25 services
B2B Case Study and Sales Content Writing
The material that closes, and the evidence behind it.
Illustrated character Ray Delgado“Here's what it costs and here's what it does.”
What is sales and proof content?
Sales content is the written material a business puts in front of a buyer who is already interested, to move them from interested to signed, and the evidence it offers to show the promise has been kept before. It is not advertising and it is not the website. It is the case study a salesperson attaches to an email, the proposal that lands the week after a meeting, the one page that gets forwarded to whoever holds the budget.
In practice it covers four things. Proof: what happened when someone like the reader hired you, told with numbers the client has approved. Sales materials: the proposal, the deck, the comparison and the answers to the objections a buyer will raise whether or not you have prepared for them. Downloadables: the longer pieces, a white paper or a report, that earn a meeting by being genuinely useful. And documentation: the guides and procedures that quietly reassure a buyer the business will still work after the sale.
The output for you is a set of documents your salespeople reach for instead of rewriting, and a body of proof you can point to when a buyer asks the only question that matters at the end: has this worked for anyone else? Each piece is written once, approved once, and reused until the facts in it change.
Sounds familiar?
- “We win in the room and lose on paper.”
- “Every proposal is rewritten from scratch, badly, at midnight.”
- “We have great clients and not one written case study.”
What I do in sales and proof content
Everything in this group is built for a conversation already under way: the reader is interested, and something has to close the gap between interest and a signature. I write that something, and I spend most of the time on the evidence, because a claim without proof is what every competitor already sends.
Proof
Case studies are the centre of it: an interview with your client, a structure that follows the decision they made, the numbers they agree to publish, and their written approval on the final draft. Customer interviews are a service on their own, because a client will tell a stranger things they will not tell you, and the transcript outlasts the case study. Success stories are the shorter, warmer version for clients who dislike the case study format or cannot share figures. Testimonial editing turns a kind but vague quote into a specific one, sent back to the client for approval. Before-and-after narratives describe the state a client was in, the state they are in now, and what moved them, in a page that a salesperson can read aloud.
Sales materials
Proposal copy is a reusable proposal with the fixed parts written once and the variable parts marked, so nobody starts from a blank page at nine in the evening. RFP and tender responses answer what was asked, in the order it was asked, inside the word limit. Pitch deck copy is the words on the slides, because a designer cannot rescue the wrong argument. Presentation copy and speaker notes cover the longer form: what is on the screen and what the speaker actually says. Battlecards give a salesperson one page per competitor for the moment they are asked. Competitor comparisons are written honestly enough to be trusted, which is what makes them persuasive. Objection handling documents answer the seven or so reasons people say no before they are said aloud. One-pagers are the single sheet that gets forwarded to the person holding the budget.
Downloadables
White papers make a real argument with real evidence, rather than a brochure set in a serious typeface. Industry reports publish original data under your name, gathered from your own customers or records, which is how a small firm earns mentions it could not buy. Ebooks and guides are long-form pieces worth downloading, and usually worth not gating. Lead magnets are something a buyer would pay for, given away; anything less is ignored. Checklists and workbooks are practical tools people keep, use and remember where they got. Executive briefings are two pages for the person who will not read the twenty.
Documentation and internal
Knowledge base articles are support content that deflects tickets and reassures a buyer who is reading them before signing. Help centre content is organised by what a customer is trying to do, not by your product map. User guides and manuals are instructions written by someone who watched a real person try to follow them. Training materials cover onboarding and staff training that does not need you in the room. Procedures and SOPs are the process written down so it survives the person who invented it. Internal communications are the announcements and staff updates that people read and believe, because staff repeat them to customers.
How it is delivered
Fixed price, agreed in writing before anything starts; none of this work is published as a band on the pricing page, so each piece is quoted after a half-hour call. A case study or a proposal takes two to three weeks; a white paper or a report takes four to six, most of it research and approval. You keep the editable files, the interview transcripts and the approvals, and you can reuse all of it without asking. The pillar that most often follows is copywriting, because a finished case study or white paper needs the email sequence that sends it to the right person at the right time.
What I do not sell here
I do not design slides, lay out brochures or build the PDF; I write what goes in them and work with your designer. I do not sell fake case studies, composite clients presented as real, or testimonials the client has not approved in writing. I do not write industry reports from data I have not seen, and I do not gate a guide that is not worth an email address. Cold outreach scripts belong under copywriting, not here.
Everything under Sales and Proof Content
25 services in 4 groups. Most people need three or four of them, not all 25 — part of the job is working out which.
On this page
Proof
5 services
- Case studies Interview, structure, numbers, approval. Done properly it takes a fortnight. Read more
- Customer interviews I talk to your clients. They tell a stranger things they will not tell you. Read more
- Success stories Shorter and warmer than a case study, for clients who dislike the format. Read more
- Testimonial editing Turning a kind but vague quote into a specific one, with their approval. Read more
- Before-and-after narratives The state they were in, the state they are in, and what moved them. Read more
Sales materials
8 services
- Proposal copy A reusable proposal that stops being rewritten from scratch every time. Read more
- RFP and tender responses Answering what was asked, in the order it was asked, inside the word limit. Read more
- Pitch deck copy The words on the slides. A designer cannot rescue the wrong argument. Read more
- Presentation copy and speaker notes What is on the screen, and what the speaker actually says. Read more
- Battlecards One page per competitor, for the salesperson about to be asked. Read more
- Competitor comparisons Honest enough to be trusted, which is what makes them persuasive. Read more
- Objection handling documents The seven reasons people say no, answered before they are said aloud. Read more
- One-pagers The single sheet that gets forwarded to the person holding the budget. Read more
Downloadables
6 services
- White papers A real argument with real evidence, not a brochure with a serious font. Read more
- Industry reports Original data published under your name. This is how mentions are earned. Read more
- Ebooks and guides Long-form worth downloading, and usually worth not gating. Read more
- Lead magnets Something a buyer would pay for, given away. Anything less is ignored. Read more
- Checklists and workbooks Practical tools people keep, use, and remember where they got. Read more
- Executive briefings Two pages for the person who will not read the twenty. Read more
Documentation and internal
6 services
- Knowledge base articles Support content that deflects tickets and quietly reassures buyers. Read more
- Help centre content Organised by what a customer is trying to do, not by your product map. Read more
- User guides and manuals Instructions written by someone who watched a real person try to follow them. Read more
- Training materials Onboarding and staff training that does not need you in the room. Read more
- Procedures and SOPs The process written down, so it survives the person who invented it. Read more
- Internal communications Announcements and staff updates that people read and believe. Read more
Sales and Proof Content vocabulary
The 26 terms you will meet in a proposal, a report or a meeting about sales and proof content, each in one or two plain sentences. Link to any of them.
- Case study
- A written account of one client engagement: the situation they were in, the decision they made, what was done and what changed, with numbers the client has approved for publication.
- Proof point
- A single verifiable fact that supports a sales claim: a named client, an approved figure, a date. Sales content is built from these, not from adjectives.
- Testimonial
- A short quotation from a client in their own words, approved by them, that says specifically what was done and what it was like to work with you.
- Success story
- A shorter, warmer account of a client engagement than a case study, written for clients who will not share figures or who dislike the formal format.
- Client approval also: sign-off
- The written sign-off a client gives before their name, quote or numbers appear anywhere. Without it a case study cannot be published, however good it is.
- Before and after
- A narrative shape that describes the state a client was in, the state they are in now, and what moved them. Easy to remember and easy to repeat.
- Proposal
- The document sent after a sales conversation that states what will be done, for how much, by when and on what terms. Written to be signed, not admired.
- RFP also: tender
- Request for proposal. A formal invitation from a buyer that sets the questions, the order and the word limits, and disqualifies anyone who ignores them.
- Compliance matrix
- A table in a tender response that lists every requirement the buyer stated and points to where in the response it is answered. Evaluators score from it.
- Pitch deck
- The slides used in a sales or investor meeting. The copy is the argument in order; the design is how it looks. Fixing the second does not fix the first.
- Speaker notes
- What the presenter says while a slide is on screen, written separately so the slide can stay short and the spoken version can be complete.
- Battlecard
- One page per competitor for a salesperson to read before a call: where the competitor is strong, where they are weak, and what to say when their name comes up.
- Objection
- A reason a buyer gives for not going ahead, such as price, timing, risk or an incumbent supplier. Most businesses hear the same seven, so they can be answered in advance.
- One-pager also: leave-behind
- A single sheet that summarises an offer for someone who was not in the meeting, usually the person who controls the budget. It gets forwarded, so it must stand alone.
- Talk track
- The short spoken version of an answer, written so a salesperson can say it naturally rather than read it. Objection documents usually include one per objection.
- White paper
- A long document that makes one argument with evidence, written to be read by a buyer researching a decision. It persuades by being right, not by selling.
- Industry report
- A publication of original data under your own name, gathered from your customers, records or a survey you ran. Other people cite it, which is the point.
- Lead magnet
- A downloadable piece offered in exchange for an email address. It has to be worth paying for, or the reader gives a false address and forgets you.
- Gating also: gated content
- Putting a form in front of a download. It trades readers for contact details, and for most guides the trade is a bad one; the piece is read less and cited never.
- Executive briefing
- A two-page version of a longer document for the person who decides but will not read the whole thing. Conclusion first, then the three facts that support it.
- Workbook
- A downloadable tool with spaces to fill in: a checklist, a planning sheet, a calculator. Kept and reused, which keeps your name on a desk for months.
- Knowledge base also: help centre
- The collection of short support articles a customer can search instead of raising a ticket. Buyers read it before signing to judge what support will be like.
- User guide also: manual
- Instructions for using a product or service, written in the order a person actually does things and tested by watching someone follow them.
- SOP
- Standard operating procedure. One process written down step by step so that anyone competent can run it, and so it survives when the person who invented it leaves.
- Internal comms
- Announcements, updates and explanations written for staff. Done badly, staff learn news from customers. Done well, staff repeat the right version to customers.
- Sales enablement
- The material and training that lets a salesperson answer, prove and follow up without inventing anything. This whole pillar is sales enablement in plain words.
Test yourself on sales and proof content
Four short games built from the vocabulary above. Nothing is recorded, nobody is watching, and the glossary is right there if you get stuck.
The word games need JavaScript. The glossary above has every term they use.
How it actually runs
The same four steps whatever the work is.
A conversation
Half an hour. What you sell, who buys it, and what is not working. No charge and no deck.
A fixed number
Scope and price in writing before anything starts. It does not change without you agreeing first.
The work
I do it, or I coach your person through it, or I bring in and manage the specialist it needs.
Something you keep
Every engagement ends with a document, a system or a trained person — not a dependency on me.
What usually comes with this
Three things that sit next to sales and proof content often enough to be worth a look.
- the promise the proof supports — Words whose only job is to get a decision.
- case studies on the site itself — The pages that do the selling while you are asleep.
- customer interviews on camera — One recording, a dozen useful things.
- the full A–Z of all 261 services — if you would rather just look.