Master Storytelling, Not Just Metrics


A large majority of CEOs (seven out of 10, according to a KPMG study) anticipate a recession will disrupt anticipated growth.

Customer experience leaders should hear this as an alarm. Leaders need to focus on the ways a strong customer experience strategy, focused on the right efforts to drive the best results, is a winning business play in any economic environment.

But those CEOs (and the entire C-suite) will be watching growth metrics carefully. That means proactively and confidently showing how CX drives growth with numbers will be a key skill for any customer experience leader.

Strong customer experience leads to business growth, but it’s up to CX leaders to tell the right story.

Are You Measuring Customer Experience — or Just Calculating?

We’ve all been there. We’ve watched as a presenter, equipped with incredible data and very good intentions, points to numbers on a screen or in a document.

You see the numbers. You might even understand what they mean.

But they don’t really resonate. The numbers don’t move us to take action. They don’t provide the context needed to really understand and appreciate the entire situation.

And this happens in customer experience. The important work of listening to customers, gathering insights and reporting back to the organization can be reduced to a metric.

Of course, quantitative metrics can be immensely helpful. But the ease with which they can be calculated and regurgitated means that they’re often leaders’ go-to for understanding the impact their CX program is having. And that can be a mistake.

Measurement without meaning is just a calculator.

Related Article: Storytelling Drives the Modern Customer Experience

Why Does Storytelling Matter in Customer Experience?

Storytelling is part of the magic of customer experience management. And customer experience leaders get to be the magic storytellers.

Connecting data to true customer stories helps us:

  • Communicate the context behind the numbers, including organizational benefits.
  • Uncover issues and opportunities that metrics don’t always reveal.
  • Discover what actions to take to make meaningful improvements to metrics.
  • Focus on the humanity of customers, leading to better forecasting and innovation.

How to Introduce Storytelling Into Your CX Leadership

Typically, CX leaders are spending a lot of time reporting on metrics. It’s time to leverage those opportunities. Here are three ways to introduce storytelling into your customer experience leadership.

  • Round out your dashboard data.
  • Share mission moments.
  • Promote peer recognition.

Related Article: Why Visual Storytelling Is Important to Brand Messaging

1. Round out Your CX Dashboard Data

Plenty of customer experience teams share dashboards full of important data. These reports are often full of graphs and charts showing what metrics have changed in the last month, week or even daily.

It’s not enough to measure. Those measurements should lead to real action. If these dashboards are only numbers, percentages and acronyms like CSAT or NPS, they are missing what really connects those numbers with action. Leaders don’t invest in graphs and charts, they invest in real change. One leader, during an executive team update from a CX leader, leaned over to the CEO and asked, “Is our investment really just in making these pretty dashboards? It feels like this is a waste of time.”

Make sure your dashboards and data delivery include room for customer stories. These can be simple, like customer quotes that show real emotion. Or they can be more complex, like sharing a video of a customer telling their story. Better yet, discuss what changes or initiatives are underway thanks to customer feedback. Discuss the business outcomes achieved or desired in context of these customer stories.

Emotions create action. Don’t underestimate the importance of stories here.



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