Everyone loves a great customer success story. You can talk features and benefits in the abstract all day, but nothing brings home the concept that those features and benefits will actually solve the problem you’re trying to address than hearing it already did the same for someone else. It’s the ultimate sales tool.
Of course, getting customers to agree to participate in a success story isn’t always easy. Some aren’t allowed to participate by corporate edict. Others are afraid to because they don’t want to admit that anything in their organizations was ever not hunky-dorey. Some just don’t want to spend their time that way.
So when a customer does agree to tell their story about their experience with your organization, you definitely want to make the most of the opportunity. Here are a few tips that will help you make that happen.
Start with your organization’s contact(s)
This is a step that often gets skipped. Someone fills out a form, usually in a hurry, and assumes that’s all the background the writer will need to interview the customer. Not true!
It’s always helpful to speak with the people who work with the customer every day salespeople, customer service, tech support, trainers, or whoever is most germane to the story you want to tell. They often have perspectives to share that they wouldn’t think to add to a form but that come out in the course of a conversation. Especially if the person doing the interview is experienced at drawing out those types of thoughts.
Gather the background from the internal contact and let that help guide the customer questions.
Always speak to the customer
Some people in the organization (read: salespeople, usually) may be reluctant to have anyone speak directly to their customer for fear the new person will do something crazy that hurts the relationship. Not sure exactly what they’re expecting, but if you’re working with professionals there is very little chance of that happening.
It is important for the writer to speak to the customer because that is the best way to get the “real” story. I can’t tell you how many times I’ve been on an interview and the story the customer tells differs substantially from what the company insider thought had happened. It’s not that either is untrue it’s simply a matter of perspective, and what is important to each.
Ultimately, you want it to be the customer’s story, and it’s the customer who has to give final approval. Best to get the story they think you’re there to write directly from them. Trust me, it will save a lot of time on the back end.
Prepare good questions ahead of time
Once the conversation with the customer is set up, it’s important to prepare a very targeted set of questions to draw out the story in vivid detail. You can start with a template, but you really need to think about the story you’re hoping the customer tells and prepare the questions accordingly. Otherwise you may end up with a lot of uncomfortable pauses and not much information to build a success story.
While the details may vary, all great success stories consist of four basic elements: who the customer is, what their problem was, how the problem was solved, and the results. You then want to drill down to specifics of that instance within each of those sections, including why the customer chose your solution and how they liked working with your team.
You may not always be able to “stick to the script.” I’ve worked with customers who pretty much launched into the whole story after being asked what issue they were facing. But those are the exceptions.
Often you will have to draw the story out, especially if you’re talking to a technical person. They usually don’t think like marketers think; they’re more likely to recite facts. But a good set of questions can help them get beyond the black-and-white, ones-and-zeroes world they usually live in so they can add a little color to the story.
Must have results
This is another rookie mistake I see from time to time. Someone gets excited that a customer is willing to talk and wants to get him/her on the phone right away. Love the enthusiasm, but
The credibility of a customer success story comes from results. Hard results in the form of numbers are best money saved, hours saved, additional revenue captured, measurably improved health outcomes, etc. That’s the Holy Grail.
Unfortunately, not every customer has that information. Sometimes they failed to document the starting point, which makes it hard to measure the difference the solution made; they just know it’s better. Sometimes there is nothing to measure, or there isn’t an expedient way to measure it.
Soft results can work when no hard results are available, but those results must be something with which other organizations can identify. Employee happiness/reduction in burnout, noticeably reduced noise levels, greater collaboration between clinicians, more time to spend on patients, and other factors can be powerful statements if that’s what your target audience wants to achieve in their own organizations.
If there are no results to report, it’s best to hold off until there are. After all, what’s the point of a customer success story if there’s no successes to report yet?
Find the human element
Some organizations really like to focus on the facts and figures of their customer success stories. They are important, but they are not the story.
The human element is the story how what you did impacted whoever you were trying to impact. Until our robot overlords take over, the decisions are being made by people. People like stories that make them feel good.
This is true even when your audience is made up of clinicians or IT people. Yes, they are analytical, and they like their facts and figures. But they are not Vulcans making all decisions solely based on logic. If they were, luxury automobile companies and sellers of other big ticket consumer products would have more statistical information and fewer shots of attractive people doing cool things in their ads and commercials.
If they relate to your story on a human level, they are more likely to get excited and view you favorably. All else being relatively equal, they will lean toward the solution they feel best about even if they’re not quite sure why.
Give it a great graphic treatment
Great graphics can make even a mediocre story more interesting as well as making a great story stand out.
Break up the type with pictures, or diagrams, or screen shots, or some other visual element. If you have facts and figures to highlight, make little infographic-style illustrations out of some of them. If you’re posting a written case study online, see if you can add a GIF or other video element to it, such as demonstrating the product at work.
The more attractive your final form is, the more it will draw the reader in. And the easier your success story is to read, the more likely it is the people who matter to you will read it.
Realize the full value
Customer success stories are one of the most valuable marketing tools your organization can possess. Frequently, they’re also one of the most difficult to obtain, which is why you should treat each one like it’s gold.
Put in the time and effort to dig beyond the basic elements and you will be able to create compelling stories that yield huge dividends for the entire organization.
Public relations is not something easily learned in the classroom. PR/marketing principles and practices are best learned on the job. Amendola Communications recently hosted a “shadow day” five high school students to see what the PR agency world is like and to spark an interest in PR. In this video, the students share what they learned. Look out future PR world!
One of the most important contributors to productivity is outstanding collaboration between business partners. In this brief (3:24) video, Amendola Communications Senior Account Director Philip Anast shares some tips he learned from the book Smarter, Faster, Better that explain how PR agencies and the client teams they work with can create a more collaborative relationship.
It takes years to build brand equity, and just an instant to tarnish it. The best brands know the brand must drive every interaction with stakeholders, including investors, the media and the public. Failing to “lead with the brand” may result in lost opportunities to create loyal ambassadors.
One crucial make-or-break moment for many brands is how they respond to customer complaints.
For retail companies, this should be Brand 101. Healthcare companies, meanwhile, are only now starting to consider patients as consumers, due in part to the greater share of the cost of care being borne by patients through higher deductibles, co-pays and coinsurance.
As patient/consumers have more “skin in the game”, demand is rising for a consumer experience that is more like what the best retail companies offer. Healthcare companies would do well to pay attention to best practices and pitfalls–across the retail industry. So here is a “Tale of Two Brands”.
Recently, my friend Eric and I had wildly different experiences with two popular consumer brands.
First, my experience: I bought a set of pajamas from disneystore.com featuring the character Maui from the Moana film. When my toddler saw the pajamas, he squealed “You’re Welcome!” (Maui’s signature phrase) with delight. But the shorts and the top were two different sizes, and the bottom was too small. Here’s what happened next:
Within an hour, Brandon had turned a customer with a complaint into a brand ambassador, offering to send another pair of pajamas, no questions asked. I did share my positive experience with friends and “Mom” networks. Also, Brandon suggested that I donate the mismatched pair of pajamas to “spread the Disney magic”, and since I have such a great feeling abut the company, I’m happy to do so. In fact, my opinion of the company is considerably higher than before I ever had this complaint.
Contrast this with my friend Eric’s experience with a popular shoe brand that was initially less than “keen” about replacing a pair of sandals that had ripped apart after a couple of months. This pair was a replacement for a first pair of sandals that broke after just a few weeks. The company has a one-year warranty in place, but they initially refused to honor it, saying it doesn’t cover replacement items. Here’s Keen’s initial response to Eric’s warranty claim:
Hello Eric, Your warranty claim #WKUS0181563ES has been denied.
KEEN’s warranty program covers manufacturing and materials flaws for one year on original items purchased from KEEN authorized retailers. This warranty does not extend to items that were purchased from www.keenfootwear.com with promo codes awarded to satisfy previous warranty claims.
We have included a discount code for www.keenfootwear.com below as an accommodation. Promo Code: WR-HP53-MZDP-L4Discount: 20%
Brad KEEN Warranty Specialist
Brad, Thank you for your response. I’m disappointed, frankly. What I’m seeing in your policy is that your company wants the benefit of SAYING you offer a warranty, without actually standing behind your products. Would it really cost you THAT much to make this right for someone (me) that really wants to be your customer?? I believe that your company can do better. Who can I talk to that has the power to make this right for me? Regards, Eric
Eric, You are certainly welcome to contact the KEEN Fan Services supervisor or manager at 866.676.5336 to plead your case. We stand by our inspector’s verdict on this claim and cannot offer any additional accommodation for this pair. Our warranty terms and conditions state quite clearly that items obtained with warranty promo codes from previous claims are not eligible for replacement consideration. The warranty department at KEEN considers this matter closed and we apologize for any inconvenience that this causes you. Best regards, Brad KEEN Warranty Specialist
Eric then started posting on his own Facebook page about his experience, with photos of the broken shoes. Then he reached out to the Keen Facebook page. Finally, four days later, the head of customer service reached out to Eric, asking him to order a new pair of his choosing to replace the ripped sandals.
Assuming this next pair is good quality, Eric says he’ll remain a Keen customer. But his opinion of the company is damaged by the experience. It’s a tremendous missed opportunity because though Keen doesn’t know it Eric is an outdoor educator who interfaces with hundreds of kids (and their parents) each year.
He runs a Pioneer camp in Florida which couldn’t be more “on brand” for Keen, as both emphasize the joys of “unplugging” and enjoying nature. Moreover, Keen has a enlisted a number of brand ambassadors who each “represents a convergence of KEEN’s values and interests”. Eric would be a great addition to that group. But, initially, Keen’s customer service operation failed to lead with the brand, and didn’t take the time to understand its customer and his concerns. Instead, it stuck to a blanket rule, and referenced Eric as a warranty claim number, not as the brand fan he was before the incident.
So, what can healthcare companies learn from this Tale of Two Brands?
1. Speed matters
Resolving a problem quickly is a key to maintaining brand loyalty. Disney is known for their lightning quick responses to customer problems, and my experience was no exception. Brandon responded to my query within an hour, while Eric had to wait four days before getting a satisfactory response from Keen. Now, to be fair, Disney is a much, much larger company, with many more employees, so it’s understandable that Keen’s response would take longer. Unfortunately, Eric did receive an initial response quickly, but the response did not seek to understand or resolve his problem.
2. Personalize the response
Disney was able to mail me a new set of pajamas with nothing more than my Facebook name and town. They knew exactly who they were talking to, when I had bought the pajamas, what size, and my address. This kind of sophisticated contact center is rare. But smaller organizations can ask questions to get the personal information and understand the particular needs of the customer, rather than refer to a warranty claim number, which was off-putting in Eric’s case.
3. Empower employees
Disney’s approach to gaining and maintaining brand equity is to give employees the power to solve problems, not to just enforce the rules and say no. Once someone higher up the chain at Keen understood that Eric was not trying to game the warranty system, but in fact had TWO pairs of shoes fail in the space of weeks or months, the company agreed to replace the shoes. But if Brad Eric’s first contact at the company–was empowered to ask the details of the story, and then respond based on the specific situation, it could have been resolved more quickly and positively
4. Ask your critics to be your fans
Since my Disney issue was resolved so quickly, I immediately offered to share my experience. But Brandon asked me to go one step further and share the replaced pajamas which were good quality, but simply mismatched sizes. This may give the company the opportunity to earn another fan who becomes a customer in the future. It’s clear, at Disney, that the public relations and brand teams drive all interactions with the public. This creates a unified, top-to-bottom messaging experience, applied to anyone who interfaces with the company. Keen still has the opportunity to turn Eric into a brand ambassador. A great PR operation might seize this chance to engage Eric and his campers, since the camp and company missions are aligned. They could, for instance, give sandals to a small group of kids, then take photos of the campers for the Keen website or other marketing collateral.
The takeaway for healthcare
Healthcare organizations can become more like the best consumer brands by taking a proactive approach to patient complaints and concerns. By responding quickly to patient concerns, seeing patients as individuals, empowering staff to solve problems and asking newly-satisfied patients to refer their family and friends, healthcare organizations can help to create and retain brand equity. This, in turn, can help drive up patient satisfaction scores, which can have a positive impact on the bottom line, in new value-based care arrangements.
Summer conjures many images that are symbolic of a slower pace relaxing by the beach, sipping lemonade by the pool or reading a book under the shade of a tree. These relaxing pictures of a simpler time rarely include your marketing efforts, although they can fall into this summer haze if you don’t take steps to keep them amped up and the drum beat cadence strong.
New customer wins, moving into an expanded headquarters and launching innovative products are obvious reasons to keep your name in the public eye; however, summer seems to have a way with slowing down major events such as these. How do you stay in front of your main audiences without appearing overly promotional?
Conduct Surveys Can you survey your customers to discover a new point of view? Do you have access to de-identified data within your product that could point to an industry trend? One example would be discovering which state’s residents are more likely to take their medication as prescribed than in any other state. Facts and figures are generally well-received and can support your company’s position. These results can be used for a press release, infographic, social media and media relations outreach.
Create a Campaign Develop videos, blog posts or other content addressing problems that your product solves and position yourself as a thought leader. Champion a cause or highlight a struggle like Healthsparq’s #WhatTheHealthcare and athenahealth’s #LetDoctorsBeDoctors campaigns. Branch out as a mover and a shaker to help fix a problem even if your product alone won’t do the trick. Doing this shows you as a trusted ally and advocate.
Offer a Fresh Perspective Your company has knowledge and a viewpoint that is unique. Does your CEO have a fresh position on leadership? What insights can you bring on the industry? Refine that information and share it through media relations, webinars and bylines. Reporters are looking for new ideas that shed light on a relevant topic in a vendor-neutral manner.
Whether done on your own, with a customer or through partnering with a publication, webinars are a great avenue to harness your knowledge about a topic and share it in a way that gives a personal connection. Attendees can get a taste of your personality, in addition to knowledge on the topic, and the chance to ask questions depending on how the session is structured. Contributing articles to publications is also a great way to extend thought leadership by sharing your perspective in your voice.
Support a Charity There are many great causes. Perhaps your company already supports a charity, which would benefit from an event or donation. Another option is to find an organization that allows personal involvement, such as sponsoring a build day with a Habitat for Humanity site near your office. Not only will it be a great team-building exercise, you could get some local press for your efforts. Employees and customers enjoy working with socially responsible companies, so it is a win from all sides.
Everyone hits a slow news cycle at some point. Use this time to refine your position, create a conversation and support a great cause. Each of these methods will extend your brand and deliver more content, including for your social channels.
Thought leadership is arguably one of the most powerful assets in an organization’s or individual’s public relations strategy. Yet relatively few companies go after the thought leader mantle, even if they have articulate, charismatic, true believers leading their organizations.
Often these potential thought leaders are kept preoccupied managing the present or near-future, while others who have an eye on the longer-term are hesitant to put their true thoughts out there, especially in the buttoned up world of business. And so, intriguing perspectives never see the light of day, including those that could establish a company or person as an industry player to watch.
By contrast, if you do a fair amount of thinking about the future, are amenable to investing time and effort into building your thought leadership profile and you’re willing to shake things up in your industry–then yes, you have the makings of a thought leader.
So where do you go from here? First, decide on what you want to be known for. Then decide on a correlating cause to champion. Let’s look at a well-known role model who has this approach down cold.
Thought leadership, Elon Musk-style
He’s extraordinarily rich, has a tempestuous romantic life and an unusual name. But above all, Elon Musk is an entrepreneurial futurist. That’s what people think first about Elon Musk, and that’s no accident.
I’ve long studied Musk’s thought leadership mode of operation and have distilled it to a simple pattern. First, he warns of a dire likelihood if humanity doesn’t get its act together. This generates significant buzz and fear. After a suitable amount of time has passed, Musk then follows up with a proposed solution.
Example: society will collapse when we run out of fossil fuels. Solution: Hyperloops that transport us at 700+ miles per hour.
Another example: society will collapse if artificial intelligence takes over the earth. Solution: merge human brains with artificial intelligence.
It’s all very calculated and strategic, and potential thought leaders should take note. Because it’s also undeniably effective. (By the way, Musk’s ideas have actual potential, fantastical as they seem. Take note of that, as well.)
How to find your thought leadership mojo
Here at Amendola I’ve developed a list of questions to provoke thought leadership thinking. I’ll share some of them here; for the full list, and more info about how Amendola builds and promotes thought leadership profiles; email me.
Question #1: If you could sound one alarm in your industry, what would it be?
Question #2: Do you have a minority and under-reported view of an industry topic that is significantly at odds with the widely held and established view?
Question #3: If you could rally your industry with one inspiring message or goal, what would it be?
These questions will likely prompt some interesting thinking, which leads to the next step what to do with these profound thoughts. In brief, you should put them into blog posts, articles, interviews, presentations and more, with a solid PR strategy to help promote your thought leadership message.
Thought leader-in-training
Another piece of advice: if you have the makings of a thought leader, start building your profile now. It’s not an overnight process, at all. In fact, it takes time to nail down your message in quote-friendly language, and to cultivate a media-favorite persona. My colleague Marcia Rhodes gives some good tips on the latter in her post “Be a Media Darling.”
Consider investing in media training, as well. In addition to our writing and PR services for thought leaders, Amendola offers in-depth media training, facilitated by experts with years of media experience in television, radio, newspapers and the internet.
It covers a lot, including:
Body language and verbal best practices
Tips for devising a memorable interview message
Tips for assuring your quote gets published
How to steer the interview back to your core messages when the interview meanders
And much more. The media training can be as short as one hour to longer, depending on your needs. We typically offer this training as a core component of our PR programs.
Don’t forget another time-tested public speaking strategy: joining Toastmasters.
In her post “Public Speaking Tips for the Timid and the Talented,” my colleague Michelle Noteboom details how participation in Toastmasters has upped her speaking game and given her newfound confidence.
Here is how Michelle recounts it: “Almost a year ago, one of my Amendola mentors encouraged me to join Toastmasters to further hone my speaking skills. While I was initially skeptical would everyone be a nerd? Or shy introverts with no personality? Perhaps retirees with nothing better to do? I have been pleasantly surprised by the mix of people in my club. It includes a variety of professionals in diverse careers, all of whom are fun and dedicated to self-improvement.”
She adds, “Toastmasters has given me the opportunity to deliver prepared speeches once or twice a month, as well as speak extemporaneously on random subjects. It’s provided an excellent forum for practicing speech organization and delivery, and for receiving feedback that pushes me to strive for continuous improvement.”
So there you have it a formula for success as a thought leader: an interest in the longer term, a willingness to shake things up in your industry, a solid PR plan, and a plan to practice until you’re close to perfect in your message delivery.
That’s really what it takes to be a thought leader. All that’s left is for you to take the leap and start becoming one.
