Your prospect has done their research. They’ve made a list of requirements. They’ve compared several possible solutions (including yours). They’ve been to your website and had conversations with a salesperson. And they’ve narrowed their search down to your product and your competitor. On paper, both products look similar. But your prospect is still on the fence.
So what’s it going to take for them to go with yours?
Probably something that convinces them that your product gets results.
Enter the case study—tiebreaker extraordinaire, and your best friend.
In this post, we’ll look at:
- What a case study is and why you need one
- 3 elements of a good case study
- How to prep for a case study
- 5 steps to writing your case study
- Tips for making a good case study great
- 5 real-life case study examples
🔍 Are you looking for some case study examples? Check out this free eBook housing five case study examples.
👀 Get this free eBook to get an inside look at five case studies.
What is a case study and why should you create one?
A case study is basically a document (it can be a video too) that outlines how a customer used your product to overcome a problem. It’s real-world proof that your product works and gets results.
If your product or service has helped customers get great results, a case study will help you showcase those results to your future customers. They’re an excellent way to attract more business, and can mean the difference between a lost opportunity and a really good end-of-quarter.
What makes a good case study?
First, it’s helpful to highlight what makes case studies bad: most are painfully boring. What they have in research and detail, they lack in a cohesive, consumable story. They list numbers and contain data, but the reader isn’t sure what it all means or why it’s relevant to their problem. They end up existing as technical documents that do little to persuade or excite anyone—and that’s unfortunate because they have the potential to be a powerful sales tool that can help you close big deals in the decision-making phase.
So how do you write a good one, then? Here are three characteristics every good case study should have:
There’s no hard rule on how long a case study should be. But it’s always a good idea to ask “How short can we make it?” A good case study avoids the unnecessary minutiae, knows what it’s trying to say, and communicates it quickly and without ambiguity. With a few exceptions, effective case studies are concise and, clear.
On the other side of the length equation, being thorough is also important. While the case study is all about making impressive claims about how a product helped someone achieve a certain result, it also needs to explain how it happened. Good case studies include key details that show how the customer got from A to B using the product—something you don’t get with customer reviews. Don’t make your reader work too hard to visualize the story. If you can use images and videos, use them!
It’s a story
Yes, case studies are sales tools. But the ones really worth reading tell a compelling story with a beginning, middle, and end. They beg to be read all the way through. Often, they present a problem that creates tension and demands a solution. And remember, in this story, the customer is the hero—not you.
6 steps to find a good case study
Before you start actually writing, there’s a bit of prep work you’ll need to do to make sure your case study is amazing. (This is where good customer service teamwork will really come in handy since your customer support team will have the best intel.)
1. Choose your customer
You may have many customers who’ve seen great results using your product. But you can’t just pick a name out of a hat and showcase their results; they may not be right for your audience or their results may not be typical. For example, don’t feature an enterprise company when most of your customers are small businesses. Or claiming that your clients have a 90% customer retention rate when most of them see 70% on average (still impressive, though). When considering which customer to use, start by creating a list of customers that meet these criteria:
They’ve seen good results with your product or service
The numbers are what really matter. So choose customers that have seen strong results using your product. But be careful about showcasing exceptionally good results if they’re not likely to be repeated by most.
They have a respected and recognizable brand
Strong brands give your product instant social proof. They prove that you’re established and trustworthy. That alone can make you a front-runner in the decision-making process. After all, if Big Brand X trusts you, so can a prospect.
They’re a typical customer
Good results don’t carry as much weight when they’re achieved by companies in other industries or verticals. Identify current customers that are similar to your target audience. If you sell enterprise software, choose enterprise customers. If you’re a consultant in the healthcare industry, choose a customer that works in healthcare.
With your list in hand, you can start reaching out. Picking up the phone can be a lot more effective than sending an email. It’s more personal, lets you build rapport, and is harder to ignore than an email.
Try to get in touch with customers who use or are very familiar with your product or service—someone who can speak to results. Tell them you’re interested in writing a case study and you’d love to hear more about the results they’ve achieved. Be clear about what the process involves on their part—whether it’s a list of questions in an email, a phone call, or if it involves a camera and crew.
If you’ve provided value, your customer is more likely to see you as a partner rather than a vendor and, hopefully, will be happy to participate. Remember, you’re also shining a spotlight on their own success. So it’s a win-win.
That said, you may hear “no” a few times, too. Don’t get discouraged. Some customers will decline for different reasons, regardless of the results they’ve achieved with your product.
Don’t just use a personal phone to call your customers and interview them. Use a communications app that has a phone calling feature instead. Not only would it show your business as the caller ID (instead of a shady phone number they’re not familiar with), some apps let you record conversations too to make it easy to go back and analyze your conversations (just remember to ask first).
2. Begin your research
Start collecting information about your customer. This is easier if you work as a team. From sales to marketing to customer service, everyone who’s been in touch with customer will have insight about their experience. They can help you understand what your customers do and sell, and what challenges they’re facing. Identify the stakeholders you need to speak with—anyone in the company who uses your product—from the CEO to the marketing intern. Collect stats, even ones you don’t think are relevant—they may be later.
3. Ask the right questions
Smart questions get insightful answers. Here are some examples of great questions to start with:
“What were some of the bigger challenges you faced before using our product?”
“How does our product help you reach your individual goals?”
“Which key metrics have improved most since using our product/service?”
“Which parts of your business have been impacted most, and how?”
“How long did it take to roll out our product?”
But don’t stop there. Use these questions to segue into deeper, more targeted questions that underscore the real-world benefits of your product. Let the conversation flow naturally—this is the magic of interviews. You can’t always plan for what interesting topics come up next.
4. Identify your target audience
Beyond your customer’s industry, consider who the target audience of the case study is. Who will see it? Who does it need to influence? While it’s often high-level executives who make large purchase decisions, employees at all levels can act as a champion for your product or brand. Your case study may have to persuade an IT worker that your product or service is going to make their job easier, while it needs to convince the CFO that they’ll see a real return on investment.
5. Identify the top three things you want to highlight
During the initial research phase, you’ve likely uncovered a lot of interesting information about your customer and their experiences with your product. While it might be tempting to use it all, your case study should quickly and clearly communicate the value of your product. Go through this information and identify the three most important business results you want to communicate in the case study.
Stats and key performance indicators (KPIs) to consider using in your case study:
- Ramp up time: How long did it take to get started with your product? Did it improve any other facet of their workflow?
- Sales results: How did the product impact your customer’s bottom line?
- Total return on investment (ROI): How long did it take to earn more than they spent on your product?
- Productivity increases: Which teams saw improvements in process and workflow? And now much?
6. Choose your format
A case study doesn’t have to exist only as a PDF attachment in a late-stage deal email (although there’s nothing wrong with that). Consider the format. Think about who’s going to read it (or watch it). Do you want to turn this into fancy interactive content? Does your prospect have the time and interest to dig into the details? Or do they just want the facts? Choose the format that you think best engages the audience that you’re selling to.
This long-form document has been the gold standard for B2B case studies for many years. This format is effective when the subject matter is complex and demands detail. Remember, a CTO who’s evaluating large-scale business communications platforms for a multi-year deal is going to want more information than a marketing manager who’s evaluating a new social media ad platform:
Keeping things short and sweet is often the best way to get your message heard. By focusing on the key points, you can highlight the biggest wins at just a glance. Most report format case studies can be easily condensed into a one-page document. This is ideal for prospects (and salespeople) who are short on time and prefer something they can quickly scan—like this Adzerk case study with Reddit:
Few things can tell a story the way that video can, and case studies are no exception. They give you an unmatched level of creative freedom and storytelling using music, lighting, pacing, and voice that can evoke emotions and persuade someone using more than just numbers and facts. And at just a couple of minutes long, they can do a lot of heavy lifting in not a lot of time.
People love infographics. They’re an excellent way to convey important data in a simple, eye-pleasing way. If your case study requires you to use a lot of data to prove a point—or if visualizing data can make the results more clear—building an infographic case study can be a great investment.
5 key steps for writing your case study
Congrats. You’ve done the research. You’ve made the calls. You’ve pored over all the details. Now, all you have to do is write. Here are five simple steps that’ll help you create a powerful case study that champions your customer and clearly showcases the real-world value of your products or services.
1. Introduce the customer
Set the stage for your case study with an introduction. Briefly explain who your customer is with a bit of background information that can include their industry, product, company size, and location. You don’t have to dig into the nuts and bolts of their business, but you do want the reader to understand who they are and what they do. The more color you can provide here, the more impactful it’ll be when you show the awesome results this customer saw because they chose you.
2. State the problem
Every product or service is a solution to a problem. Explain the problem (or problems) that you helped your customer overcome. Describe the larger impact of the issue. Maybe it was customers leaving. Perhaps it was bad leads—or good leads that were never followed up on. Use this as an opportunity to clearly show what was at stake, and make sure you leave the jargon out of it. Frame the problem in simple terms that any reader can understand.
3. Introduce your product
This is where you begin solving the problem. Briefly introduce your product and what it does. Start on a general level, then apply it to the challenge the customer was experiencing. Talk about which teams or individuals used your product and how they used it. Be sure to make the connection between the customer’s problem and your solution crystal clear.
4. Show results
The big reveal. What kind of results was your customer able to achieve using your product or service? Speak to how they solved the problem descriptively, but also with cold, hard numbers. Not everything can be measured in numbers (sometimes, peace of mind is a powerful benefit all on its own), but whenever you can, back up your story with the stats. At the very least, this will make it easy for a CFO—or a prospect who wants to buy—to justify buying your product.
The customer saw a 33% increase in web traffic, a large influx of social media activity, and a 10% boost in revenue over the duration of the campaign .
5. Prove it
Don’t forget to show your math. How you get the results is just as important as the results themselves. What specific steps were taken to get those results? Not only will this help validate your claims, it makes it easier to envision how the reader may be able to achieve them, too.
8 tips to write a great case study
1. Avoid jargon
As a subject matter expert in your line of work, it can be tempting to go into as much jargony detail as possible. This is normal as it’s often the language we use at work every day. But remember that your customer probably doesn’t speak that language. When in doubt, use an app like Hemingway to make sure you’re writing at a level that most people can understand.
2. Spend time on your title
It’s tempting to use the case study’s most interesting or impressive KPI as your title. But that also gives away the ending before the story begins, and skips details that are important for context in the process. Try writing a title that piques interest without being a spoiler.
3. Edit. Then edit again.
Once you’ve got your first draft completed (and the jargon removed), edit the case study. A few best practices here:
- Look for and eliminate unnecessary adjectives.
- Speak in an active voice.
- Look for details that get in the way of the story.
And then do it all over again until you can’t edit it down anymore without losing the essence of the story.
4. A picture is worth a thousand words
This is especially true when you’re talking about a block of text that’s trying to communicate a chunk of data. Well-designed charts, graphs, images, or infographics can do the heavy lifting of several pages of text in just seconds. They can also help break up large pieces of text, making the case study easier to read—and nicer to look at. After all, the end goal is to have these read all the way through.
Here’s an example of a graphic from a longer CPA Canada infographic (that includes a short case study embedded inside it):
5. Pull quotes
Hard data and results are good. But a customer quote is a great piece of social proof and adds a human element to your case study. And that makes your results more believable. Customer quotes can also be used outside of your testimonial too—try adding it on your website, landing pages, or email marketing campaigns or welcome emails to get more people to check out your products and buy online. Here’s an example of what that looks like:
6. Make it scannable
Some people will take the time to read your case study front to back and absorb every detail. Some won’t give it more than a single glance. And sometimes, that person is the decision-maker. Make the most important results easy to spot, read, and retain at a glance. Write headings that are descriptive—if someone just scanned them, would they be able to get the gist of the story? Consider putting a summary at the very beginning of the study, or call out impressive results in a larger font size.
7. Record your interviews
Ditch the pen and paper. If you’re conducting one-on-one interviews over the phone, you can save yourself a lot of time and energy by recording the conversation (with your customer’s consent, of course). There are tools that can make this easier too—you might find one or two in your marketing stack. For example, you could use RingCentral’s Zapier integration to transcribe your conversation into a text file.
8. Don’t forget the call to action (CTA)
Your prospect is excited because your case study has done an excellent job of showing how your product or service can help drive results for customers. Now, how do they get in touch with you to learn more? Whether it’s a button that links to your website, an email address, or a phone number, make sure there’s an easy way of getting in touch with you in the case study.
5 examples of great case studies from real-life companies
What we like about it: The title doesn’t give everything away all at once, and the case study tells a story with a beginning, middle, and end. The sections are clearly titled and organized, and the results are easy to find. As a bonus: the video adds a believable human element.
What we like about it: It’s detailed without being a novella. It understands and speaks to the enterprise customer. The key points are in bullet format and easy to read. The important wins are highlighted. And the video makes the content easy to engage with.
What we like about it: The title makes you want to read the whole customer story. They’ve embdedded a well-produced video high on the page, so you can choose to watch it before you read on. The design and layout of the page makes the content and images easy to consume, and the results can’t be missed. Also, they weren’t shy about adding CTAs.
Slack: So yeah, we tried Slack
What we like about it: This case study follows the tried and true format of customer, problem, solution, and results. It uses humor and relatable characters throughout to support the story and keep your attention. And it’s only two minutes long so it gets the point across quickly.
Assetworks: South Carolina School Board Insurance Trust
What we like about it: This case study tackles the otherwise complex and technical topic, and simplifies it as an infographic using images to make the results clear. It’s concise and easy to follow because you can see the math without actually doing any math.
The final word on building a great case study…
Sure, an ad or boosted social media post (more on social media best practices here) can make someone aware of your brand or that your product exists, and a landing page can tell them how your product can solve their problem.
But there’s nothing quite as powerful as someone else singing your praises.
And that’s exactly what a case study does. Spend the time to do it right and it has the potential to deliver huge ROI no matter how big or small your company is. And not just once—but over and over again.
Originally published Feb 05, 2020, updated Oct 19, 2022