The document is a proposal for creating customer case studies. It includes an overview of the project, methods and process for case studies, timeline, responsibilities, and pricing. The proposal would collect data through interviews and surveys, draft case study content, design case studies, and manage the project. The client's responsibility is to provide information, approve materials, and secure customer participation. The total proposed investment is $XXXX to create XX case studies deliverables including written content, design, and project management.

1. Customer Case
Study Proposal
Prepared For:
Client Name
Prepared By:
User Assigned
Designation
Company Name

2. Cover Letter
2
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

3. Project Overview
Our Methods
Our Process
Data Collection Techniques
Timeline
Joint Accountabilities
Your Investment
About Us
Case Study
Our Team
Client Testimonials
Terms & Conditions
Sign-Off
Table of Content
3

4. Project Overview for Customer Case Study
4
What we propose
To create XX number of case studies with following deliverables:
Custom
Interview Guide
Customer
Survey Report
Written Content
for Case Studies
Design
Services
Project
Management
What you require
› To build a library of marketing content based on existing customer
experience, both for lead nurture and for sales collateral.
› Text Here
› Text Here
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5. Our Case Study Methods
5
Illustrative
This method is used to describe an event or situation in such a way that people can become more
familiar with the topic.
Exploratory
Here the purpose is to gather basic, initial data that could be used to identify a particular question for
a larger study.
Cumulative
This method is designed to pull together information for several situations and aggregate it in such a
way that it allows for greater generalization.
Critical Instance
This method is used to examine situations of unique interest or to challenge a universal or
generalized belief.
Add Text Here
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6. Our Case Study Process
6
Phase 1
› Identify customer target list
› Text Here
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Phase 2
› Draft & design case study
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Phase 3
› Finalize overall themes for testimonials
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7. Data Collection Techniques for Customer Case Study
Direct Observations
› Text here
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Interviews
› Text here
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Documents and other material
› Text here
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Questionnaire
› Text here
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Archival Records
› Text here
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Text Here
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8. Timeline of Customer Case Study with Phases
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Phase Milestone Description Time Taken
Phase 1
Interview Guide
› Single standard guide
› Text Here
1 week
Interviews
› Phone/in person if possible
› Text Here
2 weeks
Phase 2
Draft Case Studies Ready for Review
› Review and comments required from
XYZ
› Text Here
4 weeks
Design
› Add text
› Text Here
2 weeks
Phase 3
XYZ Approvals
› Critical to identify all decision makers
in advance
› Text Here
1 week
Customer Approvals
› Highly variable
› Text Here
3 weeks

9. Joint Accountabilities of Customer Case Study
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Our Commitment
› 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
› Text Here
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Your 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
› Text Here
› Text Here

10. Your Investment for Customer Case Study
10
S.No. Service Cost
1.
Case Study Format
Design
$2,500
2. Content Creation $1,500
3. Text Here $XXXX
4. Text Here $XXXX
Total $XXXX

11. About Us
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
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12. Case Study
12
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Challenge
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Solutions
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Results

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audience's attention.
John Smith
Job title here
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Peter Smith
Job title here
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Carol Smith
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Our Team 1/2
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14. Our Team 2/2
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Insert Name
Creative Director
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Account Manager
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15. Client Testimonials
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“Write Client Testimonial Here”
“Write Client Testimonial Here”
“Write Client Testimonial Here”

16. Terms & Conditions
30% of the total estimated cost on contract signing.
50% of the total estimated cost, at the beginning of the project.
Remaining amount after the submission of case study.
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:
16

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.
Text Here
Text Here
Signature
Proposal lead
User Assigned
Company name
Signature
Default Contact
Client Name & Address

18. Contact Us
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# street number, city, state
Address
0123456789
Contact Number
emailaddress123@gmail.com
Email Address

19. 19
Additional Slides

20. Our Mission
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Vision
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Mission
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Goal

21. Roadmap
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22. 30 60 90 Days Plan
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First 30 Days
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First 60 Days
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First 90 Days
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23. Gantt Chart
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#
Weeks
Week
1
Week
2
Week
3
Week
4
Week
5
Week
6
Week
7
Week
8
Week
9
Week
10
Week
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Week
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Tools XX Days
Step 1 X Days
Step 2 X Days
Step 3 X Days
Step 4 X Days
Step 5 X Days
Step 6 X Days
Step 7 X Days
Step 8 X Days
Step 9 X Days
12-feb 15- May 15- Oct
Description Description Description
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24. Timeline
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JAN FEB MAR APR MAY
2015
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2016
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2017
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2018
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2019
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Start End