A case study from your client's answers

Under Ideas → Client stories → Case studies, a won project becomes a case-study post in a few clicks – in your client's own words, with their approval.

How it works

1. 1When you win a deal in HubSpot or Pipedrive, Sayweek suggests it here once a day (from the last 3 weeks' deals). You can also add one by hand: + Won project.
2. 2Check the 3 questions (edit them if you like), add the contact, and choose Send the questions by e-mail or Copy link. Until then the client gets nothing.
3. 3The client answers on a page without sign-in, in your brand's colours and logo, and decides whether you may use their company name, their logo and word-for-word quotes with their name.
4. 4Pick the channel and click Write the post: Sayweek writes it from the answers in your brand's voice – without invented numbers or quotes.
5. 5Send the finished post with Send to the client for approval; the client approves it on the same page, or asks for changes.

Privacy

• From the CRM only the client's name and domain and the first contact's name and e-mail come over – no amounts, line items or notes.
• Excluded client names and mail domains are never suggested.
• The exact consent text, its time and the respondent's name are saved.
• A suggestion you don't act on for 45 days is deleted.