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When creating a case study for a consulting proposal, consider the following key elements:
1. Choose the right candidate: The subject of your case study should be a previous success story. Look for clients who have deep product knowledge, achieved remarkable results, have recognizable names, or switched to you from a competitor.
2. Obtain necessary permissions: You need to get permission from the client to use their story. This may involve obtaining quotes and outlining a plan for the case study.
3. Understand the client's challenges and needs: The details in your case study should be tailored to each unique client's needs. This may require additional follow-ups to better understand your client's preferences.
4. Ask about the details: Understand your client's ideal timeline, budget, and other specific requirements.
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Chat with your client – set up a phone call or an in person meeting. "Email will suffice for getting to know your client and their consulting needs, but letting them see your face and/or hear your voice will help you build trust with them," the HubSpot team says. Understand their challenges and needs – the details in your proposals should not be one-size-fits-all; they should be adapted to each unique client's needs. It is ok to follow up with additional phone calls or meetings to better understand your client's preferences. Find the right case study candidate – creating a case study about your previous wins requires more than choosing a subject and telling a story. You also need permission, quotes and a plan. Here are a few things to look for in potential candidates: product knowledge, remarkable results, recognizable names and switchers (customers that came to you after working with a competitor). Ask about the details – it's important to ask about your client's ideal timeline, budge...
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How do you gain and retain customers? A lucid, concise proposal makes all the difference in your practice. Use our Consulting Proposal presentation to...
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