Case Study Creation & Interview Service | On-Demand Marketing Services

Turn your best client relationships into compelling stories that can give prospects the confidence to move forward with your solutions.

And the best part? We'll do all of the work for you. Our Case Study Creation and Interview Service is a comprehensive package where all you need to do to get a quality case study... is pick a client, and answer a few questions. We'll handle the coordination of interviews with both you and your client, handle all communication, and, of course, the writing, design, and creation of your case study.

Not sure which client to approach for a case study? We can help with that, too. If you need help choosing a client to approach or building a strategy around your case study, we'll hold a consultation meeting at no extra charge and help you brainstorm possible approaches that fit your business strategy and target market.

We are here to tell your story, with the grace and respect it deserves.

Strategy

For many providers, this may be the first time we put together custom content for you. So, our process starts by creating what we call a Provider Brand Report, which includes all of the important details about who you are as a company, your services, and target markets. We want to become so familiar with your brand identity that it's as if we've been working together for years.

From there, we'll look to understand the goals and objectives of your case study, and if needed, help you brainstorm who to approach for your case study.

Gathering the Info

Once the strategy is in place, the goals are established, and the background is set, it's time to gather the information.

What many companies that set out to create a case study don't realize is that in order to create a complete story, you can't just interview the end-user client.

There also needs to be an interview with the provider, so you understand the client relationship from both sides of the story.

We'll handle all communication, coordination, and conduct both your interview and your client's. The only thing you need to do is show up.

Content Creation

Once we've gathered all the required materials and information, we'll get to work on the creation of your case study, starting with a written draft. We want the review process to be as smooth as possible for you, which is why we put together the written content for approval before getting to work on a final design. This way, you only need to focus on one thing to review at a time.

Once the written portion is ready, we'll use your provided logo, brand colors, and any graphics / assets to create a visually stunning final product that aligns with any other branded materials you may have.

Why should I choose this service over another for my case study?

Payroll companies choose to work with us to create their case studies because of our experience and existing knowledge of their business, as we are a digital marketing agency that exclusively serves the HCM industry.

If you choose us, your case study will be created by our seasoned in-house writers and designers, who have been working on content for businesses like yours for years. Whereas, in our experience, many similar services will use third-party contractors to handle the content creation part of your case study.

What are my responsibilities?

Companies that order a case study are responsible for the following:

Selecting an end-user client for the case study and approaching them to ask if they will participate.
Submitting the customization form and providing required company information and assets, such as logos, colors, etc.
Selecting a date and time for the provider interview, and Kickoff Strategy & Consultation Meeting (if desired)
Participation in the above meetings
Facilitating an introduction with the chosen end-user client
Approving the draft of the written copy and the final design

How long until I get my case study?

The amount of time it takes to complete the case study is entirely dependent on how quickly materials and information are submitted, how quickly we are able to schedule and conduct meetings / interviews, how much feedback and edits occur, and how long it takes to get final approvals.

A fair estimate, however, is that a typical case study project, if completed in a timely manner, will take between 2-4 weeks to complete.

What information do I need to submit the case study customization form?

We require the following in order to create your case study:

Your company name
Your company's website (URL)
Your company's address
A preferred email for communication
The software your company provides (UKG Ready, isolved, etc.)
Your company logo
Your primary brand color
Your client's company name and website (URL) if already chosen

The following are optional, must be provided if you wish to include them:

Sales contact info (email and / or phone)
Up to two additional brand colors
Any brand elements or graphics you would like us to use in your final design

What if I don't have any brand assets or graphics to give you?

Not to worry. We'll take a look at your website and existing content, and develop a final design that aligns with your brand.

What information do you collect for the company brand report & assessment? Do I need to do anything for this?

First, no, you do not need to do anything for this.

We'll be looking to understand the following about your business:

Company Information - such as website, location, description, and LinkedIn
Company Messaging - around things such as services and core values
Services - such as the software offered, and other available services
Target Markets - including location, industries, and sizes

What is the kickoff strategy and consultation meeting?

This 30-minute meeting is to help you hone in on a potential client(s) to approach for a case study.

The agenda for the call includes:

Responsibilities & Points of Contact - establish responsibilities and important points of contact
Target Market Questions - determine which industry to approach for the case study, and potential clients to choose from
Goals and Objectives - understand the goals and objectives of the case study

What meetings do I need to take part in?

The only meetings you'll need to be present for are the kickoff strategy & consultation meeting (if you would like one), and your interview (the provider interview).

Why am I also being interviewed?

The goal of the provider interview is to gather content and information for a more comprehensive case study. We want to gather your side of the story in your client relationship.

At the end of your interview, we'll help put together a plan to make the end-user client introduction.

Do I need to introduce you to my client?

No. If you would like, we can reach out to your client for you to coordinate their interview (end-user client interview). Of course, it is up to you.

As a reminder, you are responsible for choosing a client for the case study and approaching them to ask if they will participate.

Do I need to get final approval from my client?

No. We can also handle this for you if you would like. Our goal is to create as little work for you as possible during this process. However, it is up to you.