Custom-scoped program
Customer Evidence Program
Document how a customer implemented your product.
We help turn an approved customer experience into a useful account of the problem, implementation, and results they can substantiate. The production and supporting edits are planned for the places your buyers and sales team will use them.
When this helps
- A customer has a useful implementation story and is willing to consider participating.
- Buyers ask for evidence from organizations facing similar problems.
- Customer marketing has written material that could support a film or interview.
- Sales needs shorter, approved answers drawn from a customer account.
Readiness. Bring a candidate customer or a customer-marketing owner who can manage introductions and permission. Participation and publishable results must be established before filming is committed.
What we can scope
Each proposal defines the audience, subjects, formats, quantities, review rounds, responsibilities, schedule, and usage rights. We agree on original pieces, shorter edits, and format versions separately.
- Customer-story brief and participation plan
- Confirm audience, customer fit, interview subjects, approvals, and intended use
- Interview preparation and implementation outline
- Capture the problem, decisions, deployment, limitations, and subsequent experience
- Customer film
- Present the implementation in the customer's approved words and evidence
- Supporting implementation or case-study summary
- Supply a written companion when included in the proposal
- Sales-use excerpts and topic-specific edits
- Answer relevant buyer questions without changing the customer's meaning
- Approved quote and claim record
- Preserve source, context, metric definitions, permissions, and final approval
- Captions, transcript, and agreed channel versions
- Make the approved material usable across its planned destinations
How the work is reviewed
- Assess the candidate story with the client and participating customer.
- Agree on permissions, evidence, questions, and the approval process.
- Record the interviews and permitted supporting material.
- Review facts, quotations, quantitative claims, and the film with the required stakeholders.
- Deliver approved versions with their usage scope and source record.
What your team provides
- A customer relationship owner and introductions
- Product context and available evidence
- Named reviewers on the client side
- Customer approval for participation and for use of name, logo, footage, quotes, and results as applicable
- Agreed channels, paid use, duration, and any renewal or withdrawal terms
Scope boundaries
- Quantitative statements need a defined period, baseline, measurement source, and approver.
- Preserve attribution and limitations. Customer-reported observations should be identified accurately.
- Recruitment of customers, travel, multiple locations, extensive written case work, paid distribution, and CRM implementation require agreed scopes.
Illustrative brief — not a client case study
A software provider wants to show how a customer introduced a new workflow. The customer describes the original problem, implementation choices, adoption challenges, and the results they can document. Shorter edits answer individual questions about rollout and day-to-day use.
Buying questions
Do we need a customer ready to participate?
The project needs a willing participant and an agreed permission process. We can help assess a candidate story and prepare the invitation; access and participation remain subject to agreement.
What if the customer cannot share numbers?
The story can focus on documented implementation decisions and specific qualitative observations. We use the evidence the customer approves and describe its limits.
Who approves the finished material?
The proposal names the client and customer reviewers, what each approves, the review rounds, and the release conditions. Publication follows those approvals.
Can this become an ongoing program?
Yes, when there is a recurring pipeline of willing customers, a defined production workload, and sufficient review capacity. The recurring scope is agreed separately.
Related programs
Custom-scoped program
Technical Product Proof Pack
Explain one product workflow through an approved demonstration, buyer-facing explanation, and answers to common evaluation questions.
Proposed pilot
Technical Content Maintenance
Discuss a pilot to review existing technical videos and plan updates as products and approved claims change.
Custom-scoped program
Customer Evidence Program
Tell us about the customer, their implementation, and the evidence they may be able to share.