Cailyn

#general - June 24, 2025 at 06:58 PM

Hi everyone! 👋

I’m building an internal customer story database and would love to hear how others are approaching this.

I’m specifically looking to capture non-public stories( things like product use cases, customer impact, and utilization) to give our team a more complete view of what customers are doing with us. Ideally, this would be updated quarterly or bi-annually and feed into an LM system like ChatGPT or NotebookLM, making it easy for teams like sales to search, e.g., “Which customer is doing XYZ with us?” or “Which customer has seen XYZ results?” From there, I’d surface the most compelling stories to develop into public-facing assets.

Right now, I’m exploring having CSMs share their QBRs with me so I can extract key insights and build the database.

How are you capturing and organizing this kind of info at scale? Are you using any software? Would love to hear what’s working (or not!) for your team.

Thanks in advance! 🙏