Evidence and permission
Identify the work, source records and people who may approve publication. Separate public business information from confidential customer, patient or commercial details.
Testimonials & Case Studies
Testimonials and case studies that show buyers the work behind the claim.
Turn real projects and customer experience into clear, credible sales content through interviews, evidence-led writing and an organised approval process.
Make your real work easier for the next customer to understand.
Evidence and permission checklist for selected projects. Interview questions and approved source notes. Case-study narrative or testimonial copy.
Deliverables
Useful work, clearly defined.
Select the stories, formats and approval process. Video production, original photography and additional campaign assets are scoped separately.
- Evidence and permission checklist for selected projects.
- Interview questions and approved source notes.
- Case-study narrative or testimonial copy.
- Agreed website, proposal or quote-card formats.
- Final claim, quotation and asset review.
Customer interviews
Prepare questions that reveal the problem, decision and experience without leading the interviewee towards a predetermined testimonial. Record the wording and the permitted use.
Case-study structure
Describe context, scope, constraints, implementation and evidence in a coherent narrative. Where numerical outcomes are unavailable, explain the delivered work honestly rather than manufacture an uplift.
Publication formats
Scope the website display, written story, quote cards or video material required. Review the final wording and assets with the appropriate owner before treating them as approved proof.
How the service helps
Show implementation when results data is incomplete
A useful case study helps a prospective customer recognise a problem, understand the work and assess the result. We help organise source material, interview questions and the narrative so the story is specific enough to inform a buying decision. Testimonials retain the customer’s meaning, while outcome claims stay connected to the evidence available. The finished material can support a service page, proposal or wider content programme. Each format is selected for the role it plays in explaining your work. A project can be worth explaining without a percentage uplift. Describe the original problem, constraints, decisions and delivered system. Screenshots, process diagrams and authorised quotations can show that work. If a commercial result is included, give the period, source and context needed to interpret it.
The kinds of work that can be scoped here are testimonial collection, video testimonials, customer interviews, case study creation and website review displays. Your proposal defines the selected deliverables and any third-party costs.
A useful case study helps a prospective customer recognise a problem, understand the work and assess the result.
A fictional scenario showing how the work could be approached.
Testimonials & Case Studies: an example in practice
Observation
A fictional project has documented implementation screenshots but no reliable before-and-after sales data.
Proposed correction
Write the story around the problem, scope and demonstrable build rather than invent a percentage improvement.
Verification
Check every quotation, image permission and outcome statement against its source before publication.
Process
From the first review to the next priority.
Select the story
Choose work relevant to the buyers you want to help and establish the available evidence.
Gather the detail
Use source records and interviews to understand the problem, decisions and experience.
Write the narrative
Connect context, implementation and supported outcomes in a clear sequence.
Approve the publication
Confirm quotations, factual claims and asset permissions with the appropriate owners.
Suitability
Who this work is for.
Who it suits
A useful starting point
A business with real customer experience or project work and permission to use appropriate source material.
Prepare the brief
What to bring
Project scope, source records, interview contacts, approval requirements and authorised media.
Project scope
Make the responsibilities clear
Select the stories, formats and approval process. Video production, original photography and additional campaign assets are scoped separately.
FAQ
Questions, answered plainly.
What makes a case study persuasive?
Relevant detail: the customer’s problem, the constraints, the choices made and the work delivered. Evidence should help a reader assess the claim rather than merely decorate the story.
Do we need a customer interview?
An interview can add useful perspective, but its value depends on the story and permissions. Project records and an approved implementation account may be sufficient for a narrower case study.
Can the same case study support several formats?
Yes. A full story, a short service-page example and a proposal excerpt can serve different buying moments. The scope should name the formats and preserve the meaning of the original evidence.
Your next step
Make your real work easier for the next customer to understand.
Choose work relevant to the buyers you want to help and establish the available evidence. We will help define the relevant work, responsibilities and next decision.