As a marketing consultant, I am exposed to diverse organizations with differing goals and strategies.  The one constant I urge them to do is the review and evaluation of client engagement.  Engagement can mean a lot of things to different organizations based on market reach and industry focus.  

In simple terms, client engagement is defined as how the organization involves, interacts and influences clients to act (buy, sell, refer, recommend and so on). 

To begin the process of determining an organization’s client engagement, I suggest we detail the marketing funnel (aka sales cycle) as a function of engagement.  Moving a client from suspect to prospect to client through engagement is the key to shortening the sales cycle resulting in conversion and sales.

Suspects (unknown buyers):  This group requires education on your organizations products and services and reflects the longest selling cycle.  They are motivated by initiatives or communications that readily let them know who you are, what you sell and that the organization is highly credible/knowledgeable.  

Prospects (qualified leads): This group reflects individuals or organizations that are predisposed to your organization and offerings.  They know who you are, what you sell but are not totally convinced. They are motivated by virally generated initiatives, social media and similar client work. 

Clients (includes actual buyers, employees and stakeholders):  Clients require one-on-one relationship management, high level of servicing and ongoing evaluation of needs. Over time, clients can become suspects or prospects depending on the rapid changes within their organization and will require similar initiatives outlined for suspects and prospects. 

Once the three segments above are delineated, it will become clear what initiatives will support engagement to move diverse buyers down the funnel.