The Case Study Collaborative

The marketing piece still feels off

Maybe you’ve been doing soulful work for years, and marketing still feels misaligned. The standard playbook of funnels, pain-agitating copy and urgency doesn’t fit work like yours.

So we take one more certification, rewrite the website one more time, or try one more channel. The course calls these the three loops.

These loops don’t close. What closes them is real evidence — client transformations, observed and told as stories.

This course takes a gentler path:

• ✓Most people write a case study at the end of the work. Here you pay attention from the first session, so the story gathers as you go.
• ✓Asking for a client’s story becomes a gift to them, because it helps them see how far they’ve come.
• ✓Your client is the hero of the story, and you’re the mentor, so sharing the story doesn’t have to feel like bragging.
• ✓A single session has a before, a during and an after, so you can start without dramatic results or a long engagement.

A true story of change is a gift. It helps the right person recognize themselves, and gives them grounded hope for a way forward.

(And if the words “case study” make you picture a dry report from your certification training… what we make here is warmer, and much more human.)

What you’ll be able to do, step by step

Each module has short videos and a lesson document you can read or hand to your AI. I recorded the course while teaching it to a group of students, so you’ll hear their questions too.

Along the way, you’ll study case studies in several forms, most of them written by students.

1. Module 1 · The Case Study Mindset

   Know what makes a good case study, and who you’ll begin with

   Spot the loop that has kept you stuck, and see why marketing built on documented client change can feel noble.

   You’ll learn how a case study differs from a testimonial, walk through a student’s case study step by step, and choose who to begin with: a colleague, a past client, or yourself.

   This module is free to watch for 72 hours: start the free Module 1 replay.

2. Extra · An earlier recording of Module 1

   Hear the basics a second way, with a few extra answers

   An earlier take on the same ground, with different framings: what a case study gives you, your client and your marketing, and the many ways to use a finished one.

   This recording also covers confidential work, how long a case study should be, and whether to offer a reduced rate in exchange for one.

3. Module 2 · Setting Up to Capture

   Have the raw material for a case study before you need it

   Set the expectation warmly at the start (one line in your welcome note is enough), and capture a client’s starting point in their own words with four questions.

   Then fold three short reflections, about ten minutes each, into sessions you already run, so the material gathers without a big interview at the end.

   If you don’t have clients yet, you’ll see how to begin with volunteers, a past client, or a case study on yourself.

4. Module 3 ·
   Observing and Documenting

   Notice what shifts for a client, and keep a light record of the change

   You’ll hold a second channel of loving attention while you work, and ask the questions that bring out your client’s own words.

   Your notes stay light, a few minutes after a session. The module also covers rebuilding a case study from old notes and emails, protecting a client’s confidentiality, and adapting the method for groups and courses.

5. Module 4 · Drafting Your Case Study

   Write a focused, true story with your client

   Start with your clearest client story (often not your most impressive one), and find the one doorway into that story.

   Then choose one of four forms, draft the story with your client in their words, and finish with their written approval.

6. Module 5 · Publishing and Integrating

   Publish your case study, and see what your case studies reveal

   Get past the moment of publishing (perfectionism included), and give your case studies one home on a page you own. From there, one story can become an email, a short post, or a few lines on your sales page.

   Read side by side, your case studies show who your work serves best. A habit light enough for a tired week keeps the practice going.

Ideas you’ll keep using

A case study is a doorway, not a house. It shows one clear way into your work, and nobody needs to see the whole house to decide they want to visit.

Read my free post on doorways

Before, During, After

1. 1Before: where your client started, in their own words
2. 2During: what you did together, and the moments that moved them
3. 3After: what changed, again in their words when possible

The same lens works for a single session, a two-year engagement, or a whole group program.

Four forms a case study can take

1. 1A walked-through process, with your method visible
2. 2An interview, in your client’s own voice
3. 3A client reflection, for inner and relational work
4. 4A vignette: one moment, short enough for social media

One good conversation with a client can become any of the four, and you choose the form when you sit down to write.

What students loved most

When students write about this course, these are the moments they mention most:

• ✓Seeing marketing as a service: telling the truth about their work, without the hype.
• ✓Casting the client as the hero and themselves as the storyteller, which lifted the feeling of bragging.
• ✓Recognizing themselves in the three loops, and seeing a way out.
• ✓Asking permission as a gift that helps clients see their own growth.
• ✓Watching a student’s case study taken apart, step by step.

These reflections come from students of earlier versions of the course. Allison, Diana and Paolo wrote theirs after its opening module.

A good fit if…

• ✓You’re a coach, healer, therapist, mentor or guide, and you’d like your marketing to feel truthful
• ✓You don’t have clients yet. You can begin with a volunteer, a colleague, or yourself
• ✓Your clients are all in the past. Past work is rich material
• ✓Your results are hard to put in numbers: clarity, confidence, relief
• ✓Your clients need confidentiality. There are caring ways to tell a true story while protecting them
• ✓You work with groups and workshops as well as one-to-one

Probably not if…

• ×You want personal coaching or feedback on your drafts. This course is recorded, and you work through it at your own pace
• ×You’re looking for funnels, sales-page copywriting or pricing strategy. This course is about telling true stories
• ×You want dramatic numbers to impress people. The course steers you toward true stories a reader can relate to

By the end, you’ll…

1. 1Notice each client’s before, during and after while you work.
2. 2Have a gentle way to ask for a client’s story, and a light habit for capturing what changes.
3. 3Have at least one case study written with your client, or well underway.
4. 4Know where to publish your case studies, and how to turn one story into several.
5. 5See your work more clearly: who it serves best, and what you’d love more of.

$75

One payment for the videos and a lesson document for each module, with the questions to ask clients, wording for the permission ask, and AI prompts, all in a Google Drive folder that’s yours to keep, with lifetime access.

Checkout is on Kit. Then you’ll get a button that opens the course’s Start Here page.

Before you enroll

Ready to tell your clients’ stories with care?

$75 · lifetime access · go at your own pace