Customer Success Story Template

Inspiring success stories that showcase your company's ability to meet customer needs.

Customer Story Template

How to use this Template

This template aims to help you create the BEST customer success story for your brand and product!
After all, you’re the BEST as what you do and it’s important to for the world to see that!

Your exceptional knowledge and expertise make you the best employee in employee training, with a thorough understanding of SOPs.

And who better to tell the world than your customers?! 
The proof after all is in the pudding!

Who is this template for?

  • Customer success teams
  • Marketing teams

Customer Background:

  • Name of the customer:
  • Industry or market segment:
  • Size of the organization:
  • Key pain points or challenges faced by the customer:

 Solution:

  • Description of the product or service provided:
  • How the solution addressed the customer’s pain points:
  • Unique features or benefits that made a difference:

 Implementation:

  • Timeline of the implementation process:
  • Key steps taken to ensure a successful deployment:
  • Any obstacles encountered and how they were overcome:

 Results:

  • Quantifiable outcomes achieved by the customer:
  • Key metrics or improvements realized:
  • Positive impact on the customer’s business or operations:

 Customer Testimonial:

  • Quote from the customer expressing satisfaction with the solution:
  • Highlight any specific comments or feedback from the customer:

Email reach out to customers

How to write a mail requesting a customer story

Dear xxx
 
Gary mentioned to me that you guys have done a phenomenal job of implementing Whale! I believe that you guys hit the record for the fastest onboarding!
 
We’d LOVE to feature (company name) as one of those success stories and I’d love to jump on a call with you to hear the details of the story from your side. 
The call will be approximately half an hour on Google meet. It’s video recorded but it’s a simple conversation with just a few questions like what made you seek out Whale, what’s been the impact on your team and more about you and your team. 
 
What we do as a team is create a video and blog post of your story. Post that and your approval, we’ll share it with the world!   
 
If you can give me some time options, I’ll send through a meeting request. 
 
Thanks so much and keep up the incredible work!
Lisa

TIP   

Remember that this is an opportunity for your customers to shine so you can be super excited to reach out!

How to craft the story

Let me tell you a little story about knowledge and processes.

Why do you watch your favorite series on Netflix or read your favorite book?   

Because it’s gripping! And often you probably resonate or see yourself in the story~

A good story helps the client see themselves in the situation. Not in your place, but in place of the customer who found success with your product. 

  • Maybe they’re in the same industry. 
  • Maybe they’re having a similar problem.

When they read about how you helped a client solve said problem, they’ll find parallels. 

Think PASS

Today’s consumers make about 60% of their buying decision before speaking to a sales rep so it’s important to give them all the tools they need to make up their mind! 

To create the BEST Stories that help your customer connect with your product and brand, think PASS!

PASS means Problem, Agitate, Search and Solution. 

It’s what happens in ALL great stories!

  1. First there’s a problem!   
  2. Then the problem get’s worse!  
  3. And the customer frantcially searches to try solve the problem 
  4. And then there’s a winning solution!   


PASS in Practice

Scene 1: Describe the Situation

Set up the situation and introduce the customer and their problem. They are the hero of the story. Describe the customer, a bit about their history and their mission. What was their problem?

Scene 2: Get deeper into the problem

What were these obstacles doing to their business? Be very descriptive about the pain these hurdles were causing to their business, their employees, or their customers.

Scene 3: They frantically search for a solution

The customer realizing that they have a serious problem searches for a solution. What was the journey before they found your solution. This will add context and will give prospective customers an idea that you understand their challenges and what they need.

Scene 4: Tada, how the day as saved!

In this part of the story, tell how the customer knew you were the one to solve their problem. What fantastic benefits of your product or service factored into their decision? Why did the customer choose you over the competition and MOST importantly, what was the impact?! THIS IS KEY! 

Don’t forget to share stats and present the outcome and impact on the business.

Media for telling your story

You may want to include the following types of media in telling your story

  • Infographics
  • Video
  • Images to post on social
Your exceptional knowledge and expertise make you the best employee in employee training, with a thorough understanding of SOPs.

And who better to tell the world than your customers?! 
The proof after all is in the pudding!

Who is this template for?

  • Customer success teams
  • Marketing teams

Customer Background:

  • Name of the customer:
  • Industry or market segment:
  • Size of the organization:
  • Key pain points or challenges faced by the customer:

 Solution:

  • Description of the product or service provided:
  • How the solution addressed the customer’s pain points:
  • Unique features or benefits that made a difference:

 Implementation:

  • Timeline of the implementation process:
  • Key steps taken to ensure a successful deployment:
  • Any obstacles encountered and how they were overcome:

 Results:

  • Quantifiable outcomes achieved by the customer:
  • Key metrics or improvements realized:
  • Positive impact on the customer’s business or operations:

 Customer Testimonial:

  • Quote from the customer expressing satisfaction with the solution:
  • Highlight any specific comments or feedback from the customer:

Crafted by Whale

Customer Success Story Template