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1. Client Case
Study Proposal
Prepared By:
› User Assigned
› Designation
› Company Name
Prepared For: Client 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. Table of Content
3
Project Overview01
Our Methods02
Our Process03
Data Collection Techniques04
Timeline05
Joint Accountabilities06
Your Investment07
About Us08
Case Study09
Our Team10
Client Testimonials11
Terms & Condition12
Sign-Off13

4. Project Overview for Client Case Study
4
What you require
• To build a library of marketing content based on existing customer experience, both
for lead nurture and for sales collateral.
• Text He re
• Text Here
• Text Here
What we propose
To create XX number of case studies with
following deliverables:
Custom Interview Guide
Custom Survey Report
Written Content for Case Studies
Design Services
Project Management

5. Our Case Study Methods
5
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.
Exploratory
Here the purpose is to gather basic, initial data that could be used to identify a particular
question for a larger study.
Critical Instance
This method is used to examine situations of unique interest or to a universal
or generalized belief.
Illustrative
This method is used to describe an event or situation in such a way that people can
become more familiar with the topic.
Text Here
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audience's attention.

6. Our Case Study Process
6
Phase 1
• Identify customer target list
• Text Here
• Text Here
Phase 2
• Draft & design case study
• Text Here
• Text Here
Phase 3
• Finalize overall themes for testimonials
• Text Here
• Text Here

7. Data Collection Techniques
for Client Case Study
7
Direct Observations
• Text Here
• Text Here
Interviews
• Text Here
• Text Here
Documents and other material
• Text Here
• Text Here
Questionnaire
• Text Here
• Text Here
Archival Records
• Text Here
• Text Here
Text Here
• Text Here
• Text Here

8. Timeline of Client Case Study with Phases
8
P h a s e M i l e s t o n e D e s c r i p t i o n T i m e Ta k e n
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
• Text Here
• 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 Client Case Study
9
• 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
• Text Here
• Text Here
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
• Text Here
• Text Here
Your Commitment

10. Your Investment
for Client Case Study
10
S . N o . S e r v i c e C o s t
1. Case Study Format Design $2,500
2. Content Creation $1,500
3. Add text $XXXX
4. Add text $XXXX
Total $XXXX

11. About us
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

12. Our Case
12
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audience’s attention.
Challenge
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audience’s attention.
Solutions
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audience’s attention.
Results

13. Our Team(12)
13
John Smith
Destination
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Peter Smith
Destination
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Carol Smith
Destination
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14. John Smith
Creative Director
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audience's attention.
Destination
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audience's attention.
Carol Smith
Our Team(22)
14

15. Write Client Testimonial Here
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Write Client Testimonial Here
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Write Client Testimonial Here
Client Testimonials
15

16. Terms & Conditions
16
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.
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:

17. Sign-Off
17
• 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
Default Contact
User Assigned
Company name
Signature
Default Contact
Client Name & Address

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

19. 19
Additional slides

20. Our Mission
20
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audience’s attention.
Vision
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audience’s attention.
Mission
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audience’s attention.
Goal

21. Roadmap
21
3 Jan
2019
Text Here
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it to your needs and capture your
audience's attention.
5 Jan
2019
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it to your needs and capture your
audience's attention.
7 Jan
2019
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it to your needs and capture your
audience's attention.
10 Jan
2019
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it to your needs and capture your
audience's attention.
13 Jan
2019
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it to your needs and capture your
audience's attention.

22. 30 60 90 Days plan
22
First 30 Days
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First 60 Days
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needs and capture your audience’s attention.
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needs and capture your audience’s attention.
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First 90 Days
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needs and capture your audience’s attention.
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needs and capture your audience’s attention.
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23. Gantt Chart
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1st Week 2nd Week 3rd Week 4th Week
1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7
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