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Case study

How a similar customer moved from problem to outcome.

Stage
Building confidence
When to send it
Send to reduce perceived risk.

Why this one earns its keep

Risk, not doubt about value, is what kills most considered purchases. A buyer who believes it works still has to believe it will work for them.

What a good one has

  • A customer the prospect recognises as being like them - size, sector, situation.
  • The state before, in their words, including what they had already tried.
  • A number at the end. "They were delighted" is not a result.

How to produce it

  1. Pick the customer closest to the prospects you are trying to win, not the most famous one.
  2. Ask them what the situation was before, and write down their phrasing.
  3. Get one number you are allowed to publish.
  4. Draft it as: like you, tried things, what we did, what changed.
  5. Have the customer approve it, then produce it.

Start free to turn these steps into a plan with dates on it.

How you know it worked

Later-stage deals stop asking for references.

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