Substantiate
For B2B Content Marketers

Create amazing customer case studies in half the time.

Looking to turn customer proof into revenue? Substantiate is the AI case study creator that drives your deal-winning content flywheel, from company research to customer signoff.

Substantiate customer case study creation workspace
Still doing manual research?

Human-Led Customer Stories. AI Does The Rest.

Hire our AI marketing agent to build you a proven customer publishing flywheel. Substantiate lets you focus on high-value customer interviews and storywriting, supported by structured workflows for every publishing stage from opportunity discovery to final signoff.

Onboarding Agent importing case studies, companies, testimonials and advocates

Still manually chasing case studies?

  • Track content asks from sales team
  • New case study selection & outreach
  • Customer research
  • Media assets for company logo, headshots & product
  • Interview questionnaire
  • Interview scheduling
  • Case study drafting & quote selection
  • Internal editing & team review
  • Customer account signoff
  • Compliance signoff (logo & image rights, PR & legal approval)
  • Multi-format publishing (web, PDF, slide, socials)
  • Team reporting (new logos, testimonials)
The case for changing how you work

Ready to become an AI-native marketer?

Demand

78%

of B2B buyers rely on case studies while evaluating vendors.

Bottleneck

78%

of marketers produce five or fewer customer stories every six months.

Approval gap

43%

of SaaS marketers struggle to secure customer approval for case studies.

The unlock

40%

less completion time for professional writing, with AI assistance.

Human-Led Customer Stories. AI Does The Rest.

The problem

Great customer stories die in the pipeline

We analyse your existing case studies to create a case study library. Each new case study requires only the company name, interviewees and an uploaded transcript of your interview call. Our research process generates over 400 inputs automatically, such as interviewee photos, customer quotes and colour scheme.

Spending too much time chasing your team for content?

Make it easy for anyone submit a case study lead or new testimonial in seconds from Slack or online.

Too many case studies getting lost in customer approvals?

Our case study workflow generates to assets for each stage of your case study, including getting signoff from communications and legal teams.

Want more control over your content pipeline?

Clean up that tangle of email threads into a single content view for your entire team. Keep your customer, marketing team, reps and marketing agencies on the same page.

Why Invest In Case Studies?

Strong Customer Proof Improves SaaS Conversions up to 270%

B2B SaaS companies that implement comprehensive social proof strategies see conversion improvements ranging from 10% for basic implementations to 270% for optimized, multi-format approaches.

37% Median conversion lift
270% Conversion lift for optimal social proof implementation
The Substantiate AI-assisted case study editor
Innovative content marketing

Discover, Collaborate & Deliver Great Content

Never lose another customer proof point with the 'social proof' marketing CRM that makes it easy to collaborate between marketing, sales, agencies and your end customers.

  • Empower anyone to submit a new case study or marketing opportunity in seconds
  • Instantly check how likely your case study candidate is to approve based on similar studies
  • Cultivate great customer advocates with an advocate onboarding process
  • Stop losing case studies in internal customer approvals through smart approvals
Designed for marketing & customer success teams

'Social Proof In A Box' For Customer Testimonials, Logos, Case Studies & Advocates

The process for collecting new customer data is streamlined and secure for your marketing team. The next time any customer shares a great story about your product, your team can now share it instantly for marketing followup.

Get Started
  1. 01

    Collect New Opportunities

    Your reps and customer success teams submit a new opportunity over Slack, web or email with call transcripts and material.

  2. 02

    Customer Discovery

    Customers receive a welcome pack and content discovery begins. Your team can collaborate privately or monitor progress.

  3. 03

    Guided Customer Approval

    Collect multiple content signoffs, and inform communications and legal teams with prebuilt packs for streamlined review.

  4. 04

    Publish Results

    Publish the approved case study or customer testimonial to your CMS of choice.

  5. 05

    Searchable Content Library

    Sales reps can collect the perfect customer proof right from Slack. Search by industry, customer or tag.

  6. 06

    Showcase Results

    Demonstrate your team progress with beautiful, editable reports showing your latest case studies, testimonials and logos.

Proof

Demo case study

View full case study

Transform your marketing pipeline with best-in-industry customer proof

See how Substantiate turns scattered customer stories into proof your sales team will actually use.