The document is a proposal from ABC Company to create case studies for a client named XYZ. It outlines the scope of services, which includes creating interview guides, conducting customer surveys and interviews, drafting case study content, and project management. It provides details on the process, timeline, pricing, and terms and conditions. The proposal is intended to help XYZ understand how ABC Company can help meet its needs to build a marketing content library based on customer experiences.
2. Cover Letter
Dear XYZ,
Thanks for inviting ABC Company to offer proposal based on your Case Study
related needs.
We deliver tangible results for a broad diversity of clients nationwide and focuses on
creating outstanding sales collateral, mainly customer case studies.
We have deep experience working with clients of different sizes, and years of experience in
creating messages that resonate teams in (Add Industry).
The enclosed proposal will outline the scope of services we will offer to meet your needs. To
make any changes in the proposal do contact with us.
Regards,
User Name
Designation
Company Name
2
3. Table of Content
3
Project Overview01
Our Methods02
Our Process03
Data Collection Techniques04
Timeline05
Your Investment07
Joint Accountabilities06
About Us08
Case Study09
Our Team10
Client Testimonials11
Terms & Conditions12
Sign-Off13
4. Project Overview for Clientele Case Study
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What you require
› To build a library of marketing content based on existing customer
experience, both for lead nurture and for sales collateral.
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What we propose
To create XX number of case studies with following deliverables:
Custom
Interview Guide
Customer
Survey Report
Design
Services
Written Content
for Case Studies
Project
Management
5. Our Clientele Case Study Methods
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Critical Instance
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Exploratory
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Illustrative
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Cumulative
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6. Our Clientele Case Study Process
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Phase - I
› Identify customer target list
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Phase - II
› Draft & design case study
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Phase - III
› Finalize overall themes for testimonials
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7. Data Collection Techniques
for Clientele Case Study
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Direct Observations
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Questionnaire
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Interviews
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Archival Records
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Documents and other material
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Your Text Here
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8. Timeline of Clientele Case Study with Phases
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Ph as e M i l e ston e D e s cript ion Ti m e Ta ke n
Phase 1
Interview Guide
› Single standard guide
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1 week
Interviews
› Phone/in person if possible
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2 weeks
Phase 2
Draft Case Studies Ready for Review
› Review and comments required from
XYZ
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4 weeks
Design
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2 weeks
Phase 3
XYZ Approvals
› Critical to identify all decision
makers in advance
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1 week
Customer Approvals
› Highly variable
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3 weeks
9. Joint Accountabilities of Clientele Case Study
› To manage project deadlines
› To provide weekly work status to the assigned XYZ personnel
› Availability to client via telephone and email, within 1 business day for project
related questions
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Our Commitment
› Providing every relevant information related to the project
› To assign particular individuals, who will be involved and need final
review authority
› Securing customers to participate in interviews
› Ensuring final approval from customers
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Your Commitment
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10. Your Investment for Clientele Case Study
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S . N o. S e r v ice C o st
1. Case Study Format Design $2,500
2. Content Creation $1,500
3. Add text $XXXX
4. Add text $XXXX
Total $XXXX
11. 11
Founded in 2009, ABC is a marketing and
communications firm dedicated to our client’s success.
We have the experience and passion to bring our customer case
studies to life, bringing clarity and speed to their sales process. We
bring to clients a depth and breadth of experience in a wide variety
of disciplines and vertical markets.
To provide best-in-class marketing communications counsel
and services to our clients
Our Mission
About us
12. Case Study
12
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Challenge
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Solutions
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Results
13. Carol Smith
Destination
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Peter Smith
Destination
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John Smith
Destination
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Our Team(12)
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14. Our Team(22)
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Carol Smith
Destination
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John Smith
Destination
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15. Write Client Testimonial Here
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audience's attention.
Write Client Testimonial Here
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Write Client Testimonial Here
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Client
Testimonials
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16. Terms & Conditions
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Any Cancellation or modifications to the signed contract must be approved in written at least two
weeks prior to the commencement of the project. There will flat 20% chargeable fee of total quoted
cost if any cancellation will be done.
Cancellation or Modification:
Payment:
Remaining amount after the submission of case study.
50% of the total estimated cost, at the beginning of the
project.
30% of the total estimated cost on contract
signing.
17. Sign-Off
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I have read Statement of Work and Contract carefully and understand all
the terms & conditions of working with ABC company.
By signing below, I, XYZ agree to the mentioned Process, Timeline, Pricing,
terms & condition set forth above by ABC company for my need.
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Signature
Default Contact
Client Name & Address
Signature
Default Contact
User Assigned
Company name
20. Roadmap
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01
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21. 30 60 90 Days Plan
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First
Days30
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First
Days60
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First
Days90
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22. Our Mission
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Vision
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Mission
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Goal
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2015
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2016
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2017
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2018
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2019
TimelineTimeline
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