For Each B2B Client, Fill out as much information that's relevant. USE your email, and name it clearly.
Email - YOURS
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Case Study Name
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How did this client start their business? What's the origin story?
What year did they start, and how have they grown? Give us the arc — team size, clients served, revenue range over the years.
Who is their ideal customer? Who do they serve best?
What's their main value proposition — what do they do that others in their space don't?
Tell us about their team. Who are the key people, and what's the culture like?
What was going WELL for them when you first met? What were they already doing right?
What were the major problems, frustrations, or challenges they were dealing with when they first came to you?
What had they been doing up to that point to try to solve the problem? What previous attempts had been made?
What do you think was REALLY going on underneath the surface — the deeper issue most people wouldn't have seen right away?
What was it specifically costing them — in dollars, hours, stress, lost clients, or quality of life — to stay stuck?
What finally caused them to reach out to you? Was there a breaking point or a specific moment?
What was keeping them stuck? What was the invisible wall they couldn't get past on their own?
Walk us through the process you went through with them — from the first conversation to where things stand now.
What did you identify from your professional perspective that they either didn't see or didn't know how to name?
What specifically needed to change, and what was it costing them to not have those things in place?
What solutions did you bring to the table? How did your approach differ from what they'd tried before?
What was the single most important thing you did — the thing that made the biggest difference?
What role were you playing in their business? Strategic partner, coach, tactician, educator — how would you describe it?
What are the most specific and measurable results this client has achieved? Give us numbers wherever you can.
What does their business or life look like NOW compared to when you first met? Paint the contrast.
What can they do now that they couldn't do before?
What do you think is the secret sauce of their success? What's their core differentiator that makes clients love them?
How has your work together contributed to where they are today? What would things look like if they hadn't made this move?
Where are they headed? What does the future look like based on the foundation you've built together?
What was the most meaningful or unexpected outcome — something that surprised even you?
What would make someone watching or reading this think "that sounds exactly like my situation"?
If someone has the same problem your client had — what should they do right now?
What hesitations do people like this client typically have before taking action? What would you say to them?
What would someone type into Google if they were dealing with the same problem your client faced?
What's a short, punchy way to describe what happened to this client — something that would make someone stop scrolling?
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