A Template to Present Your Customer Service Updates to Your Executive Team

Present your Customer Service strategy for 2018.

Zight | December 13, 2017 | 4 min read time

Article Last Updated: May 27, 2024

A Template to Present Your Customer Service Updates to Your Executive Team

Table of Contents

Your Executive Team is a demanding bunch. Short on patience and long on experience, they expect sharp insights delivered in a concise manner. When it’s time to deliver your customer service presentation, make sure your deck and message are on point.

We built this Customer Service Executive Team’s Template to help you adopt best practices that give your message the best opportunity to shine through. You’ll notice it’s nice and short (5 slides) which is your hint to keep it brief. And the design is fairly sparse but with a few eye-catching elements. Your Executive Team doesn’t want flair…but they don’t want to be lulled to sleep either.


Here are example slides from the customer service presentation for your Board:

Boom: The Good and the Bad

In your first slide hit the Executive Team with a summary of the state of your customer service business. Don’t be tempted to stretch it over several slides. Just get to it. Short and sweet. If any of your “misses” are significant, you may want a slide to detail how you will address it going forward.


The Customer Service Metrics That Matter

What are the 3 metrics that really define your customer service strategy? Make sure these metrics have been agreed upon in previous Executive meetings. Stick to these same metrics and don’t deviate unless you have a compelling reason (and explanation). This will build trust with your Executive Team. You’ll notice the charts are hand drawn. You don’t need to paste an excel or Salesforce chart. You’re not presenting data, you’re presenting metrics and trends. Believe me, it’s faster (and better looking) this way.


The Big Push

With routine business settled, it’s time to focus on your big initiative. Again, if there is a big issue from your business summary slide, that will likely be what you spend your time on for the rest of the presentation. In our example, you’re rolling out a new customer service initiative. This is where you present your overall goal (make sure it hits the top or bottom line), your strategy and a high-level look at the tactics that will get you there.


The Approach

Your Executive Team will (hopefully) surprise you with insights that will strengthen your strategy. Otherwise, what’s the point of presenting to them, right? You’re asking them for help. To poke holes in your strategy. Lay out the key elements of your new initiative on this slide. Keep it clean. Your audience should be able to read your slide in less than 10 seconds and then their eyes and ears should be trained on you.


What Could Possibly Go Wrong?

Let your Executive Team know you’ve considered all the things that can go wrong and you’ve whittled it down to 3 essential landmines. The thinking is, if you know the potential dangers, you can guide your team around them.

Bonus Tips for a Stellar Customer Service Presentation to Your Executive Team

1. Personalize Your Data: Use specific examples or anecdotes related to your customer service efforts. This personalization can make the data more relatable and impactful for your Executive Team. For instance, highlight a particular customer’s journey to illustrate a point about your service improvements.

2. Leverage Visuals: Incorporate visuals like icons, infographics, and short videos to make your presentation more engaging. Visual aids can help convey your message more effectively than text-heavy slides.

3. Rehearse with a Colleague: Practice your presentation with a trusted colleague who can provide constructive feedback. This can help you fine-tune your delivery and ensure you’re communicating your points clearly and concisely.

4. Prepare for Questions: Anticipate the types of questions your Executive Team might ask and prepare concise, thoughtful responses. Having a Q&A slide at the end of your presentation can also facilitate this process.

5. Highlight Quick Wins: Show your Executive Team that you are not only focused on long-term goals but also aware of quick wins that can demonstrate immediate progress. This helps build confidence in your strategy and its implementation.

6. Use Storytelling Techniques: Structure your presentation like a story with a clear beginning, middle, and end. Start with the current state (the problem), then move to the solution (your strategy), and finish with the future state (expected outcomes).

7. Include a Call to Action: End your presentation with a clear call to action. Specify what you need from your Executive Team, whether it’s approval, feedback, or resources. This ensures your presentation has a purpose and a clear next step.

8. Keep Backup Slides: Prepare additional slides with detailed data or supplementary information that you can refer to if needed. These slides can be useful if your Executive Team asks for more in-depth information during the discussion.

9. Be Ready to Pivot: Be flexible and ready to pivot your discussion based on the Executive Team’s feedback or questions. Demonstrating agility and responsiveness can enhance your credibility and show that you are well-prepared.

10. Follow-Up: After the presentation, send a follow-up email summarizing the key points discussed, decisions made, and next steps. This reinforces your message and ensures everyone is on the same page moving forward.

By incorporating these bonus tips, you’ll be better prepared to deliver a compelling and effective customer service presentation that resonates with your Executive Team.

Create & share screenshots, screen recordings, and GIFs with Zight