5 Tips For Crafting The Perfect Case Study

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everything you need to know to craft the perfect case study

In the world of digital marketing, prospective clients want to see results.

Whether it is a significant increase in social media followers or an impressive amount of sales after a media hit, the public wants proof of your company’s success.

According to the 2020 B2B Behavior Study by Demandbase, 52% of buyers ranked case studies as a “very important” document when assessing different businesses and their competitors. About 76% of participants claimed that the chosen business’s content significantly impacted their decision to move forward.

That is why crafting the perfect case study is so crucial to building your credibility as a professional.

So, what is a case study? 

A case study is a document that outlines your company’s process of helping a specific client overcome a challenge. It directly highlights the success of your product by providing data and details about how you solved the problem at hand.

Seems simple enough, right? 

But here’s where it gets tricky: A strong case study mixes hard numbers with storytelling techniques. Your prospective customers should not only be impressed by the numbers, but also feel emotionally invested in the client’s growth.

It’s a great way to share what makes your company stand out from competitors—and that’s why they’re so crucial to your bottom line.

That’s not all your case study needs to accomplish, though. You should also earn the trust of potential B2B partners and clients. According to Hubspot, the public’s trust in businesses has significantly decreased, and 65% of consumers do not trust advertisements. About 81% prefer to trust the advice of friends and family over business advice—and that number is too significant to ignore.

The goal: Express your company’s achievements without sounding like a press release. 

So how can you showcase your work effectively? Here are five tips for writing the perfect case study to attract customers and bring positive attention to your business.

1. Keep it concise!

When writing your case study, keep it short and sweet. Be as specific as possible when discussing your strategies and results. Avoid unnecessary details and be direct about your process. 

At Zen Media, we create case studies for many of our clients. To keep these documents concise, we organize information into three sections: The challenge, the strategy, and the results.

In less than 200 words, we provide a clear outline of our digital campaigns from beginning to end. We also utilize bullet-point lists to keep our results clear and easily scannable.

Basically, we keep the reader interested while getting the point across quickly.

2. Tell a story.

Like all successful pr campaigns, you want your case study to tell a story akin to fairytales, which always have a beginning, middle, and end. In this scenario, your company’s services are Prince Charming, and your successes should sweep prospective clients off their feet. And you can only do that if you’re creative.

While a case study highlights the solutions you came up with to solve a problem, make sure you focus on the client. A strong 90-day campaign means collaboration and hard work from both sides, and your case study should champion the company’s development first and foremost. 

3. Add multimedia elements. 

Top of mind should be telling prospective clients what you did for a customer, but it is always great to show them your efforts through multimedia elements. Videos, infographics, and graphs are excellent ways to present your data more creatively, and it also gives readers a much-needed break from simply text on a page. 

In our case study for AI-powered video editor Kamua, we give users a peek into the product’s user interface. We present an image towards the top of the page, which gives prospective clients context as to what the application is all about. We use images and videos to keep readers engaged with both the campaign and the client. 

Many companies choose to create case study videos rather than one-pagers because a case study video combines all of the text, data, and visuals into one compelling piece of multimedia content.

For example, to highlight the success of their #SquareShakes campaign, fast-food chain Sonic made a two-minute presentation on YouTube. Their case study tells the origin story of the Square Shake and includes impressive press quotes and stats set to music, and the bright colors and straightforward text make it engaging.

No matter the format of your case study, consider incorporating some multimedia elements. In Wyzowl’s State of Video Marketing Survey (2022), 81% of marketers said that adding videos to their marketing materials had a direct and positive impact on sales. About 89% of the survey’s participants added that video gives them a good return on investment (ROI). 

4. Create a call to action! 

After your prospect has read your case study, you likely want them to reach out. Don’t forget to include your contact information somewhere on the document, and it can be your business email address, a phone number, or a contact form hyperlinked to the webpage. 

We include a Let’s Talk button in our top menu on our website. Once it is clicked, users can access our contact form and give details on how we can help with their next campaign. Make sure that your call to action is displayed prominently in your case study. 

5. Edit and upload.

Once your case study is written, sleep on it and reread your draft with fresh eyes. Look at it from the perspective of your target audience. Simplify your word choices and focus on how the information is organized. Is it an interesting document to read, or does it need more visual aids to represent the data? Do you want to add a greater sense of credibility through customer quotes and references? Do you write a compelling story?

When you feel confident that your case study hits all of these marks, click the upload button. It can be easy to overthink when you are writing about your own company and its successes. However, if you are crafting a case study, you have something to be proud of. Shine a light on your hard work and call it a day! 

Want help producing a case study? Reach out.

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Day 6: How to Stay Relevant on Dark Social (Extra Credit)

Ready for some extra credit? I’m about to throw you some jaw-dropping stats.

In today’s B2B landscape, thought leadership content is more important than ever.

But B2B brands aren’t going all in. Why?

It isn’t as easy to track as other initiatives.

Here’s the thing, though: 

Even if it’s hard to measure, it’s still meaningful.

According to the 2024 Edelman-LinkedIn B2B Thought Leadership Impact Report, 52% of decision-makers and 54% of C-level executives spend over an hour a week consuming thought leadership content. 73% report trusting this content more than marketing materials.

And they don’t leave comments. They don’t hit the like button. 

They share it on dark social, privately. 

The impact is undeniable.

75% of decision-makers have explored a product or service they weren’t considering after consuming thought leadership content, and 60% realized their organization was missing an opportunity thanks to it.

If you thought those numbers sounded impressive, wait until you read this: 

90% are more receptive to sales outreach from companies that share consistent, high-quality thought leadership.

86% are more likely to include these companies in the RFP process (seat at the table, anyone?), and 60% are willing to pay a premium to work with them. 

You can’t make this up!

As long as B2Bs continue to choose the merely measurable over the meaningful, they’ll keep missing golden opportunities. Now that you know, you can stop your brand from falling into this trap. Stay vigilant by frequently asking yourself these 4 questions: 

Question 1: How does our thought leadership content support our overall business goals and objectives?

Action: Ensure that your thought leadership content strategy is aligned with your company’s overarching business objectives, such as increasing market share, driving revenue growth, or establishing your brand as an industry leader.

Result: Ensure alignment with business objectives.

Question 2: Does our thought leadership content address the most pressing challenges, questions, and aspirations of our target audience?

Action: Conduct thorough research to understand the needs, preferences, and pain points of your target audience. Develop thought leadership content that provides valuable insights, solutions, and perspectives that resonate with their specific challenges and goals.

Result: Stay focused on customer needs.

Question 3: How can we track and measure the engagement and impact of our thought leadership content, even if it’s not as straightforward as other marketing metrics?

Action: Implement a comprehensive measurement framework that goes beyond simple metrics like likes and comments. Track indicators such as time spent on page, scroll depth, content downloads, newsletter sign-ups, and referral traffic. Use surveys and feedback loops to gather qualitative insights from your audience on how your content has influenced their perceptions and decisions.

Result: Accurately track engagement and impact.

Question 4: How can we ensure that our thought leadership content is effectively integrated with our sales and marketing efforts?

Action: Collaborate closely with your sales and marketing teams to develop a cohesive content strategy that supports the entire customer journey. Use thought leadership content to nurture leads, support sales conversations, and establish your brand as a trusted resource. Provide your sales team with the tools and training they need to leverage thought leadership content effectively in their outreach and interactions with prospects.

Result: Synergistic integration with sales and marketing.

And that’s a wrap! You’ve reached the final email of the 5-Day MBA in PR. Congratulations!

You now know more about earned media and PR than the majority of business leaders out there.

Over the past week, you’ve seriously leveled up your knowledge and your game.

On Day 1, you explored different types of PR and learned how to choose what makes sense for you.

On Day 2, you discovered why a strategic distribution plan is vital to the success of earned media efforts.

On Day 3, you identified a crucial media reframe needed for maximizing visibility.

On Day 4, you figured out how to leverage contemporary events to your advantage. 

On Day 5, you connected the dots between PR and sales. 

And today, you learned why thought leadership content is critical—even if it isn’t as easily directly measurable as other initiatives.

This is enough to make you a very savvy business leader when it comes to PR. You should be able to ask the right questions and start driving results! 

And if you found this e-Course helpful, send it to a colleague! It would be the ultimate compliment. 

But the truth is, I can only go so deep in an email course.

So, if you’re wondering how I can work in a deeper capacity with you, there are a few ways I can be of service: 

  1. I can come speak to your company or industry—not just on earned media but on how to actually stay RELEVANT in a world that is changing at the speed of your feed. I’ve spoken for everyone from NASA to Marriott. You can check my availability here.
  2. You can hire my awesome team at Zen Media to execute on behalf of your brand. Day 1 to Day 5 and then some. Here’s what clients have to say about working with us.

I genuinely hope this has been useful for you in your journey.

This isn’t goodbye, but more of an I’ll see you later!

All the best, 

Shama