Lesson 32 · Customer success
How do I turn customer evidence into stories and case studies?
Clusters, evidence, drafts, and custom case studies.
You’ll be able to
- Find customer evidence by theme
- Turn the best quotes into a story
- Build a case study for one customer
Transcript
Stories turns what customers say into case studies, with every quote traced back to where it came from.
In Success, open Engage, then Stories. Clusters group customer evidence by theme, with how many signals and customers back each one.
Click a cluster to see its evidence. Each quote shows who said it, their company, and a confidence score.
Under Evidence, approve the strong quotes and reject the weak ones. Select the best, choose One customer and Case study, then click Create story.
Your story lands in Drafts. Open it to set the title, the summary, and the audience.
Every quote links back to its source. Under Artifacts, make a page, a reel or a PDF. Then click Publish, and it moves to Published with a link to share.
To build one for a single customer, click Custom case study. Pick their success story, or their questions and concerns.
Choose the company and its calls, then click Pull evidence. Select the quotes you want, and click Create story.
Next up, use BuildBetter inside Claude and ChatGPT.
