Simple 6-Step B2B Case Study Process

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