Marketing and events · Live demo
Customer case study requests
Contacts customers whose projects finished well, asks if they would be a case study, explains what is involved, and books the interview with marketing.
Talk to Tessa at Ironbark Pump and Valve
Ironbark Pump and Valve is made up. Tessa is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Buyers want to see work done for firms like theirs, but case studies stall at the first step. Reps mean to ask the customer, marketing waits on the reps, and a good project from three months ago never gets written up.
How it works
- Takes the list of finished projects the reps suggest
- Contacts the named customer once by email and once by phone
- Explains what a case study involves and that the customer approves the final text
- Books a 20-minute interview with the marketing manager
- Passes the project details and the rep's notes to marketing before the call
- Never says a customer has agreed to be published without written approval
What it connects to
- AgentHi Greg, it's Tessa from Ironbark Pump and Valve. Chris Palmer mentioned the dosing pump replacement at the Brookvale treatment plant went well in August. Would the council be open to us writing it up as a short case study?
- Greg (Brookvale Regional Council)Maybe. What would I have to do?
- AgentA 20-minute call with Olivia Grant, our marketing manager, and a few photos if you have them. Olivia writes a one-page story, and nothing is published until you approve the text and photos in writing. You can pull out at any time.
- Greg (Brookvale Regional Council)I'd need our comms team to sign it off too.
- AgentThat's fine, Olivia can send the draft to them as well. She has Tuesday and Thursday afternoons free, between 1pm and 4pm. Would Thursday at 2pm suit?
- Greg (Brookvale Regional Council)Thursday at 2 is fine.
- AgentBooked. I'll send you an invite and let Olivia know your comms team needs to sign off the draft.
Illustrative conversation. Names, numbers and details are made up.
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