Pick a great result
A customer with a clear before and after.
Free · Show what working with you looks like
Write a Customer Success Story
The problem, what you did, the result. One page that shows a prospect exactly what they’ll get.
FREE just your time
Show them what their story could look like.
From Chapter 18 of the free book: Ask for the Review.
FREE just your time
30 min to get started today
Why it works
A real story about a real customer answers the big question every prospect has: “Will this work for someone like me?”
You can send it, post it, print it and bring it to meetings.
Perfect for
Financial plannersInsurance agentsAccountantsMedical & dentalB2B companiesEvent businessesFitness trainers
How to do it
Four steps. That’s it.
Get their okay
Ask if you can share their story, with their name or without.
Write three parts
The problem. What you did. The result, with a number if you have one.
Add a photo and a quote
One page. Their words carry more weight than yours.
The shape of it
THE PROBLEM: The Garcias had three old retirement accounts and no plan. WHAT WE DID: Rolled them into one and built a simple monthly plan. THE RESULT: Lower fees, one statement, and a retirement date they can count on.
Try this with AI
I’m a [YOUR JOB]. Turn these notes into a one-page customer success story with three sections: the problem, what we did and the result. Notes: [YOUR NOTES]. Include a short quote from the customer: [THEIR WORDS]. Plain language, under 300 words.
Don’t make this mistake
Don’t share a customer’s story or details without their okay.
Some industries have strict privacy rules. Know yours.
Do this today
Show them what their story could look like.
From the book
Chapter 18: Ask for the Review
Over 350 pages and 250+ ideas that work. Free, no email needed.
Download the free book$299 marketing consultation · Free
You don’t need a huge marketing budget. You need a plan.
We’ll build yours free.
Our marketing experts will personally review your business, your goals and your competition, then show you exactly what we’d do to help you get more customers.
This isn’t an automated report full of generic marketing advice. A real member of our marketing team will review your business, your goals and your local competition, and show you practical ways to get more customers, generate referrals and stay in front of the people who already know you.
Some ideas cost nothing. Some cost a few dollars. Some use marketing items. You decide what makes sense.
- A real review of your business and local competition
- Specific ideas you can start using immediately
- A step-by-step plan for this week, this month and the year ahead
- Marketing items that actually fit your business and goals
- Real pricing, so you know what things cost before spending a dime
- Ideas that cost $0, $25, $100 and up. You decide what fits your budget
Normally $299. Right now, it’s on us.
We normally charge for our team’s time and marketing expertise. For a limited time, we’re building these plans at no charge for businesses that want to grow.
No obligation. No purchase required. No credit card.
Stop guessing what to do next. Give us 2 minutes. We’ll give you a plan.
Why are we giving this away?
We believe that when you see what our marketing team can do for your business, you’ll remember us when you need marketing items, printing or other marketing help. That’s it. You don’t have to buy anything.We build every plan by hand. Because a real person reviews each business, we can only prepare a limited number of free plans each week.
Step 1 of 2Takes about 2 minutes