Most companies do great work for clients — but fail to share it. Meanwhile, marketing teams struggle to produce content that feels real, useful, or relevant. The problem? They're not close enough to the work.
By running quarterly marketing meetings with your account managers, you create a feedback loop that surfaces the most impressive client stories. Even better, by bringing in the developers who built the solution, you can turn those stories into rich, technical case studies that educate, impress, and convert.
Account managers know what was built and why it mattered to the client. Developers know how it was built, including the tough decisions, technical constraints, and clever solutions. Marketing needs both sides of the story to craft high-quality content that:
These meetings should happen every quarter and follow a simple format.
✅ Figure: Good example – Structured agenda that gets client stories flowing and leads to actionable next steps
Once a good story is identified, don't let it fade. Assign a content owner to:
By setting up these quarterly meetings, you make case studies part of your company rhythm — not just a wishlist item.