Simple 6-Step B2B Case Study Process
- Strategy Session
- Identify what you and your prospects need to see in a case study
- Account Manager Discussion
- Discuss your customer’s needs, pain points, and results
- Customized Interview Questions
- Interview questions are written and shared with the customer
- Customer Interview
- Interviews are recorded and transcribed. On average, interviews run 30 to 60 minutes (every customer is a little different)
- First Draft
- Includes the headline, subheads, pull quotes and content (1,000 to 1,400 words)
- Refinements & Export
- Apply final reviews until approved, then exported as a Word or PDF document