Customer Case Studies

Case studies are important to the business for everything from new business to growing accounts as well as establishing our brand.

Below are the steps to take in order to standardize the process of identifying, approaching, and securing customers for case studies, ensuring a smooth experience for both internal teams and customers.

1. Identify Target Customers

• Look for customers who:

  • Have expressed satisfaction (via NPS, reviews, or direct feedback)

  • Have achieved measurable results with our product

  • Are active advocates or have participated in previous marketing activities

• Add the customer here to request approval (Tag the manager of CS)
  
  

2. Initial Outreach

• Send a personalized email to the main contact:

  • Thank them for their success

  • Briefly explain the case study purpose and format (interview, written piece, video, etc.)

  • Highlight benefits to the customer (exposure, recognition, backlink, etc.)

  • Provide a clear call-to-action to schedule a quick call or approve participation

Sample email:

Hi [Customer's First Name],

I hope you're doing well! I wanted to reach out because we've been really impressed with how you're using PeerSpot, and we'd love to feature your success in a customer case study.

The idea would be to highlight the results you've seen and share your story in a video case study. It’s a great opportunity to showcase your work and give your team some well-deserved recognition.

If you're open to it, I’d be happy to share more details and make the process as easy as possible. Let me know if you’d be interested!

Best,
[Your Name]

3. Secure Agreement

• If needed, here are things you can send to them:

  • Contract

  • Testimonial process letter (make a copy and change the name)

  • Our leadership page

  • Overview of PeerSpot

4. Internal Alignment

• Work with the manager of CS on a list of questions and answers that speak to the success of the customer. 

• Schedule the call with the customer (Manager of CS will send the link to the customer to schedule)

5. Conduct Interview

• Customer and CSM will have the interview with the production company

• Post interview, CS should send a thnks gift
  
  

6. Draft and Review

• Marketing drafts the case study

• Share with the customer for review and edits

• Finalize after approval
  
  

7. Publish and Promote

• Publish on relevant platforms (website, sales collateral, social media)

• Share with the customer once live

• Thank them publicly (if permitted)