As the owner of a small business, Scott is sensitive to any unnecessary spending. Scott receives his credit card statement with an aggravating fee on it. There are dozens of other credit cards without annual fees. Why put up with this extra cost? He decided to call and cancel.
Jennifer picked up Scott’s call. As she got acquainted with him and his wishes, she was able to access his spending habits, preferences and benefit usage. There were some upsides here that Scott might be interested in.
Scott was shocked when Jennifer explained that his business’ current spending behavior can earn him reward points for a family vacation. Delighted, Scott kept the card and began planning a trip for his family using his travel benefits.