Templates, Workflow Tracking Record, and Questions To Ask 

Case studies provide detailed, data-driven examples of client or customer successes. They show significant and profitable outcomes, and they highlight the fantastic benefits offered by your business. Case studies are powerful lead conversion tools while providing specific examples that your business works. We have prepared a workflow you can download to help you through each of the states of the process.

You will learn:

  • How to simplify your email outreach to "happy clients or customers" the to get them onboard
  • Record the status and maintain timely progress of the case study workflow
  • How to prepare your client or customer to participate
  • What to do with everything you've learned and turn it into a finalized case study downloadable

To assist your case study efforts, we've also included the following resources:

  • An easily customizable initial outreach template 
  • A workflow spreadsheet to track and document your progress
  • A list of versatile case study questions

Register using the form to download our case study workflow!

Easy Case Study Workflow for Marketers - whitepaper