drive growth—whether with clients, prospects, strategic partners, or your internal team.

Our Strategic Engagement Service is rooted in The Expressory Strategic Engagement Methodology™, a framework built on principles of social psychology and emotional loyalty. Central to this approach are The Expressory Six Strategic Storylines™ which guide the design of thoughtful, personalized touchpoints throughout the year. These touchpoints ensure that the people who matter most to your business feel seen, valued, and appreciated to deepen those relationships and drive long-term success.

Here's How We Deliver:

Discovery Session: We start with an in-depth discovery to understand your brand’s personality, preferences, and business goals. This helps us design touchpoints that authentically reflect who you are.

During this same conversation, we'll create right-fit client dossier that will help guide the research for your Dream 25 Strategies.

Touchpoint Mapping: We identify the key occasions for all categories of relationships (existing clients, prospects, strategic partners & team) to make sure you are consistently acknowledging them and showcasing your care and understanding.

For each occasion, we design thoughtful touchpoints using The Expressory Six Strategic Storylines™ to ensure the experience strengthens the relationship foundation with each recipient. Don't worry, we'll even cover drafting the most effective messaging as well.

Fulfillment: Once we align on the right experience for each touchpoint/occasion, your team can request as needed. No minimums.

You will also be able to request ad-hoc life milestone acknowledgements to ensure your clients feel seen beyond the business context, in the moments it matters most. Think baby, wedding and sympathy.

Finally, you'll also be able to work with our customer experience team to plan and execute and standalone projects you may need, like holiday campaigns and event book launches.

Dream 25 Strategies: This process begins with an analysis of the prospects that have leaked from your existing pipeline. We'll compare against the right-fit client dossier and identify the appropriate Dream contacts. If there are gaps, we'll do the research to get you to a complete list of 25.

From there, we'll use our Strategic Engagement Methodology to create a 1-year nurturing system to guide your most desired leads toward conversion. With monthly strategy reviews, you’ll stay on top of engagement and refine as needed.

And of course, we take care of sending each touchpoint on your behalf.

Why You Need This Now:

Our business environment changes quickly, demanding our attention and often leaving little time to focus on nurturing key relationships. Without a structured plan in place, opportunities to engage can slip through the cracks, leading to missed sales, lost referrals, and lower retention.

The Strategic Engagement Service gives you the tools and support you need to stay top-of-mind, build trust quickly, and drive conversions—all while fostering loyalty and appreciation. Now is the time to invest in the relationships that fuel your business growth, before competitors step in to fill the gap.

Program cost: $450 One-time setup, $1000 monthly + per piece mailing costs.

Have some questions?

Frequently Asked Questions

We cover the most common topics so you can find quick, clear answers.

What is Strategic Engagement?

Strategic Engagement is all about building and keeping meaningful business relationships. Instead of just running one-off campaigns, we help you create ongoing systems, like identifying the right prospects, setting up nurture plans, and mapping annual relationship strategies, so you stay connected with the people who matter most to your business.

How is this different from traditional marketing or consulting?

We don’t run your ads, emails, or social media. Instead, we give you a clear roadmap and ready-to-run strategies for nurturing relationships at scale. Think of it as business development guidance, without the typical agency overwhelm.

Who can benefit from Strategic Engagement services?

If you’re a business owner, leader, or professional service provider who relies on referrals, repeat business, or a strong network, this is for you. Basically, if your growth depends on trust and long-term relationships, our approach is designed to help.

What does a typical engagement look like?

Most clients start with a small project or our foundation service. So, maybe a few key touchpoints are executed monthly or at regular intervals. From there, many grow into a longer-term plan, adding strategy for prospect development or expanding their relationship-building efforts. Over time, we help you map out a clear, actionable plan that keeps you connected and top-of-mind with the people who matter most.

Do you execute the strategies for me?

It depends on the package. With Strategic Engagement, we handle it all for you. The Biz Dev Catalyst gives you the strategy, and your team runs with it. For our other packages, we also take care of the execution. So, you can focus on your business while we keep your relationships strong.

How does this help with referrals and new business?

By keeping in touch consistently, you naturally build trust and stay memorable. This makes referrals more likely, helps keep clients loyal, and positions you as the go-to choice when new opportunities come up.

How is this different from Customer Relationship Management (CRM) software?

CRMs are great for keeping track of contacts and managing digital touchpoints like emails. What we focus on is the human side. So, things like handwritten notes, thoughtful gifts, and personal follow-ups, that help turn those contacts into real, lasting relationships.

Can you customize strategies for my industry?

Absolutely. Every business and audience is different. We tailor strategies for your clients, partners, referral sources, or prospects so your relationship-building feels personal and effective.

What’s the difference between Strategic Engagement and one-time gifting campaigns?

A one-time gift usually meets a specific need. So, this is like sending something to all your clients at a certain time. Strategic Engagement is more ongoing: it’s a system for sending thoughtful touches throughout the year. Things like birthday gifts, welcome gifts, and monthly follow-ups, so your clients feel remembered and connected all year long.

How do I know if I’m ready for this service?

If you’ve ever thought, “I need to follow up more consistently,” “I don’t want to lose touch after the first meeting,” or “I need a better system to stay in front of my clients,” then Strategic Engagement is exactly what you need.

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Address:

1500 S. Sylvania Ave #106

Sturtevant WI 53177

Phone:

414.243.8971