How to tell a client success story when the client's success was mostly luck, timing, and a tax loophole that no longer exists
How to tell a client success story when the success was mostly luck
A 15-minute interactive webinar — That's Sustainable!
The brief is always the same. Write a case study about that client who had a very good year. Compelling narrative arc. Clearly attributable outcome. Client willing to be named.
The actual story, of course, involves a set of fortunate circumstances, one very good guess, and a regulation that changed.
This webinar is about the gap between those two things — and why closing it honestly turns out to be far better marketing than pretending it doesn't exist.
In fifteen minutes, we'll look at why most professional services case studies fail (it's structural, not stylistic), how to reframe a story built on timing and luck without misrepresenting anything, and the exact language that gets a client to say yes to being named when you'd normally expect a polite no. We'll also spend a moment on the regulation, and why that particular fact is the most compelling part of the whole story.
This TGS webinar is aimed at marketing professionals in accounting, audit and advisory firms, and at partners who carry some responsibility for how the firm presents itself to the world. It is not a session about content strategy, personal branding, or why your firm needs to be on TikTok. It is a practical fifteen minutes with a working method at the end of it.
The session is interactive. There will be two polls, a template you can use immediately, and speaker notes you can adapt for your own team.
Hosted by the TGS That's Sustainable! newsletter — for professionals in professional services who suspect that the way things have always been done is not necessarily the way things should be done.
15 minutes interactive presentation, 15 minutes questions and chat. No recording withheld to drive registrations. Just the session, the method, and the follow-up newsletter if you want it.