What is a customer success story template?
A customer success story template gives you a structured way to turn a customer's results into a narrative that builds credibility with prospects, covering their background, the problem they faced, how you solved it, the results they got, and their own words about the experience.
What's inside the template?
The template covers five sections:
- Customer background
- Problem/challenge
- Solution
- Results
- Customer testimonial
How to use the template
Work through the sections in order, using the worked example as a model for tone, level of detail, and how specific to get, especially in the results section, where real numbers do more work than general claims. Replace the example with your own customer's details as you go.
Download your customer success story template

