Client Success Stories and
the System to Sustain Them
Stop scrambling for client stories and testimonials. Get expert-created success stories plus the system to organize and build a library of trust-nurturing assets.
Client success stories build trust. They always have. But now, with buyers drowning in AI-generated content, authenticity has become even more valuable. Still, creating stories and keeping them current feels impossible. Between not knowing which clients to ask, lacking capacity to manage the process, and struggling to organize what you get - client stories stay on the back burner.
You need help - but you need more than a writer. You need a system for identifying which clients to feature, recruiting them to participate, organizing assets, and utilizing stories and quotes across marketing and sales.
That's where I come in. I create your stories AND build the capability with you - so you end up with a process you can sustain over time
My Client Success Story Process
I combine expert story creation with complete process training. You go through my 16-lesson course AS I create your first stories. By your third story, you have what you need to sustain your client story process.
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Strategic Story Selection
We identify which clients to feature in your stories.
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Client Outreach
You introduce me to clients using my templates, then I take over.
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Client Interviews
I conduct professional interviews that uncover transformation.
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Develop the Content
I write stories and extract testimonials from each interview for your approval.
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Utilize the Assets
You learn to deploy assets and build your organized client success story library.
The System
Organized Asset Library Find the right testimonial in seconds. No more digging through files.
Process Training (16 lessons) Story identification, client recruitment, asset organization, sales enablement, deployment strategies.
Documented Process "Build Your Process" deck for your organization. When team members change, you have documentation for training.
Templates & Tools Recruitment emails, asset library spreadsheet, sales enablement checklist, publishing checklist.
What You Get
The Stories
• Professional interviews that uncover transformation
• Compelling writing that makes proof persuasive
• 8-20 testimonials per interview
• 6 social media posts per story
• One-pager text for your design team
• Organized asset library spreadsheet
Pricing and Packages
Best for Small B2B Marketing Teams (Especially Marketing Departments of One)
3-Story Package
$4,800 - $5,500
Three professionally created stories plus complete capability development - course access, organized asset library, "Build Your Process" deck, and all templates.
Client Success Stories Off Your Back Burner:
Testimonials ready when you're creating content. Sales equipped with proof for proposals. Prospects seeing companies like theirs. You stop scrambling.
Sustainable System + Support for the Long Term
You have the system for identifying story opportunities, recruiting clients, and organizing assets. When you need more stories created, I'm here - most clients continue the partnership, adding stories throughout the year to keep their library current.
What My Clients Say About Working Together
"Having somebody who is trusted to do client stories and deliver good work gives me one less thing to think about."
Courtney Casey
Director of Marketing Operations, VC3
“Everything Lori has done with the communication, the actual interview, scheduling the interview to the final piece of content and the approval from the client—is awesome. The most I have to think about is who do we want to target next? And Lori even helps there."
Chris Freeman
Operations Manager, XPERTECHS
Frequently Asked Questions About Client Success Story and Case Study Services
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Writers hand you stories. When you work with me you get stories, organized asset library, process training, documentation, and templates. By your third story, you know how to identify story opportunities, recruit clients, organize assets, and deploy. You own the capability, not vendor dependency.
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I provide recruitment approach and templates. With clear process and proper expectations, participation rates are high. I handle communication after introduction - clients consistently give positive feedback.
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Three completed stories typically takes 6 - 12 weeks. Depends on client scheduling and your approval process. Interviewing and writing happen efficiently - coordination determines pace. As soon as each story is finished you’ll be able to put it to work.
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We can create anonymous stories. Instead of names, describe by industry, size, context: "A regional hospital foundation serving rural communities." Transformation and direct quotes still provide proof.
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Sixteen lessons covering five phases: Strategic Story Selection, Client Approach and Relationship Management, Uncovering the Story, Crafting the Story and Developing Assets, Multi-Channel Deployment. Includes templates, checklists, sales enablement training, "Build Your Process" deck.
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IYou have everything to continue: documented process, organized library, templates, complete training. Many continue because specialized interviewing and writing requires expertise - but you could sustain independently.
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Yes, I use AI for editing and generating social media posts, but never for the client interviews or story writing. The human conversation and storytelling expertise is what you're hiring me for - that's the part AI can't replicate.
Let’s talk
Let's have a conversation about your client success story or case study goals. I'll walk you through exactly how we can pull client stories off your back burner and start building a library of trust-nurturing assets that both marketing and sales can use.
Not ready for a conversation?
Download my free Client Story Sourcing Guide and take a step to get client success stories off your back burner.
Thoughtful client conversations reveal the authentic stories and insights that back up your claims, nurture trust and influence decisions. Give your buyers what they’re looking for.