Strategic Engagement Service

STRATEGIC ENGAGEMENT SERVICE

Turn Your Top Relationships into Business Growth

This is for business owners who want to go beyond appreciation and start building a true relationship engine. From nurturing dream prospects to developing stronger referral partners, Strategic Engagement gives you a full-service, high-touch approach.

Our Strategic Engagement Service is rooted in The Expressory Strategic Engagement Methodology™, a framework built on principles of social psychology and emotional loyalty.

We handle the strategy, gifting, timing, and execution. You focus on the business. This package builds on our Foundation Service and adds more customization, more personalization, and a deeper strategic lens.

We’ll do everything from finding the list for you to executing against the strategy to grow the relationship.

What's Included:

Everything in the Foundation Service, plus:

  • Custom-curated gifts designed as needed (personalized to the recipient)

  • Holiday project planning + execution

    • Identification of at least one strategic relationship category to nurture at a deeper level.

    • Research of up to 25 contacts in each category

    • Touchpoint design using The Expressory’s Six Strategic Storylines as a guide for meaningful gifts and messaging.

    • Development of full year calendar of scheduled touchpoints

    • Execution, monitoring and refinement of strategy

    • Monthly review meetings

Who Uses This:

  • Agency Owners: Nurture your Dream 25 prospects or keep strategic partners engaged beyond coffee chats

  • Financial Advisors: Deliver a next-level client experience to your most valuable clients, or nurture key referral sources

  • Immigration Attorneys: Stay top of mind with community partners and send personalized touches to high-value clients throughout the year

  • Other Business Leaders: Capture the attention of your Dream 25 prospects or keep strategic partners engaged

Service cost: $450 One-time setup, $600 monthly + per piece mailing costs.

NEW FOR AGENCY OWNERS: EXPANDED STRATEGIC ENGAGEMENT

Some agencies are ready to go even deeper, nurturing multiple relationship categories at once.

With Expanded Strategic Engagement, we apply the same proven methodology to a second category of high-value relationships, typically your strategic referral partners. This allows us to design a parallel engagement strategy that builds trust, maintains visibility, and grows referral volume through intentional, high-touch outreach.

This expanded plan also includes a Referral Appreciation Program, making it easy to thank and retain your best partners in a way that strengthens the relationship over time.

Investment Options

Strategic Engagement

  • Initial Setup: $4000 first 3 months

  • Ongoing Monthly: $600 p/month

  • Includes 1 strategic relationship category

Expanded Strategic Engagement

  • Initial Setup: $4000 first 3 months

  • Ongoing Monthly: $1200 p/month

  • Includes 2 strategic relationship categories

Have some questions?

Frequently Asked Questions

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

What is Strategic Engagement?

By definition, Strategic Engagement is a planned, intentional business strategy focused on attracting, retaining, and deepening long-term relationships with clients, prospects, partners, and all your important business relationships.

At The Expressory, we take it a step further by infusing social psychology, the science behind human relationships, to create emotionally resonant, results-driven engagement plans. Together we identify the right contacts, like your dream 25 prospects, research what's important to them, design a year long plan of touchpoints designed to help you build relationships that grow 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. We even execute the thoughtful touchpoints for you, enabling you to focus on your business while your important relationships are nurtured.

Think of it as business development, without the typical agency overwhelm.

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?

Yes, our team takes care of the execution so, you can focus on your business and keeping your relationships strong.

What’s included in the Engagement Methodology™?

The Expressory’s Engagement Methodology™ is a structured approach to building lasting client relationships, converting prospects or increasing referrals through strategic touchpoints. It includes identification of the top 25 key relationships, detailed research of the contacts, design of story-driven gifting to align every touchpoint with a clear research theme and purpose, and then execution of the touchpoints.

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. With our approach to consistent strategic nurturing, your prospects develop trust in your expertise and convert faster than your traditional funnel system.

Can you customize strategies for my industry?

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

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Address:

1500 S. Sylvania Ave #106

Sturtevant WI 53177

Phone:

414.243.8971