«Return to Blog List Don’t Leave Customers in the Dark

I’ve had a week filled with customer permission and approval issues. It’s often the toughest part of the case study process.

With one client, it became apparent that we needed a way to clearly communicate the details of the customer story process to the company’s customers to assist with permission and approval. Before moving ahead, featured customers need to know what’s involved and what’s in it for them.

We decided to create a one-sheet with the basics…

What this is – a story highlighting the relationship between vendor and customer, and benefits

The process

How much of the customer’s time it takes

How it will be used

How it benefits the customer – this part might vary by customer, but it’s important to identify it for them

Then, be ready to send a sample story as well so everyone knows what to expect and what the end result looks like. Consider creating a similar one-sheet as you approach customers.

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