# Customer Success Story — Data Capture Template

*For Susan (or Michael) to complete after each successful RateRight hire. First customers = most valuable marketing asset.*

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## 1. The Company

- **Business name:**
- **Contact name & role:**
- **Location (suburb/region):**
- **Trades/services:**
- **Team size (approx):**
- **How long in business:**

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## 2. The Pain (Before RateRight)

*What were they doing before? Get specifics.*

- **How were they finding workers?** (agency / word of mouth / Airtasker / hipages / other)
- **What were they paying?** (agency % / per-lead cost / markup on hourly rate)
- **Biggest frustration with old method:**
- **Worst example?** (a specific story — late worker, dodgy agency, money wasted)
- **How much time spent on hiring per week/month?**

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## 3. The Switch

- **How did they hear about RateRight?**
- **What made them try it?** (the $50 flat fee? worker quality? something else?)
- **Any hesitation before signing up? What overcame it?**

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## 4. The Outcome (After RateRight)

*Numbers matter. Get the maths.*

- **How many workers hired through RateRight?**
- **Time from posting to worker on site:**
- **Cost comparison:** Old method $____ vs RateRight $____
- **Annual savings estimate:** $____
- **Worker quality vs previous method:** (better / same / worse)
- **Any specific win?** (worker who stayed long-term, project delivered on time, etc.)

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## 5. The Quote

*Ask for one sentence they'd say to a mate. Not polished — real.*

- **"If you had to describe RateRight to another builder in one sentence, what would you say?"**
- **Response (verbatim):**

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## 6. Permission & Reference

- [ ] Happy for us to use their story (anonymised)?
- [ ] Happy for us to use their story (named)?
- [ ] Happy to be contacted for a short video/phone testimonial?
- [ ] Happy to be a reference for other contractors considering RateRight?

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## 7. Content Angles (Herald fills in)

*After capture, Herald identifies which content pieces this story feeds:*

- [ ] LinkedIn post (Receipt Campaign format — their maths)
- [ ] Case study (full write-up for website)
- [ ] SMS testimonial snippet (for Susan's outreach)
- [ ] Video script (if they agreed to video)
- [ ] Grant narrative evidence (for Harper)

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## Notes

- **Capture within 48 hours of successful hire** — memory is freshest
- **Use their words, not ours** — authenticity > polish
- **The maths are the story** — always get the dollar comparison
- **Site language only** — if they say "bloody ripper," write "bloody ripper"
- **Michael reviews all before external use** — no exceptions

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*Template v1.0 — Herald, 27 Feb 2026*