HiThis is Katie, the Project Manager. 

Last time I met Janice, she told me about a problem she had at work. 

What did we talk about this time? 


Having dinner with Janice 

“You won’t believe it!” Janice began right after she sat down.  

It was a Monday evening and we were sitting in a steak place downtown. If you are ever in Kansas City yourself, you must visit one of the steakhouses! 

“What have you done this time Janice?” I asked, a little worried.  

Last time we saw each other, Janice had clicked on a malware link in an e-mail and caused her company quite a bit of trouble.  

“Calm down!” Janice said, looking a little offended. “It’s not about what I’ve done, but what I need to do. My boss wants me to start preparing case studies and have no idea how to do it!” 



How to do it 

Lucky for Janice, I have already prepared a number of case studies and testimonials throughout my career.  

“That’s no big deal! Look, I will show you some of mine,” I offered and opened my handbag to take out my tablet.  

“Okay,” said Janice after browsing through some of my work. “So, it’s basically a real-life story illustrating a customer’s journey.” 

“More or less,” I nodded. “Don’t forget that the point of such a story is to show how your product or service helped that particular customer. If you include details, it’s easier for others to identify themselves with the client. Look, I will write some basic notes down for you.” 

I took a paper napkin and made few notes. I am a very digital person, but sometimes I enjoy the old school methods, too! 

  1. Choose an interesting case. 
  2. Think of an attention-grabbing headline. 
  3. Add real numbers and figures to your case study. 
  4. Write chronologically from the beginning to the end. 


Extra Tips 

“You are like a walking Wikipedia,” Janice teased me. “Thanks though. Now I have a rather clear image in my head of what I should do. I’m just thinking out loud – it doesn’t have to be only written content, does it? How about using some multimedia throughout the case study?” 

“Wow Janice, that’s a great idea!” I replied, a little surprised deep down that I haven't thought of this earlier. “After all, videos and podcasts are having a golden era. I’ve heard that people nowadays are much more likely to watch a video or listen to an audio than to read a text. Actually, I might have a look at my case studies once again and think of a way to turn them into a more modern form!” 

“Well I always outsmart you, don’t I!” Janice laughed. 

“Cheers to that!” I laughed back and raised my glass of beer! 

28. 11. 2019

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table

Sign Up for our Newsletter

Join Our Mailing List

Subscribe for our regular newsletter to make sure you don't miss
anything important from the world of CRM, business, and marketing.

    Tips on Better Productivity

    Subscribe for our training materials and
    get the best from our consultants right into your mailbox.