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A MEETING MASTERS MEMO

Created by
John K. Mackenzie

The Case for Case-Histories

Previously we outlined six reasons why off-site location meetings still matter. Now, let's review some basics for creating case-histories that will promote your products, services, and skills

Case-histories, illustrating your problem solving smarts, are effective promotion and advertising devices. They can be e-mailed, used on print pieces, added to websites, or included in RFP responses.

A case-history is usually built around three areas. The following example is typical:

    1. The Challenge: (Client name and need)

    CLIENT wants a dramatic and memorable way to introduce their new sales incentive program to key distributors, accounts, and customers in 25 cities. The project is to be completed within five weeks.

     2. The Solution: (Problem solving approach)

    After evaluating presentation formats and options, including production and travel costs, YOUR NAME recommended a multi-city closed-circuit telecast using the theme "Take A Fresh Look." We then designed RSVP invitations while arranging for group viewing and catering at 25 hotels and conference centers.

    YOUR NAME also worked closely with CLIENT executives in preparing speeches and supporting graphics as we scheduled and supervised studio rehearsals. Follow up confirmation e-mails were sent to all locations.

    Immediately after the telecast a videotape recording was edited for distribution to 75 additional locations.

    3. The Result: (Post-program success)

    Within three months of the telecast CLIENT reported a substantial increase in sales and new business. A special follow-up survey found that viewer feedback was overwhelmingly positive. YOUR NAME has since been retained to design interactive sales promotion and training elements for use on the CLIENT intranet.

Finally, case histories should be short! Three hundred words or less.

Other Considerations

Web-based case-histories can amplify content by including links to additional references and resources, such as:

  • your clients' websites
  • examples and/or excerpts from the project summarized
  • "Sign-up here for future case-histories" form that collects visitor e-mails


Coming up next: Speaker Contracts

Black-Belt Meeting Moves

Room Setups & Letdown

The Executive Roast

Qualifying Event Producers

Amplifying RFPs

Killer-Client Profiles

A Sales-Jock Requiem

Business Theater

The Agenda Juggle

Renovation vs Innovation

Meeting Machines

Themes vs Names

Meeting Master Triage

Anatomy of An Offer

ADA Low Vision Specs

Venue vs Virtual Meetings

A Case for Case-Histories

Speaker Contracts

Client Invoice Collections

Power for the Planners

Speaker Fee Negotiation

"Sound" Advice

AV Projection Tips

Your Audio-Visual RFP

New Business Proposals

Public Presentations

Music Licensing

Hotel Negotiating

Site Selection Checklist

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The Writing Works is an idea bank, not a production or planning company.

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