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How to write perfect case studies and use them to maximise sales

By February 25, 2021May 4th, 2021No Comments

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In a time when much of what you buy is based on peer reviews, there has never been a time when case studies have been more important. This article will take you through how to write perfect case studies and then how to use them to maximise sales. 

What is a case study?

Put simply, it is a summary of your engagement with a specific client. Case studies will describe your client, what you did and what you achieved (more detail to follow). It will be no more than two pages (when printed) and should take only a minute or two to read. 

What are case studies for?

Case studies show people what your company is capable of delivering. In the same way that a 5-star review will prompt people to buy on Amazon or TripAdvisor, a case study will help potential clients to move closer to buying from you. 

How to write perfect case studies

If you haven’t written any case studies yet, the next couple of minutes will give you a very clear, step by step, guide to writing case studies that will be highly effective. 

1. Identify happy clients 

Who is your happiest client? Who has been a client for a long time? Which clients have you generated outstanding results for? 

The answers to these questions will give you a list of clients to develop case studies for. Now all you have to do is ask them. Asking them when you are delivering good news always helps.  

2. Start writing 4 of the 6 key parts of a case study 

Thees 4 parts of a case study are: 

  1. Who are they? – a description of the client, aimed at helping readers identify with them. Companies like to buy from other companies who understand their industry sector. 
  1. Where is their issue? – what did you help them with? Again, potential clients like to see that you understand the issues they face. 
  1. What did you do?  – probably the least important piece, but still needs to show you know what to do and you have the knowledge and expertise looked for. 
  1. Why did it work?  absolutely the most important part. People buy results and success. They want to work with companies that can prove they can deliver. Include numbers to show your results, but be specific. 96% growth, rather than “doubled sales”. Graphics will help communicate these more effectively. 

At this point there are two pieces missing from the perfect case study. Let’s look at them in a little more detail. 

3. The Headline

The newspapers used to refer to the backbench; where the sub-editors used to sit. They were the highly paid specialists responsible for writing headlines that would sell that paper in the millions. A catchy headline would easily divert people from buying one newspaper to another. They wanted to know what the paper had to say, based purely on the headline. Back then, these were highly paid employees – not any more. 

But the headline is still vitally important. It will determine whether someone reads the case study or not. So what should be in a headline? 

Our latest case study is headlined: Adding a £million to turnover in six years. It communicates a great result; something any small business owner would like to see happen for them. Headlines should be about something the reader cares about: results, money, solutions – are just some examples. There is plenty of guidance online. 

4. The validation 

Once you’ve done all of the above, you need sign-off from the client, and you need them to validate your case study. 

Sign-off is simple. You send it to them and they agree that what you have written is accurate. The validation is what they write about you and you then use as proof that you have delivered and you have a very happy client. Their testimonial is the final piece of the perfect case study. 

The cynical ones out there could, if there was no testimonial from the client, say you made it up. With the testimonial, that goes away. The only time a happy client is unlikely to give you a testimonial is when you are solving an issue that they shouldn’t have, or they don’t want to admit they have. Insolvency practitioners, for example, can struggle at times.  

The best mediums for your case study 

Written content: accessibility, SEO etc. 

Podcast: Interview with client, audio format.  

You know that video content is highly powerful and is beloved by the search engines. Video testimonials that support a written case study can really improve the impact of your case studies. 

Video testimonials make great social media content too. 

How to use your case studies to increase sales

Once you know how to write perfect case studies, you can use them to drive sales. Case studies work at both ends of the sales funnel. They will nudge people into starting a conversation with you and they will convince people to sign on the dotted line too. Let’s look at where you should use your case studies to maximise their performance. 

1. On your website

This is the first place to put it because it is rare for someone to enter your sales funnel without at least one visit to your website. Make sure it is used in multiple places across your website 

  • A case study page will show website viewers that you have lots of happy clients 
  • Including relevant case studies on the product page will mean they are seen more often, and are more effective. 

 Include links from the case study both to the client’s website/social media and to the product/services they bought. This helps both your SEO and the user experience. 

 At the end of the case study, ask if this results sounds like something the reader would like for their business. Get them thinking… and acting. 

2. Social media

Sharing your case studies on your social media channels increases the numbers of times they are seen, particularly if you have video content. Perhaps you can pin, at least for a while, your latest case study to the top of your profile page to maximise views. Check your Analytics to see if it is driving traffic when pinned. If not, unpin it. 

Remember that individual case studies can go through social media more than once. Only a small percentage of your followers will see it each time. Not everyday of course! 

3. Newsletters

If you use a newsletter to keep your mailing list up to date, make sure you include your case studies in there. Mailing lists include clients, prospects, stakeholders, suppliers and networking connections. Showing them the great results you have achieved for a client can encourage new sales (from prospects and current clients buying more/something else) and referrals. 

4. Email automations  

Email automations are great ways to quickly educate new subscribers about what you do, how you help and the results you achieve. Case studies will help these new subscribers to believe your promises.  

5. Proposals

When you get to the point of developing a proposal for a new client, a great case study, or two, supports your pitch and increases the value propositions. Choose highly relevant case studies. Ones that are for companies with similar issues to your prospect and with a similar profile – industry, company size, location etc. Don’t simply use the same case studies for every proposal. 

 If you use something like CANDDi, you may want to include links to the case studies in the proposal, rather than the whole things. Knowing that they have clicked through shows the prospect really is interested. 

 

Case studies must be part of your marketing collateral. Used properly the perfect case study can be highly effective. It will help you fill your sales pipeline and they will help your Sales function to close more too.  

If your case studies aren’t working, or you haven’t got any, get in touch. We can help you both produce them and then make use of them to drive more sales.