Case Study Distribution
Putting the proof where it converts.
Workflow
Step 1Published
ObjectiveHave a study to distribute.
InputFinal case study
OutputReady asset
Key activities
Confirm the asset is final
Decision points
Is it ready?
Tools: CheckRoles: Marketing
Success: Ready
Quality gate: Go: ready. Loop back: missing.
Why it matters
- A case study that sits unpublished converts nobody. Distribution is where proof becomes pipeline.
Best practices
- Publish on the site at the point of consideration.
- Give sales a one-pager they'll actually use.
- Repurpose into posts, decks, and events.
- Track which stories convert.
Common mistakes
- A case study PDF lost in a folder.
- Proof never connected to the funnel.
- No tracking of which story works.
Key questions
- Where does the buyer look, and is the proof there?
- Which story converts best?
Agents that drive this
WriterCampaign Builder
Tools we use · alternates in [ ]
Notion[ Confluence, Obsidian ]HubSpot[ Salesforce, Pipedrive, Attio ]Plausible[ GA, Fathom ]