How I created an anonymous case study for a coach

It isn’t always possible to tell people who you have worked for. A lot of my clients ask me to ‘white label’ my work, which means my name can’t go on it, so I am familiar with keeping who I work with a secret. But what do you do when you want to tell the story of how you worked with someone, but keep their name out of it?

Woman walking by the sea. Photo by Paz Arando on Unsplash

In cases where there is clearly going to be an issue of confidentiality, you can share a case study without telling people exactly who the client was. This is what I did for Jo Twiselton, a consultant and coach working with people facing change and challenge. She wanted to talk about her wellbeing coaching but felt too close to the topic so she asked me to talk to her client instead.

She gave me a brief brief because she didn’t want to influence the conversation and introduced me to her client. We then arranged a time when they could talk to me. We met on Zoom and I asked them about why they had approached Jo, what the sessions were like, and what impact the work they had done together had on their life. 

I then wrote up my notes and asked if we could have a second meeting to fill in a couple of details, which they kindly agreed to do. I also checked that there was no reason not to give them the name I had chosen as their alias, in case it meant something significant to them. I used their alias throughout the article I wrote and then put a note at the end explaining their name had been changed to protect their identity.

Once Jo was happy with the draft case study we asked the client for their approval before publication.

Screen shot of the case study on Twist Consultants' website

Jo said: “Rachel did an outstanding job of interviewing my client and producing a great case study. She made the entire process really straightforward and delivered something that clearly explained what was involved and how it benefited my client. 

“I would have no hesitation in recommending Rachel for any work that involves developing a story, writing with clarity or interviewing skills.”

If you are delivering any big change in your organisation and need help with keeping people engaged, invested in implementing the change and looking after themselves on the way, then get in touch with Jo at Twist Consultants.

Are you looking for someone who can write case studies for you? Get in touch with me.

Picture of Rachel Extance

Rachel Extance

Award-winning journalist and blogger. I help service-based business owners communicate who they are, what they do, and why. If you struggle to talk about yourself on your website or your content marketing, get in touch with me.

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The information contained above is provided for information purposes only. The contents of this article are not intended to amount to advice and you should not rely on any of the contents of this article. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of this article. The Story Cave Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of this article.