Storytelling is an ancient cultural practice that persists, even today, in a variety of forms. People are drawn to good stories, and when they hear compelling stories that strike a chord in them, they go on to tell these stories to others as well. One way to harness the power of storytelling to generate new leads for your business is to create several case studies that tell the story of how your business helped a client in the past. If you tell the story well, it will resonate in those who read or hear it and lead them to be more likely to choose your business in the future. Plus, people who read the story might tell it to others they know who have not heard about your business before, making a great first impression and maybe generating new leads for you.
The process of creating and distributing case studies can require a significant effort on your part, but in most situations, this effort will pay off by increasing the amount of business you do in the future. You need to go through four major steps to effectively create and use case studies. You will identify a potential case study, gather information to create a big-picture story, write the case study itself, and include the case study in your marketing. Depending on how much depth you go into, this process can take anywhere from a day to several months to compile, write and effectively distribute the case study.
Identifying Potential Case Studies
Nobody likes to read a boring story, so you need to identify an interesting client to use as the subject for your case study. Rather than just a run-of-the-mill interaction, you want your work with the client to have resulted in a resounding story of success that will capture people’s attention and show your business in the best light possible. In addition, you want to choose a case study that accurately represents the usual work you do. Don’t choose a client who got a service that is not something you especially enjoy providing or something that you do not ordinarily do for your clients, but instead, choose a client who represents the typical person your business usually works with.
Clients who have given you glowing positive feedback are the best place to start for case studies, especially if you did not solicit the feedback. These people were obviously pleased with your services or products and feel that your business did a good job of meeting their needs. Therefore, any time a client calls or writes you with genuine thanks for your work, note down this client as a potential case study for future marketing efforts. If possible, choose a client for the case study who has worked with you recently. The details will be fresh in both of your minds, which will make it easier to create the case study.
Another option for finding a potential case study is to select a client who you are just beginning to work with. This will allow you to create the case study as you go, rather than having to think back after you are done with your work. Plus, you get a better report of the client’s feelings and experience at each step of the process, which is what you want to highlight so other potential clients will feel like they can relate to the story in your case study. The risk here is that the client won’t actually be satisfied, so if you take this route, choose a client with a need that you know you will be able to meet effectively. This will help you showcase your business well and attract more clients.
When you ask a client about participating in a case study, make sure the client understands that you want to publish this for marketing. The client needs to agree to release this information to the public, and you should find out whether the client would like to remain anonymous or if you can list the client’s name or business in the case study. The most believable case studies are those that the reader can connect to a real person or business. However, an anonymous case study can also be effective, as long as it is believable and is presented in a context that makes it clear that you are telling a true story.
Gathering Information
A case study needs to have information about three major stages of your work with the client. Gather this information by interviewing the client in person, over the phone or by email. If the interview is verbal, get an audio recording that you can use as a reference as you write the case study. Although you probably won’t include everything the client says in your case study, you want to have the audio available so you can quote the client directly when needed and so you can ensure that you are accurately representing what the client told you during the interview.
First, find out what the client’s situation was before working with you. Gather as much information as you can about what the client needed. Specifically, paint a picture of what the client’s life was like before contacting you and what problems he needed solved. If he tried other solutions before yours, describe what these were and why they did not work. However, do not mention the names of competing companies or products, which could cause legal issues if you publish negative information about them that is not completely accurate. Also gather information about how he discovered your business and why he thought you would be the best choice.
Second, detail the work that you performed for the client. This portion of the case study comes mostly from you, rather than from the client. Describe the steps that you went through to meet with the client, decide what work to perform, and go through the process of actually doing the work. Go into as much detail here as you think the potential audience for your case study would understand or be interested in. You want the information to be accessible and to show your business in the best light possible.
Third, describe the results of your work. As much as possible, present this section of the case study as a contrast to the beginning of the study. You want to show how your work solved the client’s specific problems and needs. Find out how your work changed the client’s life, business, family or other realm that your business was designed to help with. Your client can tell you about his initial reactions to your work or product, and also how he felt about it a few days, weeks or months later. This shows that working with your business has long-term impact.
Writing and Editing the Case Study
Unless you are an exceptional writer, do not compose the case study yourself. If you know someone at your business who is a good writer, delegate the task to that person. If nobody in-house can write the case study well, or if you have the budget for it, the best way to present it is to have a professional writer take the information you have gathered and turn it into a written case study of the length you want.
Your case study should be at least three paragraphs, but in many cases, it will be longer to give more details and make the story come alive. As long as the writing is compelling, people will be willing to read a case study of several thousand words. If you are worried about a case study being too long for some types of marketing, write two versions of the case study with different word counts. You can use the shorter one in settings where you don’t think the person would want to read the whole thing, and save the longer ones for times when it is more appropriate.
After completing a first draft of the case study, read it over and compare the case study with the raw information you gathered in the previous stage. You want to make sure that everything you write is 100 percent accurate. If you find any errors, fix them before moving on. Also proofread the case study thoroughly for grammar and spelling problems and fix these.
Show the case study to the client before using it in your marketing. Have the client identify any areas of the written report that do not fit with how he remembered his interaction with you. Also ask the client to think about anything else that should be included in the case study. Often, while reading the details, other things will come to his mind that you can add to make the final version of the case study even more compelling. Details add believability and make the story come alive so people who read it will be able to relate better.
If you edit the case study after the client reads it, let the client see the next version as well. You need to get the client’s approval on the version of the case study that you use in your marketing. Therefore, until you have the client return the case study with no changes needed, you need to continue the process of showing it to the client, getting feedback, editing it, and showing it to the client again.
Marketing with the Case Study
Once you have a compelling case study written, put it to work for you by distributing it in ways that will generate new leads or get additional business from returning customers. Of course, there are countless ways to market with your case study, but use these options as several ideas to get you started.
Post the case study in a testimonials section of your website. Most companies only offer short testimonials written by the client, but having a whole case study available makes a more compelling presentation to potential customers who visit your website. This is because a usual testimonial is not as detailed and might not describe all three steps of the problem, the service and the results. When you meet people who are considering doing business with you, point them to the testimonials section of your website so they can read about the experience of one of your past clients.
Link to the case study from your company’s Facebook, Twitter or other social media account. When people who are subscribed to you see and interact with the case study there, people who are connected to them will see it as well. This can get the word out about your business and the services you provide, which can help generate leads.
Distribute the case study to news outlets in the form of a press release. When it gets published, people might see it right away and contact you to find out if you can provide similar results. It also provides a stronger web presence for you because many press releases are published online. You will need to edit the case study slightly to use it in this way, adding an introductory paragraph that identifies your business and sets up the fact that you are reporting about an interaction with a past client. The whole press release should be 500 words or less.
Include the case study in your company newsletter. This might be a paper newsletter that you mail to past clients and prospects or an email newsletter that you send out to your mailing list and link to from your website. Even people who know what your business does are usually interested in reading a success story. When they do this, they might think of additional reasons to use your services. You can also ask them to pass the newsletter along to any other individuals or businesses who might be interested in reading the case study.
Give several hard copies of the case study to the client who you wrote the study about. This client can pass along the case study to anyone who might be interested in purchasing similar products or services from you. This is an easy way for the client to tell his story without having to repeat all of the details each time he wants to recommend your business to someone.
Use the case study in any presentations you give to potential new leads at meetings or conferences. Break it down into slides for the presentation and hand out a hard copy of the full case study to everyone so they can follow along as you tell the story and revisit it again after leaving your presentation. When telling the story, use vivid language and make sure that it is clear that you are presenting a real case study, not just a made-up scenario of what a client could achieve with the help of your business.
Create a colorful brochure with the text of the case study and, if possible, some photographs of the client or the work you performed. The photos bring credibility to the text and make it come alive. Make the brochure available at your business, include it in your mailings, and give it to people who can pass it along for you. Satisfied past clients can keep a few brochures on hand to give out as referrals, and any other businesses that have provided referrals for you can help distribute the brochures as well.
Gather mailing addresses for businesses or individuals who share essential characteristics with the business or individual you used as the subject for your case study. You want people or companies who you know will be able to relate to the story you tell in the case study. Mail each of these leads a case study and an invitation to get in touch with you to find out whether they could achieve similar results by using your company’s services or products.
Have the case study available as a handout whenever your company has a booth at a trade show. Give it to everyone who stops by as a way for them to picture what your business can do for them. One way to increase the impact of the case study in this setting is to create a video of you interviewing the person who is the subject of the case study. The video will catch people’s attention and you can give them the printed version of the case study as something to take with them so they remember you later.