Handoffs and proposals
Hand Off a Customer-Story Opportunity Without Losing the Scope
Give the colleague taking over a completed action card, a natural opening and a clear proposal decision.
The TopTestimonial blog
From account research
to a better project brief.
For case-study writers and video agencies doing the work between finding a suitable company and scoping a customer story. Each article has a practical example you can adapt.
Discovery and scoping
Customer-Story Discovery Call Questions That Help You Scope the Work
Clarify the audience, customer access, evidence, approvals and deliverables before writing a production proposal.
Profile research
Build a LinkedIn CSV Sample for Customer-Story Account Research
Select possible functions, inspect the literal profile-export fields and decide whether a larger sample would be useful.
Need the starting method?
Our company-fit guide and project-owner guide cover the foundations. The blog takes those decisions into a working brief, a useful call and a selected profile sample.
Keep your research in the free worksheet