Get customer success stories that attract leads, earn trust and close deals - without having to write them yourself.

At Case Study Buddy, we interview your clients, write-up their stories and turn them into powerful sales enablement and marketing assets.

Win over leads with real results and prove your value in seconds – on your website, in emails, at trade shows and anywhere your audience is.



How it Works

Discovery & Buy-In

First, we learn everything we can about your business, goals and clients, helping you determine who might be a good fit to be featured.

Then, we help you approach those candidates and get them to say “Yes!” with email templates you can copy and a “Pitch Packet” that speeds up approval.

Once they’ve agreed, we take the reins.


Outreach templates, a pitch packet & customized interview questions.

We set up a quick interview (30 minutes or less) with your client and send them a list of questions so they can prepare.

Our team knows exactly what to ask to get those juicy details and powerful quotes marketing teams dream about while giving your clients the white glove treatment.

You will know…

  • The challenges that led them to your solution
  • Why they chose you over any other option
  • The real reasons they love working with you
  • The results they’ve seen because of you,


  • What you can do next to make them even happier!
A .mp3 recording of the call and post-interview summary email with highlights and action items.

We transform that interview into a persuasive, beautifully-written customer success story full of quotes, details and success metrics.

If photos are appropriate, we’ll add them, too.

To kick back and relax while we do all the heavy lifting.

We manage the entire approval process – first with you, then your client. You’re free to ask for any changes, tweaks or revisions you like.

We keep momentum going with polite and persistent follow-up, making sure everyone involved in the story has their voice heard.


A polished, publish-ready draft that your client loves as much as you do.
Design (Optional)

Don’t let an incredible story fall flat with sub-par design!

If you want a sales asset you can use right away, we can create it for you.

Starting with one of our templates, our design team will turn your case study into a visually stunning high-res PDF, customized with your brand’s logo/colors and your client’s headshot/logo.

Want a full-custom PDF design with charts, graphs and illustrations? We can quote you on that, too – just ask.


Social proof that closes the deal before leads even pick up the phone.

BOOM. You’ve got a powerful case study you can put to use immediately on your site, in emails, in meetings or anywhere your leads are!

If you like, we’ll share it on our site and social media, too.

A powerful new sales asset and a trustworthy team ready to create a whole lot more of them.

Check out our latest work

Need another format, length or style?
Let us know! We're here to make you look good.

The ultimate sales enablement and marketing asset

One great case study goes a looooooong way.

  • Persuade prospects by showing them proof of success
  • Improve your messaging with deep insight into customer pain points and needs
  • Amp up conversions with powerful social proof
  • Add credibility to your email and outreach campaigns
  • Amplify your presentations with quotes and success metrics
  • Print and share success stories at trade shows and conferences
  • Train your sales team with stories that demonstrate best practices
  • Use in ebooks, repurpose into blog posts and add depth to your content marketing
  • Send out case studies in your internal or external newsletters

B2B businesses love us, and you will too.

We'd never done case studies in the past, because the first step was so unclear. Case Study Buddy made everything super easy.

We could see the process involved, the output we’d get, and the cost of what it would be - so it quickly became an easy business decision. That’s all you could ever ask for!

Jon Cooper
Owner, Point Blank SEO
Case studies were a marketing tool I knew I needed but didn't know how to craft myself. I'd tried working with copywriters in the past, but none had a formal process for interviewing, writing and designing a case study.

Case Study Buddy's process was quick and simple. They saved me countless hours and the final product exceeded my expectations. It was the perfect end-to-end solution for my business.
Calin Yablonski
Owner, Inbound Law Marketing
Writing case studies was a daunting task for us. We didn't know where to begin or what questions to ask, and clients never seemed to follow through when we asked.

Case Study Buddy did everything - with almost no time or effort for me! The best part was that I could completely trust their team to represent our company professionally with our clients.
Mike Robertson
Vice President, Ravenshoe Group

Contact Us

Whether it’s a question or a comment, we’re happy to connect.

Frequently Asked Questions

How does payment work?
We collect a 50% down payment up front for your order via credit card (using Stripe) or bank transfer.

After we've interviewed your client, this deposit is non-refundable.
What's the turnaround time like?
We can usually finish a first draft of your case study within 1 - 2 weeks of the client interview.

The time required for revisions and final approval depends on you and your client, but we do our best to collect all feedback and revisions within 30 days.
Can I sit in on the call?
You can - but it's best if you don't.

Clients are much more candid and natural when they know you’re not sitting there, listening in.

We've got a team of account managers and journalists who know how to conduct interviews quickly and professionally while respecting your client's time and privacy.

We also provide an audio recording of the call for reference - we have nothing to hide!

If you'd still like to sit in on the call, we're happy to have you - but we'll respectfully ask that you let us lead the call and ask the questions.
Can you interview multiple people for one case study?
Yes - though we usually find that having just one champion from your client's side leads to a better, more concise case study and eliminates redundancy.

To keep calls on track and avoid running overtime, we allow a maximum of two people from your client's side to sit in on a single interview.

Additional interviews will incur a $300 fee.
We already have case studies. Can you copy their design/format?
Probably, but we'll need to make sure that the project will remain in scope.

We use a proven format for our case studies that caters to both scanners and readers while giving the most thorough details possible, so we do recommend letting us do what we do best!

For design, we may not be able to completely mimic what already exists, but we'll certainly try to come close.
What’s included in the customized PDF?
Check out our samples for real examples of what our end product looks like.

We customize one of our beautiful templates, adding your brand’s logo and colors, inserting your client’s headshot and company logo, and highlighting your case study’s quotes.

If you already have screenshots, charts or graphs you'd like to incorporate, we'll do our best to make them work.

The design process does not include totally custom illustrations, brand new images or building a new template from scratch.

If you'd like a completely custom design, let us know and we'll send you a quote!