#announcements

Important info for Customer Marketers & Community members

Thread

Megan Donaldson at Zoom March 14, 2023 at 03:17 PM

Curious...what do y'all do with a case study when a customer churns? Do you proactively take it off your website? I've actually never come across this situation before.

Mary Green (Owner CMAweekly) March 14, 2023 at 03:20 PM

I think @Joel Klettke and @Emily Amos would be great to answer this. My opinion: take it off the site. They are no longer a customer. You can still use the story in sales and customer success, but I wouldn’t leave it as is on the website. Another option: anonymize it.

Lauren Higbee March 14, 2023 at 03:21 PM

We usually removed it as soon as we were made aware of the situation to avoid misrepresentation, although we were in less of a hurry if the case study was the only example we had of a specific customer type/use case. I like Mary's idea of anonymizing it.

Shannon Howard March 14, 2023 at 03:25 PM

Asked this in another Slack.

Basically, our rules were:
• If the customer asks for it to be removed, we remove it.
• If the customer churned and was happy, we might leave the name on it.
• If the customer churned and was unhappy, we'd take it down or anonymize it.

Ciana Abdollahian March 14, 2023 at 03:27 PM

I would remove it just to avoid any potential risk (although probably pretty low) e.g. if a competitor is savvy enough and finds it and then uses that against you OR potential customers used LinkedIn or connections to reach out and speak with the person you quoted in the case study

Megan Donaldson at Zoom March 14, 2023 at 03:29 PM

Thanks! I had the same thoughts @Ciana Abdollahian...competitors can be nasty like that. This one wasn't a marquee story, but it was a video, so removing it stings a bit more.

Ciana Abdollahian March 14, 2023 at 03:34 PM

For a competitor, that's basically a free competitive takeout story because they can point to the content and talk about why they left you and went to them 😭 Nooo, not a video. I'm sad for you right now!

Shannon Howard March 14, 2023 at 03:35 PM

That's an interesting point, Ciana! I guess it might also depend on why the contract ended/lapsed. If it was just resources/left on good terms or if they went to a competitor.

Rachel Ward March 14, 2023 at 03:38 PM

We remove it as well! (seems to be the theme here)

Emily Amos March 14, 2023 at 03:42 PM

I think @Shannon Howard hit the nail on the head with her 3 solutions. :-)