SaaS case study design
that closes deals

We help SaaS companies turn customer success stories into polished case studies that build credibility and accelerate sales. Strategy, writing, and design in one place.

Case study design + writing
Dedicated designer + writer
Pause or cancel anytime

100+ startups trust Conversion Factory

DragonGlassTokensoftDevStatsCurePathMaple BlueBaremetricsEvercastKinectAirSavvyCalCordialSensibleAudienceTap
DragonGlassTokensoftDevStatsCurePathMaple BlueBaremetricsEvercastKinectAirSavvyCalCordialSensibleAudienceTap
WANNA PLAY? · WANNA PLAY? · WANNA PLAY? · 

All the benefits of an in-house team, without the headache.

About Us

We're marketers who know design and designers who know marketing

Killer design without marketing is like a Porsche with no wheels. And vice versa. You won't get very far unless you have both.

Every client gets access to a senior designer and a senior marketer who make two people feel like 100.

The other guys

Content agencies that write case studies with no design and no visual storytelling
Designers who format a case study without understanding what actually closes deals
Case studies that take 3 months to produce because they require too many approvals
PDFs that live in a Google Drive folder your sales team never opens

Conversion Factory

Strategy, writing, and design in one team — story and visual built together from the start
Case studies structured around the buyer’s decision journey, not just what happened
Efficient process that gets you from customer interview to finished asset in weeks
Formats for every channel: PDF, web page, slide deck, and social snippets

Problems

Can you relate?

No case studies to share in late-stage deals

Your sales team is in final evaluation with a prospect. They ask for customer stories. You have a few testimonials on your website and nothing else. Deals die here more often than people admit.

Your case studies are too feature-focused

You describe what the customer did with your product. But buyers want to see themselves in the story. They want to know the before, the problem, and the specific, measurable after.

Hard to get customer approval

Your happiest customers are willing to be references but getting a quote approved takes six weeks and three rounds of legal review. A good process minimizes customer effort and speeds approvals.

Takes too long to produce

By the time a case study is written, designed, and approved, the campaign it was meant to support is over. Speed matters. A case study that takes three months to produce has negative ROI.

Wrong format for the channel

You have a beautiful PDF case study. Your sales team needs a one-page leave-behind. Your website needs a web page. Your ads need a social card. One format serves none of these uses well.

Case studies that don’t get used

You produced them. Your reps aren’t using them. That’s usually because the case studies don’t map to the objections reps face or the industries they’re selling into. Distribution strategy matters.

Case study deliverables
that make proof undeniable

Every case study we produce is a sales asset first. We write compelling narratives, design for credibility, and format for every channel your team uses.

Case Study Writing
Case Study Design (PDF)
Web Case Study Page
Customer Quote Cards
Results Visualization
Video Case Study Script
Social Snippets
Sales Deck Slides
Email Campaign Assets
Case Study Template
Customer Photography Direction
Distribution Strategy

Case Studies

Creative that drives conversions

See real results we've achieved for our clients

Our case study process for
proof that moves deals forward

A case study only earns its place in your sales process if it’s specific, credible, and designed for the moment it gets shared. We build them for the deal, not the portfolio.

Step 1

Customer interview

We run a structured 30-minute interview with your customer, covering their situation before, why they chose you, how they use the product, and the specific results they’ve seen. We extract the story, not just the quote.

Step 2

Narrative structure

We organize the story around the buyer’s journey: the problem, the alternatives they considered, why they chose you, the implementation, and the measurable outcome. Structured for maximum persuasion.

Step 3

Write and approve

We write the full case study in a format optimized for your buyer, then manage the customer approval process. We keep it fast and low-friction for the customer so approvals don’t stall.

Step 4

Design across formats

We design the PDF, the web page, the sales deck slides, and the social snippets simultaneously. Every format is purpose-built for the channel it lives in — not a resized version of the PDF.

Step 5

Distribute and enable

We brief your sales team on when and how to use each case study. We recommend which formats to share at which deal stage. A case study no one uses is a case study with zero ROI.

Client Testimonials

What our clients have to say about us

Partnering with Conversion Factory has been the absolute right decision, no regrets. I don't know what I'd do without them.
Sam Schrup

Sam Schrup

Founder, AudienceTap

I can strongly recommend Conversion Factory to any SaaS startup that's tired of neglecting their marketing.
Andy Baldacci

Andy Baldacci

CEO, SaberSim

If you need true masters in the art & science of Product Marketing I highly recommend talking to Conversion Factory!
Arun Sivashankaran

Arun Sivashankaran

CEO, Reform

It's been an absolute pleasure working with an experienced team that can be with us every step of the way. I highly recommend working with Conversion Factory.
Eunice Koo

Eunice Koo

Head of Marketing, Less Annoying CRM

They were very thorough, organized, and had the processes down... I couldn't recommend Conversion Factory more highly.
Tom Normand

Tom Normand

CEO, HOALife

I would recommend Conversion Factory to anyone who needs a lot of work done, extremely efficiently, and extremely high quality.
Kevin Guardia

Kevin Guardia

CFO, KinectAir

Our moms (and clients) have some nice things to say about us

AudienceTap
Partnering with Conversion Factory has been the absolute right decision, no regrets. They handle everything from strategy to execution, and the quality is always top-notch. I don't know what I'd do without them.
Sam Schrup

Sam Schrup

Founder, AudienceTap

SaberSim
Before we teamed up, I just had a growing list of marketing projects that I knew we should be doing, but even though we have millions in ARR, we still just didn't have the bandwidth to actually tackle. I was just feeling pretty stuck. Since working with Conversion Factory, whether it's small projects like weekly emails or all the way up to completely redesigning and building our marketing site, they've been just what I needed. They've been collaborative when that's what I wanted, but they're also senior enough where I can just let them run with something and know that they're going to get it done well and on time.
Andy Baldacci

Andy Baldacci

CEO, SaberSim

Reform
We had an incredible experience working with Conversion Factory on the new Reform website. Corey, Zach and Nick have built a model that works seamlessly on both a strategic and tactical level. With them we were able to improve our positioning, develop a differentiated brand that resonates with our audience and nail the execution of our new site. If you need true masters in the art & science of Product Marketing I highly recommend talking to Conversion Factory!
Arun Sivashankaran

Arun Sivashankaran

CEO, Reform

Conversion Factory is the single greatest thing to exist in the history of mankind...other than my baby boy, of course.
Corey's Mom

Corey's Mom

Founder, HeliParent.AI

Less Annoying CRM
Working with Conversion Factory is like working with expert partners.
Eunice Koo

Eunice Koo

Head of Marketing, Less Annoying CRM

HOALife
They were very thorough, organized, and had the processes down. The quality of work was exceptional and they delivered on time. I couldn't recommend Conversion Factory more highly.
Tom Normand

Tom Normand

CEO, HOALife

Ngl, the stuff Nick is putting out low key cooks.
Nick's Mom

Nick's Mom

CVO (Chief Vibes Officer), Momster

Conversion factory helped me create a great product marketing website in Webflow. It's great that I can create notes on what I want and let them run with it. It's hands off and I can iterate the major points with them.
Oky Sabeni

Oky Sabeni

CEO, Podseeker

DragonGlass
Zach is a truly talented brand strategist and designer who spends the time to understand your vision and bring it to life. He is diligent and has immaculate attention to detail. Zach's ability to evoke our company's essence and portray it across all of our marketing materials was a unique experience I have not had with other agencies.
Alex Kamergorodsky

Alex Kamergorodsky

CEO, DragonGlass

With his wealth of SaaS experience, Corey has helped numerous founders, including me, overcome marketing challenges and increase MRR. His results-driven approach sets him apart among his peers. If you’re unsure about the next steps in growing your SaaS business, I highly recommend working with Corey!
Chris Spagnuolo

Chris Spagnuolo

CEO, JetBoost

Corey really knows his stuff when it comes to product marketing, PLG, and growth. He’s the first person I turn to for help.
Brian Pedersen

Brian Pedersen

CRO, Bonsai

KinectAir
Somebody on the team mentioned our new product to the press team and the press team scored a really big release with CNN. We knew that we needed to move fast, so we brought on conversion factory. They did a complete overhaul of our website in time for the press release and we went viral. We captured ten times more leads in one weekend than we had in that year so far. We were only able to do that because of the work that Conversion Factory did for us. These guys did top quality work.
Kevin Guardia

Kevin Guardia

CFO, KinectAir

I hang all of his logos and designs on the refrigerator with pride. Not sure if he'll ever get out of that minimalist phase.
Zach's Mom

Zach's Mom

CEO, Mom.Co

Working with Conversion Factory helped us accelerate our growth plans and level up our marketing site. The process/communication was a breeze and the quality of the design and final work is awesome. The team consistently delivered and knocked it out of the park. Would recommend to everyone (except our competitors)!
Louis Nicholls

Louis Nicholls

Cofounder, Sparkloop

Working with Conversion Factory is as easy as can be and a no-brainer. If you need help on product marketing with a ROI focus, talk to them!.
Hiten Shah

Hiten Shah

Founder, Crazy Egg

Corey is truly a swiss-army knife of SaaS product-led growth.We started working together when we had just $2k in MRR and a fledgling product in a hyper-competitive market. Under Corey’s marketing leadership, SavvyCal broke into the market with a successful launch and steadily grew to several thousand of customers with a product-led growth strategy. He provided both high-level and hands-on direction of our content & SEO efforts, PPC experiments, and product marketing.If you’re a founder feeling stretched thin on time and expertise for growth, you won’t regret having Corey in your corner.
Derrick Reimer

Derrick Reimer

CEO, SavvyCal

Working with Zach was not cheap, but the work we created is something I'm genuinely proud of. Within a month of launching the new brand and website we landed our first enterprise-level customer. It was the perfect balance of collaboration and expert guidance.
Phil Alves

Phil Alves

CEO, DevStats

What sets them apart is how they truly understand the full stack of modern product marketing - from compelling copy to beautiful design to flawless technical execution. Our committed ARR doubled within a year thanks to Conversion Factory's expertise along with our own internal sales and marketing efforts.
Dru Wynings

Dru Wynings

Head of Marketing, Sensible

Perfect for overwhelmed SaaS founders, CF gets you access to top-tier niche talent at an accessible price, and they are all very delightful to work with.
Scott Krager

Scott Krager

Founder, Thumbnails

Pricing

Start your growth with
Conversion Factory today

Subscribe to a plan or book a call to get your questions answered.

Product Marketing Subscriptions

On-demand marketing, design, and website development

All plans include

Foundation workshops
On-demand design + marketing
Easy credit card payments
Analytics setup + reporting
Pause or cancel anytime
Project management
No scopes, quotes, or billable hours
Webflow, Framer, and custom development

Happiness Guarantee

We offer a satisfaction guarantee for your first month working with us. If you're not stoked and we can't make it right, request a refund and we will issue it to you.

PM Audit

$1,000

Get direction and clarity with a 99-point analysis of your product marketing efforts

Custom Projects

For one-off projects with a defined scope. Brand strategy, positioning workshops, and website builds.

Starting at $25,000

Not sure if Conversion Factory is the right fit?

Let’s chat. We’ll answer all your questions and give you an honest assessment on if we can add substantial value to you.

On-demand marketing, design, and web dev
No contracts
First month happiness guarantee
SavvyCal
Positioning & copy

SavvyCal

23x MRR growth

Less Annoying CRM
Homepage redesign

Less Annoying CRM

20% more conversions

Botable
Rebrand & website

Botable

85% shorter sales cycle

Senja
Landing page & CRO

Senja

17% conversion lift

100+ startups trust Conversion Factory

DragonGlassTokensoftDevStatsCurePathMaple BlueBaremetricsEvercastKinectAirSupereventAudienceTapSavvyCalTimetasticCordialSensible
DragonGlassTokensoftDevStatsCurePathMaple BlueBaremetricsEvercastKinectAirSupereventAudienceTapSavvyCalTimetasticCordialSensible

FAQs

Didn't find the answer you're looking for? Send us an email and we'll get back to you.