The Client Story File Bundle

Start with three client projects and ask which has the clearest starting point, decision and documented result. The story selection guide and checklist give you a way to compare them. Once a story is chosen, use the design checklist to make its evidence easy to find.

The six-page Shortlist Projects with a Clear Result checklist asks two separate questions about evidence: do you have comparable before-and-after figures, and has the client agreed to share them? A studio might have records for both proofing rounds but permission to publish only the turnaround time. Put the approved measure on the shortlist and keep the other figures in your internal notes.

Have a finished case study? Open Adapt One Case Study into Ten Formats, the 32-page guide. It covers sales presentation slides, email templates and one-page summaries. For example, if a prospect asks how another team handled a similar problem, put the client’s starting point and one documented result on a slide for the call. In your follow-up email, answer the prospect’s question with that same result and link to the full story so they can see how it was achieved. See how the same before-and-after counts appear in a one-page print shop case study and in a single sales slide.

For help drafting your first case study, start with Write a Customer Story for Sales, the 49-page PDF mini-course. The prompt collection, seven B2B structures and thirteen factors in how people read a case study give you ways to revise it. The Turning Proof Into Profit recordings accompany the ebook and practical resources.

The download contains 10 PDFs and 5 original recordings.