Case Study Process

Step 1: Kickoff

  • You and I (or your salesperson) will talk about your client, so I can understand:
    • The challenges they needed to solve, and how your solution helped.
    • How long they’ve been using the solution.
    • Any issues or sensitivities I should be aware of.
    • Preferred case study format and style requirem ents.

Based our discussion, I will put together a project brief. I can also work from your brief, making recommendations as needed.

Step 2: Discovery/question development

  • I review all available background and put together a list of questions for your review.
  • Once we agree the questions are on target, you can share them with the client so they know what to expect for the call.

Step 3: Client call

  • I walk the client through the questions, giving you the opportunity to jump in as  you see fit.

Step 4: Drafts

  • I will provide a full draft, including 3 title options.
  • Three rounds of edits included.

Step 5: Layout and finalization

  • I am available to answer any questions the designer may have, and also will provide up to two rounds of edits/proofreading in the layout format.  

Terms: To reduce the risks of working with a new writer, I bill1/3 of the total project fee in advance, 1/3 after the first draft, and the final 1/3 upon completion. I want us both to be proud of the work we complete together, so I strive for 100% satisfaction on every case study.