Discovery
We start with a quick call to clarify your goals for the case study and the specific outcomes you want it to achieve.
Together, we'll choose the customer whose story highlights the real impact of your business, showing the results you deliver in a way that speaks to your ideal audience.
I'll guide you on how to highlight the benefits to your customer so they'll be happy to participate. Once they're on board, we schedule the interview, and I take care of everything from there
After our initial call, I will dive in and research to understand your industry, your business and the customer we're featuring. If you have demos, marketing materials or other relevant resources, I review those too to get the full picture.
Then I will schedule a 30 minute interview with the customer, guiding the conversation to uncover the challenges they faced, how your business helped, and the measurable results they achieved.
You'll be kept informed about the communications with your customer throughout the process, and you can be involved as little or as much as you'd like. I'll provide a copy of the interview questions, designed to capture results and insights that align with your value proposition.
This approach ensures we capture the story and metrics that matter most, making the case study compelling, persuasive, and ready to support your business goals.
Interview
This is where the customer’s story comes to life. I turn the interview into a compelling case study that showcases the impact of your business, combining real results, challenges overcome, and the customer’s experience to create a story that builds trust and supports sales. The case study is written in a “feature story” format, making it easy for readers to scan and quickly absorb the key points, headlines, and pull-quotes. You’ll receive a draft within about two weeks of the interview, ready for your review and feedback.
Creating a compelling case study requires more than just gathering facts—it's about telling a story that resonates with your ideal clients and demonstrates real-world impact.
My process is designed to capture the right details, highlight meaningful results, and create a narrative that supports your business goals, all while keeping the work easy and streamlined for you.
From our initial discovery call to the final polished draft, I handle every step with care and professionalism, ensuring you get a case study that actively drives results. Here's how we'll work together.