How we’ll work together

How we’ll work together

Working with me is straightforward, you’ll be pleased to read.

My process takes care of everything, from understanding your goals through to interviewing your customer and delivering a finished case study.

The process:

Step 1: Initial conversation

We’ll discuss your project, which customer story you’d like to tell, and what your prospects need and want to see.

This helps me understand your goals and confirm I’m the right fit. If I’m not, I’ll say so.

Step 2: Project agreement

I’ll send you a brief proposal outlining what I’ll deliver, the timeline, and the cost.

Timeframe: Within 48 hours of our conversation.

Step 3: Research and preparation

I’ll review the materials you provide about your customer, your solution, and the results they’ve achieved. I’ll prepare the interview questions and share them with you so you can see the approach I’m taking.

Step 4: Customer interview and writing

I interview your customer, uncover the details that bring their story to life, and write the case study.

Typical timeframes:

Case study (800-1500 words): typically 14 working days from interview

Other formats: Discussed individually

Step 5: Final delivery

Once you’re happy with the content, I’ll deliver the final version in your preferred format: Microsoft Word, Google Docs, or your designer’s preferred format.

What I Need From You:

  • An introduction to your customer, so we can arrange a mutually convenient time to talk.
  • Background on the project and results
  • Any brand guidelines or style preferences

FAQs about working together

What if I need changes after the final delivery? Small adjustments are included. Substantial rewrites or scope changes will be quoted separately.

Do you sign NDAs? Yes, I’m happy to sign non-disclosure agreements.

What if my timeline is urgent? I can sometimes take on rush projects depending on my schedule. Please contact me to discuss availability and rush fees.

How do you handle payments? My terms are 50% upfront and the remaining 50% upon completion. Work begins once the first payment clears.


If you’re ready to show prospects what your solution has done for your customers, get in touch.

Connect with me on Linkedin.