Goal

They reinforce your legitimity in front of the prospect and help him/her imagine what the future collaboration would look like and the ROI he/she can expect from it.

Best practices

• 1 or 2 slides max
• Get your prospect’s approval for case studies writing since the closing/negotiating phase.
• Get the template ready when the collaboration starts so you can fill in it in 6 months (or at any relevant deadline to get insightful information)
• Get the legal department or corporate communications department’s approval to publish possible strategic informations
• Share it on your website as a lead magnet OR directly to your current prospects in order to close a deal. But don’t share it you are not receiving anything in return.

Structure

Initial situation

• Context + data

Actions

• Key people involved
• Implementation process
• Actions
• Collaboration process
• Etc

Results

• Quantitative and qualitative results
• ROI