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Important info for Customer Marketers & Community members

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Angela Ferrante August 08, 2023 at 10:01 PM

Hey all! How many of you are creating pocket stories (single slide case study summaries for sales to add to decks)? Anyone willing to share your examples?

Katlin Hess August 08, 2023 at 10:34 PM

We have 2 "flavors" one that I think looks better, but required the rep to do the bulk of the story-telling, and a secondary version that includes more of the story (good for leave-behind style decks)

Angela Ferrante August 08, 2023 at 11:21 PM

Ooh thanks Katlin, + these look great. I like the front and center metrics of course.

Angela Ferrante August 08, 2023 at 11:23 PM

  • I like how you have the link in here to the full case study. Makes for very “unfurlable” content so buyers can access the amount of detail they need/they want.

Cassie Sneed August 09, 2023 at 02:01 AM

@Lauren McCutcheon Katlin, thank you so much for sharing these examples!!! These are great!

Sarah Koval August 09, 2023 at 01:10 PM

I have a slide deck available for our sales team that has just the summary slides on them - easy enough for the AEs to grab and insert into their first pitch decks, here's an example:

Alexie Glover August 09, 2023 at 02:56 PM

I've just wrapped a customer story slide project with a client and have compiled a ton of industry information. Happy to answer questions about what others are doing/best practices observed throughout the CMA industry. Coles notes: sales loves quotes and metrics, as well as any information that allows them to intelligently tell the story without knowing the whole story. With our recent client, we really focused on customer voice and used slide notes to add relevant information about the customer/story/solution without overwhelming the slide itself.

Angela Ferrante August 09, 2023 at 04:04 PM

Oh awesome @Sarah Koval - love the split bt qual + quant results too. Thanks for sharing!