Customer Story Checklist
Do you have a detailed process in place for creating customer stories, or do you just ‘go with the flow’?
Process drives efficiency. Lack of process invites confusion, wasted effort, and Murphy’s Law!
Developing customer stories is usually a team effort engaging as many as nine individuals: writer, content owner, sales representative, legal review/editor, graphic designer, IT and, on the customer side, the subject and one or more approvers.
Without a formal process that defines roles, responsibilities, and order of tasks, critical steps can be missed. An error identified by Sales is not corrected. The story is posted on the Web site or goes to press without customer approval. Such missteps can have financial and customer relationship implications.
WriteIntelligence can develop a formal, step-by-step process for creating customer stories based on best practices and your individual organization’s needs. This checklist ensures that everyone is ‘on the same page,’ important steps aren’t overlooked, and no time is wasted because someone didn’t know what to do next.