Process

My Case Study Process

01

We start with a quick call to go over your goals for the case study and the specific outcomes that you want it to achieve.

Together, we'll choose the customer whose story highlights the real impact of your business, showing the results that you deliver in a way that speaks to your ideal audience.

I'll guide you on how to explain the benefits to your customer so they are excited to take part in the process. I'll also send a customizable email template that you can send to invite them to participate. Once they're on board, we'll schedule the interview, and I take care of everything from there.

02

Interview

After our initial call, I will dive in and do thorough research to understand 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 also provide you with a copy of the interview questions to make sure that we are capturing the info and metrics that matter the most.

03

Writing

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.

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.

Discovery

04

Design

Your design options are simple:

1. Your In-House Team: We deliver the final copy and blueprint to your internal team for them to apply your official branding.

2. Basic Polish: I apply a clean, high-readability design for a small fee, perfect for quick publishing. This approach guarantees a high-performing asset while maximizing your control over branding and budget.

3. Premium Design: A fully custom case study with strategic layout, branded design elements, and compelling data visualizations that position your business as an industry leader.