Three steps to getting
great customer stories
01
Getting started
You've got a great customer story to tell. So, you get the okay from your customer to be a reference or case study, then you get in touch with me.
If we haven't worked together before, I provide you with an Non-Disclosure Agreement (NDA) that confirms I won't share any commercially sensitive information without approval, or I'll happily sign your NDA. This means you're protected, and it gives your customer reassurance and confidence to share information with me. Then we have a 30 minute chat to cover off the customer story as you see it, and how you want to use that story.
02
Doing the prep
We agree who will set up the calls with the customer and/or your team members and either you introduce me to them by email, or arrange the call as agreed. Before I start I get written confirmation from the customer that they are happy to be a reference, they are happy for their company to be named (or not), and that they have the authority to approve any reference or case study.
You send me as much information as you have on your customer and whatever it is they have bought from you - solution, service, product, widget. There is no such thing as too much information here!
03
Creating the reference or case study
I interview your customer and/or team members. This can be over Zoom, Teams or just on the phone for the camera shy.
I write up the reference or case study and we go through two rounds of review and amends. This means you review and comment on the document and then I send that to your customer for their review and comments. Then I will update and amend the document. This would be one round. After two rounds and approval, you get your final customer story. Tah dah!