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Situation: In many B2B organizations, customers have a sales representative who can nominate them for testimonials and references. However, when a business operates on a self-service model and the customer creates an account and independently manages orders/interactions with the brand, identifying the right customer to work with to develop a story or a testimonial can be more challenging. No mechanism or process existed to identify small, self-service business customers.

Solution:  I spearheaded a simple solution to help solicit and gather testimonials and success stories from customers of all sizes. I worked through the internal process to develop a web form to capture the contact information for customers interested in sharing their experience with the brand. This web form can be posted on the website and shared via email, social media, and at events.



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