Having your own case study can be a powerful sales tool and can drive new business for your company. But how do you get your customer to agree to publish a case study? We talked to three PODi members about how they get approval and here are their suggestions.

This Mutual NDA protects everyone’s interests and contributes to a trusting long term relationship with every new customer. It is an easily read document, so your client should be comfortable reviewing it without feeling the need for a lawyer. (No confusing "party of the first part" text.)

You’ve had a positive first meeting. Now it’s time for the critical next step. Get expectations in writing in a Plan Letter, and you’ll have a good foundation for moving forward into Needs Analysis.

After you get a tentative agreement on schedules and payments, you’re ready for a signature on a Statement of Work. A Statement of Work will help clarify and confirm everyone’s expectations. Clear communication upfront saves hours of grief later on.