The Ultimate Guide on Customer Success Stories: Steps, Templates and Examples

Trust is the base of any successful customer-business relationship. Did you know that 88%of consumers trust online reviews as much as personal recommendations?

As a matter of fact, 9 out of 10 people say they trust what a customer says about a business more than what that business says about itself. Therefore, your business must publish success stories to inform users about your company and guide them towards the desired action of purchasing the product.

This guide provides an easy-to-understand customer success stories template, steps to create the best customer success story, and ways to find your customer ensuring you are well-informed to attain success in your business.

What are customer success stories?

Customer success stories, a.k.a case studies, are marketing documents demonstrating how a company has helped customers with their effective solutions. They include anecdotes, statistics, and social proof that substantiate the benefits the customer gets.

Customer success stories are extremely beneficial for your business as

• Customers advocate and talk about the product benefits and uses that make it more reliable and authentic.
• They connect with the audience on a more profound and emotional level. It equips you to understand the challenges one faces and the solutions it provides.
• It improves a positive customer experience and therefore enhances customer satisfaction and engagement.

As you can see below, the stats highlight the impact of case studies, which produces the best result.

Customer stories is the best way of garnering views and fosters the best kind of results.

From the business point of view, let’s understand what customer success stories templates are and how companies can utilize them efficiently to increase their brand visibility.

What are customer success stories template?

Customer success story templates or case study templates are a structured framework that helps businesses document and share how their products/ services help customers solve problems. It mainly comprises customer achievements that are told through a compelling story.

Why do you need to use customer success stories template?

You must wonder in what other fields success stories act as a knight in shining armour. Customer success stories template does more than just create brand awareness.

It fosters factors such as

• Credibility – ­They have a more subjective approach from the audience sides as they consist of real-life stories. It is way more important than brochures.
• Marketing – These success stories can be used as potent content marketing material posted on social media, websites, and more. It bolsters a new kind of attraction from the audience from these places and highlights the key benefits and features of the product.
• Insights – It helps customers understand the product’s value and urges them to purchase. Since they get an extensive demonstration of the product, they can perceive it from every angle.

Therefore, you must use these customer success story templates to create persuasive and top-notch narratives to showcase to the world the positive outcomes of the product.

But before that, you need to invite people who would be interested in being part of the success story journey.

How to find customers for your success story?

Here are a few strategies for you to use to get customers for your success story –

Look for Happy customers

The very first technique to look for customers is to scrutinize and understand the common traits of a “Happy Customer.”

Some of these traits include that they

• Are loyal customers for a long time
• Buy too frequently from you
• Are easy-going when it comes to customer service
• Refer others to you

If these customers have more than one trait from the above, you can start working on arrangements on what questions you will send them or what type of script you will work on if they are invited to your podcast.

Email Tactics

You can send emails to your customers persuading them to share their success story with the world. In order to achieve that, you must consider a few key points

• Your email should have an attractive subject line.
• It should be concise and crisp.
• Avoid using jargons and too many big words.
• Put emphasis on how your product benefitted them.

As per the statistics, between 9AM to 12PM is the ideal time to send an email where you can get a response.

Keep a check on the timings and send the emails on that part of the day.

Meanwhile, you can check out these templates to convince your buyers for a customer success stories.

Template 1

Template 2

Use powerful analytics

This is a little intricate, and you can incorporate this into your business if you want productive results.

• Product Analytics
• Ecommerce reports
• Loyalty program software
• Project Management System

These customers are more likely to know your product inside out. From then on, it is a piece of cake as they are ideal people to talk about the profound achievements that they have received.

These customers are more likely to know your product inside out. There onwards it is a piece of cake as they are ideal people to talk about the profound achievements that they have received.

Once you have got your required customers, you have to create the best customer success stories.

 5 Steps to create the best customer success stories

While you must be feeling bamboozled on creating the perfect customer success stories template, don’t fret; we have crafted ways for you to connect your audience to your product. It is not rocket science, but it requires a practical and creative approach.

Asking for Feedback

Firstly, you must try to collect as many customer feedback as possible. One such method is to prepare a questionnaire with solid questions on it impacted their business and send it to the customers.

Here are some of the questions that you must ask your customer while you are conducting a customer success story

• Who is your target audience?
• What is your role in your company?
• What challenges did you face that made you look for a solution (like our product)?
• How long have you been looking for a solution?
• How did you hear about our product?
• What do you love most about it?
• How did it help your business solve the problem?
• Why did you choose our product over other alternatives?
• Would you recommend this product to others?
• What are your company goals for this month?

Proper Segmentation

There needs to be an organized structure which begins with

The Introduction

For starters, dive into putting information like feedback from the customers, some anecdotes, and some statistics. You must ensure that the headline is catchy and attractive. Sprinkle some facts to ensure it looks convincing.

The Body

Moving to the body, you can include the client’s perspective and appreciation. It can be placed in a box with the name, designation, and picture of the client to make it look authentic. Present the benefits and features of your product that helped the customer in the journey.

The Ending

You can end the story with a decisive CTA that insists on trying out your product to the relevant target audience. Add a registration or Sign Up link for the interested people’s convenience.

You will find a few examples of the customer success stories template below for your reference that you can utilize for your business –

Customer Success Stories Template 1

Customer Success Stories Template 2

Alignment with Brand Messaging

A recent study states that Around 4 in 5 consumers need to trust a brand to consider buying from it. Hence, it is crucial for you to also slip in the message of your brand. It includes the communication strategy, on how you as a brand convey your

• Key Values
• Personality
• Features
• USP (Unique Selling Points)

Focus on your product’s Impact and Benefits

Concentrating on your features will display a sense of authority and credibility. And it’s the cherry on top if the features are spoken from the customer’s point of view. This is because it would create an unbiased opinion and foster a form of trust among potential customers.

Smartly Craft The Story

You must always try to get in the shoes of a customer and showcase to the readers the solution that addresses the pain points of the customers. The more you highlight it, the increased chance is there for you to get customers who can find your customer success story pertinent.

There are two effective frameworks such as PAS and CSR that you can use to start off with crafting a customer success story template. They are

PAS

PAS or Problem- Agitate- Solution is an effective strategy of copywriting which influences the readers to scan your content to ultimately understanding the solution of the problem.

It has three tiers to it

• Identifying the exact problem of the customer
• Agitating the issue by putting focus on the consequences
• Producing evidence on how your solution can benefit them

CSR-

CSR, or Challenge, Solution, and Results, is another framework you can use for your story.  Use this three-act structure to grab attention from people.

Challenge: It starts by highlighting the critical business flaws such as budget constraints, time, and other factors.

Solution: You can quickly connect that with the solution you are offering, which has to resonate with the problem.

Results: You can provide social proof to substantiate that your product is the right choice and the deal every other business should purchase.

Note: Be prudent about it and avoid directly flexing your product.

For writing the story on your website, note these important points

• Keep a separate landing page for testimonials
• Provide quotes of the client to make it look personalized
• Divide the page into three and insert one liners of the client’s achievement with their picture.
• Dedicate one whole page for a client’s success story

Now that you have an understanding of the steps to craft ace customer success stories with these templates, let us see a few examples that other companies have used on their websites.

5 Customer Success Stories Examples

Here are some examples included of other companies who have beautifully placed the customer stories of their clients on their websites to make the discovery process easier for viewers –

Semrush

Semrush is one of the leading pioneers for competitive analysis, keyword research, online visibility, to name a few. It has a very unique way of showcasing the success stories of the brands with whom it has collaborated. If you take a look at the client landing page, you can see how enticing it is.

Adobe

Adobe is a notable software company that is used by various businesses around the globe. For their success stories, they have highlighted the customers’ point of view on using their product and displayed the benefits and features.

Writer

Writer is a generative artificial intelligence solution that offers AI platforms to enterprises. They have a section on their homepage named “customers.” In that area, they have a whole section for the brands who have used their product, and they have placed the content in a visually appealing, prominent way.

Airtable

Airtable is a cloud collaboration service with an approach where they display just their clients’ quotes to add a greater effect.

Slack

Slack is a cloud-based software company with a dedicated page for its clients. They have placed their clients’ quotes in a way where their product is showcased subtly by how it has helped the client.

Conclusion

These are some of the customer success stories templates you can leverage to enhance your brand exposure and get new business customers. If you can meticulously state the solution to their pain, you can attract and persuade them to participate.

Nonetheless, you must demonstrate that in a way that is creative and unique to keep the audience hooked and engaged.