“Produce 20 case studies by end of H2″

 So I have been thinking today (not the first time) about my least favorite approach to customer evidence, (case studies, success stories, customer testimonials, whatever you want to call them). I think it is a problem that permeates the execution of so many sales and marketing activities: goal-agnostic metrics.

What do I mean? I mean when some poor marketing manager has been given the task of “creating XX number of success stories by XX date” as the goal of a customer evidence program. This is a fine target number, but not the goal of the program. The goals of an evidence program should be more like: to create stories that are instantly readable and genuinely connect with the audience, to create testimonials that are true and informative with a reasonable call to action, to produce stories that resonate and can be passed on to your customers’ industry peers, and most importantly to create materials that actually get in the hands of buyers and influencethem at all stages of the sales and marketing life cycle.

So my quick advice, if you are ever asked to “create XX number of success stories by XX date” is to consider these 4 questions:

  • How will these materials get into the hands of potential customers, specifically? Events? Online? Sales calls? Proposals? Direct mail? Press releases? and how can I make sure that it actually happens?
  • What formats will be most useful in these channels?
  • What quantity of success stories is needed to be successful in these channels based on coverage across industry, geography, and segment?
  • If I were someone in my audience, what would I really bother to read that would make a difference in my buying decisions? (See little chat on empathy in marketing or more ideas.

Once these questions are answered, then set the best target possible for your budget, and include a few more details such as what formats will be used in what channels (online, direct mail, advertising, sales calls, events, etc). That is sure to generate more success for your company in the long run, and you’ll still likely hit hit your targets. And if any one ever asks you, “why 20?,” you’ll have an answer.

This entry was posted in Customer Evidence, Marketing Musings and tagged , , , , , by Anika Lehde. Bookmark the permalink.

About Anika Lehde

Before joining Projectline as a principal, Anika Lehde worked in marketing in the technology sector for 10 years and has developed relationships with notable corporations such as Microsoft, BP, Merck, PricewaterhouseCoopers, Hewlett-Packard, and Palm Computing. After graduating Summa Cum Laude from Seattle University, Anika worked in several senior marketing manager and consultant roles for Microsoft where she was responsible for managing the creation of customer evidence for various industries and events. She also consulted for Boeing where she led database design and content development projects, including managing the production of multiple database-driven Web sites and CDs as the Senior Media Project Manager. Anika has considerable experience successfully engaging hundreds of customers and technology partners in marketing activities and managing large-scale customer evidence programs across the enterprise. It’s not all work: In her spare time Anika obsesses over Dolly Parton, brews beer in her guest bathroom, and reads entirely too much about queenship in sixth century England. She’s also been to every continent except Antarctica, (but has yet to make it to Chicago) and shows her commitment to compassion by living vegan since she was 19. Connect with Anika: Twitter

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