10 Steps to an Effective B2B Case Study:
I know these 10 steps will result in an effective case study/success story/peer review because I’ve done thousands of interviews and written thousands of feature articles and case studies.
1 )We discuss what you want and need in a case study.
2 )I recommend a case study format and template based on your needs and my 30+ years of journalism, content and case study experience.
3 )I ask you why your client needed your products and services.
4 )I develop the interview questions I’ll ask your client using the background you just gave me.
5 )I schedule the phone interview with your client, then send them previous case studies and the interview questions to set expectations.
6 )I write the first draft of your case study/success story/peer review using my journalism and storytelling skills and experience.
7 )You receive the first draft for review and changes.
8 )I incorporate your feedback to get your signoff on the final draft.
9 )We use your graphic designer or mine to make the text look inviting with headlines, logos, images, lists and pull quotes. We send it to your client for their changes and/or signoff.
10 )You post the approved case study on your website. I also recommend you share it on LinkedIn, in a press release, magazine article, your newsletter and blog posts.