Our customer story creation process is getting honed in!
Here’s how it works and an example of one:
1. Ask CSMs and Sales for potential customers that would be open to customer stories
2. Search Salesforce for interesting customers (and with strong usage / CSAT)
3. Get intros to customers and ask if they’re open to doing it (or have CSM/AE ask for you). Show how it’s valuable for their personal brand and for their company.
4. If they agree, send them questions in advance. Schedule a time for a video interview.
5. Draft a written customer story from the video interview and also create a video version or audiogram version.
6. Send for their review & approval.
7. Assuming it’s good, publish and promote.
8. Optional but suggested: Repurpose the content. Turn it into educational paid social ads, social posts, use snippets in other content, etc.
Example: Stephanie Ogozaly created a recent customer story with Groupon, and I think it’s super! Big thanks to Aksana Aleksiaichuk Koch, Jack Claeys, and of course Adam Lindsey, our customer superstar, as well! See a link to it in the comments.
What do you think? What would you change? How is your process different?