Customer Proof Assets
Give sales customer evidence they can actually use.
Turn approved project material into case-study drafts, proof summaries and a plan for using them on the website, in proposals and in follow-up.
The company problem
A buyer asks for an example. Can the team send one?
The company may have completed relevant work, but the useful detail sits in project notes or one person's memory. Crediria helps identify the evidence, check what can be shared and prepare it for the buyer questions it answers.
Who it is for. For a company with useful customer work that is not yet available as clear sales and marketing material.
What the company receives
Customer Proof Assets: the deliverables
- Customer evidence inventory
- Find relevant projects, results, testimonials and source material.
- Missing facts and permission list
- Record the information and customer consent needed before publication.
- Case-study drafts
- Explain the problem, the work and the supported outcome using the agreed evidence.
- Short proof summaries
- Prepare selected examples for a proposal, sales slide or follow-up message.
- Website and content placement plan
- Identify where each example will answer a buyer's question.
- Source and update record
- Keep the supporting facts, permission status and owner with the material.
How the work is delivered
Crediria agrees the buyer questions and examples, gathers missing detail and prepares the selected assets. The company and relevant customer approve material before it is published.
What the company supplies. Project notes, relevant customer contacts, supported outcomes and someone who can confirm the facts and permissions.
What changes for the company
Sales and marketing have approved examples ready for the questions customers ask, instead of starting from scratch.
Add branded case-study and presentation templates →
Agree the scope before starting
The proposal names the examples, formats and revisions. Results are drawn from real evidence; design templates can be added through Brand Essentials Plus.