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From start to finish, we take care of everything. Interviewing, writing, and design by our team makes your life easier.


5-Step Customer Case Study Production Method

We handle the success story process from beginning to end, and we treat your clients with care and respect. When it comes to getting the project completed, we practice the three P’s:  professionalism, politeness, and persistence.

We bring efficiency and organization to the development process by thinking through the details, setting timelines, and ensuring high quality deliverables.


STEP 1 – Selection and contact

We sit down and discuss your best customer case study candidates. Once candidates are selected, they are contacted by you and invited to participate. Once they agree to participate, we take over.

STEP 2 – Interviewing and writing

Our professional and approachable writers interview each customer case study subject, compose the story, and add quotes and photos where appropriate.

STEP 3 – Graphic Design

We analyze the brand standards of your website, marketing materials, and logo. With these elements in mind, we provide a customer design graphic design that complements your corporate identity and existing marketing materials.

STEP 4 – Editing & routing

You and your featured customer receive a proof copy and have the opportunity to make any changes at all. We edit to your specifications and secure final approval for the customer case study.

STEP 5 – Delivery & Distribution

Your customer case studies are provided in high-resolution PDF files for printing. The PDF is also available for immediate distribution by email and for posting at your website. If you need help with distribution, we can help by posting on news sites, sharing in social media and optimizing for search engines.

Top Talent

We use only the best writers and graphic designers for your customer case study project.

We have writers, editors, designers, researchers, financial experts and project managers to make your customer case study the best it can be. Not only is your case study produced by individuals who have shown great ability in their area of expertise, the story is also created faster and with a higher degree of quality.


Get started today. Invite your customers to get involved and be featured. It’s easy, here’s how.

Sometimes the hardest part of getting started is inviting your best customers to participate and providing them with an overview of the process. It’s important to set expectations early about the end result and what it will take to get there. Customers appreciate an efficient and understandable process that will make the best use of their time.

Pitch Packet

When you work with ClientKudos, we provide you with a Success Story Pitch Packet that contains sample communications you can use with your clients, as well as a brief sketch of the process:

Thank you.

We appreciate your interest in participating in our customer success story program. Our success stories highlight clients, and the benefits and results they have achieved with our products and services. It’s a great opportunity for you to document and measure your successes, and gain positive exposure for your best-practices tactics. We strive to keep the process quick and convenient for all involved.

Here’s what’s involved in the customer case study production process:

  • Interview. A writer from ClientKudos, our case study writing consultant, will contact you to schedule an interview at your convenience. The writer walks you through a series of questions regarding your experience with our company solutions. Typically, interviews take 20-30 minutes.
  • Draft review. You will receive a draft of the story for your review. Circulate the draft to those individuals at your company that need to review it, make edits and changes, and send it back to ClientKudos. ClientKudos will then incorporate your changes, and provide a clean draft for final approval.
  • Final approval. Review for final approval and sign off. The total time estimated for your participation is 60-90 minutes with the interview taking the majority of that time.
  • Customer Case Study Use. You will receive an electronic version of the finished customer case study. It will be posted on our website and will also be used in prospect meetings, sales training, newsletters, direct marketing campaigns, and public relations efforts.

We are grateful for your consideration and participation in our customer case study program. Please contact me for additional information or to discuss the process.

Thank You!