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!
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
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
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!
- First there’s a problem!
- Then the problem get’s worse!
- And the customer frantcially searches to try solve the problem
- 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
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:
