Customer Story & Case Study Sprint
Turn a real customer experience into a clear, approved story your team can use.
Is this the right
next step?
Your customers have useful experiences to share, but the evidence remains in conversations, project notes or individual relationships. Sales and marketing need a story that explains the problem, the work and the outcome.
For B2B SaaS businesses with a willing customer and a story supported by available evidence. Customer participation and permission are agreed before the project starts.
Real experience.
Credible proof.
Duration and fixed fee are to be agreed once the scope and required inputs are clear.
Story and evidence brief
Agree the audience, purpose, customer, interview focus and evidence needed to support the story.
Customer interview and draft
Conduct the agreed interview and produce a written case study explaining the starting point, approach and supported outcomes.
Review and approval process
Coordinate the agreed internal and customer review rounds, checking quotations, attribution and any claims that need evidence.
Reusable story extracts
Provide the approved master and an agreed set of website, sales or social extracts, with formats and quantities defined in scope.
From the brief
to your next move.
- Choose the story. Agree the audience, customer and evidence-led narrative.
- Capture the experience. Conduct the interview and review the available supporting material.
- Write and validate. Draft the case study and refine it through agreed reviews.
- Approve and repurpose. Secure the named approvals and hand over the master and agreed extracts.
What we need.
What’s included.
What we’ll need from you
A participating customer, an authorised interview contact, agreed access and permissions, project context, available outcome evidence and named internal and customer approvers.
Scope boundaries
One agreed customer story, interview plan, master format, extract set and review rounds. Video, photography, extensive design, additional customer stories, translation and ongoing publication are separate. Customer quotations and outcome claims are approved before use.
Before
we start.
Do we need a customer lined up?
Yes. A willing participant and permission to develop the story are prerequisites. We can help shape the approach and interview brief.
What if the results are qualitative?
The story can describe supported qualitative outcomes. We distinguish those from measured results and use only claims the evidence and customer approval support.
Does this include design and publication?
We agree the formats and design requirements before starting. Website publication or specialist production is included only when named in scope.
How long does it take and what does it cost?
Duration and fixed fee are to be agreed. We’ll confirm the scope, inputs, review points and timing before the engagement starts.
Let’s find your
way forward.
Talk through your current situation and whether this project is the right fit.