Case Study Production Workflow for a Two-Person Marketing Team
How to divide case study work so two marketers ship one monthly without burning out.
Rosa Novak
Case Study Content
Case Study Prioritization for Limited Customer Marketing Budgets
Match case studies to your pipeline's actual bottlenecks, not your marketing team's preferences.
Malik Kaur
Video Case Studies vs Written Case Studies for B2B Sales
Pick the format based on where the buyer sits in your sales pipeline.
Ingrid Whitlock
Getting Customers to Approve Case Studies Without Months of Delay
Get buy-in when contracts are signed, not months after go-live.
Malik Kaur
Getting Customer Approval on Case Studies Without Losing Specificity
Lock down what's approvable before the interview, not after the draft is done.
Caleb Serrano
Case Study Structure for B2B SaaS Win Stories
A framework for case studies that work as independent sales conversations.
Ingrid Whitlock
approaches to turning kickoff call recordings into case study source material
Capture raw customer language from kickoff calls before it disappears into memory.
Rosa Novak
platforms that extract verbatim quotes from customer interviews and call recordings for case study production
AI conducts the interview and drafts the case study, cutting out the human middle steps.
Malik Kaur
Case Study Interview Questions That Surface Specific Proof
Specific questions force customers to reveal concrete proof instead of vague claims.
Caleb Serrano
Battlecard Examples From B2B SaaS Win-Loss Programs
Prep beats improvisation when reps face competitor objections on calls.
Malik Kaur
Sales Battlecard Template for Customer-Proof Objection Handling
Match proof to objections before you write a single rebuttal.
Caleb Serrano
Sales Battle Cards vs Case Studies as Sales Assets
Battle cards handle competitive objections; case studies build early credibility.
Ingrid Whitlock