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How To Design a Chat Marketing Strategy

September 13, 20222 min read

What is a Chat Marketing Strategy

It is a plan for how you want to engage and interact with new leads. The strategy could be used by agencies, traditional marketers, entrepreneurs, or even individuals trying to generate interest in their services or products. You can use many different approaches when developing your strategies, such as email marketing, webinars, social media, and more. The best marketing strategy will be one that complements your overall marketing efforts.

5 Key Steps To Design a Chat Marketing Strategy

1. Define your target audience

You'll need first to determine who you want to engage with on your chat platform. What do they want? What do they expect? When do they use video chat? Do you have the resources or the time to develop a marketing strategy for them? It's important to define who you are trying to engage before designing your marketing strategy.

2. Provide value

You should be able to provide value before asking for anything in return. You won't build long-term relationships or trust by requesting information right away. Engage in a meaningful dialogue with your target audience before you begin giving them information about what you offer. Remember, people like to help others, so you can benefit from sharing the value of your knowledge before asking anything in return.

3. Create interest through chat campaigns.

Make sure you understand how your target audience uses social media. You don't want to waste your time building a chatbot only to find out it won't work with the people you are trying to engage on your platform. A marketing strategy should be thought of as a series of individual campaigns to engage different audiences.

4. Lead with a call to action

Make sure every time you engage on your chat platform, you are getting responses and information that has value for both sides. It would be best if you never asked for anything in return immediately after engaging with them but lead with a call to action that will get them thinking about your offer.

5. Create relationships on your chat platform

Consider that people are busy and don't want to engage with multiple platforms. They are looking for an easy way to connect with you, and a chat marketing platform can be an answer. You can continue to use other channels like email marketing and social media while engaging on the chat platform.


Chat marketing is a fun and engaging way to interact with your audience. You can engage with your customers in a way that doesn't make them feel like they are being pushed to buy something or get more information. Take the time to design a marketing strategy that fits your audience and build long-term relationships by giving them honest, helpful information.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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