Client Success Story and Case Study Services
I’m your resource for turning client experience into marketing assets
AI can help generate marketing copy in 2025. But talking with your clients, asking the right follow-up questions, and uncovering the details that make stories compelling? That takes human expertise AI can't replicate.
Even when you’re convinced that your content plan has a client story gap, it’s not unusual for case studies to remain on your back burner.
What might be keeping you stuck is that creating compelling client stories requires bandwidth and specialized interview skills many marketing teams don't have.
My Client Success Story Process
Here’s how we can work together to create a library of assets you can use across marketing channels:
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Strategy Call
We identify which client stories will have the most impact and create a plan that works with your timeline.
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Client Outreach
I give you messaging templates for approaching your clients. You introduce me and I take it from there.
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Client Interviews
I conduct interviews designed to uncover the details that make stories compelling and credible.
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Story Writing
I write success stories and extract testimonials. You and your client review before anything goes live.
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Content Library
You get ready-to-use content: stories, testimonials, social posts, and utilization guidelines.
A typical project includes:
Interviews with your clients
Written client success stories/case studies
Testimonials from each interview
Social media posts
Organized asset library
LinkedIn sharing guidelines
Usage recommendations
More ways to leverage client conversations:
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Strategic Insights Analysis
For multi-story projects, I analyze testimonials across all stories to identify messaging patterns and buyer language that can guide your broader marketing efforts.
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Buyer Insight Interviews
Interview your newest clients to understand their decision-making journey. Learn what triggers buying decisions, what concerns create hesitation, and how buyers evaluate solutions.
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Video Testimonial Strategy
Ready to expand into video? I develop strategic questions based on client interviews to capture video sound bites for different stages of the buyer journey.
Pricing and Packages
3-Story Package
$3,500 - $5,000
Perfect starting point. Gets you three compelling client stories plus all the supporting content to use across your marketing channels.
6-Story Package
$6,200 - $7,500
Most popular choice. Complete content library with strategic insights analysis.
Pricing depends on your revision and approval process - more stakeholders and rounds of feedback affect the final investment.
“I just have to call Lori and tell her what we’re trying to do. She’ll give us ideas and take it from there, then come up with a draft which doesn’t take much of my time.”
CLIENT
Operations Manager, XPERTECHS
Frequently Asked Questions About Client Success Story and Case Study Services
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This is a common situation. I create compelling case studies without revealing client names or sensitive information. We focus on the industry, challenge, and results while keeping your client comfortable.
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Most clients are happy to share their success when approached professionally. I provide you with proven templates and guidance that make the ask easy. In my experience, the biggest barrier is usually just not knowing how to approach them.
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Absolutely. Not every case study needs to be a massive transformation. Sometimes the most compelling stories are about solving everyday frustrations, making someone's job easier, or simply delivering exactly what you promised.
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Minimal. After our initial planning call and client introductions, I handle the project management, interviews, writing, and revisions. You review and approve, but I don't need babysitting—I know you have other priorities.
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Yes, I use AI for editing and generating social media posts, but never for the client interviews or story writing. The human conversation and storytelling expertise is what you're hiring me for - that's the part AI can't replicate.
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It’s all about the interview. Many marketing teams try to get stories through surveys or asking clients to "write something up." That rarely produces compelling content. I know how to have conversations that uncover the details that make stories stick.
Ready to turn client experience into trust-building assets?
Let's have a conversation about your client success story or case study goals. I'll walk you through exactly how the process works and you’ll get all your questions answered.
Thoughtful client conversations reveal the authentic stories and insights that back up your claims, nurture trust and influence decisions. Give your buyers what they’re looking for.