Before any interview begins, I’ll gather background information from my point person in your organization. I’ll get to know your company’s history, product or service suite, your goal for this and all case studies overall, and anything else we’ll want to highlight regarding your organization.

I’ll get to know your interviewee client’s experience and background when engaging with your company. From there, I’ll develop a set of interview questions that move the conversation through a storytelling arch that includes how your work made a noticeable difference in their life or business. So we can get a great mix of ROI-verifying, metrics-validating, emotion-evoking, and connection-creating moments.

Once I have a list of questions that will guide us through a story arch from beginning to end and give your prospective clients the proof of outcome they need to say yes to working with you, I’ll send it to you for final approval.

I’ll conduct your interview or set of interviews, ensuring that your client feels seen, heard, and understood. I’ll also make sure that we have a straightforward story to tell about your product or service and the way that your work impacted their life or business.

After each interview, I’ll follow up with the client thanking them for their time and answering any questions they may have. I’ll also follow up with you. That way, we both remain on the same page.

I’ll also follow up with you to deliver the call recordings and transcripts. So you can see firsthand how everything went and your team can mine the transcripts for potential content. (If your agreement with the interviewee allows for that, of course!)

And because life happens, if your client has to cancel for whatever reason, they can reschedule once without additional fees.

During this stage in our process, I personally draft the case study and send it to your point person for review. Once I have your feedback, I’ll send a copy to your client for approval.

After their approval, I’ll have the final, fully approved version professionally proofread so every detail is just right.

The final version is delivered to you for implementation.

(Note: Any package assets beyond the case study are drafted once the case study approval process is complete. This stipulation provides a solid foundational framework from which to draft all other assets we develop.)

I can refer you to a designer to assist in creating a PDF for your new case study or offer my insight in consultation with your designer should you desire my input.

Need additional assets like blogs or PDFs created to amplify the reach of your case study?

It all happens right here. Completing additional assets at this stage ensures vocabulary alignment and a proofread draft for the final case study as the basis for any new copy.