Write a case study
1. Choose a focus for your case study based on the client you plan to use and the problems you helped them solve.
For example, if you helped a client save time on a task, create a case study on how your product could save time for clients in a similar situation.
2. Ask the client for their permission to be the subject of the case study, explaining the goals of the case study and the benefits it would bring them.
For example, their participation in the case study could offer more exposure for their business. Alternatively, offer to keep the client anonymous and mention only the type of company (B2B, B2C) and their industry.
3. Ask your case study client open-ended questions to collect data and details that support your case study.
Ask questions like: What challenges were you facing? What were you looking for in a solution? What alternatives did you try? How did we help you overcome these challenges?
4. Outline your case study with the who, what, where, when, why, and how of the client’s challenge and your solution.
Mention the job titles of the people involved, their struggles, and the solution they used (if any) before your collaboration to engage potential customers with similar problems. Explain your process, how you chose a solution, and how long the implementation took to let potential clients know what to expect when working with you.
5. Summarize the results for your client in the title of your case study.
For example, Healthcare manufacturer increases sales-qualified leads by 58% with email nurturing.
6. Outline the problem and solution and summarize the positive results for the client - ideally with specific metrics - in a bulleted list at the start of your case study.
7. Publish the case study on your website, promote it on social media channels, and include it in your email marketing activities to drive traffic and engagement.
Ask the client in the case study to share the story with their audience as well.