Frame your product or service as a necessary tool to solving the problem, instead of making the case study about your company. Remember, keep the focus on the customer! They’re the hero of this story. Here’s where you shine! Explain how the customer overcame the problem by using your product or service. This problem must stand directly in the way of your client’s goals. This is where you introduce the problem your client was facing before you swooped in to help. For introduction sections, infographics or at-a-glance sections like the one below can be really useful-they present facts succinctly, instead of making the reader browse through paragraphs of text. Introduce your client, give some background information, and explain their goals. Potential clients don’t see themselves in your shoes, so you need to give them a subject that they can relate to: therefore, put the customer first and showcase their struggles, so that your story will resonate with your intended audience.Ī case study has four distinct sections: 1. When writing, ensure the focus stays on the customer. Once you’ve gotten your answers from the client, you have enough information to start building the story. You can always ask them for facts and figures later on. Writing a customer success story is a collaborative effort, so get up close and personal! Ideally, you’ll have a communication tool that lets you do different things like make phone calls, have video conference calls, and send messages all in the same app.įor example, RingCentral Office integrates all these communication options into one platform, so you won’t have to switch between apps for different calls:Īnd if you can record your customer conversations-with their permission, of course-to review later, do it! (For example, RingCentral also lets you record your phone or video calls.)ĭuring the interview, let the qualitative information come first. When presenting these questions, a live conversation is always preferable to emailing a questionnaire-call your client over the phone or ask if you can have a video meeting. Try to make these open-ended, so they can fill in the blanks. ![]() When permission is granted, start by writing a list of questions for your client. ![]() (Having trouble making your clients happy? We’ve got you covered here.) Since it’s also extra marketing for them, clients usually don’t mind being the subject of a success story. To write a success story, you need a happy client. How do you write a customer success story? ![]() And that brings us to our next point: how to write one. Just focus on who you want to read it and what you want them to get out of it. When they read about how you helped a client solve said problem, they’ll find parallels.Ĭustomer success stories can have as broad or as narrow an appeal as you need. Not in your place, but in place of the customer who found success with your product. What’s the ideal outcome when a potential client reads one of your great customer service stories?Ī good story helps the client see themselves in the situation. Why are customer success stories so beneficial for businesses? But sometimes, to truly convince potential clients, you need to go deeper. But, you may ask, why go to all this trouble? Won’t a quote from a happy customer tell people how great I am? A satisfied customer saying they love your alarm app because it helps them wake up on time is not a success story.Ĭreating a good success story takes lots of questions, lots of writing, and lots of editing. They need to contain relevant information and be properly explained. ![]() Success stories have a certain structure, which we’ll get to soon. Remember: a customer success story is not just a customer testimonial. Some companies also choose to turn their success stories into videos. They can come in a few different formats: the most common ones are as case studies, either as a page on a company’s site or as a downloadable file. A customer success story informs the reader about what a client has gained from the company’s product or service.
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