B2B Case Studies That Move Deals

Prospects don’t want another glossy hero story. They want proof they can pass around internally—something a CFO won’t roll eyes at and a sales rep can actually send after a first call.

We build case studies that read like real life: interviews, context, outcomes, receipts. They’re cinematic enough to keep attention and rigorous enough to survive legal. Proof that moves pipeline, not just pixels.

• SME interviews handled end-to-end; messy notes welcome.

• Citations or it doesn’t ship—approval-proof for product, sales, and legal.

• Delivery includes: a long-form case, a one-page PDF, five pull-quotes, and three social snippets for reuse.

1. Single “Case File” — one flagship story from discovery to final PDFs.

2. 3-Pack “Dossier” — three stories across segments or use cases; your instant library.

3. Ongoing pipeline (monthly) — a steady drumbeat of fresh wins so sales never runs dry.

We run every case through our nine-step case process—brief → evidence sweep → stakeholder + customer interviews → outline + proof pack → draft → cross-check → the drop. If we can’t cite it, it doesn’t ship.

Check out more about our process here.

• Long case: 1,000–1,800 words with setup, constraints, actions, and outcomes. Quotes throughout, numbers where available, and context that makes the result believable.

• One-pager PDF: the quick-send version for sales—problem, approach, results, and two quotes—designed to be scannable in under 30 seconds.

• Pull-quotes (5): punchy, attribution-clean lines for slides, websites, and proposals.

• Social snippets (3): short takes for LinkedIn, with links back to the full story or your demo page.

• Optional add-ons: web page version, deck slide, SDR follow-up email, and a short talk track for reps.

1.  Intake & Angle: We pick the story that will matter to the buyer you want more of.

2. Interviews: We run leader, SME, and (where possible) customer conversations—recorded and transcribed.

3. Evidence Lock: We chase the numbers, screenshots, or third-party proof that make this real.

4. Narrative Build: We structure the story around tension and resolution—situation, constraints, actions, outcomes.

5. Legal Pass: We scrub phrasing, confirm approvals, and log sources.

6. The Drop: You receive the long case, one-pager PDF, five pull-quotes, and three social snippets ready for publishing.

•  Sales follow-ups after discovery.

• Decks and RFP appendices.

• Website “Customers” or “Proof” pages.

• LinkedIn posts and comment replies.

• Partner enablement and PR pitches.

• Onboarding for new reps learning the talk track.

•  Journalist brain, operator hands: We verify, simplify, and ship on a predictable cadence.

• Approval-proof by design: We write like procurement is in the room—sources logged, phrasing scrubbed, quotes pre-cleared.

• Sales-ready by default: Nothing ships without the one-pager and snippet set, so reps can use it same-day.

• No hype: We show our math. If the proof isn’t there, we find a better angle or we don’t publish.

• Time-to-value: From “stuck” to “shipping” in X weeks—what changed.

• Risk removed: How a compliance or security blocker got cleared.

• Switch story: Why they left the old tool and what they gained net-net.

• Quiet metric: The unsexy KPI that actually moved the deal.

• Team impact: Fewer handoffs, faster approvals, less chaos.

Cycle time reduced, cost saved, revenue lifted, error rate down, adoption up.

When exact numbers are private, we work with ranges and third-party signals—and we mark them clearly. No invented stats, ever.

• Introductions to one internal SME and, ideally, one happy customer.

• Any artifacts you’re comfortable sharing—dashboards, tickets, before/after screenshots.

• Who signs off (you, product, legal) so we route approvals cleanly.
  A single point of contact for final OKs.

1.  Week 1: Intake, target story chosen, interviews scheduled.

2. Week 2: Interviews done, outline + proof pack delivered for thumbs-up.

3. Week 3: Full draft + one-pager to review; legal pass begins.

4. Week 4: Final drop—case page copy, one-pager PDF, pull-quotes, and social snippets.

5. Signals we watch: Sales reuse (sends), reply quality, demo requests mentioning the story, partner shares.

Yes—we schedule, prep, interview, and transcribe. If a customer can’t speak publicly, we can anonymize.

We’ll hunt for credible proxies: ranges, ratios, before/after deltas, or third-party validation. If it’s thin, we’ll switch angles rather than over-promise.

We plan for them. Sources logged, quotes approved, phrasing scrubbed.

Yes. Clean, on-brand PDF designed for quick scanning and easy forwarding.

You do. We’re the ghost; you’re the author.

Absolutely.

Check out our pricing page for transparent ranges; we scope after a quick call and lock the quote.