how to do a customer service presentation

This exercise will challenge support reps to reframe the conversation with a customer when, in fact, the answer truly is ‘no.’ But when customers are upset or frustrated, answering their requests with a flat-out ‘no’ might aggravate them and won't move the conversation forward.

Team members should be put into pairs and take turns role playing the customer and the support reps. “Customers” should make big, bold requests that support reps can‘t say ’no' to — but instead, have to figure out a solution-oriented response.

For example, if the customer asked for a discount that the support rep wasn‘t authorized to offer, instead of saying ’no,‘ the rep could say, "If you’re looking to reduce the cost of your CRM subscription, I could help you consolidate your database to under 1,000 contacts. Would you like help setting that up?"

The support rep is essentially telling the customer that no, they can‘t offer them a discount. But, by providing alternative options, the customer might feel like the support rep is on their side and won’t get frustrated by what they perceive as stubbornness or inflexibility.

3. Role Playing

Improving your customer service skills is like improving your golf swing. You need to keep practicing it, over and over again, until it's perfect — or, in my case, until I can find the ball after I hit it.

Role playing is an effective exercise for sharpening customer service skills. One employee pretends to be a customer and then presents a service case for another to troubleshoot. Once the case is solved, reps switch places and repeat the scenario.

Role playing lets reps work on both communication skills and their troubleshooting process. Since it's not a real customer, reps have a safety net that allows them to practice new techniques they may have yet to try. If your team works with customers face-to-face, this exercise gives them a live environment to perfect their skills without risking customer churn .

4. Lunch and Learn

Support teams should regularly take turns giving presentations during group lunches. The topic doesn't matter — it can be work-related or a presentation about their recent vacation photos or an organization they volunteer with. Whatever the subject, lunch and learns will keep support reps in the habit of being able to present and explain new topics to others.

This is a critical skill for support reps, especially when onboarding new customers unfamiliar with using a product or service. The lunch and learns will also provide a safe space for reps to practice and learn about each other outside of work. When I worked at HubSpot support, I found lunch and learns and other informal training scenarios instrumental in my development and incorporation into the team.

5. Meditation

Sometimes, working on the front lines of customer support can be stressful.

No matter how hard you try, sometimes you might get the blame for a problem that‘s entirely out of your control. You might also receive the brunt of a customer’s frustration and be presented with feedback that isn't particularly diplomatic.

Whatever the case, meditation can be a helpful tool for regaining and establishing mental relaxation — even during a busy workday. If you can’t step away from your desk for an entire mediation session, I find it very helpful to just check in with myself and focus on my breath for a few moments. A long inhale followed by a short breath hold and an even longer exhale always relaxes me in just a few seconds.

Dedicating time to meditation, mindfulness, and relaxation — and encouraging employees to use it for that purpose — will help train them to de-stress and stay positive during those challenging moments with customers. Apps like Headspace or YouTube videos can help if you want to practice as a team.

6. Personality Tests

This isn‘t specific to customer support, but it’s a good idea for new reps to take a personality test to learn how they work and communicate best with others.

One framework you can use is the DiSC profile , which evaluates people‘s behavioral and personality differences. Here’s an example profile below.

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How A Customer Service Presentation Will Set Your Business Up For Success

Table of contents.

Customer service is one of the most important aspects of your business. You could have the greatest product or be the best price, but if your customer service isn’t up to par, growing your business will be a tough job.

Especially for client/customer-facing roles, strong customer service can not only improve your brand image, but also help retain current clients and gain referrals.

What were saying here is that it’s critical to properly train your employees to deliver consistent and stellar customer service . You might consider creating a training presentation that walks your employees through their customer service responsibilities. Let’s break down the importance of these presentations and how you can set your business up for success.

What Is A Customer Service Presentation?

One aspect of employee training involves walking through what good customer service looks like. Customer service itself is when employees assist and give sound advice to those who buy or use the products or services being offered.

Training your employees on this topic can often be done through a presentation that provides a thorough understanding of good service, how to handle problems and questions, and why customer service is so important.

The slides in the presentation should included relevant and quality information for your employees about customer service and how to deal with difficult inquiries or situations. This will enable them to provide good service when faced with those calls, emails, or interactions with customers.

Here’s an example we created for Sherwin Williams.

Sherwin Williams Customer Education Presentation

What Benefits Will A Presentation on Customer Service Provide My Business?

A thorough understanding of customer service expectations and guidelines in a presentation can set your company up for success in a few key ways, including:

Well Trained Customer Service Representatives

Effective customer service for your customers, helps to build a good reputation.

Customer service presentations are primarily created to inform and educate employees who will be providing service to customers or clients.

When your employees are properly trained in all things customer service, they will be able to deliver exceptional service to your customers. Not only will properly trained employees complete their duties to company standard, it’s peace of mind knowing you have your aces in the right places .

In your customer service training presentation, you should have slides that include overviews and discussions on the following objectives:

Product and Service Knowledge

Communication Styles

Conflict Management/Resolution

Common Consumer Problems

Reasons for Consumer Complaints

Ideas for Cultivating Strong Relationships

Measure of Success

Authority or Hierarchy Understanding

Depending on the tools provided to your employees by your company, you might also include a segment on IT and other customer service tools that the employees will need to work with.

With properly trained employees comes great interactions with your customers.

If a consumer has a problem and they need some to listen to and understand their complaints but your employees aren’t trained in customer service, it can lead to all sorts of problems. Whether it’s on the phone, email, or in person, your customers will expect quality services from your employees.

A customer’s experience can often dictate whether they will return as a customer or point their direction somewhere else. On a financial level, it is more cost effective to keep a current customer than bring in a new one.

Retaining customers and maintaining relationships with them can be done when your customers have a great experience and feel important.

As social media platforms continue to grow in popularity, they have also become platforms for people who want to share their good or bad experiences with a company. Whether it’s through Google reviews , Tweets, TikTok videos, or Facebook posts, words and experiences from customers who visit your store or website can have a huge impact on your business.

Maintaining a good reputation with great service to your customers will go a long way. A good reputation can be built and maintained when you:

Serve customers by putting them first

Avoid increasing conflict

Learn from mistakes

Should My Presentation Be Editable?

As your create your presentation, you should consider the adaptability of the content. An editable presentation deck can benefit your business by adapting to changes in customer service best practices .

Especially if you use apt research when you organize your content, be sure to edit the ppt deck as research evolves and changes.

You Should Always Consider A Custom Presentation

Whether you need sixteen slides or sixty, you should consider having a custom presentation deck created .

With custom slides, you can tailor the content, theme, graphs, and topic to your business. The point is to train your employees on how to deliver service for your specific company and you may have different guidelines than other companies.

What Other Digital Tools Should I Use To Equip My Team?

When it comes to equipping your team and setting them up for success, there are a few other tools you might consider providing your employees. These include:

a personal work computer

ability to download slides from presentation

planners or planning software

e-learning courses on customer service

As a manager or employer, you should consider the ways in which you can work with the people on your team and set them up for success in the customer service department.

Our Final Thoughts On Having A Presentation on Customer Service

A great customer service ppt deck comprises of relevant information, employee guidelines, product knowledge, and department specific slides. Creating slides that reach your employees and that enable them to succeed in their positions is vital for success.

Are You In Need Of A Custom(er) Service Presentation? The Geeks Are Here!

Need someone to create great customer service training slides for your business and employees? The geeks at Presentation Geeks are here to help. We can build your PowerPoint presentation that can help you succeed in your customer service department!

Contact us today to see how we can help!

Author:  Content Team

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Customer Success Presentations: How to Create Decks That Will Wow Your Customers and Drive Upsell and Retention

In a world where experience often is just as important as results, customer satisfaction is no longer enough to find success in an increasingly competitive market. Instead, the focus has turned toward customer success. According to Forrester Research, 72 percent of businesses now say that improving customer success is their top priority.

What is customer success? Let’s start with what it isn’t. Unlike customer satisfaction, customer success is not a measure of how well a product or service meets customer expectations.

Customer success occurs when client expectations are met through their interactions with a company. They might love a product but despise the customer experience, which definitely can impact repeat business.

In fact, a Zendesk report found that 96 percent of customers are likely to change their behavior after a bad customer experience, including 59 percent who said they would stop buying from the company. Perhaps even more concerning, 39 percent said their buying behavior would remain changed more than two years after the negative incident.

“The focus is on all of the interactions your customer has with your company; starting at the earliest touchpoints of marketing and sales, moving through closing and onboarding, and continuing through their entire lifecycle with you,” wrote customer success consultant Lincoln Murphy, author of, “Customer Success Book.”

As a result of its increased importance, customer success strategies have become a primary focus among businesses large and small. In what ways can the company increase its customer success rates to sell more and reduce churn? Then, what is the best way to communicate this all-important strategy to internal and external clients?

Want to design a stellar customer success presentation? Wondering how to best present a customer success strategy? Check out the following five ways to create decks that will wow your customers, drive upsell and boost retention:

1. Create a consistent experience

It’s no secret that any business wants its customers to be satisfied with their experience. Without satisfied customers, no company will meet success— and it’s not enough to provide a positive experience part of the time. 

A customer often will form their opinion of a company based on their worst experiences, even if they are few and far between. Since 60 percent of customers told Salesforce that inconsistent experiences were enough for them to switch brands, consistent satisfaction and positive experiences are necessary for true customer success.

Likewise, the strategies featured in effective customer success presentation examples must consistently support a primary goal. Even inexperienced presentation designers can create a consistent slide deck by starting off with one of Beautiful.ai’s various presentation templates , already curated by our skilled artists to support all sorts of goals and objectives.

2. Make it personal

Customers want to feel valued, and therefore personalizing every interaction is key to customer success. What does that customer hope to get from the company? Satisfying someone else’s goals won’t improve the relationship with any customer. Likewise, be sure that your customer success story presentation speaks to a variety of customer expectations.

Of course, if you’re spending time catering your message to a variety of customers, you’ll want to ensure you aren’t wasting time communicating with people who are unlikely to be your customers regardless of their experiences. After all, a company that sells largely to a teen market would be wasting valuable time and resources customizing its strategies to satisfy Baby Boomer expectations.

3. Include social proof

Long before Facebook was a mere glint in Mark Zuckerberg’s eye, before Tom had us picking our top friends for Myspace, even before the phrase, “social media” meant anything, back when the Internet was still like something from science fiction, social proof was an enormous buying factor among most consumers. 

If you don’t recall hearing much about it, just replace it with customer testimonials and word-of-mouth advertising. Potential customers might not believe what a salesperson or an advertiser has to say, but they are more likely to listen to fellow consumers tell of their own experiences.

Including positive customer experiences in your customer success story presentation will support your strategies and reinforce your message. The folks at Beautiful.ai know the value of social proof, and therefore have provided users with a customizable Quotation Template among our smart slides . The template is perfect for showcasing customer feedback and fostering trust among potential clients.

4. Identify milestones along the journey

Customer success is about the entire journey, not only the final scene. Therefore, identifying the milestones a customer meets along the way is another key element of customer success. Likewise, effective customer success presentation examples should also feature milestones clients have met along the way. If the customer’s journey is not yet complete, also identify the milestones yet to come.

Since people instinctively respond to storytelling, present the milestones in a story of the customer experience journey. For ideas on how best to present a variety of customer milestones within a storytelling format, reference Beautiful.ai’s library of presentation templates , designed with the perfect slides for practically any purpose.

5. Illustrate your data

Most people will agree that numbers typically don’t lie. It’s no wonder, then, that hard data is powerfully persuasive among consumers. It’s not enough to present the results of a subjective customer satisfaction survey. Qualitative data that supports customer success includes key performance indicators such as repeat sales, increased sales, customer acquisition costs and email engagement— metrics based on real numbers, not opinions.

At the same time, it’s commonly known that bombarding presentation audiences with a series of statistics is a great way to put people to sleep. Instead, make the numbers come to life and truly tell the story of the company’s customer success plan by placing them within engaging infographics . 

Don’t become overwhelmed at the prospect of designing a series of colorful and informative charts and graphs, either. Beautiful.ai’s PowerPoint-alternative presentation software features a host of infographics among our library of smart slides . Just enter your data and watch our AI-powered software create the perfect infographics, including bar graphs , pie charts , flow charts , timelines , pictograms and so many more.

Samantha Pratt Lile

Samantha is an independent journalist, editor, blogger and content manager. Examples of her published work can be found at sites including the Huffington Post, Thrive Global, and Buzzfeed.

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How to deliver a successful client presentation.

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Table of Contents

Our compass for how to constantly deliver value to customers is none other than the desired outcome . In more practical terms, our client presentations are the first step in navigating our client towards the road to success.

This is one of your most important assets you will have as a CSM . A structured, well-built presentation for any customer lifecycle stage is the enabler of showcasing clear value to your customers.

In this article, I share best practices and tips on how to build killer client presentations for any stage in the customer lifecycle.

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Build a Client Presentation Checklist

When I build a presentation, I always make sure to go over the following items — to guarantee that its content is complete and comprehensive.

• Know your audience & stakeholders - This is one of the most important things to keep in mind when building a presentation. Effective presentations can’t be built without knowing which people will be in the room, and who the ultimate decision-makers are.  Mapping out the people attending the meeting — both on the clients’ side and on the vendor side clarifies your understanding of the material you should include. This should cover important subject matters for the stakeholders so that you can captivate your customers with a clear and powerful presentation.
• Identify the presentation goal - Every presentation will serve a different purpose within the customer lifecycle, so identifying your presentation’s goal is imperative to its successful delivery. For example, a kickoff meeting’s main goal could be to “showcase the first perception of value”. A QBR/EBR goal, however, would be to “showcase milestones & goals achieved using your product”, and so on. Pinpointing your presentation’s main goal lets you dig deeper into the details and key items that will fulfill the presentation’s goal in the clearest and most impactful way.
• Identifying the Key Items - These items will be included in the presentation’s agenda. Same as the presentation, the purpose of your chosen key items is to exhibit your product’s added value and help you achieve the presentation goal. Let’s say you are building your product’s basic training presentation with the goal to teach the customers how to use its basic features. The key items in the presentation would then include those exact features; their added value per use case, which you can even show using your customer’s real data or dashboard. This conclusive list of key presentation items facilitates the next step: building your presentation template and slowly compiling its parts. You can now start connecting the dots that create an impressive narrative; delivering a clear message whose value permeates each presentation slide.  Each slide should tell a brief story (in a few words alone) that helps your value proposition resonate among your audience by the meeting conclusion.  The more value your customers derive from each presentation or meeting, the stronger the CSM-to-customer relationship becomes. Ultimately, you’ll be considered a key part of their success: the strategic advisor within your company.

Build your story

You’ve now mapped out your audience, with a clear definition of the meeting goal and your presentation’s key items. The last step is to design a presentation sequence and flow that will maintain audience interest during the meeting, each slide telling its own story. 

By the time you’ve finished presenting, you’ll have achieved the presentation’s goal and by presenting valuable insights to your customers that will keep them eagerly waiting for your next presentation and the information you’ll provide.

Create client presentation templates

Presentation templates are a key part of scaling your customer success capabilities. Templates are more than a time-saver: they also allow you to focus more on improving presentation deliverables, based on your customers’ feedback, industry, and feature preference. 

Some templates vary according to product needs (for example, product training & setup). However, for kickoff meetings, ongoing meetings, and QBR/EBRs, I maintain the same structure and tailor it according to customer background and the product at hand.

Here are some templates you can use:

Kickoff Meeting

This is one of the customer lifecycle’s most important stages; where your customers see your product differentiation and value. 

Here you will present the project scope and timeline, and work with your customer to identify their desired outcome and success plan.

• Agenda - Always have an agenda in place, preferably share this agenda the moment you send the calendar invite
• Your Team - Who will be the key stakeholders within your company (CSM, support, sales, etc.)? Make sure to add the contact details and explain the best communication method for each stakeholder
• About Your Compan - This part of the presentation is your opportunity to ask key questions to your customer in order to better understand their expectations, objectives, and desired outcome
• Onboarding Overview - In this section, you will present your onboarding plan to the customer, make sure you give important context on what does each stage mean and what will they achieve as they progress, and how much more value they will get from your product once they have been fully onboarded
• Key Opportunities - If you did your due diligence, you might have a few examples of how your product can add immediate value to your customer. The best approach is to present use-cases that have a direct impact on your customer’s business outcomes
• Q&A - Leave a few minutes to answer any questions they have about the product/onboarding/anything else
• "Next Steps" - Momentum is key, so make sure the next steps are clear action items that will get your customer closer to the next milestone

Ongoing Meeting

Now that you’ve completed customer onboarding , your focus shifts towards the desired outcome and executing the defined action items within the success plan. 

Depending on the client, you may want to have this type of meeting on a bi-weekly/monthly basis.

• Open Items - This is intended for a status update for any open items related to your customer, show that you’re on top of things and that you’ll make sure these items are completed
• Account Review - What progress has been made so far? Are we getting closer to important milestones? This is in context to the desired outcome and success plan
• Opportunities - Are we using the product to its full potential or are there any available features that can help us get closer to the desired outcome.
• Key Takeaways - This slide can be used to share your key recommendations and also emphasize key achievements, this will further position you as a strategic consultant to your customer. The key achievements can be anything that gets the customer closer to their desired outcome and closer to achieving the main objectives in their success plan. ‍

• Executive Overview - The executive overview gives a quick picture and clear report of what has been achieved since the past QBR/EBR, so the rest of the presentation should tell the story of each individual achievement. In a few words, underscore the work set in place that led us to successful results.
• Account Review - If the executive overview includes all of the achievements, this is where you can tell the story of how you obtained them and what the progress looked like.
• Engagement Heat Map  - I personally like this one since it’s your opportunity to showcase your added value as an account CSM; emphasize how working together helped the customer reach their objectives. The idea is to account not only for the product’s added value, but for our knowledge and expertise as well.
• Your Success Plan (Milestones) - This is probably the most important presentation slide. There’s no clearer way of proving value than by fulfilling your customer’s expectations and objectives. This is why defining your success plan with your customer is crucial, so that you’re both aligned on the plan’s key objectives, goals, milestones, etc.
• “Looking Ahead” - This slide focuses on future plans: planning for the next Q and opportunities available for exploration. If there’s a renewal coming up, this is also the perfect time to discuss it and discuss their point of view. Don’t forget to update the success plan accordingly.

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Killer client presentations spell out added value

At the end of the day, like everything else in life, the more you practice, the better you’ll be. Building and delivering successful client presentations is all about that. Once you’ve found your secret sauce for delivering value through your presentations — take it up a notch and see how you can improve every deliverable.

Work closely with your customers, making sure you understand their challenges, objectives, and business goals. This empowers you to continuously provide added value to your customers and help them achieve their desired outcome.

Enrique Roth

Enrique has spent 7+ years in CS, account management and sales roles. Enrique is a staunch advocate of the value CSMs bring to organizations, and dedicates his content to sharing inspirational knowledge and experience with budding CSMs.

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How to improve customer satisfaction in a powerpoint presentation.

Are you struggling to keep your audience engaged during PowerPoint presentations? Do you want to leave a lasting impression on your clients? Look no further, as this article will guide you on how to improve customer satisfaction in your presentations, leading to increased interest and better results.

What Is Customer Satisfaction?

Customer satisfaction refers to the level of satisfaction a person feels after using a product or service. It encompasses the customer’s perception of the value received in relation to their expectations. Factors such as product quality, service delivery, and overall customer experience contribute to customer satisfaction. Understanding what customer satisfaction is is essential for businesses to identify areas for improvement and maintain customer loyalty.

Why Is Customer Satisfaction Important?

Customer satisfaction is vital for the success of any business. When customers are satisfied, they are more likely to return, refer others, and leave positive reviews. This, in turn, can lead to increased loyalty and a higher customer lifetime value. It is also crucial to understand the importance of customer satisfaction in order to identify areas for improvement and improve overall business performance.

How Does Customer Satisfaction Affect Business?

• Customer Retention: Satisfied customers are likely to remain loyal, leading to repeat purchases and long-term relationships.
• Positive Word of Mouth: Happy customers act as brand advocates, attracting new customers through recommendations and positive reviews.
• Increased Profits: Satisfied customers contribute to higher sales, enhanced brand reputation, and reduced marketing costs.
• Reduced Churn Rate: High customer satisfaction lowers the likelihood of customers switching to competitors, thus reducing churn rate.

To understand the impact of customer satisfaction on business, it is important to consider how it affects various aspects such as customer retention, positive word of mouth, increased profits, and reduced churn rate. To achieve these benefits, businesses should focus on consistent quality, exceptional service, competitive pricing, and continuous improvement based on customer feedback.

What Are the Factors That Influence Customer Satisfaction?

When it comes to customer satisfaction, there are various factors that can greatly influence a customer’s perception of a product or service. In this section, we will discuss the key elements that can impact customer satisfaction and how they play a role in creating a positive customer experience. From the quality of the product or service to the level of customer service, we will uncover the different factors that businesses must consider in order to improve customer satisfaction.

1. Quality of Product/Service

• Conduct market research to gain insight into customer needs and expectations regarding the quality of our products and services.
• Implement quality control measures to maintain consistency and reliability in our offerings.
• Train employees to provide high-quality service and effectively address any product-related inquiries.
• Solicit feedback and reviews from customers to identify areas for improvement in our product and service quality.
• Regularly update and innovate our products and services based on customer feedback and industry trends, ensuring the highest level of quality.

In a similar approach, a local bakery improved the quality of their products by sourcing organic ingredients, resulting in a significant increase in customer satisfaction and loyalty.

2. Customer Service

• Train your staff to be empathetic and attentive towards customers.
• Implement a system for swift resolution of customer issues.
• Establish clear communication channels for efficient customer support.
• Personalize the customer experience to build strong relationships.
• Solicit and take action on customer feedback for continual improvement of services.

In 1909, Harry Gordon Selfridge, an American retail magnate, revolutionized the concept of customer service by introducing the motto ‘ The customer is always right ‘ at his department store in London. This set a new standard for businesses to prioritize the needs and satisfaction of their customers.

• Understand market pricing and customer expectations.
• Offer transparent pricing with no hidden costs.
• Provide value through competitive pricing strategies, taking into account the crucial factor of 3. price.
• Implement loyalty programs or discounts for returning customers.
• Regularly review pricing strategies to stay competitive and profitable, keeping in mind the importance of 3. price in influencing customer satisfaction and purchase decisions.

Did you know that 3. price is a crucial factor influencing customer satisfaction and purchase decisions?

4. Brand Reputation

Brand reputation is crucial when it comes to customer satisfaction. A positive brand image, based on reliability and trust, promotes customer loyalty and contentment. When a brand consistently follows through on its promises, customers are more likely to support the brand and remain satisfied with their experiences.

In 1985, Coca-Cola introduced New Coke , which received significant backlash due to its altered taste. This had a negative impact on the brand’s reputation, resulting in customer dissatisfaction and a decline in sales.

5. Convenience

• Location: Ensure convenient access to your products or services through multiple channels and extended opening hours.
• Communication: Provide clear and concise information about your offerings, policies, and procedures to make things more convenient for customers.
• Technology: Implement user-friendly online platforms and mobile apps for seamless transactions and interactions, adding to the convenience factor.
• Feedback: Act on customer feedback to streamline processes and enhance overall convenience.

In the early 20th century, the introduction of self-service supermarkets revolutionized convenience for shoppers, allowing them to independently browse and select items, reshaping the retail landscape.

How Can You Measure Customer Satisfaction?

In order to improve customer satisfaction, it is important to have a way to measure it. This section will discuss various methods for gauging customer satisfaction, including surveys, Net Promoter Score (NPS), and customer feedback. By utilizing these tools, you can gain valuable insights into the level of satisfaction your customers have with your products or services, and make necessary improvements to enhance their overall experience.

• Establish the objectives of the survey and identify the specific information that you wish to collect.
• Create clear and concise questions that align with the objectives.
• Choose the most suitable survey method, whether it be phone, email, or online platforms.
• Take into account the timing and frequency of the survey to ensure accurate feedback is captured.
• Analyze and interpret the survey data to pinpoint areas that can be improved upon.

2. Net Promoter Score

• Understand Net Promoter Score (NPS): Familiarize yourself with the NPS system and its scale from 0 to 10, which is used to measure customer loyalty and satisfaction.
• Survey Implementation: Utilize NPS surveys to gather customer feedback by asking the ‘likelihood to recommend’ question.
• Segment Responses: Categorize responses into promoters, passives, and detractors based on their rating.
• Analyze and Act: Regularly analyze NPS results and take action to enhance customer satisfaction, with a focus on detractors in order to convert them into promoters.
• Continuous Improvement: Use NPS as a continuous improvement tool, tracking changes in scores over time.

3. Customer Feedback

Customer feedback , a crucial component of ensuring customer satisfaction, can be gathered through a variety of channels including surveys, online reviews, and direct communication.

How to Improve Customer Satisfaction in a PowerPoint Presentation?

When giving a PowerPoint presentation, it is important to not only convey information but also engage and satisfy your audience. In this section, we will discuss five key strategies for improving customer satisfaction in a PowerPoint presentation. From understanding your audience to using visual aids and incorporating a call to action, these techniques will help you create a memorable and effective presentation that leaves your audience feeling satisfied and informed.

1. Know Your Audience

• Evaluate the demographics, interests, and knowledge level of your audience.
• Understand the needs, preferences, and expectations of your audience.
• Adapt the content, tone, and delivery method to resonate with your audience.
• Anticipate potential questions or concerns and address them proactively.
• Ensure the presentation aligns with the audience’s objectives and values.

2. Use Visual Aids

• Utilize high-quality images and graphics to enhance understanding and retention.
• Include charts and graphs to effectively present data and statistics.
• Incorporate videos or animations to engage and illustrate complex concepts.

When creating a PowerPoint presentation on improving customer satisfaction, visual aids play a crucial role in capturing and maintaining audience attention.

3. Tell a Story

• Craft a narrative with a beginning, middle, and end to illustrate a customer’s journey.
• Personalize the story by incorporating relatable characters or situations.
• Highlight challenges faced by the customer and how your product/service resolved them.
• Use visuals to enhance the storytelling experience and evoke emotions.
• End with a satisfying resolution that emphasizes the positive impact of customer satisfaction.

To captivate your audience, infuse your presentation with engaging anecdotes and captivating storytelling techniques, ensuring a memorable and impactful delivery.

4. Use Data and Statistics

Utilizing data and statistics is essential for improving customer satisfaction. By analyzing customer feedback, purchase patterns, and demographic information, businesses can identify areas for improvement.

For example, tracking customer service response times and resolution rates can reveal operational inefficiencies. Additionally, utilizing statistical models can help predict customer behavior and personalize offerings.

Presenting these insights in a PowerPoint presentation can effectively demonstrate the impact of data-driven strategies on customer satisfaction.

5. Include a Call to Action

• Evaluate the desired action: Determine what specific action you want your audience to take.
• Create a sense of urgency: Encourage immediate action by setting a deadline or offering limited-time promotions.
• Provide clear instructions: Clearly outline the steps your audience needs to take to fulfill the call to action.
• Use compelling language: Use persuasive and compelling language to motivate your audience to act.
• Offer incentives: Provide incentives to encourage your audience to respond to the call to action, such as discounts or free trials.

In 2007, during the launch of the iPhone, Apple included a call to action in their marketing campaign, urging customers to ‘Experience the iPhone today at your nearest Apple Store.’ This call to action prompted a surge in customer engagement and sales.

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Client management

How to run the perfect client presentation

Pitching your agency as the perfect fit during a client presentation is daunting.

You have to remember product positioning, messaging, client goals, and most importantly, selling your service. Most of all, a client presentation must add value.

The aim is for clients to envision what it’ll look like if they work with you and how you’ll help them reach their goals. The failure of most client presentations is how they land.

Some are full of text-heavy slide decks.

Others are all about the agency – not the client and their specific goals.

Finding the sweet spot with a client presentation is possible if you stick to the basics and put the client first by answering their biggest needs, uncovering any issues, and confidently explaining why they're worse off without your services.

Let's dive in a little deeper and help you get ready for the big presentation:

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Step 1: Do your research and carefully plan your pitch

Any client presentation starts with a who: who is it for?

The answer is your client.

You should know everything about them before you step into the meeting with them. Go into the room with a good understanding of their business, their industry, and how your services fit into the picture. 

Prepare by researching their past projects, understanding their goals, and even studying business presentation examples to ensure your communication is effective.

Start by researching the basics:

What industry are they in?

How big is their company and how big is their team?

What are the main goals they want to hit?

What roadblocks are stopping them?

How can product/service help them?

Look at their website and LinkedIn pages to see what services or products they’re selling. If you’ve done work for similar clients in their industry, check back at past projects and pitches, and see the pain points were you spent the most time. 

Then you need to understand the company’s size and more importantly, how they plan to grow and scale their business.

Your client should have plenty of information about them online and a simple about us – like our video below – can help direct your presentation topics and tone of voice.

If you're stuck when making your presentation you can even use prompts to easily generate an AI presentation , which will streamline the process and save you valuable time that would otherwise be spent on slide creation.

Teamwork.com Overview

Once you know a little bit about the company, focus on why your solution is right for them.

How you sell your why depends on who you are selling to. A CEO with 200 employees has different challenges to a scrappy startup owner with a couple of employees on the books. Either way, explain your why by: 

Acknowledging their pain points. Talk about the client's problems and what they need to do to reach their goals. Show them that you understand their issues and build trust from the start of the presentation.

Asking questions. Presentations shouldn't be a one-sided affair. Asking the client questions makes them feel comfortable and helps you understand their needs.

Introducing your brand as the solution. Tie the client's problems to your product/service. If they need a new website , talk about how you can make that happen and what the process looks like. If they have hit a brick wall with their marketing, explain why they may be struggling and what they can do to change it.

Pro-tip: Researching potential clients can take a lot of energy. You need to ensure that they're a good fit before stepping into a presentation. Get a headstart with presentation research and start using detailed intake forms. Use a tool like Teamwork.com to build customized intake forms and get as much information as possible about a client before sitting down for a meeting. 

Step 2: Take care of some housekeeping

Your clients are busy—that’s a given.

But so are you. 

Make sure you set some ground rules before the presentation starts so that it runs smoothly. These can be basic rules like: 

Always get to the meeting first. Whether the meeting is in the client's office or on Zoom – get there first and early. Give yourself enough time to organize your slide deck and get comfortable with the pitch before the client arrives (or logs in.)

Test your tech. Open your presentation, check that it's working, and test each slide. If you're using a laptop or projector, have it open to the first slide at the start of your presentation, ready for when the client arrives.

Practice your pitch. Is it just you presenting to the client? Do you have a team joining you? Don’t show up to the meeting without a game plan. Rehearse what you’re going to say and how you’ll answer client questions before the presentation.  

Cut to the chase. Your client isn’t your friend. Don’t waste too much time with small talk. If the pitch goes well – they'll move forward – not always on your small talk skills.

These steps are so basic that it almost seems like they don't need to be mentioned. But walking into a presentation with a poorly prepared pitch or a slide deck that takes 15 minutes to fix is the fastest way for it to fall flat.

Step 3: Turn the presentation into a marketing funnel

Your presentation should have one goal—getting the client to agree to the next steps or sign a contract.

So, why not design your slide deck like a marketing funnel—with a beginning, middle, and end?

You must tread a fine line between a lecture and a negotiation with client presentations. If the slide deck is too information-heavy, clients can feel like you're speaking at them instead of talking to them.

And if you don't take charge of the meeting, it can go off track and makes it harder to get your client focused on the next steps.

Aim for somewhere in the middle and tell a story where your slides convince the client that your solution is a good fit. Your presentation deck should include these sections:

Beginning: Set the stage and tell the client what the presentation is about, why you’re there, and how you plan on working together.

Middle: The meat of the presentation. Don’t overload the slides with text. They should be a visual background to back up what you’re saying.

End: Use this as your call to action and outlines the next steps. Here, you give the client a reason to book another meeting or sign a contract with you.

Here’s a great example of LeadCrunch turning a presentation into a compelling story. The presentation kicks off by talking about common problems that B2B sales companies experience: 

This helps hook the audience.

The presenter understands their frustrations with trying to get more leads. Next, LeadCrunch takes the three frustrations and turns them into opportunities for the client: 

The text on the slide mirrors the issues in the industry so the client can connect the dots between the problems and LeadCrunch's solution.

Finally, the presentation winds up by using a pricing chart as its CTA. Don't overthink how you tie in your CTA to the client – you know your value and what you can bring to the table – so just clearly say it.

Step 4: Use visuals to tell and sell the story

Visuals are your friend during a client presentation. 

They have obvious benefits—they grab your client’s attention, break up text-heavy slides and make complex data easier to digest. 

But there are other reasons why adding visuals to your presentation is a good move.

The SEO software company SEMRush asked over 200 agency and brand reps what made their presentations successful and found 74% of brands said it was tailoring the proposal to the client. They recommended using images to help clients understand concepts that usually end up on a spreadsheet or hidden under a mountain of text. This is easy to do.

Don’t explain how your agency’s complex strategic marketing will work — show the client instead.

Step 5: Open the pitch up into a two-way conversation

Once the presentation is done, don’t just pack up and leave—start a conversation with the client instead. 

Getting feedback as soon as the pitch is over is crucial. You need to know if your presentation resonated with them and iron out any concerns or questions they have.

Kickstart the feedback process by asking the client:

Did you have any questions about anything we mentioned in the presentation? 

Do you see our solution solving your problems?

What can we do to move this forward and start working together?

Now, the client may give you some feedback you don’t like. Or ask more pressing questions around project cost estimations , deadline management , or how you handle scope creep .

Make your value clear. But also show how you'll promote a straight road to client collaboration , so you make their values your own. Want more insights into collaboration tips? Download our guide to creating a collaborative culture with your clients.

5 tips for fostering collaboration with your clients: CTA

Download our guide to get essential communication tips and insights into how to foster collaboration with your clients.

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Step 6: Close strongly with clear next steps

Don’t leave the meeting in limbo.

Be clear about what you want to do next with the client moving forward. Don’t say that you’ll follow up in a couple of days—it’s too vague. Be more direct. 

Make sure you and your client agree on a defined deadline for when the deal should move forward. If the follow-up call goes well and the client wants to go ahead, send a contract over to seal the deal. 

Pro-tip: If you want to build a strong relationship with your client, be transparent from the beginning. Invite clients to the project to keep them updated on progress. Using a tool like Teamwork.com makes this part easy.

And they’ll get access to visual project timelines , Kanban board views , and Gantt charts as well as ways to simply reply to messages, so you can both speed up feedback loops.

If you're worried about the client getting too involved, there's a solution – and it's permissions. Simply add permissions to client accounts so they can only access the things that move projects forward – not backward.

Ready to deliver a pitch-perfect client presentation?

A pitch that wows your clients begins way before walking into the meeting room. 

Successful presentations hinge on knowing your client's pain points. The more research you do, the more you'll be able to identify the barriers they face and how you can help. 

From there, it’s just a matter of showing up, targeting your messaging to their problems, and starting a conversation. 

See how Teamwork.com helps teams manage client work more successfully to impress everyone beyond the initial conversation. Get a 30-day trial for free to get in the driver's seat.

TABLE OF CONTENTS

6 steps to build the ultimate client presentation

• Do your research and carefully plan your pitch
• Take care of some housekeeping
• Turn the presentation into a marketing funnel
• Use visuals to tell and sell the story
• Open the pitch up into a two-way conversation
• Close strongly with clear next steps

Síle is a Senior Content Marketing Manager at Teamwork.com. She has been working in the project management software space for over 7 years, exclusively serving the agency sector. She loves providing agencies with actionable insights and captivating content to help navigate the ever-evolving landscape of project management.

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Home PowerPoint Templates PowerPoint Templates Customer Service PowerPoint Template

Customer Service PowerPoint Template

Our Customer Service PowerPoint Template is an editable slide deck for preparing customer support presentations. The customer service department in any organization, firm, or business is crucial to bridge the distance between the company and its consumers. By achieving a good communication channel with the customers, organizations can win more satisfied clients and, in turn, better reputation and sales. Some companies maintain support teams within their premises; however, sometimes, this department is outsourced to external consultation agencies. Such teams provide a call center, multi-channel customer service, and a well-trained team of individuals. We have designed this customer service PowerPoint template for professionals to discuss their customer service protocols and related concepts. 

The Customer Service PowerPoint Template has multiple slides with creative visuals and human illustrations to discuss various ideas and topics. For instance, the first slide shows an abstract with a human call center agent, rating signs, walking customers, and a mobile phone illustration. This slide is to present the presentation topic using the provided text boxes. Similarly, the following slides have creative visuals of executives wearing headphones, using the laptop to solve queries, professionals assisting from mobile or monitor screens (online customer care services), and customers touching the rating stars for giving reviews. These PowerPoint shape diagrams can help present the topics like problem-solving, customer service excellence, training, or multi-channel customer service. Agencies providing call center services can explain how these facilities can help companies improve their customer satisfaction rate. Also, there are slides for customer trust and reputation to showcase trust-building and maintenance. Strategies. In addition to agencies, department heads can personalize the slides to brief higher executives about the maintenance and efficiency of the department. 

Our customer service PPT template is also ideal for educational and training purposes. Users can edit the arrow diagram, data-driven charts, and creative diagrams for presenting data and facts. The slides can be re-purposed according to the presentation requirements. This PowerPoint design can be edited with all PowerPoint versions, Google Slides, and Keynote.

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Customer Service Strategy

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A customer service strategy is a plan that covers how the company will interact with its customers. A comprehensive strategy includes elements such as hiring the right customer service representatives, providing customer-facing employees with proper training, implementing loyalty plans and using conflict resolution tactics.

In order to be successful, a customer service strategy needs to be implemented in every area of the organization. It cannot just be a part of the customer-facing teams. Instead, customer service strategy needs to come from the top down and align with the overall vision, mission and values of an organization.

The customer service strategy definition also includes having concrete goals. When creating your customer service strategy, think about what you want to achieve. For example, do you want to create a customer service strategy that increases revenue by upselling products, or do you want to reduce expenses by making customer service processes more efficient? Once you have an understanding of the goals of your strategy, you can put tactical plans and programs into effect.

A successful customer service strategy focuses on the needs of the consumer. Instead of guessing what the customers want, organizations need to conduct need-focused assessments through market research, focus groups, satisfaction surveys and customer comment cards. This way, organizations can have a data-centric idea of what their customers need from them.

A customer service strategy should include metrics that help the company to define success. This way, the team can measure progress during the course of the year to see how well they are meeting the goals of their customer service strategy. Metrics can include ratings on online review platforms, comments on customer cards or results for specific surveys completed.

Increase your loyal customer base and stay ahead of the competition with an effective customer service strategy. Our ready-made customer service strategy presentation template helps create a customer-oriented service strategy presentation that focuses on customer service and how to develop one. The first slide with its infographic content highlights 6 follow-through customer service strategies to improve customer service and beat the competition. Step-wise development of an impactful customer service strategy is illustrated with the infographic in the second slide.

As illustrated with the infographics in the third and fourth slides, the customer service strategy template emphasizes 24/7 availability and accessibility of customer service support to customers. Ideal for strategic planners, sales managers, startups, business analysts, operation managers, etc.  The template is 100% editable and customizable as per your requirements. You can modify color, text, resize icons and shapes to suit your preference.

This template will be primarily useful for marketers and sales managers when building a sales strategy and promoting a product to new markets. Also, this template can be used by company leaders when preparing their company development strategy.

This template can also be used by startups when preparing a presentation for an investor meeting. University professors can use the slides in this template to prepare their courses on effective sales and product promotion.

The customer service strategy template consists of attractive and engaging infographics to capture your audience’s attention from beginning to the end, and express more in less time. This template has all the tools you need to build a professional and modern presentation. The Customer Service Strategy template will be a worthy addition to your collection of professional presentations.

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50 Must-See Customer Engagement Presentations

The Team at CallMiner

September 26, 2018

Customer engagement has evolved from the origins of customer satisfaction and customer delight. Today, customer engagement is defined as the profound relationship that the customer has with your brand.

In today’s digital age, irrespective of which industry you are in, customers expect an immediate or near-instant response as well as a picture-perfect anticipation of their wants. To meet this requirement, businesses are getting competitive and aiming to provide hyper-personalized experiences to keep their customers enrolled and engaged with their brand, products, and services.

Designing a well-crafted customer engagement strategy is an excellent way to boost sales and drive profitability. More companies are incorporating customer engagement tools such as  speech analytics  and chatbots to better gain deeper insight into customer engagement and respond readily to consumers across digital channels by leveraging technologies such as  artificial intelligence .

With many tools, technologies, and tactics that play a role in customer engagement, developing a strategy can seem daunting. To get you started, we’ve compiled a list of 50 different customer engagement resources, including both videos and slide presentations, by highly regarded individuals in the industry. For more expert insights on customer engagement, visit  CallMiner’s Learning Center  to access dozens of white papers, videos, articles, and other resources to help you develop and execute a top-notch customer engagement strategy.

The 50 must-see presentations below are listed in no particular order, but are separated by category including:

Video Presentations

Slide presentations, engage business media.

Twitter :  @EngageCustomer

1: Important Considerations for your Customer Management

This video is presented by Mike Havard, Director at Ember Services, at the Telecos/Utilities Director Forum 2014. The video covers customer engagement opportunities and challenges and covers topics such as regulation in a social context, the value of complaints, personal data implications, and what transformation and growth means in customer engagement.

Key Takeaways:

• Understanding customer engagement and why organizations make it so hard
• Securing board commitment for funding solutions
• Discusses nine important themes around customer engagement

2: Employee and Customer Engagement

This video, from the fifth Directors Forum of 2014, takes a look at the important connection between employees and customer engagement. One of the key highlights includes understanding the shift between wanting to be customer-centric and enforcing an actionable strategy to actually make it happen. The video covers a panel of different speakers who discuss the relationship between employees and customer engagement.

• Understanding the bridge between staff engagement and customer engagement
• Incorporating employee engagement in putting the customer first
• Using staff engagement to delight the customer

Amazon Web Services (AWS)

Twitter:   @awscloud

3: Scaling Up to Your First 10 Million Users

Gaining users is the key to the cloud. This presentation is one that is regularly at the AWS conference “re:Invent”. However, in this particular version, Joel Williams changes the game a bit to help you scale to your first  11  million users. If you have a great product for sale, but can’t handle a large amount of traffic at once — this presentation will help you plan to scale AWS resources quickly.

• Techniques for scaling an application on AWS
• Why “auto-scaling” is not where you should start
• Reasoning for starting with SQL databases for your scalabilty
• Direct gameplans and examples from 1 million to 11 million users

4: Engaging Your Customers with SNS Mobile Push and Amazon Analytics

Push notifications are a crucial part of creating a game play experience that retains and reengages users. If an app that keeps running in the cloud, messages can be delivered to your players. The right communication at the right time can improve your engagement and build long-term relationships with your users.

• 65% of mobile apps are abandoned within 90 days
• Effectively sending mass messages versus using 1 to 1 communication based on analytics and player actions
• Real time examples of notifications as well as a look at analytics and how to process data

5: How I discovered the black art of cult branding

Rob Howard, founder of Cult Collective, delivers this compelling talk at a TEDx event at St. Lawrence College. Howard boasts a marketing career spanning 20+ years, and in addition to founding Cult Collective, he founded a think tank, a global summit (The Gathering), and authored a book,  Fix: Break the Addiction That’s Killing Brands . Howard discusses how consumers tend to “evangelize” to others in the spur of the moment and how brands can capitalize on this enthusiasm and win the allegiance of die-hard fans through customer engagement.

• What makes customers loyal to the world’s most coveted brands
• How successful brands are like modern-day cults in disguise (in a good way)
• What successful brands did to survive in times of economic diversity while spending less on traditional forms of marketing

Doug Stephens

Twitter :  @TheLavinAgency

6: Customer Engagement is the Key to Success

This video is presented by Doug Stephens at the Lavin Agency Speakers Bureau. He holds the opinion that every retailer understands that customer experience is crucial, but very few really know how to implement it. Being one of the world’s foremost retail speakers and consumer futurists, he drives the idea that, “We have to allow customers to feel like they’re not just walking into a different store, but walking into a different world.”

• Retail stores have to be a “story”
• Making stores less static
• Engaging customers by creating a sensory experience

Mathew Sweezey

Twitter:   @msweezey

7: The New Rules for Customer Engagement

This video is a talk by Mathew Sweezey, “marketing evangelist” for Salesforce.com. He is also the author of “Marketing Automation for Dummies.” He provides an overview of modern customer engagement and explains how to execute a marketing strategy that drives lasting results.

• How to value buy-in for your efforts
• Social media tactics and strategies that get results
• How the modern customer makes buying decisions
• Lead nurturing best practices to increase lead flow

Twitter:  @Microsoft

8: New Customer Engagement Models

This video discusses how customers and Microsoft Retail Stores are successfully executing new customer engagement models. Microsoft Solutions Specialist and Retail Industry Solutions Director Pinar Salk covers how Microsoft Retail Stores are implementing an end-to-end customer engagement experience from mobile browsing to in-store purchases and more.

• Implementing a frictionless shopping experience using a mobile app
• Driving higher conversion and customer retention in the engagement process to impact the bottom line
• Empowering sales associates to recommend curated products catered to the customer based on individual personal insights and data

Twitter:   @salesforce

9: The Future of Customer Engagement

This video from Salesforce brings together a panel of experts who impart expert tips and insights about the latest customer engagement strategies that are ready to be implemented and put into action. Discussions are centered around a properly designed customer engagement strategy that inspires, creates loyalty, and drives profit.

• Defining customer engagement and discussing example case studies
• Meeting customer expectations and personalizing the engagement process
• Handling and understanding customer data and acting on it
• Customer engagement best practices and strategies

Jon Suarez-Davis

Twitter:   @jsuarezdavis

10:  Customer Engagement in the Age of Intelligent Marketing

This video features keynote speaker Jon Suarez-Davis (“JSD”), who is Salesforce’s chief cloud marketing officer. He has experience working with some of the world’s biggest brands. In his talk, he draws upon real life examples to explain how customer engagement can be enhanced in the age of intelligent marketing.

• New level of engagement
• Brand marketing and performance marketing
• Salesforce’s vision for the future of marketing
• Predictions for digital advertising in 2020
• Core competencies: Know, Engage, and Personalize

Pegasystems

Twitter:   @pega

11:  AI in Customer Engagement

In this video by PegaWorld, Dr. Rob Walker, VP of Decision Management and Analytics at Pegasystems, discusses both the advantages and potential risks of using Artificial Intelligence (AI) in the customer engagement process.

• Balancing the risks and rewards of Artificial Intelligence
• Discussing how AI can be a threat to human existence and how we can control and trust it
• Difference between Opaque and Transparent AI
• Where to allow Opaque AI and where to insist on transparency
• Predicting outcomes based on AI

12: Automation, AI and Customer Engagement

In this video, 25-year veteran employee and Senior Vice President of Products at Pegasystems, Kerim Akgonul, discusses how technologies like artificial intelligence (AI), DevOps, and robotic automation are building agility and transforming customer engagement in organizations.

• Automating AI for customer engagement
• Providing real-life case studies on how AI is being used today to enhance customer engagement
• Bridging the gap between customer engagement, operational efficiency, and business agility

IBM Analytics

Twitter:   @IBMAnalytics

13.  Data-driven Customer Engagement

This video gives a walkthrough of how to spot customers who are at risk of churn and use preemptive measures before they are defected. It talks about using predictive analytics capabilities to drive customer retention by accurately targeting campaigns, which allows you to retain valuable customers while boosting your revenue.

• Deliver customer insights to front-line decision-makers and systems
• Boost customer lifetime value through personalized efforts
• Predict which customers are at risk of leaving
• Identify choice prospects for highly targeted marketing programs
• Enhance sales forecasting, accelerating sales cycles

Insurance Nexus

Twitter:   @InsuranceNexus

14.  Raising Customer Engagement in the Insurance Industry

This video covers a webinar conducted by Insurance Nexus with a panel of three leading speakers and discusses how to raise customer engagement in the insurance industry. Key topics covered include analyzing the customer journey and identifying where the pain points are, how to improve customer engagement, and measuring interactions with customers.

• How insurance carriers can improve their customer engagement
• Practical advice, case study examples and best practices for the insurance industry
• Innovating and using technology to interact with customers

Twitter:   @SAP

15: Beyond CRM: Digital Transformation Starts with Customer Engagement

This video, delivered by enterprise resource planning (ERP) giant SAP, talks about how digital transformation is impacting how to deal with customers and why organizations need to think beyond the CRM. Leading speakers from SAP discuss actionable strategies for customer engagement and reveal how SAP offerings, such as the “SAP Hybris portfolio and SAP Jam Communities,” can help you reach digital transformation objectives.

• How to exceed customer expectations and delight with digital solutions
• Delivering richer, faster, and better digital experiences personalized to the customer
• Understanding digital businesses and why customers are their most important assets
• Assisted and unassisted customer support before, during, and after the purchase

CustomerEdge TV

Google+:   CustomerEdge TV

16: How Social Media Has Impacted Customer Engagement – Customer Edge

This video talks about the role that social media has played on the way businesses sell, market, and serve their customers. Irrespective of industry, whether it is telecom or heavy machinery, the competition is ever increasing which makes it necessary to provide a personalized experience to each customer.

• How to engage with personalized social media in B2B and B2C situations
• How to involve influencers and advocates, and foster their growth
• Learning from best practices and avoiding pitfalls

Twitter:   @couchbase

17:  Revolutionizing customer engagement – Connect Silicon Valley 2017

Couchbase CMO Peter Finter discusses the attributes and values of an engagement database and how Couchbase clients are transforming their organizations with improved customer engagement, personalized experiences, lower costs, and time-sensitive innovation.

• Changes impacting businesses today that requires them to rethink customer experience
• Challenges of customer engagement and how to overcome them
• How businesses can revolutionize customer engagement and reap the rewards
• Employing technology to give customers a unique experience

Google G Suite

Twitter:  @gsuite

18: Connecting your sales associates to drive customer engagement and satisfaction

There are a many “real world” problems in the retail and ecommerce space — especially when it comes to customer engagement. Google has provided a short tutorial about how Chrome can help alleviate many of these scenarios. The focus of the webinar is to help connect sales associates in a way that improves customer engagement through the production of “regular, lively content”.

• Discovering the top two operational challenges of the retail world
• How Chrome can help modernize and rethink workflows
• Enhancing and improving communication across a distributed workforce

Twitter:  @Dreamforce

19:  Workshop: Transform Customer Service to a Customer Engagement Center

In this video, Service Cloud experts from Salesforce discuss the importance of adapting your service organization to engage a whole new breed of technology savvy customers who expect immediate answers and support at every step of their customer experience journey. They uncover strategies for connecting with customers and building meaningful relationships, and the role of a customer engagement center to transform customer experience.

• How mobile and social media are transforming customer service today
• Delivering outstanding customer service at every point of customer interaction
• Deploying and running a customer engagement center successfully
• Achieving measurable results through increased agent productivity

Pitney Bowes

Twitter:  @pb_digital

20: Digital Transformation with Mobile First Customer Engagement

This demo by Pitney Bowes covers how organizations need to be relevant and interact with customers on every marketing channel today. It shows ways to optimize and simplify communication for mobile devices and discusses the importance of AV interactions to create engaging and personal customer experiences.

• Identifying current trends in customer engagement
• Providing digitized customer engagement management solutions
• Discussing the future of customer driven “predictive” engagement
• Scalable, compliant and secure mobile-first customer engagement

TiE Silicon Valley

Twitter:   @tiesv

21:  Inhi Cho Suh – GM Watson Customer Engagement, IBM – MarTech Track TiE Inflect 2018

Inhi Cho Suh, GM Watson Customer Engagement at IBM, discusses the human and business impact of Artificial Intelligence (AI), and how AI combined with other disruptive technologies such as IOT and Blockchain are drastically transforming different industries including HealthTech, FinTech, MarTech, and more.

• How AI and machine learning is transforming customer engagement
• Creating real-time personalized experiences using AI
• Identifying the challenges of AI and offering solutions
• Employing an AI powered platform to holistically analyze customer data and deliver the best possible customer experience

Twitter:   @TheNextWeb

22:  Danielle Levitas (App Annie) on How to Grow Customer Engagement through Mobile | TNW Conference 2017

Danielle Levitas, Senior Vice President and Research and Analysis team lead at App Annie, talks about how to grow customer engagement through mobile. With most customers mobile today and a good part of them spending 2+ hours a day on mobile apps, she emphasizes the importance of mobile-first marketing. This video also covers the importance of using customer data to understand what consumers want and expect and how to use mobile apps to create an intimate level of engagement with a customer.

• Why and how to reach out to customers on mobile devices
• Growing customer engagement through mobile app interactions
• Increasing ROI and building a better business through apps

Twitter:  @Comm100

23:  [Webinar] Social Media Best Practices for Effortless Customer Engagement

Research from Gartner predicts that in the next two years almost 90% of all companies will be providing customer support on social media. This webinar video shows how to build meaningful customer relationships by providing stellar customer service through a variety of social media channels.

• Social media best practices for effortless customer engagement
• Dealing with rising expectations and providing instant/near-instant responses
• How to handle social media customer service queries
• Social media excellence checklist

Twitter:   @adtech

24:  Game On: How Gamification Drives Sales & Customer Engagement

In this video, CRO Samantha Skey from RecycleBank and leading executives from NativeX, Electronic Arts, and SponsorPay discuss relevant case studies of how brands and businesses can use gamification to push sales and increase customer engagement. Going beyond just reward points and tokens, they discuss strategies that can be borrowed from gaming to attract new leads and gaining customer loyalty.

Download our guide on  how to use gamification to improve call center performance !

• Importance of gamification to drive sales and enhance customer experience
• Offering rewards to customers for user-directed opt-ins
• ‘Mobile to in-store’ and ‘in-store to mobile’ customer engagement

Karan Verma

25: Artificial Intelligence in Customer Engagement

Karan Verma, product manager for Dry Ice at HCL Technologies, discusses Artificial Intelligence (AI) and machine learning and the millions of variables involved in delivering the data to be used to drive customer engagement.

• When to employ machine learning vs. human interaction
• How large-scale enterprises can use AI to enhance customer engagement
• Discussing current and future trends in AI
• Building the gap between different marketing platforms to engage a customer in their customer journey

Twitter:  @CityGro

26:  Innovative Ideas That Increase Your Customer Engagement

A live podcast video by CityGro, a company that builds marketing and client retention tools, discusses how to build customer loyalty and keep people coming back, and how businesses can improve customer retention and develop marketing strategies to better engage customers.

• Exploring innovative ways to get people to engage with your business, brand, and loyalty programs
• Getting direct feedback from customers to help businesses improve their customer experience
• Discusses the tools CityGro offers to increase customer engagement through gamification, scratch cards, and more

Twitter:   @PitneyBowes

27: Predictive Analytics + Customer Engagement = Bad Debt Prevention

Bad debt costs millions per year for utilities. Predictive analytics and properly tuned in customer engagement can alleviate and prevent many of these losses. This pre-recorded webinar has some of the foremost experts in the areas of analytics, utility companies and customer success.

• See how predictive analytics as well as a customer service strategy can prevent bad debt
• Using data to determine where your collection efforts are best spent by likeliness to pay
• Keep more debt from becoming delinquent based on indicators before payments are missed

Tom Tsongas, PMP, CSM

28: Customer engagement

This slide presentation gives an overview and discusses key aspects of customer engagement. It explains how customer engagement is the process of fostering and optimizing the relationship with the consumer, as well as the necessary steps that need to be taken to produce the most viable deliverable. It emphasizes the need for improving customer satisfaction scores and giving the customer a lasting impression of your brand.

• Difference between internal and external customers
• Challenges in engaging internal customers
• Internal customer engagement lifecycle
• Key methodologies to achieve customer engagement

David Williams

Twitter:  @HOWTOEXPERIENCE

29: Customer engagement 5 vectors

This slide presentation is shared by David Williams, Director of iPoint Solutions Ltd., in which he discusses the five vectors of customer engagement. The slides discuss the need to shift from efficiency to effectiveness and the importance of having direct engagement with the customer.

• 5 vectors of customer engagement
• Expanding opportunity with smart everything
• Offshoring and re-shoring
• Keeping up with the competition

Raghvendra Saboo

Twitter:  @jumoora

30: In-Store Customer Engagement & Analytics

This slide presentation primarily discusses the importance of in-store customer engagement and ways to improve it. It also shares analytics of customer behavior and how to grab engagement analytics of the ever connected and the ever-browsing customer. It also shares market evolution details and case studies of a couple of leading organizations.

• Enhancing experience related to shopping at physical stores
• The behavior change brought by E-commerce
• Leveraging proximity techniques and cloud NFC smart tags
• Value proposition of brands

Emilia D’Anzica, MBA, PMP

Twitter:  @emiliadanzica

31: Driving Product Advocacy: Customer Engagement

This slide presentation discusses the importance of having an engagement program and key strategies to jumpstart customer engagement in your organization. It also shares recent customer analysis and platforms that can be used for customer relationship management and offers guidance on creating an action plan for your engagement program.

• Analysis of customer journey
• Gamification of customer experience
• Strategies for mobilizing your network
• Action plan for continuous engagement

Twitter:  @plumb_five

32: Autonomous Customer Engagement

The slide presentation focuses on implementing AI that is capable of autonomous human-like customer engagement. It advocates the use of Plumb5 which is a unified data platform that is built using the concepts of a real-time decision process. It renders seamless engagement between touch-points like web, mobile, email, SMS, and other channels of communication.

• Introduction to Plumb5 platform
• Data preparation for individual customers
• Connecting all data sources
• Unification technique
• Machine learning workflow
• Segmentation and dynamic personalization

Twitter:  @Ogilvy

33: Equipping Engagement with Wearable Tech

This slide presentation talks about wearable tech that can function as a multi-disciplinary analysis. It discusses smart body apparel and various factors such as personal, environmental, and physical that come into play when designing and implementing with wearable tech.

• How to stay consumer-centric
• Utilizing mobile devices and connected watches
• Today’s wearable tech eco-system

Richard Sedley

Twitter:  @richardsedley

34: 4th Annual Online Customer Engagement Survey

This series of slides are from the 4th annual online customer engagement survey report of 2010. The presentation comments on the report, provides an executive summary and goes into an in-depth discussion regarding customer management. It discusses the importance of repeated interactions that strengthen the emotional, psychological, or physical investment of the customer in the brand, product, or company.

• Behaviors and dimensions to consider for customer engagement campaigns
• Importance of message relevance and medium selection for customer engagement
• Improving online customer engagement
• Increasing value delivered and long-term customer engagement

35: Creating Customer Engagement Strategies

This presentation created by Richard Sedley, CEO at EY-Saren, is a series of slides discussing various factors, mediums, and analysis that can be used for creating effective customer engagement strategies.

• Permission based marketing
• Touch strategies
• Proposition development
• Psycho-graphic profiling
• Behavioral targeting
• Contextual targeting

OgilvyOne Worldwide

36: eCommerce: The Crucible of Customer Engagement

This is a series of slides that talk about the core-essentials or ingredients of customer engagement. It discusses how mobile users and millennials are going to drive the future. It focuses on developing customer engagement and enhancing customer experience by a combination of either physical or digital stores, along with the application of continuous commerce.

• Using M-commerce to drive E-commerce
• Location marketing
• Instant Gratification Marketplaces

Twitter:  @davidleeking

37: Freak Out, Geek Out, or Seek Out: Dealing with Tech Change and Customer Engagement

The series of slides in this presentation talk about the rapid technology changes that need to be made to boost customer engagement. It talks about the changing web, which is a decentralized, two-way channel for public communication in real-time and also how to deal with the ever-changing competition landscape.

• Dealing with pocket web
• Enhancing visitor experience
• Improve touch-points
• Dealing with change

SAP Customer Experience

Twitter:  @SAP_CX

38: 44 Facts Defining the Future of Customer Engagement

This slide presentation offers a series of facts that gives an idea of where customer engagement is headed in the future. It shares statistics related to customer engagement in different fields such as electronics, banking, hotels, and the retail market.

• Necessity of engaging customers on social media
• Statistics relating customer spending with customer experience
• Effectiveness of customer usage algorithm
• Importance of being customer-centric

Braze (formerly Appboy)

Twitter:  @Braze

39: What is Customer Engagement

This series of slides gives an in-depth understanding of customer engagement. It talks about the process of actively building, nurturing, and managing relationships with customers. The customer journey is no longer linear, which makes creating a customer engagement strategy more complex. Therefore, it is easier to sell to an existing customer than acquire a new one.

• Customer acquisition and metrics marketing
• Leveraging CRM data to better understand customers
• Segmentation to increase the relevancy and effectiveness of campaigns
• Using multiple channels for maximum impact

Twitter:  @marketo

40: 5 Marketing Strategies for Customer Engagement

This series of informative slides discusses the upcoming “engagement economy” as the foreseen new era. It presents the 2017 marketing benchmark report and shares success stories that have worked for leading organizations.

• Need for an engagement platform
• Quality of engagements
• Personalized engagement
• Custom scoring models
• Multi-touch reporting

Twitter:  @Alterian

41: The Future of Customer Engagement

This series of slides aims at predicting the future of customer engagement. It talks about how the definition of customer engagement has changed with evolving customers, social change, and customer demands that drive marketing. It discusses how to identify the challenges in delivering customer engagement and how these challenges can be addressed.

• Strategies in customer engagement
• Identification and addressing challenges
• Customer engagement maturity model

Twitter:  @MarTechConf

42: The Four R’s of Customer Engagement for Marketing Success

This presentation discusses digital transformation and the key difference between customer experience and customer engagement. It talks about the science of marketing, and how marketing has evolved with machine learning and omni-channel architecture.

• Right message
• Right channel

David Leonarde

43: Top 7 winning customer engagement strategies for your business

This series of slides discusses some of the key strategies that are vital for increasing customer engagement. It talks about the importance of humans being multi-dimensional and how they can be engaged on other levels that are not directly related to the company’s product. It discusses the sharing of stories and how providing customers with real time benefits are keys to continuous customer engagement.

• Engage and enroll customers by sharing your story
• Use customer data effectively to generate relevant content
• Share customer reviews on social media
• Attempt to engage customers on an emotional level

Demand Metric

Twitter:  @DemandMetric

44: Customer Engagement Playbook

This series of slides shows a step-by-step guide to improve the engagement level of customers and make your organization customer-centric. It talks at length about initiatives that need to be taken to improve customer engagement, and understanding the strength and weakness of the organization to design the most effective customer engagement plan.

• Customer journey mapping
• Initiative preparation and technology selection
• Strategy selection for customer engagement and advocacy

Amazon Web Services

Twitter:  @awscloud

45: Customer Engagement in the Age of Digital Transformation

The digital customer leaves behind an explosion of data that is collected across all touchpoints. This series of slides gives a walkthrough of the research and industry analysis conducted in the field of customer engagement. It also educates about how Amazon Web Services (AWS) and FICO can help in building better customer engagement for your organization.

• Data driven, highly scientific approach to optimize omni-channel customer experience
• Using existing customer data to predict future behavior
• Model outbound and real-time customer interactions to create effective campaigns
• Core benefits of using AWS

Techedge Group

Twitter:  @techedgegroup

46: Design for Customer Engagement: Digital Marketing Strategy

This series of slides focuses on identifying all of the relevant technological components that seamlessly integrate with one another. It further discusses that end-to-end digital marketing strategies are key to developing a strong customer base for any organization.

• Search engine marketing and related online campaigns
• Accurate application of the digital marketing funnel
• Developing a successful digital marketing strategy

Twitter:  @servicenow

47: How to Develop Winning Customer Engagement Strategies

This series of slides teach how to develop customer engagement strategies that increase customer satisfaction and brand loyalty. The presentation talks about the advent of the digital customer and how to use omni-channel methods to build trust and engage the customer. It also covers concerns of the company regarding the cost of the campaigns and how to optimize budget limits.

• Customer engagement in the digital era
• Personal value chain of customers
• Multichannel customer engagement
• Analysis of Dialog Axiata Group case study

MIT Sloan Management Review

Twitter:   @MITSloan

48:  Turning Data into Customer Engagement

Here is a very data-based slide presentation reviewing “key findings” from the 2018 Data & Analytics Global Executive Study and Research Report. If you’re not using any form of analytics at the moment, the results found may convince you to start.

• Using analytics is a competitive advantage that continues to improve
• The data provided by analytics is improving customer engagement for those employing it
• Experienced analytics users are using more data points to improve engagement
• The power of sharing data

The Digital Insurer

Twitter:   @DigitalInsurer

49:  Customer Engagement in a Connected World

A great set of useful slides from a series of presentations at a conference specifically from insurers. There are four distinct presentations all dealing with the topic of improving both customer engagement and customer experience. While it is intended for insurers, the strategies are broad and can benefit nearly any industry.

• How insurers can specifically drive customer engagement by embracing the “age of the customer”
• How AI and Machine Learning can improve customer experience
• Insights into the customer via online engagement
• “Uplifting” the experience of an insurer’s customer

Kissmetrics

Twitter:   @Kissmetrics

50:  Data-Driven Storytelling: How To Use Qualitative and Quantitative Insights To Create Content That Fuels Your Business

A long title that says exactly what to expect within the slides. Kissmetrics is known for quality content as well as creating tools that give incredibly useful data. This presentation deals with both creating good content and using it to the fullest for data-backed engagement.

• A clean-cut definition of good content, how to “cut through the noise” and telling good stories
• Detailed, itemized list of the ways storytelling content can fuel your business objectives
• Further resources to continue your data and storytelling journey

What customer engagement strategies are most crucial to your organization in the digital world? Tweet at us  @CallMiner  and let us know! 

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Customer Service Marketing Plan

Customer service marketing plan presentation, free google slides theme and powerpoint template.

In the competitive landscape of business, exceptional customer service has become a key differentiator for success. A happy customer is a customer that will come back! This comprehensive template is designed to help you craft a customer-centric marketing plan that not only attracts new customers but also nurtures existing ones. We've added a bit of texture and gradient to the backgrounds and, save for that, the template is actually pretty simple and straightforward. You won't waste time editing this design!

Features of this template

• 100% editable and easy to modify
• 20 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the resources used

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What It Takes to Give a Great Presentation

• Carmine Gallo

Five tips to set yourself apart.

Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

• Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

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Customer service excellence powerpoint presentation slides

Enhance your business skills by using this Customer Service Excellence PowerPoint Presentation Slides. With the help of the service excellence model PowerPoint presentation template, a company can record the client’s feedback for their products and services. There is a specific criterion based on the positive and negative reviews from the consumer, which you can mention by using our professionally designed user satisfaction PowerPoint presentation deck. This consumer satisfaction PPT comprises a total of 16 slides that helps in creating an exclusive presentation. The client support PPT includes exclusive diagrams and high-quality icons Showcase the various key features like measuring service quality, providing a consistent level of buyer feedback, visibility of service status, and many more using digital customer journey PowerPoint presentation visuals. You can create a graph of purchasers' ratings. This helps your organization to measure the productivity level. Therefore, download this ready-to-use ERP PowerPoint presentation deck and value the reviews of your users. You have improved upon your ability to communicate. Demonstrate your skills with our Customer Service Excellence Powerpoint Presentation Slides.

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Presenting this set of slides with name - Customer Service Excellence Powerpoint Presentation Slides. We bring to you to the point topic specific slides with apt research and understanding. Putting forth our PPT deck comprises of sixteen slides. Our tailor made Customer Service Excellence Powerpoint Presentation Slides editable presentation deck assists planners to segment and expound the topic with brevity. We provide a ready to use deck with all sorts of relevant topics subtopics templates, charts and graphs, overviews, analysis templates. Outline all the important aspects without any hassle. Can be converted into various formats like PDF, JPG, and PNG. It is available in both standard and widescreen.

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Content of this Powerpoint Presentation

In research after research, customer service has emerged as the key area that makes or breaks businesses. Yet, there appears to be resistance to expanding this division or using it to help customers get over any hesitation in using products and services.

Excellent service is linked to both customer perception and customer expectation. Service excellence is a step-by-step process and our template explains it well here.    

Disney and Apple are two major examples of global corporations taking customer service as a revenue center, and setting new benchmarks in the field. For instance, Disney’s HEARD framework ensures that customers are always their first priority in terms of level and quality of service. 

Customer satisfaction and repeat purchases are the end-result, when customer service excellence. 

At SlideTeam, we recognize the importance of spreading the word about customer service excellence to all stakeholders, and ensure implementation. Hence, we have curated templates that incorporate all tenets and principles of customer service excellence onto a complete deck. 

Delivering excellent customer service requires a process to create an impact. Find the DNA of the process here. 

The idea is to ensure the business saves time, money it would have otherwise spent on creating a PPT Presentation. You also want to avoid the tedium for your employees and want them to focus on actual customer service excellence implementation next. 

Even better, each of the templates is 100% editable and customizable, meaning that you get the starting point, the structure of how to design the presentation. You also get the capability to tailor each presentation to the unique audience profile you want to address. 

Let’s explore!

Template 1 Customer Service Excellence Understanding What Goes into The Creation of this Culture  

Use this slide to list key ways in which businesses can achieve customer service excellence. This Table of Contents PPT Template provides as the first prescription and understanding of responses to bad and good customer service. Then, the slide depicts preferred communication channels for world-class service and building a service excellence pyramid. 

Template 2 Response to bad and good service from customers 

Customer service cuts both ways, be it excellence or bad levels of execution from a business. This PPT Template showcases how bad service leads to the customer not conducting business, while also warning friends and family to an equal degree. Good service leads to continued business and additional customers. Other behaviors include negative or positive online reviews and corresponding responses to surveys. The idea is to pledge to provide only good service as part of customer excellence. Bad service is costly in terms of increasing the customer acquisition cost. 

Template 3 Building a Service Excellence Pyramid for Customers 

This PPT Template showcases how businesses can go from just meeting customer expectations to creating customer joy through surprisingly excellent and warm service. The four-level service excellence pyramid in the slide depicts core value and proposition at the lowest level, in the absence of which businesses cannot expect customers to come to them. Complaint management, individual service, and surprising service are the following three levels. The aim is to ensure memorable service with attention to detail. 

Template 4 Service Excellence Model in Customer Service

Achieving customer delight is the goal of businesses and this requires the fusion of operational, strategic, innovation and cultural parameters. This PPT Template showcases the action points to be taken to ensure synergies and complete the circle of nine actionable steps that go into outstanding customer experiences. It starts with better designing and documentation of customer experience. Its culmination is into the use of performance indicators and metrics across all departments vis-a-vis customer focus.  

Template 5 Key Ways to Achieve Customer Service Excellence 

These are the six golden tactics or actions of customer service that create excellent customer service. Initially, the focus has to be to ensure successful measuring of service quality to continually improve customer service. Once this is done, it has to be maintained at a consistently good level, with all customer-facing professionals equipped with relevant knowledge. Finally, going beyond the basic level of service has to be a mantra ingrained across all your customer service professionals. 

Template 6 Preferred Communication Channels for Customer Service 

With the customer categorized into major categories, such as millennials, GenX and baby-boomers, use this PPT Template to study which channel of communication they are most comfortable with. For instance, for someone not wanting to hold the phone, email is the preferred mode for customer service executives. This slide covers at least six channels for businesses and the bar graph gives a clear picture of which customer should be contacted on what platform.    

Template 7 Meeting Expectations and Avoiding Pitfalls in Customer Service 

This slide on customer service excellence speaks about avoiding pitfalls and meeting expectations of the users of your products and services. Here, offering consistent channel experience is the key. In any case, should your processes ask the customer to repeat the same thing, first on phone, then on email and so on. Proactive engagement to resolve the issue needs to be adopted with care, and packaged as such. A common pitfall to avoid is the use of too much technology, when a simple call would suffix. 

NO CUSTOMER, NO BUSINESS

When you have customers liking your company, then is the time to be at your best, and ensure these never go away. It costs nearly double to acquire a new customer than to retain those happy ones, with little gifts of your appreciation. These may be coupons, a dinner or anything, but prove your sensitivity to customer needs and your desire to have them happy. Demonstrate this attitude with customer service and see the business get on the fast-track to growth and profitability. 

PS Get hold of the best-in-class customer service excellence model here.

Customer service excellence powerpoint presentation slides with all 16 slides:

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Ratings and Reviews

10 Tips for a Persuasive Presentation

Powerful presentation is persuasion. here's how to elevate your impact..

Posted May 11, 2024 | Reviewed by Ray Parker

• Presentations aim to effect change. It's essential to be clear about what change you want to see.
• Powerful presenters embrace and extend empathy to seek first to understand their audience.
• Substance and style both matter to create an audience-informed communication experience.
• Persuasive presentations are relevant, reasoned, real, and resonant.

How many of us realize that giving a presentation or making a speech is all about persuasion , influence, and emotional intelligence ? Impactful presenters understand the power of empathy to understand and engage their audience, the efficiency and kindness of having a clear objective and message, and the importance of substance and style—all as a way to connect in a way that engages and inspires.

Much has been written on the power and behavioral science of persuasion, not least by expert Robert Cialdini. His bestselling book Influence: The Psychology of Persuasion explains seven research-based universal principles of influence .

From my experience as a leadership coach working with thousands of people worldwide, I have compiled a list of ten essentials to elevate our presentation.

1. Maintain an "other" focus. What do you know about your audience and how can you find out more? Ask yourself what kind of a speaker will appeal to your audience, what arguments are likely to resonate with them, and what feelings you want to inspire so the audience will positively respond to your ask. If your audience is predominantly data-driven, you may want to use more evidence-based arguments. If the audience is mixed, a combination of data, authority, and storytelling may be more appropriate. Extend Daniel Goleman’s three types of empathy to gather intelligence , understand your audience, and tailor your intervention to connect more profoundly.

2. Determine a specific objective: Presentations aim to effect change in some way. What change do you want to see in your audience? Every presentation aims to change the audience in some way. For instance, gaining their approval for a certain investment, soliciting their buy-in for a change, or creating a sense of enthusiasm for an idea or initiative. The purpose of a presentation is to bring about change so make sure you are clear on what kind of change you want to bring about.

3. Design a grabber: Our attention spans have shrunk as we have more and more competing demands on our attention . If you want to get someone’s attention you need to grab it at the outset and try and hold on. You can do this in a number of different ways. Throw out a question that demands a response from the audience. Give a surprising fact or statistic, or quote from a well-known figure. Tell a story or an anecdote. A good grabber captures the attention of everyone there, and makes them focus on what you have to say.

4. Crystalize your message and construct your arguments : Your message is the heart of your speech. Craft a brief phrase that clearly defines your proposal in 10-12 words. For example, “This post is about crafting presentations that inspire and engage others to elevate their presentations.” Make it memorable by choosing inspiring words, symbols, catchy expressions, something that will remain in the audience's mind. As Brené Brown says: “Clear is kind,” and a clear message provides a path to develop your ideas.

When you have a clear and concise message, it helps you formulate your arguments. Think of developing your arguments using the rule of three —three compelling arguments to convince but not overwhelm your audience.

5. Prepare a call to action: Remember, we want to change our audience in some way, so we need to make our ask in a clear and concrete manner.

Consider your call to action in terms of what you want your audience to think/feel/do:

• Think—“I want you to think about how you can improve your presentations.”
• Feel—“I want you to feel enthusiastic and motivated so that you can elevate your power to persuade.”
• Do—“I want you to try out some of these tips and tools for yourself.”

6. Craft a memorable closing: Close the speech in an elegant and memorable way. We need people to remember what we've told them, so prepare it well. This is not the time to improvise. Try to connect your closing to your opening grabber, which makes the presentation more memorable. Good preparation means preparing everything to the very end—finish well.

7. Plan your delivery: A dynamic speaker draws listeners in by using vocal variety (tone, intonation, speed, volume, pace, pauses, silence) and body language (posture, gestures, expression, and movement) to highlight important points and hold the audience’s attention. Be intentional: How will you use your voice and your body to emphasize a thought or idea? Think about it: If you increased the time you spent on style or delivery by 20 percent, what would it mean for the impact you make?

8. Think about how you will engage your audience : You want the audience to feel considered throughout. Include pauses so they can process what’s being said; connect with individuals throughout the room and make deliberate eye contact while speaking, especially when delivering key points. Read and respond to the audience by changing how you deliver as you go based on the audience’s nonverbal communication .

9. Rehearse and Practice: Practice is one of the most crucial elements of presenting—and probably the most neglected one. If this is new to you start by reading your presentation in front of a mirror to get comfortable speaking your presentation. Next, video yourself and watch out for nervous or distracting habits to eliminate them and identify any areas where you can improve your delivery. If you are feeling brave, practice in front of an audience and ask for feedback.

10. Prepare your success rituals and mantra: Public speaking and/or stage fright can feel debilitating for some. Have your calm-down ritual prepared and ready to go before you start your presentation. This might be a certain gesture, a power pose, breathwork, or a mantra. Try this tip: Identify three adjectives to describe how you would like to show up during this presentation. This sets an intention and helps focus our cognitive and emotional resources on success.

Powerful presenters embrace and extend empathy to seek first to understand their audience. They use this intelligence to carefully make choices about substance and style to create an audience-informed communication experience that feels relevant, reasoned, real, and resonant and creates a pathway for change.

Palena Neale, Ph.D. , is a women’s leadership coach, lecturer, and founder of unabridged, a boutique leadership development practice.

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