Client Proof and Case Study Kit
Have useful client feedback, but no clear way to turn it into a story you can share?
Turn real client work into an evidence-backed case study and ask for approval of the exact copy before publishing.
Scattered notes and a kind message are only the start. This kit gives you a practical way to check what happened, separate evidence from interpretation, draft the story and request permission for specific uses. Work through one real client record to prepare a short website story, a fuller case study and a social adaptation.
Digital download. $19 USD. One-time purchase. Any applicable tax is shown at checkout.
What this helps you do
Trace each important statement to a source before polishing the copy.
Ask neutral feedback questions and keep exact quotations separate from summaries.
Prepare three versions without strengthening a claim beyond the evidence.
Keep the approved wording, attribution and destination together, with a log for updates or removal.
What you receive
14-page PDF guide covering evidence, feedback, drafting, privacy, exact-copy permission and maintenance, with visual workflow aids and three clearly fictional examples.
14-page starting DOCX workbook with 96 editable text controls, an evidence snapshot, claim ledger, feedback and interview requests, short and full case-study templates, a social adaptation, privacy review, permission request, approval record and publication log.
3-page PDF with five optional prompts for sorting evidence, drafting, adapting and checking only material you are permitted to use.
Quick-start steps, file contents, editing notes and a route for coaches without publishable client proof.
One ZIP download, delivered electronically after successful payment. No physical item is shipped.
Who it is for
For online coaches with completed client work, usable records and a client who can freely decide whether to participate. A separate process-and-credentials route helps you describe your real service when no client story is publishable.
Files and software
Extract the ZIP before use. Read PDFs in a standard PDF reader and edit DOCX files in a compatible word processor. Fonts, spacing and page breaks may vary by app. TXT files open in a plain-text editor. Software and AI subscriptions are not included. You can use the core templates without AI or a CRM connection. The workbook is unlocked. Its native text controls are intended for Word; other DOCX editors may show them as ordinary editable text. The blank starting workbook has 14 pages, and longer answers can expand it. PDFs are reference guides, not interactive forms.
Scope
This is a self-guided writing and review kit. It does not create evidence, verify a client’s results, obtain permission or publish for you. The permission request is a practical workflow rather than a legal release. Fictional examples are teaching material, not testimonials. No leads, conversions, sales or coaching outcomes are guaranteed.
Frequently asked questions
What if I do not have testimonials yet?
Use the process-and-credentials route to describe your actual process, verified training and clearly labelled demonstrations. The kit never asks you to invent a client story.
Does the kit include real testimonials I can publish?
No. All three worked examples are fictional and clearly labelled. They demonstrate the method; they are not proof of your work or Marketing PMP customer results.
Is an anonymous case study automatically safe to use?
No. A combination of role, dates, employer or unusual details may still identify someone. The privacy review helps you check the proposed copy and permissions before publishing.
Is the permission request a legal release?
No. It helps you ask about exact wording, attribution and named destinations. Your agreements, professional duties and applicable requirements still matter.
Do I need an AI subscription?
No. The workbook and guide work manually. The optional AI prompts require your own tool and careful source review; AI cannot provide client consent or verify facts for you.
License and refund policy
For use in your own business or personal use under Marketing PMP’s personal, non-exclusive, non-transferable license. No resale, redistribution, sublicensing, or sharing of the product files. Read the full terms and conditions.
All sales are final, except where required by law. Please check the contents and software requirements before buying.
