Your business has been around a while now. The days of scratching and clawing for projects, and sweating out making payroll, are in the past (though some days it doesn’t feel this way).
Your organization has earned a strong reputation by consistently delivering results that help your clients succeed. You now have a track record and a long line of clients that are advocates for your brand.
Word-of-mouth leads and referrals keep coming, but you’re ready to grow into new markets beyond your immediate sphere of influence. And as you move away from your core markets, awareness of your track record and strong reputation gets weaker and your word-of-mouth momentum gets slower.
So, how do you showcase your work to potential clients that are less familiar with your history?
Case studies are a great way to provide potential customers with a snapshot of your capabilities along with testimonials championing your organization’s performance. Case studies are not lead generation tools, per se; rather, they can be used after some rapport has been built and the relationship is progressing toward a decision point.
What makes an impactful case study? Here are 4 case study best practices to follow when developing your project showcase library.
Internally, the team members working on developing case study content need to be on the same page with what a case study actually is. The terms project summary, case study and white paper get tossed around interchangeably, but they’re not really the same deliverable.
Each deliverable has its place and function. Before embarking on the work of developing a library of case studies, make sure the project team is clear on the end product to avoid confusion and inefficiencies.
Your case study narrative might be very compelling. But just telling the story is not enough. Potential customers need some sense of your results. Saying you produced great results is one thing, but showing it through legitimate, documented data points is another. If you say you increased leads, show a graph illustrating the increase over time. If you highlight a jump in sales performance, provide context for the improvement through numbers. Simply saying you did something is not enough. A case study is the adult version of show and tell. You need both for your case study to be persuasive.
Get permission from your client to develop a case study about your work together early in the process. In addition, ask them about their willingness to provide testimonial quotes to support your case. What’s more, let them know that they will be a key part of the editing and approval process. Reassure them that nothing will be distributed without their input and sign off.
NEVER post, print or share a case study without client involvement and permission. Doing so can damage your relationship and reputation, and, in some cases and in some industries, there could be legal ramifications as well.
Continue to be a great partner through the case study development process by providing your client with a sense of control, ownership and peace-of-mind as you collaborate with them to showcase your joint success.
Your case study needs to strike a balance between images, graphs, copy and whitespace. It needs to be easy to digest so the audience can absorb the salient points without struggle. Your content is important, but how that content is packaged is equally important.
That’s it. Define terms. Use data. Get your client involved. And present your success story in an easily digestible and visually appealing format.
You’ve reached a great level of success. Show it off using these 4 case study best practices and win new customers.
If you’re finding it difficult to carve out time to develop case studies, reach out to us. We have a staff of expert writers poised to help you develop the content you need to grow your business.