Delivering Case Studies at Scale

Guidance and templates for world-class case study programs

Everyone recognizes the importance of Case Studies

Providing an in-depth explanation of your customer’s strategy, the challenges they were facing, and the value your product or service delivered to them is very compelling to buyers.

However, getting Case Study programs up and running, and continuing to deliver great content on a regular basis, requires considerable time and effort.

Case Study Toolkit

An approach and guidance on how to build a world-class case study program – together with supporting resources such as email and document templates.
Summary of activities and BPM resources
01
Recruiting customers
  • Hints and Tips – Guide
  • Customer Case Study Email Outreach template
  • Customer Case Study Consent Form template
02
Preparing for the Interview
  • Hints and Tips – Guide
  • Email template on the interview structure – to send the customer
  • Input Document to Gather Information and Capture Insights ahead of the call
03
Interviewing the Customer
  • Hints and Tips – Guide
04
Writing up the Case
  • Hints and Tips – Guide
  • Structure and format for writing up the Case Study
05
Recruiting customers
  • Hints and Tips – Guide
  • Email template for reaching out to the customer for sign-off
06
Building out multiple case study assets including video
  • Hints and Tips – Guide
  • Shorter form template for PDF or web page
  • Template for PowerPoint case study slides
Delivering Case Studies at Scale
Guidance and templates to build a world-class case study program