During reference prep calls, encourage your customer to share a story about a time something went wrong and how your team successfully fixed it. A narrative that includes a resolved challenge is far more credible and memorable than one of flawless perfection, because buyers know that complex projects always have hiccups.

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Instead of promising a flawless implementation, build trust by telling prospects where issues commonly arise and what your process is to mitigate them. Acknowledging potential bumps in the road shows you have experience and a realistic plan, making you a more credible partner than a salesperson who promises perfection.

Instead of asking direct questions like 'what's important?', prompt customers to recount specific, recent experiences. This storytelling method bypasses generic answers, reveals the 'why' behind their actions, and provides powerful narratives for persuading internal stakeholders.

Vague stories can sound fabricated. Including specific, non-round numbers or precise facts (e.g., "it was 4.2" instead of "around 4") makes a narrative feel more authentic and tangible. This grounds the story in reality and enhances the salesperson's integrity and credibility.

When a customer asks for a reference, they are trying to de-risk a specific concern (e.g., implementation). Instead of defaulting to a call, diagnose the underlying question. Often, a tailored demo, a sandbox environment, or a technical diligence session is a more effective way to provide the assurance they need.

The most delighted users are not those with a perfect first experience, but those who report a problem and see it fixed almost instantly. This rapid response transforms an initial frustration into a powerful moment of trust and advocacy, creating your strongest allies.

Don't hide from errors. Steve Munn found that when he made a mistake, taking ownership and handling it well actually enhanced client "stickiness" and deepened the relationship. Clients saw he cared and was accountable, building more trust than if the error never happened.

Stating a customer saved "$2 million" is just data. A real story creates a mental image, like "The CFO called me at 6 p.m. on a Friday, excited." This allows prospects to put themselves in the client's shoes, making the outcome feel more tangible and compelling.

Instead of just celebrating a win, use that moment to learn. Ask the new customer two key questions: "Where were we better than we thought?" and "Where are we not as good as we think?" The champion is now invested in your success and will provide candid feedback to ensure their decision pays off.

Don't rely on recalling the right story in the moment. Proactively build and maintain a "story library" with dozens of categorized examples. While you may only use a few core stories regularly, having a deep, accessible catalog ensures you have a relevant narrative for any customer situation.

Standard reference checks yield polite platitudes. To elicit honesty, frame the call around the high stakes for both your company and the candidate. Emphasize that a bad fit hurts the candidate's career and wastes everyone's time. This forces the reference to provide a more candid, risk-assessed answer.