Amanda Verdino

#7-case-studies-stories - January 07, 2026 at 02:27 PM

I usually start in NotebookLM to assess transcripts and build a mind map to see an example of how the topics the customer covers look laid out. I find NotebookLM is better at identifying (and not making up) quotes that I can weave into the narrative and use as pull quotes.

I'll often use Claude to draft the case study itself but then heavily refine it on my own afterward.

I've been working on a custom GPT that sort of helps address gaps in the content library. I load our customer stories into the knowledge and then you can query it, e.g. "Show me all the customer evidence related to X use case." Then, if we don't have anything that satisfies the ask, we know it's a gap. But this tool is primarily to quickly serve up customer proof when the GTM team needs an example to point to

#7-case-studies-stories - December 12, 2025 at 07:29 PM

I love Notebook LM for analyzing call transcripts. I find it's an awesome AI tool to map out key points a customer shared so I can use the strongest quotes in my customer story package

#7-case-studies-stories - December 12, 2025 at 07:27 PM

Here are some things that tend to work well for me:
• If you have a strong customer success and/or account management function, try to join QBRs or check-in calls to get in front of key customers. Having marketing be on the agenda and coming to the call with a reason why you want to build the story is key. So something like "I've heard from the team about how you've [use case / result / etc.] and I know other [role]s would be inspired to learn from you. I've recently worked with [customer examples] to capture their stories and would love to explore this with [account]. Here's how the process typically works..."
• Anticipate the questions PR/comms/legal will have and give the customer the answers so it's easier for them to get a yes. A kind of case study FAQ to show it's a low-risk, high-value opportunity.
• If a customer has done something else with you, e.g. spoken on a panel or presented at a CAB etc., proactively draft a case study based on the inputs you've got so they have a clear sense of what you intend to produce. This helps get to yes more easily too.
• Play the long game! I have one customer who is at a very large enterprise company who loves us, however they've got a serious approval process for this sort of thing. I had one of the champions speak on a panel with us in April and I've been in touch with her ever since. We are co-designing the process so that we are working with the company's timelines and I'm keeping her engaged along the way, providing info, checking in on how their expansion is going, etc. Our plan is to publish a case study around March 2026, and despite the long timeline it's what's best for the story since the account has expanded and grown with us quite a bit.

#reviews - December 04, 2025 at 03:51 PM

Hi! Has anyone run a "refresh reviews" campaign with G2? We have a lot of reviews that are decaying and I want to get some of those happy users to update their reviews alongside our efforts to generate net-new reviews. Any ideas/guidance?

#general - December 04, 2025 at 01:18 AM

<@U0806J8HHHR> it’s so wonderful to reconnect! Working with you and the team at Blackbaud was such a career highlight and honestly building customer stories was such a meaningful part of that

#general - December 03, 2025 at 11:38 PM

Thank you for the warm welcome!

With nails, it's hard to choose favorites...

#jobs - December 03, 2025 at 11:05 PM

I recently met their head of field marketing in NYC so may be able to make an intro there