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.

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

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
4
What you require
› To build a library of marketing content based on existing customer
experience, both for lead nurture and for sales collateral.
› Add text Here
› Add text Here
› Add text Here
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
5
Critical Instance
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Exploratory
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Illustrative
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Cumulative
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.

6. Our Clientele Case Study Process
6
Phase - I
› Identify customer target list
› Add text
› Add text
Phase - II
› Draft & design case study
› Add text
› Add text
Phase - III
› Finalize overall themes for testimonials
› Add text
› Add text

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

8. Timeline of Clientele Case Study with Phases
8
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
› Add text
1 week
Interviews
› Phone/in person if possible
› Add text
2 weeks
Phase 2
Draft Case Studies Ready for Review
› Review and comments required from
XYZ
› Add text
4 weeks
Design
› Add text
› Add text
2 weeks
Phase 3
XYZ Approvals
› Critical to identify all decision
makers in advance
› Add text
1 week
Customer Approvals
› Highly variable
› Add text
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
› Add text
› Add text
› Add text
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
› Add text
› Add text
Your Commitment
9

10. Your Investment for Clientele Case Study
10
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
This slide is 100% editable. Adapt it to your needs and
capture your audience’s attention.
Challenge
This slide is 100% editable. Adapt it to your needs and
capture your audience’s attention.
Solutions
This slide is 100% editable. Adapt it to your needs and
capture your audience’s attention.
Results

13. Carol Smith
Destination
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
Peter Smith
Destination
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
John Smith
Destination
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
Our Team(12)
13

14. Our Team(22)
14
Carol Smith
Destination
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
John Smith
Destination
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.

15. Write Client Testimonial Here
This slide is 100% editable. Adapt it to your needs and capture your
audience's attention.
Write Client Testimonial Here
This slide is 100% editable. Adapt it to your needs and capture your
audience's attention.
Write Client Testimonial Here
This slide is 100% editable. Adapt it to your needs and capture your
audience's attention.
Client
Testimonials
15

16. Terms & Conditions
16
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
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.
Add text here
Add text here
Signature
Default Contact
Client Name & Address
Signature
Default Contact
User Assigned
Company name

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

19. 19
Additional Slides

20. Roadmap
20
02
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Text Here
03 This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Text Here
05 This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Text Here
04This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
01
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Text Here

21. 30 60 90 Days Plan
21
First
Days30
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
First
Days60
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
First
Days90
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here

22. Our Mission
22
This slide is 100% editable. Adapt it to your needs
and capture your audience’s attention.
Vision
This slide is 100% editable. Adapt it to your needs
and capture your audience’s attention.
Mission
This slide is 100% editable. Adapt it to your needs
and capture your audience’s attention.
Goal

23. This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
2015
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
2016
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
2017
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
2018
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
2019
TimelineTimeline
23