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An open and shut case

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An open and shut case

June 01, 2009 by Sean Fleming

Case studies are an important part of many company’s marketing activities. If you’re not providing your prospects with case studies to show your past successes, chances are your competitors are. So write some!

If you’re not a competent or confident writer find someone who is. There are plenty of freelance copywriters and journalists around that you can commission to write for you.

But whether you outsource or go down the DIY route, there are a few things worth remembering.

The job of the case study is to tell the story of how you have helped your customer overcome whatever business problem they have been battling with. Whether you’ve provided a CRM system that allows them to capture leads which can be followed up, or your emarketing expertise has generated a 70% boost to their pipeline, the important thing is how their business has benefitted.

You care passionately about what you do and how you do it. And so you should. But no one else will care as much – they want to know what’s in it for them. So show them.

If I'm writing about a client's customer I always stress to my client that their customer needs to be fully briefed about the process. Nothing is going to scupper your case study quite as effectively as the customer getting cold feet about being involved and that usually only happens if they don’t understand the process and/or what’s expected of them.

OK, that’s not strictly true – there is something that will derail it faster... an unhappy customer. Sadly I can recall several occasions when my scheduled phone interview with the customer turned into me doing a tea and sympathy routine while they ranted along the lines of “trust me, if I told you just how awful it’s been you wouldn’t want my comments to ever appear in writing.”

How long a case study needs to be is a moot point. I used to manage the UK case study programme for Microsoft's Business Solutions division. The typical case study length was 1,800 words. Sadly for some stories that was a bit of a stretch.

However, in recent months I have been writing shorter case studies for another client - around 500 words.

Keeping your word count down is a great way to make you focus on what matters in your story, whereas prescribing 1,800 words as the minimum can lead you to pad something out when the fact is some customer stories may be great but they don't always have the legs for a long write-up. If you have strict rules on word length you end up ignoring some potential stories.

By combining longer & shorter case studies with brief testimonials and customer win stories, you can end up with an impressive body of customer evidence.

You could even add video to your portfolio of customer evidence too. It can have a much bigger impact than the written word, but there’s no getting away from the marked difference in cost. One video case study could cost you the same as 100 written ones – maybe more. In which case you might want to be sure you're going to use it effectively before you sign off on the budget.

Comments

Amazing! It’s really informative post for me, and I think also that business videos are very important for online marketing and advertising, and videos play a major role to make money online. Thanks for sharing.

Hi Sean,

Interesting post.

I recently wrote an article on gathering testimonials that relates to some of these ideas here: http://ow.ly/aNMK

Regarding the word count debate, I agree that the length depends on the audience and the complexity of the case study.

Mick makes a good point about using bullet points to highlight key information. Generally, if I'm producing a comparatively long case study, I tend to provide a brief summary statement with bullet points ahead of the main body, and then use pull quotes throughout to highlight the key points. That way, a reader who is pressed for time can quickly scan the page to pull out the key information.

Cheers,

Emily

Sean,

Thanks for the post. A few thoughts...

I think the length of a customer case study depends largely on the audience and goal.

For example, you might create a shorter success story (500 words) for a business decision-maker, but a longer case study (700-900 words) for an IT decision-maker that needs/wants more details.

The additional length is comprised of educational information - allowing the reader to see HOW something works in another environment. If it's too short, you lose some of the important education that readers need.

Best,
Casey

Good post, good response from Mick.

In my view, it's most effective if you can get the client themselves to talk about the problem and how you helped in their testimonial, while your surrounding narrative simply provides the facts. For example:

http://www.abccopywriting.com/pf_snf.html

If they can't/won't write something, interview them by phone and record the conversation (with their consent). This often yields nice natural phrasing and sincere compliments.

As an alternative to video, what about a presentation at SlideShare? You could put together a PowerPoint with images, client photos, quotes and text for a fraction of the cost of video.

Great post, Sean, but one point you didn't mention is that customer case studies are also an essential PR tool. Journalists often use case studies as the basis for in-depth feature articles which can result in high quality press coverage for companies and clippings over and above a few lines about a contract win.

In my experience, this is where the longer case study word count comes in as traditionally, journalists would require a case study of 1000+ words for print. However, today I agree that there seems to be a preference for shorter case studies among clients.

Couldn't agree more Sean. Some time ago I read a great How To on case studies. It proposed using a three-step formula:

1. Problem
2. Solution
3. Outcomes

I've used that very successfully ever since.

But 1,800 words! Phew... I like to keep mine to 3-400 words, with plenty of bullets and call-outs.

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