By Aaron Riddle

More than 67 percent of respondents in a recent survey indicated that online reviews impact their purchasing decisions in some way, shape, or form. Although online reviews can help tell a part of story for your organization, a case study can help tell your audience an entire success story (start to game-changing) of one of your customers using your products or services.

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A great case study can help solidify to your audience that you’ve been there and done that for similar types of organizations and would love to bring them in on the action. Ever looked at an organization’s website and checked out their case studies or testimonials pages on their website and before filling out a form or giving them a call?

These are great pieces of collateral that can show immediate impact to the audience you connect with and can be used in a number of ways throughout the course of your marketing and sales efforts.

When you are looking to put together your next case study (or looking to revamp some of your older ones), take these four essential elements into consideration:

1. Showcase the Problems You Answered

The customer has come to you with a problem or need for you to solve and you knocked it out of the water! What exactly were those problems that you were able to solve? Better yet, do those problems match in line with what your ideal customers and personas are experiencing?

Your customers are looking to take their efforts to the next level. By showcasing that you are able to solve similar problems they are facing can create an immediate impact on your audience and establish an early degree of trust.



2. Tell The Story of Your Customers’ Experience

Now that we know the problems the customer was having before partnering with you, let’s nail down the story throughout their entire experience. Let your audience know the “white glove” approach they’ll be experiencing once they’ve agreed to use you to solve their problems.

Nothing is off the table here! Give a quick background and overview to your customer and go through the problems they were experiencing. While walking through those past issues, showcase some of the concerns the customer had prior to getting started, like giving up ownership of particular pieces of its business or ROI to highlight to your audience potential similar occurrences.

Here are a couple of case study example questions to get the story started:

  • What was the customer looking to solve when partnering with you?
  • What were the needs of the customer that you were able to provide?

Let’s put these questions together and bring it all together with the all encompassing question you want your audience to see solved.“How did you solve their problems and what did you do to get there?”

Next, start to lay the entire foundation of the process. Don’t be afraid to get into the details of this and really show off what your business does differently from others.

Something to also consider is showing where your customer is looking to go after their initial needs are solved and that you are along for the ride on helping them reach these goals. Your moments with your customers doesn’t end at the point of sale or at the end of an engagement, but can (and should continue) with them based on the experience you have provided.

Template: 23 Case Study Questions Every Marketer Should Ask


3. Let’s See Some Results!

The story is lined up and you are showing how everything fell into place, but in order for this to have a happy ending for both your customers and your audience, you need the results to back it up.

The key here is to be as specific as possible with your results. Let those results shine and give your audience a glimpse into what they can potentially see from partnering with your organization.

Also, don’t be afraid to go the exact recommendations, strategy or tools you were able to provide to the customer to reach their goals. Your audience doesn’t just want to see that you can “double their revenue,” but they want to know the hows and what it takes to get there.

Take a marketing agency for example. All of them will tell you that they can increase your traffic, leads or customers, but what sets them apart from the other marketing agencies? It could go back to online reviews or case studies with companies in relevant industries, but what it should go back to is how the organization was able to handle X problem in Y timeframe using Z strategy/tool/recommendations or a combination of all three.

By aligning your case studies to specific problems with results to back that up, you showcase to your audience that you’ve solved their issues before (and have done it to success).

4. Use In Multiple Formats

With having your now great case study at your fingertips, you now have the opportunity to re-purpose this type of content to multiple formats across your website, blog and other various verticals.

Let’s start with your website and blog. Here’s a few quick tips to getting you started:

  • Make sure your header speaks to the problem you were able to solve
  • Show those results and give a brief snippet to the tool, strategy or recommendation you were able to accomplish
  • Use bullet points to point out key findings within the story and grab some quotes from your conversation with the customer to highlight
  • Create some calls to action on the sidebar or footer of your related blog content

There are also many other great places to showcase your next case study. Have a great quote to share? Showcase that within your sales collateral or event materials (including your booths and product sheets). Have the resources to use video during your customer conversations? Send these out through your social channels to give your audience a face and a voice to the results you are bringing to them.

How is your audience viewing content now? Look at those metrics and find what’s most successful and capitalize on those options for your next great case study.

This post was originally published in May 2016 and has been updated.


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Aaron Riddle

About the author

Aaron Riddle was formerly a Digital Project Manager at SmartBug Media. He has more than 9 years of marketing and project management experience helping organizations succeed in their digital marketing goals and objectives ranging from not for profits to large technology-based groups and businesses. Read more articles by Aaron Riddle.

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