The best sales collateral is a case study that a prospect reads and says, that is our problem, and they solved it. Most case studies fail to get there because they focus on what the vendor did rather than what the customer experienced. The buyer does not care about your process. They care about their problem and whether someone else who had it found a solution.
We write case studies from the customer's perspective, starting with the customer interview. The interview is structured to surface: what the situation looked like before, what made them decide to act, what the evaluation process was like, what the implementation experience was, and what the measurable outcome was. We use direct quotes throughout -- the customer's words are almost always more credible than anything we or you could write.
Each case study we produce is structured in three ways: the narrative version for your website, the short-form executive summary version for proposals, and the pull-quote version for slide decks and social media. You get all three from one engagement.
We handle the customer coordination: interview scheduling, interview facilitation (video or phone), and approval process management. If your customer relationship requires a legal review of the case study before publication, we build that into the timeline.
Industries we have produced B2B case studies for include software, consulting, financial services, healthcare, manufacturing, and legal services. The approach adapts to the industry; the process does not.
- Customer interview (facilitated, 45-60 min)
- Narrative case study (900-1,400 words)
- Short-form executive summary (300 words)
- Pull-quote version for slides and social
- Approval coordination with your customer
- 2 revision rounds
- Publication-ready formatting
- SEO title and meta description