Customer engagement strategy template [expert plan]

This is an update version of an article originally published in 2023.

There are numerous tactics businesses use to engage website visitors and customers at different stages of their journey. Dashly implementation team tested the best of them. To help you, we collected the most popular of them into an easy-to-use constructor.

The customer engagement plan includes everything you need to create multi-steps engagement campaign:

Step 1: Engage Visitors on Your Website

If you’re not grabbing your visitors’ attention within seconds, you’re losing them. Period. Your website isn’t just a digital business card—it’s a conversion machine. But only if you know how to use it.

Let’s talk engagement tools:

⭐ Popups — Love them or hate them, they work when done right. Exit-intent popups save abandoned carts, while time-triggered ones capture leads before they bounce.

Example: A 10% discount popup for first-time visitors, boosting conversions instantly.

⭐ Live Chat — Nobody wants to wait for answers. A proactive chat widget with AI or live support can engage hesitant visitors and push them toward action.

Example: A chatbot guiding users to the perfect pricing plan.

⭐ Lead Forms — Less friction, more conversions. A two-step lead form feels effortless compared to a massive signup page.

Example: “Get Your Free Guide — Just Enter Your Email!” keeps it simple and effective.

Step 2: Craft a CTA That Drives Action

Your CTA is everything. It’s the difference between a lead and a lost opportunity.

The trick? Make it about them, not you.

CTA Examples That Convert:

Whatever you pick, test it. Small tweaks = big gains.

Step 3: Decide What Value to Offer

People don’t hand over their emails for free. They need a reason — a solid one. Your lead magnet should be something they can’t resist.

🔥 Winning Value Offers:

• Lead Magnet — Free ebooks, checklists, case studies. Example: “The Ultimate 7-Step Email Sequence That Tripled Our Sales.”
• Discount — First-time customer promos work wonders. Example: “Unlock 15% Off — Limited Time Offer!”
• Free Trial — The ultimate low-risk offer. Example: “Get 14 Days Free — Full Access, No Commitment.”
• Exclusive Access — Early product releases, VIP groups. Example: “Join Our Beta List & Shape the Future of [Product].”

No fluff, just real value.

Step 4: Engage Beyond Your Website

Getting a lead is just the beginning of client engagement plan. Now you need to nurture them. Choose the right channel based on where they engage most.

📩 Email Marketing — The classic. Use a welcome sequence to build trust and lead nurturing emails to move them down the funnel. Example: A SaaS company sending a 5-day onboarding email series with pro tips.

📲 SMS — Instant, high open rates. Use it for time-sensitive deals or reminders. Example: “Flash Sale! 24 Hours Only — Click to Claim 20% Off.”

🔔 Push Notifications — Perfect for abandoned carts and engagement boosts. Example: “You left something behind! Grab it before it’s gone!”

The real key? Personalization. A generic blast won’t cut it. Segment your audience and speak directly to their needs.

Here are scenarios you can build with Dashly customer engagement plan template:

Use template to improve lead generation on your website

Use a template to build a 2-steps strategy of engagement your website visitors with a lead magnet. Here is a first step 👇

Find the second one in the template below.

Build customer engagement strategy that meets your company goals with a free template

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Build customer engagement strategy to nurture leads

There is a combination of tools and values to nurture leads on different channels as well. Here is a first step options to guide you👇

Find the second step of an engagement plan in the template below.

Build customer engagement strategy that meets your company goals with a free template

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Re-engage inactive users

Engagement of inactive users requires well-thought plan as well. Based on scenarios of Dashly clients we collected list of 2-step customer communication campaign options. Here is a list of on website activities to guide you👇

Find the second one for out of website engagement plan in the client engagement process template below.

Build customer engagement strategy that meets your company goals with a free template

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Use it to build a customer engagement strategy that meets your company goals and budget. It includes examples of the marketing goals, tools, and marketing copy you can use or add yours!

How to use a client engagement plan constructor

1. Open the template and go to the File section to make engagement strategy example copy.
2. Define the funnel step to work with.
3. Follow the step (horizontal) and choose one of options or add yours.
4. Create a new row below the chosen scenario to copy there your choice.
5. Your customer engagement strategy structure is ready 🎉

FAQs on customer engagement plan

What is an engagement strategy?

A plan that helps businesses focus on meaningful interactions, using feedback to refine their approach. It aligns with KPIs to measure success across different areas of customer interaction.

What is customer engagement strategy?

A structured approach to building relationships by integrating product experiences, gathering feedback, and optimizing projects that drive loyalty. It tracks KPIs to improve engagement across key areas.

What is a customer engagement strategy template?

A customer engagement strategy template is a structured guideline that aids businesses in planning and implementing a comprehensive plan to enhance interactions with their customers, encouraging customer loyalty, satisfaction, and retention.

What elements are included in a customer engagement plan?

Key elements usually include defining customer engagement for your brand, understanding your audience, selecting appropriate engagement channels, and implementing, testing, and refining your strategy based on data.

How to accurately define customer engagement kpis for your brand in this template?

To define customer engagement KPIs accurately, align them with your brand’s objectives and track metrics that increase customer interaction. Focus on communication channels, measuring response rates, retention, and satisfaction to refine engagement strategies.

How can you use this template slides to plan your customers’ engagement?

The template guides you to conduct surveys, analyze customer data, develop customer personas, and track customer behavior to better understand your audience’s needs and preferences.

How can this customer engagement plan example can be used to focus on suitable channels?

Customer engagement strategy example can guide you in choosing channels like social media, email marketing, and live chat based on your customers’ preferences, your business type, and the kind of engagement you aim to foster.

Read also

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👉 Live Chat: How Online Chat Tool Can Help Your Business
👉 20 Best Live Chat Software for your website chat service