Case Study Kit

Your next customer story shouldn't cost $3,800 — $42 once buys the whole production system

Done-for-you case studies run $750–3,800 per story: Testimonial Hero's written bundle (case study + one-pager + sales slide + quote cards) averages $3,800, Uplift Content starts at $750 plus a $250–500 onboarding fee, and Superside subscriptions start at $15,000 a month on an annual term (all checked 2026-09-26). The only one-time products in this category are $9 portfolio templates for designers. This kit is the missing middle — the pick → ask → interview → write → approve → publish → distribute → refresh loop your own team runs. First story ≈ 3 hours of your time, every story after ≈ 2, and story #2 costs $0 extra. One payment of $42 — no subscription.

Get the kit — $42
One-time payment · ≈ ฿1,490 · free updates for v1.x · instant download

What's inside the kit

One zip, 25 working files — the case study operating loop (pick → ask → interview → write → approve → publish → distribute → refresh), the story-picking scorecard, five ask templates, the 45-minute interview script, write templates in three formats, the consent-first approval pack, the AI prompt pack behind a human fact-check gate, a print-ready one-pager, the 7-surface distribution SOP and the quarterly refresh cadence. No software to install, nothing to subscribe to.

Pick

The story-picking scorecard

Six weighted criteria (measurable outcome, willingness, recency, segment fit, data access, quote quality — weights sum to 100) sort your candidates into WRITE NOW, QUEUE and SKIP. Worked example included: 97.5 beats 68.75 beats 33.75, and the reasons why are spelled out.

Ask

Five ask templates

Warm email, new-customer email, LinkedIn DM, the end-of-QBR verbal ask, and the renewal-window version — each leading with the customer's benefit and the control they keep. Plus scripted replies for "legal won't allow it", "no time", and silence-after-one-nudge.

Interview

The 45-minute script

12 core questions in 5 blocks — baseline, search, go-live, results, peer pitch — with the two-second silence habit, echo-back verification for numbers, and a 10-minute internal prebrief so nobody pitches during the call. An email-only variant covers customers who refuse calls.

Write

Three formats from one interview

The 1,200–1,500 word full story with trace-to-transcript markers, a 170-word one-pager, a 5-zone sales slide — plus 20 headline formulas and the metrics rules: stated numbers, approved ranges, directional claims, NDA fallbacks, and when a rollup is allowed (3+ stories, written basis).

Approve

The consent-first approval pack

A quote-approval mini-form, the approval email, and an approvals log that records what was approved — and what was not. Approval is per-sentence, not per-story: a customer who flags one quote means that quote is out. Nothing publishes without the written yes.

Distribute + keep true

7 surfaces + quarterly refresh

The answer to "stories that just sit on the website": one 30-minute pass places each story on 7 surfaces with tracked links — plus the AI prompt pack (8 prompts, human fact-check gate), a print-ready one-pager and a 15-minute quarterly refresh with a 12-month stale flag.

Not sure yet? Try a free sample

Three real files from the kit, trimmed to taste: the story-picking scorecard (cut down), the first 5 questions of the 45-minute interview script, and the first 6 headline formulas. Instant download — no email needed.

This market publishes its prices. So do we — on this page.

Verified against the vendors' own pricing and service pages at the time of writing (2026-09-26). Prices change — check before any purchase, including this one.

What you get Done-for-you story (Testimonial Hero, Uplift) Creative subscription (Superside) Template shelf (Gumroad, GraphicRiver) This kit ($42 once)
Published pricing $3,800 average per written bundle (Testimonial Hero, remote); from $750 per story + $250–500 onboarding (Uplift) From $15,000/month, annual term, + $1,000/month software fee $7–9 — and they target designers' portfolios, not customer stories $42 once, printed on this page
Cost of story #2 Another $750–3,800 (per-story pricing) Month #2 of the subscription Templates don't produce stories $0 — run the loop again
The process itself Included, but it's their queue: "end-to-end we say 45 days" and a 12-month credit term Their team, your briefs — onboarding starts at a $20,000 Quick Start Design shells only — 932 files on GraphicRiver, no process in any of them The full loop with time budgets: first story ≈ 3 h, next ≈ 2 h
Interview script Their producer interviews your customer — the questions stay theirs Their team's method Absent 45-minute script, 12 questions, 5 blocks + internal prebrief + notes SOP
Customer approval flow Included in service delivery Included in service delivery Absent — and it's the risky part to improvise Consent-first pack: per-sentence approvals, quote mini-form, approvals log
Distribution You get the files; placement is your job Their brand-systems scope Absent 7 surfaces in ~30 minutes with tracked links — site, deck, email, social, proposals
Keeping stories true Re-purchase next quarter Ongoing subscription Not applicable 15-minute quarterly checklist + 12-month stale flag + changelog
Contract 12-month credit term (Testimonial Hero); 100% of the first asset paid upfront (Uplift) Annual commitment, monthly minimum None None — pay once, download, use

Facts captured 2026-09-26 from the vendors' own pages: casestudybuddy.com/pricing (Testimonial Hero — "Just Written" bundle $3,800 average remote; "end-to-end we say 45 days"; 12-month term), upliftcontent.com (case studies "start at $750", onboarding fee $250–500, first asset paid upfront), superside.com/pricing ($15,000/month annual-term minimum, $1,000/month software fee, Quick Start $20,000), nadavpapay.gumroad.com ($7–9, UX-portfolio audience), graphicriver.net (932 "case study" design files).

What this kit will not tell you

No conversion promises. A customer story earns belief only when the numbers are real and the customer said yes in writing. The kit installs the process that makes that possible — it does not promise click-throughs, deals, or lifts. Anyone promising those is selling you a number.

Consent is the product. Every template enforces it: nothing publishes before the customer approves the exact sentences, approval scope is logged ("approved for the site" is not "approved for press"), and restricted numbers stay restricted. The approval pack is a business process, not legal advice — final terms belong to your counsel.

English files, real hours. The kit's files are in English — the working language of most B2B marketing teams. And it is a process, not a robot: your first story takes about 3 hours across 1–2 weeks (the interview is most of it), each story after about 2, and the refresh is a 15-minute quarterly habit.

How you'll use it

From "a customer asked for a case study" to a story that lives in seven places and survives its first year.

Day 1 — pick & ask

Score candidates, send the ask

Score 3–5 candidate customers on the weighted scorecard (20 minutes), then send ask Template 1 to the winner the same day. The kit's rules: lead with their benefit, state the time cost, make "no" cheap.

Weeks 1–2 — interview & write

45-minute call, then three formats

Run the prebrief, the interview, and the 24-hour notes pass. Draft the full story from the transcript (AI prompts help, the fact-check gate verifies), cut the one-pager and slide from the same notes, and send the approval pack.

Day 1 after approval + every quarter

Distribute in 30 minutes, refresh quarterly

Place the story on 7 surfaces with tracked links the day it's approved. Each quarter, the 15-minute checklist re-verifies the numbers, the quote-holder's role, and the deck slide — so the story stays true in year two.

One price. Every story after the first is free.

No per-story fee, no monthly plan, no onboarding invoice — the pricing models this market already uses enough.

$42 one-time payment

≈ ฿1,490

  • Story-picking scorecard (6 weighted criteria) + pipeline CSV + 5 ask templates
  • 45-minute interview script + 10-minute prebrief + notes SOP + consent-first approval pack
  • Write templates in 3 formats + 20 headline formulas + metrics rules + print-ready one-pager
  • 8 AI prompts with fact-check gate + 7-surface distribution SOP + quarterly refresh · free updates v1.x · 14-day refund

Secure checkout via Stripe · card payments · taxes calculated at checkout

Frequently asked questions

Is this a service or a software tool?

Neither — on purpose. A service writes one story for $750–3,800 and software stores stories after they exist. The expensive, failure-prone part is the middle: choosing the right customer, getting the yes, running an interview that produces numbers, and publishing on time. That middle is a process, and this kit is that process as files you own.

What exactly do I get?

A zip with 25 working files: the operating-loop map with time budgets, a 10-minute novice SETUP guide, the story-picking scorecard (worksheet + CSV, worked example filled in), 5 ask templates, the 45-minute interview script with prebrief and notes SOP, the consent-first approval pack, write templates in three formats, 20 headline formulas, the metrics worksheet with NDA rules, 8 AI prompts behind a mandatory fact-check gate, a print-ready one-pager (opens in any browser), the 7-surface distribution SOP with agency pricing guidance, the quarterly refresh checklist, and the scope-and-disclaimers file. Markdown, CSV and one HTML file — nothing to install.

Will our case studies convert better?

We can't promise that, and you should be skeptical of anyone who does. What changes with the kit: the stories you publish carry real numbers the customer confirmed, quotes the customer approved word-for-word, and distribution to seven surfaces instead of one page. Better inputs, better odds — measured with the tracked links the distribution SOP sets up, not promised.

Where do the numbers in a story come from?

From your customer, in three confidence tiers: stated (they said the exact figure), estimated-range (they gave a range — publishable as attributed ranges), or directional (a verified change with no number). The worksheet also covers NDA fallbacks (rounded or percentage forms), how to show derived math, and the bar for aggregate claims: three or more stories with a written basis.

What if a customer says no to being named?

The ask templates include scripted fallbacks: anonymous form ("an ops lead at a national 3PL"), name-only-no-logo, or internal-use-only. The approval pack tracks which scope was granted per story — and the scorecard lowers the anonymous story's willingness score so your pipeline stays honest about what you have.

I run an agency — can I sell story production to clients?

Yes. The distribution SOP includes the service packaging: single story, 3-story package, and monthly retainer — priced under the market anchors (agencies charge from $750 to $3,800 per story, checked 2026-09-26), with your margin coming from the ~2–3 hours a story takes once you run the loop. The single-buyer license covers client work; reselling the kit files themselves isn't included.

What is the refund policy?

If the kit doesn't fit how you work, write to us within 14 days of purchase and we refund in full — the files are yours to keep or delete. One refund per purchase; we only ask for optional feedback.

Your customer already has the story. Run the interview, publish it in a week.

$42 one-time · ≈ ฿1,490 · free updates v1.x · instant download

Get the Case Study Kit — $42