Case Studies

Case Studies

Did you know that case studies have been ranked as “very important by” 52% of B2B buyers when evaluating vendors? 88% of consumers trust online ratings and reviews, making case studies reliable and trusted sources of information for prospective buyers. Adding case studies to your marketing collateral demonstrates authority and confidence in your industry, helping your visitors move further through the decision-making process.

Below, we explain briefly the steps GIM takes to create compelling, polished, professionally crafted case studies for our clients. 

Step ONE: Interviewing, Content Development

A. Interview marketing/sales manager (one-time)

  1. Competitive Landscape (top competitors)
  2. Differentiators 
  3. Common client challenges, pain points, and needs
  4. Solution(s) provided 
  5. Measurable results/benefits for the client 
  6. Additional points the client wishes to emphasize/include 
  7. **Discussion of preferred format, style, and tone of content (design to be communicated to designer)

B. Interview Account Manager (pre-customer interview – one-time)

  1. Schedule an interview with the account manager (or equivalent)
  2. End user’s (“their” customer’s) specs, if allowed/applicable – name, website, etc…
  3. Customer’s main challenges 
  4. Company solution/s
  5. Measurable benefits/results end users realized (as a result of your solution/s)
  6. Additional details the account manager wishes to add (anything unique or unusual?)

C. Case Study Writing

  1. Write the first draft (including headlines, subheads, pull quotes, etc) and send it to the end client for changes and comments 
  2. Address end client’s change requests and secure signoff

Step TWO: Layout and Design

A. Template

  1. The end client provides the logo, corporate colors, and other style guidelines or preferences such as font 
  2. The end client lets the designer know precisely why and how they want the current/existing template to change
  3. The designer creates one template based on the end client’s input, using the end client logo, colors, fonts, etc 
  4. The end client reviews the template, and requests changes 
  5. The end client receives an updated template, last round of changes 
  6. Final Template  

B. Layout

  1. Text sent to the designer
  2. Designer flows text, will include stock images if space and design allow, etc 
  3. PDF to end client for changes 
  4. Changes made
  5. Version 2 to end client for the final round of changes
  6. Final sent to end client for signoff


Demonstrate how your products and services benefit your customers with GIM’s professionally crafted case studies. Reach out today.