Communication In Customer Relations

The ability to create clarity when there’s no shortage of chaos, opinions, and competing priorities is a rare skill. In any reasonably competent company, this skill alone will help take you quite far, fairly quickly. Concretely, this means creating clarity on the main problems, clarity on the right solutions, and clarity on the action plan & priorities. Very few people can do this well even though most people possess the intelligence necessary to do it. This is because most people in the workplace have been conditioned to add more information, sound more clever, satisfy more stakeholders, and feign more precision & certainty than is possible. Few understand that clarity in a chaotic situation can only emerge from subtraction, never from addition. Clarity comes from communicating what stands out as most important, why it is most important, how it will be achieved, and last but not the least, giving people a way of thinking about why it is okay, even great, that we aren’t doing All The Other Things.

Analytics teams spend weeks perfecting their reports and dashboards only to hear: “This is interesting, but what should we actually do?” Recently, a marketing professor DM’ed me about his students struggling with data storytelling. His marketing research class was comfortable with the reporting aspects. But when asked to offer a clear point of view or insight, they froze. Some worried it might come across as manipulating the data if they offered interpretations or recommendations. This hesitation isn’t limited to these students. Many data professionals feel uncomfortable pushing beyond the “what.” Here’s why: 👉 Fear of being wrong publicly, especially when data involves uncertainty 👉 Desire to appear objective and “let the numbers speak for themselves” 👉 Lack of business context or confidence in their domain knowledge 👉 Positioning as a support function rather than a strategic partner 👉 Not enough time to dig deeper 👉 Strong technical skills but underdeveloped communication skills As a result, analytics often stops before the diagnosis—just listing symptoms without explaining the cause, let alone the cure. We stop at reporting what happened: “Revenue dropped 18%.” 📉 And we hesitate to explain why it happened or what to do next. What we should say: “Revenue dropped 18% because our top customer segment shifted to a competitor with faster delivery options. We should pilot same-day shipping in three test markets.” Ironically, what stakeholders need most—interpretation and direction—is what analysts often avoid. And yet, we don't go to doctors just to confirm we're in pain. We go to understand the cause and find a cure. That’s where data storytelling comes in as it moves us from: ✅ 𝐖𝐡𝐚𝐭 = Symptoms (the metrics and trends) ✅ 𝐒𝐨 𝐖𝐡𝐚𝐭 = Diagnosis (why it’s happening) ✅ 𝐍𝐨𝐰 𝐖𝐡𝐚𝐭 = Treatment (what to do next) If you want your work to drive action, you can’t stop at symptoms. You need to offer meaning and a path forward. What’s one technique that’s helped your team move from reporting to storytelling and action? 🔽 🔽 🔽 🔽 🔽 Craving more of my data storytelling, analytics, AI, and data culture content? Sign up for my newsletter today: https://lnkd.in/gRNMYJQ7 Check out my brand-new data storytelling masterclass: https://lnkd.in/gy5Mr5ky Need a virtual or onsite data storytelling workshop? Let's talk. https://lnkd.in/gNpR9g_K

Pricing shouldn’t feel like a fight. It should feel like a fair conversation between adults who both want the relationship to last. When costs keep rising and margins start to feel thin, the worst thing we can do is spring a surprise increase and hope customers accept it. The better path is to make small, evidence-based adjustments that people can understand, and to do it with enough notice that trust grows rather than erodes. Here’s how I guide teams through it... We set a simple rule first: price reviews happen on a predictable cadence, anchored to a sensible index, and capped so there are no surprises. Then we give customers a choice. A clear Good / Better / Best set of tiers lets people pick the value that fits, and it means we stop discounting just to “make it work.” For loyal customers, we start with a grace period and then move in small, scheduled steps. It’s respectful, and it smooths cash flow for everyone. We also swap blanket discounts for an early-pay credit that protects the list price while bringing cash forward. We add a few fair boundaries so small, urgent, or high-touch work is priced to match the effort. Where costs have increased in one part of the service, we re-bundle so value is obvious and buyers are never misled. And when it’s time to talk, we keep the message short and human: here’s what changed in our input costs, here’s the adjustment we’re making, and here’s what stays the same in terms of quality and scope. If you track a few signals for 30 days, you’ll see better results like: most eligible accounts receive the scheduled uplift, the overall discount rate falls, more invoices are paid early, average revenue per customer increases, and churn and NPS hold steady. The goal is pricing that is predictable, and defensible. Think caliper, not hammer, with measured moves that protect margin and maintain customer goodwill. How do you explain price changes to customers without losing trust? ------- ➕ Follow Jonathan Maharaj FCPA for finance‑leadership clarity. 🔄 Share this insight with a decision‑maker. 📰 Get deeper breakdowns in Financial Freedom, my free newsletter: https://lnkd.in/gYHdNYzj 📆 Ready to work together? Book your Clarity Session: https://lnkd.in/gyiqCWV2

I have a hypothesis about why some salespeople sound like robots. They sell complex products, so they think they need a lot of specialized jargon to explain them. I also suspect salespeople believe they need to sound professional. The problem? Jargon and corporate-speak are counterproductive. They confuse your message. As Donald Miller says, “When you confuse, you lose.” How can we make the “sales voice” go away? Notice the difference between this sentence: “Our onboarding process ensures a comprehensive understanding of our product’s capabilities.” And this sentence: “We’ll walk you through everything to make sure you’re comfortable and ready to roll.” Before: “You may customize your dashboard settings to align with your specific preferences.” After: “Set up your dashboard just the way you like it.” Before: “Our platform provides a 360-degree view of customer interactions, enabling comprehensive insights and streamlined data access.” After: “See everything about your customers in one place.” Imagine explaining your product to a friend over coffee—not a room full of executives. Use short sentences, plain language, and words they’d actually say in real life. Instead of “optimize efficiencies,” try “make it easier.” Instead of “comprehensive insights,” say “see the big picture.” The goal is clarity, not complexity. When your message is easy to understand, people feel like you’re talking with them, not at them. And that’s when trust—and sales—happen.

There's this one underrated skill I figured every data professional should have. Stakeholder Engagement. The clients or business partners reach out to you with their concerns, and you give them data-backed solutions. Great! But do they actually use all of it? Maybe because they didn't fully understand your solution.   Maybe 2 out of 20 graphs would suffice for their requirements.   Or maybe you gave an orange when they asked for an apple. Anyhow, an unhappy user is equivalent to poor value and grading of your work. Here’s how we can do better: 1. Keep them in the loop from day 0 - even while understanding the requirements. Ask a lot of questions and make them feel heard. Trust starts with you stepping over to their side of the boat. 2. Explain the data layer - they are the business experts, and you are the data expert. Explaining what each field is and how it's retrieved helps users draft better and more realistic requirements. 3. Educate - explaining how you built that KPI really boosts clarity. Explain the logic, show them the process, and ask for feedback on how we could make this better together. 4. Connect beyond meetings - recurring weekly updates might feel enough, but constant communication - be it a call, quick text, or an ad-hoc in-person conversation - results in better alignment. This ensures that the final solution you deliver is not a surprise handover; instead, they'll feel it's their own project - co-built. Happy insights, y'all! #dataanalytics #datascience #stakeholders

Two very different text threads. Two very different customer experiences. This week I flew both American Airlines and United. What stood out most was not the aircraft or the hard product, but the quality of their communications when something changed. On American (AA 2646 JFK → PHX), I received a series of nearly identical messages: “Departure time has changed to [new time] from JFK gate [X]. See refund info at aa.com/refundfaq.” The time changed over and over throughout the day, each in small increments, ultimately turning into an all‑day rolling delay. No reason provided, no realistic time horizon, no clear options beyond a generic link. On United, I received a very different style of message for a much smaller change: - Clear explanation (“We had to change the aircraft type or seating configuration…”) - What it means (“you have a new seat assignment”) - Personalization (my name, old seat, new seat) - Direct action links (check for a different seat, check in, track baggage, confirm upgrade) Same channel (SMS / RCS). Completely different philosophy. For anyone designing airline (or any service communications), a few best‑practice principles jump out: - Transparency over vagueness Explain what changed and why, even if the answer is imperfect. Customers tolerate disruptions far better when they understand the context. - Agency and clear choices Don’t just announce a change; present options: rebook, accept the change, request a refund. One‑tap links beat “go read our FAQ” every time. - Personalization and relevance Use the customer’s name, their actual seats, their route. Generic templates feel dismissive during high‑stress moments. - Effort reduction as a design goal Every extra step (I.e. finding a policy page, standing in line, calling a number) raises frustration. The best communications take the customer straight to the action they need. - Consistency across touchpoints Gate agents, app, and texts should tell the same story. Mixed messages destroy trust faster than the delay itself. The retention impact is real: when any company handles a disruption with honesty, clarity, and options, many customers will give them another chance. When they obscure, minimize, or offload the work onto the passenger, even loyal flyers start looking elsewhere. In a competitive, operationally complex industry, the differentiator is often not whether things go wrong, but how clearly and humanely you communicate when they do. Curious how others have experienced this and where have you seen truly great disruption communication, in airlines or beyond?

𝗧𝗼𝗼 𝗺𝗮𝗻𝘆 𝗯𝗿𝗮𝗻𝗱𝘀 𝘁𝗿𝗲𝗮𝘁 𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗹𝗶𝗸𝗲 𝗦𝗠𝗦. 𝗜𝘁’𝘀 𝗻𝗼𝘁. That's a criminal misuse of WhatsApp that’s quietly killing retention for both D2C and B2B brands. Brands get access to the WhatsApp API, upload a list, and hit “Send to All.” It feels efficient. But it creates what we call the broadcast trap, a pattern that burns through customer trust fast. 𝗪𝗵𝘆 𝗶𝘁 𝗗𝗼𝗲𝘀𝗻’𝘁 𝗪𝗼𝗿𝗸: Without enough personalization, messages feel generic and irrelevant. Customers start ignoring future messages after 1–2 interactions. Engagement and repeat purchase rates drop significantly. We’ve seen this across hundreds of brands before they changed their strategy to: → 𝗖𝗼𝗻𝘁𝗲𝘅𝘁𝘂𝗮𝗹 𝘁𝗮𝗿𝗴𝗲𝘁𝗶𝗻𝗴: Messages are sent based on user actions, such as abandoned carts, product views, or purchase inactivity. → 𝗦𝗲𝗴𝗺𝗲𝗻𝘁-𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Returning customers, first-timers, and high-LTV buyers each get a different experience. → 𝗧𝗶𝗺𝗲𝗹𝘆 𝘁𝗿𝗶𝗴𝗴𝗲𝗿𝘀: Instead of one big push, messages are sent at the right moment — like 2 hours after a missed checkout, or 1 day before an offer expires. → 𝗣𝗿𝗼𝗴𝗿𝗲𝘀𝘀𝗶𝘃𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀: Each interaction builds on the last instead of restarting from scratch → 𝗖𝗹𝗲𝗮𝗿 𝗼𝗽𝘁-𝗶𝗻𝘀 𝗮𝗻𝗱 𝗽𝗮𝗰𝗶𝗻𝗴: Customers feel in control, not spammed. → 𝟮 -𝘄𝗮𝘆 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀: Hooking each message with contextual chatbots that continue the conversation. 1-way announcements don’t work, 2-way chats do. Here’s what changes when the 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝘁𝗵𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Higher conversion rates Better repeat purchase rates Dramatically fewer unsubscribes and spam reports That’s the power of doing WhatsApp 𝘳𝘪𝘨𝘩𝘵. And for those wondering how brands manage this kind of personalization at scale? They use tools that make it effortless (we built one we’re pretty proud of 😉).

I watched a team miss a $250,000 opportunity because of a simple communication breakdown As a team dynamic coach working with organizations across industries, I've seen this scenario play out countless times. Recently, a client was struggling to meet client expectations. They had talented individuals, strong expertise, and a clear strategy. Yet something wasn't clicking. After observing their interactions, the issue became clear: they weren't speaking the same language. Their director was focused on timelines and results, communicating in direct, no-nonsense terms. The creative lead communicated through possibilities and relationship-building, often skipping details. Their data analyst shared concerns in complex reports few took time to understand while the client liaison concentrated on maintaining harmony. Different communication styles. Different priorities. All valuable, but completely misaligned. ✅✅ Understanding these four distinct communication styles is transformative for any team: 1. Controllers: Direct, decisive, and results-oriented. They value efficiency and bottom-line impact 2. Promoters: Enthusiastic, imaginative, and people-focused. They thrive on possibilities and building relationships 3. Analyzers: Methodical, detail-oriented, and data-driven. They seek precision and logical solutions, and prefer to thoroughly evaluate before deciding 4. Supporters: Empathetic, patient, and team-focused. They prioritize group harmony and ensuring everyone feels valued. They often ask "How does everyone feel about this approach?" What transformed this team wasn't a new project management system or restructuring. It was awareness of these styles. When I helped them recognize and adapt to these patterns, something remarkable happened. 🌟🌟 The director started providing context behind deadlines. The creative lead documented specific action items. The analyst delivered insights in more accessible formats. The liaison created space for constructive challenges. 🌟🌟 Within weeks, their efficiency improved by 30%. Client feedback turned overwhelmingly positive. And they secured a contract renewal worth three times their previous agreement. This pattern repeats across every successful team I work with. The differentiator isn't talent or resources – it's communication awareness. Understanding your natural style and recognizing others' preferences creates the foundation for exceptional teamwork and professional growth. What's your natural communication style? Sign up for my newsletter for weekly insights on elevating your communication effectiveness: https://www.lift-ex.com/ #communication #team #performance #professionaldevelopment #leadership #cassandracoach

Them: We’re good, we have 95% retention rate Me: Great! Do you know why they stay? Them: Yes, our switching costs are high” That is the moment my stomach drops… Customers stay for many reasons: → Some stay because contracts trap them. → Some stay because switching feels annoying. → Some stay because they have low expectations. NONE of that signals real customer loyalty… Loyalty lives in a different place: ✶ It survives small mistakes. ✶ It grows when the relationship feels fair and human. ✶ It appears when they recommend you without thinking. ✶ It shows up in customers who could leave but choose you over again The danger of retention is that it looks healthy right until the moment it collapses. Instead of focussing on retention alone, focus on: 1. treating customers as individuals and show you understand them and care. 2. consistency and reliability over time. Good service once helps but great service repeatedly builds trust. 3. giving opportunities for engagement: ask for feedback, respond to it, offer communities or ways to interact. 4. solving painful friction points but also surprise and delight them 5. understanding and fulfilling customer needs across the spectrum: functional and emotional needs If your retention looks strong but your loyalty is weak, you are sitting on silent churn. It will hit the moment a better option appears. ▶︎ I would love to hear your view. what signals true loyalty in your world? #cx #customerexperience #customerrelations

B2B, B2C, B2C2B... 🤔 At the end of the day, aren’t we all just talking to humans? Monzo Bank gets it. In a world where corporate communication often feels overly polished and distant, brands that inject personality into their social media presence truly stand out. Take Monzo’s recent post, for example. This isn’t your typical corporate content. It’s real, relatable, and human. By acknowledging the quirks and realities of remote work, Monzo connects with its audience on a personal level. Instead of coming across as a faceless corporation, they present themselves as a brand that understands and shares in the everyday experiences of their customers. So why does this matter? 1) Authenticity: In a sea of corporate jargon, people crave authenticity. Posts like these make Monzo feel more like a friend than a business. 2) Engagement: Relatable content sparks conversation. Imagine the comments this post generated, with people sharing their own funny reasons for leaving the camera off. 3) Brand Loyalty: When a brand shows personality, it fosters a deeper connection with its audience. Customers are more likely to stay loyal to a brand that feels like it understands them. 4) Memorability: In a feed full of industry news and professional advice, a dash of humor stands out—and sticks with you. The takeaway? Don’t be afraid to let your brand’s personality shine through on LinkedIn. It’s not just about what you say, but how you say it. What do you think? Have you seen other brands nailing their personality? Share in the comments 👇👇👇