#7-case-studies-stories
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Hello All! Does anyone have a simple basic customer approval form for case studies, video's, website, social media etc.?
Hiya, Does anyone have a template or advice on writing a summary report about a Customer Advisory Board?
Thank you!
Peerbound and UserEvidence recently released two really good pieces of content on the state of customer evidence. We are in the wild world of ever changing AI, AEO, GEO, and all things Reddit, and I was wondering if anyone would be interested in talking about customer content and the changes they are seeing.
Also, shoutout to the teams who helped bring these insights to life. These reports take a lot of time, coordination, and effort, and I wanted to give them some props doing this research!
π―π΅ JAPAN CASE STUDIES π
Does anyone have a good process they use to capture case studies / customer stories from customers in Japan made for global, English speaking audience(s)? Additionally, any vendors you use that do great work in Japan?
Assuming:
β’ Need to create both a video and written case study
β’ The customer only speaks Japanese or would expect to do it in Japanese
β’ Video output to be in Japanese, with English CCs
β’ Storytelling needs to align with our brand of storytelling
β’ Written case study needs to be written in both English and Japanese (which may be optimized for different styles - the former for webpage, the latter for Print brochure (common in Japan))
Any experience, recommendations, or thoughts much appreciated!
@Lisa Wilberding yes! Happy to connect!
<@U0806J8HHHR> for all assets, no matter the type, we're required to select whether an asset is internal or external (no download) which then sets those rules for that piece of content. We don't set that automatically for case studies because some are internal only and can't be shared at all. A PDF version will return more metrics than a link to a story will. You can still get some reporting from the link (i.e. if it was used in a closed won opportunity) but, the seller won't get the same level of insights, like what section they spent the most time reading. I've used both in the past (PDF and Link). We also always have a PPT version of every case study.
I may ping you soon <@U09PDDV1SBY> when we are up and running, would love to learn some of these best practices! The locked assets is interesting for sure.
Customer marketer from Seismic here! I've been managing my customer story program and end-to-end case study creation in Seismic for 5 years now. Happy to walk anyone through some of my best practices. Don't hesitate to reach out to me!
Also, we have content locked down so sellers can't download. Everything is sent from Seismic, which preserves our data and gives our GTM team their own custom insights on what they are sending. The case study content also flows into Salesforce, so sellers can send the content to an open opportunity if they are working in the SFDC environment. And we are tracking not just usage but also revenue influence, helping us showcase our impact to the business.
We moved away from PDF all together, so there is only HTML; and an add-on tool set. We deliver these assets to Sales through our AI Sales Assistant within SFDC which recommends appropriate success stories, and other reference material, based on the known opportunity parameters.
Does anyone have any case study/success story slide designs or templates that they're especially proud of? I'd love to get inspiration from people's layouts!
A side question, does your slide change when dealing with more technical folks? Or if you're in a very technical industry?
Ran these with our VoC agent
Just finished two case studies:
1) 2025 B2B Buyer Behavior Study β highlights the new reality of enterprise buying: longer in research mode, shorter in sales conversations. ()
2) Brand Health & Positioning Demo β shows how we track awareness, consideration, and NPS to uncover where perception and experience gaps are holding brands back. ()
Thanks Emily!!!
You can see it in all its glory here!
@Emily Coleman Hi! I'm new to this slack. I love this experiment you did. Do you have an image of the demo request form with the quote? I'd love to have a visual!
They were all named quotes for this one.
Very cool. Did you use named + anonymous quotes, or all named?
it was all about teaching them how to tell stories. Not just wear to find them or why theyβre important. It was the way in which to create your own personal story matrix to have a host of them in your back pocket, how to tell the perfect story, then how to make sure you have follow up that brings it all together. We talked a lot about story structure and delivery. Sales leaders absolutely loved this
the use-case vs industry data is really interesting - makes sense intuitively but have never seen data to back it up - thx for sharing!
This is awesome! Please keep us updated as this inevitably matures!!
Love this! Thanks for sharing the experiment and results!
We did something similar at our SKO.
It was really tied to renewed value props. As part of practicing those value props, we were given scenarios (new logo & expansion). We had to determine which value prop was tied to the scenario and introduce a customer proof point that helped to tell the story. Then we had to give a short 5-minute pitch to the whole room, as if we were talking to that customer.
Now, what wasn't helpful was that our team really did not have a lot of familiarity with our customer stories. So this event highlighted a need to train our rep on "back pocket stories." We're working with a "if you hear this, then reference this" framework. So looking at the top use cases or things that are going to come up, then equipping reps with the talking points. So if we're talking about ease of admin (you don't need a whole team of admins thanks to automation), tech stack consolidation (bringing multiple education programs into one platform to increase efficiency), etc., there's ONE customer story we can reference that's a great example of that.
I'll admit that we are still working on making sure reps have these down pat (we are also still working on having the value props down pat π ).
@Ari Hoffman talked about this topic on the Peerbound Podcast in April - here's the link to the relevant section of the podcast:
I thought the whole episode was awesome!
Does anyone have recommendations for an EMEA-based production company for video case studies? Looking for a higher quality video, with animated branding.