Case Study Content Program

Identify 3 happy customers with strong results; reach out asking if they'd be willing to share their story; offer small incentive (gift card, feature on website, co-marketing opportunity).

Create case study interview template with 10-15 questions covering: pre-solution challenges, evaluation process, implementation, results achieved, specific metrics, unexpected benefits.

Conduct 30-45 minute interviews with each customer via Zoom; record with permission using Fireflies or Otter.ai for transcription.

Write 3 case studies (1,000-1,500 words each) following story structure: challenge, solution, results; include specific metrics ("increased X by 40%"), quotes, and customer logo/headshot.

Get customer approval on final draft; address any concerns about confidentiality or competitive information; secure written permission to publish.

Publish case studies on dedicated website pages; optimize for SEO with keywords like "[your category] case study", "[industry] success story"; include clear CTAs.

Set up PostHog to track page views, time on page, CTA clicks, and conversions (demo requests, signups) from case study pages.

Set pass threshold: ≥300 total page views and ≥5 conversions from the 3 case studies within 4 weeks.

Promote case studies via LinkedIn (tag the customer), sales outreach (include in sequences), and website (feature on homepage and product pages).

After 4 weeks, analyze PostHog: if you hit the threshold, document your interview template and production process and proceed to Baseline; if not, improve story quality or choose customers with stronger results.