Case Study Planning and Writing

People connect with stories. Reading about the features and benefits of a product or service, or simply listening to a salesperson tell you about them, is one thing. But reading the words from one of your customers—someone who entrusted you to help her solve a problem—resonates with prospects. Nothing sells your product or service quite like a satisfied customer.

A carefully crafted case study will tell your story, in your customer’s words, and position your product or service as a solution in the minds of your prospects.

To make sure your unique story is told in the most effective way, I approach each project in two phases:

Planning

In the planning phase, we will develop a thorough outline of the project which will…

  • Document your goals for the case study
  • Identify your specific target audience
  • Identify your customer contact and sales person to be interviewed
  • Define your desired call to action
  • Overview the recommended content and sources for research
  • Outline the review and revision process
  • Produce a summary document of the planning phase and draft an estimated project schedule

Writing

Based on the planning document, I’ll review your background information and interview your sales person to get your perspective on the scenario. Then, I’ll interview your client and capture their unique perspective, focusing on the value your product or solution provided to them.

Once the interviews have been completed, I’ll write the case study and submit a first draft for your review according to the project schedule. Once all reviews have been completed, I’ll revise the document based on the process outlined during the planning phase and submit a final draft for review and approval.

Let’s Get Started