Often the thought of developing a case study for your marketing team can seem intimidating at first glance. Still, you can take steps and online resources, such as a case study template, available to you that can assist your company in showcasing its full potential. 

You can ensure that if you create a case study, it will allow new prospects to understand how your product/service can benefit them in their own life, by analyzing real accounts from previous clients. 

By showing future clients how your company works and the advantages of collaborating with your team, you can ensure your business continues to thrive. 

A case study can elaborate on a previous client’s account of the process behind working with your company, how it helped them in some way and the results they received. These results should continuously prove to be positive, and your clients should always find themselves satisfied. 

The goal is for new clients to see how your company and the product/service you offer will be beneficial to them and show that the results they receive will be what they need. This can assist in building a sense of credibility regarding your company. 

Essentially a potential customer is vital to the success you can create within your business. If you receive positive feedback consistently and you can show this through the case studies you provide, potential clients will have all the more reason to work with your company in the future. 


What is a case study?

In the marketing industry, a case study is a piece of content (typically on a webpage) that tells a story about a customer who used your product/service to solve a challenge in their life in some way. There should be a positive outcome that allows future clients to see how they can benefit from your product/service like many others have. 

A case study can vary in length and the number of details included within, but the overall goal is to tell the story of a successful partnership between your business and a happy client.

It is crucial to discuss what it is like to work with your company and reach the result as a team. Illuminate how your product/service can solve the issue at hand and use previous consumer feedback to attest to this success. 

Creating a case study shows prospects what their own experience can look like if they choose to utilize your product/service. This allows your business to develop a new sense of authenticity, be built up by the positive feedback from your previous clients, and carry a newfound legitimacy with that.

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Why are case studies important? 

Case studies are important for many different reasons, including bringing awareness to your business and creating a sense of what your product/service can do for future consumers. It allows you to develop an in-depth narrative about your company, explaining the success others have had regarding your product/service. 

You want to successfully establish a connection with future clients and allow them to see the truth behind your company through your case studies. You want them to imagine themselves working with you and think about how it could benefit them like it has other clients previously. 

The more case studies that you develop regarding your company and team, the more legitimate you will become amongst skeptics. The prospects will see different scenarios and possibly find one that relates personally to them or their life. The more effective your case studies are in showing off your product/service, the more your business will succeed in the future. 

You can build trust amongst new clients by looking into what your company offers, which is crucial in what you are doing. Once they are open to trying your product/service and working with your company, they too can be a happy story with positive results, just like the case studies they read beforehand. 


How do you write a case study?

Writing a case study will take multiple steps to tell a story and bring the narrative of your previously satisfied clients to life. You should give a real-life example that showcases all the positives your product/service offers to prospects.

First, you must find a client whose story you wish to tell and get permission from that client to use their feedback in the case study. After they have allowed you to use their information, you can begin to build validity. 

By including a previous client’s account, you will make your company visible and show that others can benefit from working with you too. This is crucial for your business to continue to flourish and increase the number of clients you are bringing in. 

You should take a few steps when developing your case study regarding how you explain the information and the formatting.

You must decide on a specific candidate for the case study and seek approval from your team to use their story. It is important to choose someone who can add value and awareness to your company, which has positive feedback to share with future clients. 

You can then interview this candidate and ask the proper questions to get an account of their experience working with you. After getting all the information, you deem necessary, begin to piece together what you have gathered and format it into a case study. 


What should be included in a business case study? 

Once you begin the process of piecing the case study together, you can use these few steps to assist you in establishing a strong story. 

Open your business case study by stating the goals of your company, explain the objective behind what your team is doing and the potential it has for anyone who works with you in the future. 

Once you have established a general idea of your business, you can then introduce the interview basis and what the client had to say about working with your company. 

Explain the previous client’s story and how they benefited from working with your team. State the issue that your client wanted to solve and how you assisted them. Go into detail about how your company provided a solution to this client and the goals the client could reach by working with you. 

Further, delve into the solutions you can assist prospects in finding and the goals you will reach if they decide to work with your team in the future. 

Bring in quotes from your client, statistics that back up the facts, and conclude with the overall results your company has seen. Allow your audience to understand how these results can benefit them. Tie in the future goals that your company wants to achieve, showing how you are growing and continually developing as a team. 

Through these steps, you can develop and create a business case study that showcases your company and the data that proves positive results whenever a new client decides to work with you. 

You want to ensure that you share these case studies with the right audience, and introduce new prospects to the idea of working with your company. These can be posted online in various places to attract a new buzz of clients interested in what you can do for them. 

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Allow your business case study to build trust regarding your company 

Once you develop a strong case study, you can create trust and awareness within your business and your team. Show how these stories can allow your company to continue to evolve and succeed over time, acknowledging future goals for your team and the future clients you can bring in. 

Once you connect to your audience, you can develop a sense of authenticity found through the description of previous clients’ experiences when working with you. Including statistics is very important to provide evidence that can further explain exactly how effective your company’s solutions can be. 

Building a sense of trust with your future clientele can benefit your company in so many ways. You can create relationships that thrive within your business, a strong character regarding your team, and continuously develop your company’s future goals. You can see where improvements may be necessary and always work towards helping reach your team’s goals. 

To build a successful future for your company, it is vital to create case studies that present your team’s legitimacy to prospects considering what your company can do. It is crucial to allow new consumers to see what you are all about, where your values lie, and the constant evolving your team can benefit from overtime. 

The positive comments and success stories you receive can be enough to convince new prospects to work with your team. But it is essential always to be showcasing this to your future clients as they analyze the character of what you’re doing.

Use case studies to provide your company with a newfound significance, finding value and prosperity in all that you achieve as a team. 

Allow clients to be the stepping stone in all that you do. Let their stories motivate your team as you continue to provide clients with positive results consistent when they work with you. 

Let these clients be the tools you use to continue to build the goals and values of your team. 

Their stories are valid, their experience accurate, and the way your company helped them reach their end goals will allow your business to continue to flourish, now and in the future. 

Making case studies for potential clients can be a daunting process, but by using our advice here and our free case study template, you can begin to show credibility to your prospective clients.

Additionally, by working with Podium, you can have access to much more resources, which open up more ways to communicate with potential clients. If you need resources, more case study templates, case study examples, or help from a professional, partnering with Podium may be the next step to developing success within your company. Podium has a range of online tools that can help grow your business, giving you and your potential clients a foundation to build new skills upon. 

Free Case Study Template: Download Here

Matt Boyce
Matt Boyce Head of SMB Marketing

Matt Boyce is a marketing and business professional at Podium, the premiere messaging platform that connects local businesses with their customers.

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