Build Social Proof: How to Create Customer Case Studies

In a noisy world, social proof is increasingly important for businesses. We don’t want to hear just a monologue from the business itself on why it can provide value for me. We want to hear others talk about the value they got from the business—their experience. It’s why we read reviews before dining out.

Authentic Social Proof 

Case studies go deeper than reviews and testimonials. They highlight how your company solved a specific problem for a customer and the aftermath. Case studies are a microcosm of product marketing. They highlight a customer’s specific challenge and how they overcame it with a product. And since the product is differentiated, they are shown to be able to solve their unique challenge that they otherwise could not have. Case studies are manifested in a narrative-format and are used as tools of persuasion.

With case studies, you’re not just able to talk about value but demonstrate it authentically with a real customer. For early-stage companies and organizations with highly-technical products, case studies offer more than social proof. They offer a roadmap for prospects and show how others are deriving value from your product. If your product adds value to multiple stakeholders such as heads of engineering, product management leads, and QA engineers, talking about how a company in India reduced the number of software defects in production by 60% distills multiple value propositions into a tangible value statement.

Creating a Case Study

Start with the interviewee. For B2B companies, the ideal candidate is someone high-level to understand the business value but technical enough to know the specific context and quantifiable impact.

Questions to Ask

  1. What is your company known for? What’s your role?
  2. What did [process] look like at your company before? What were the biggest pain points you experienced?
  3. What was the point at which you decided to look for a solution?
  4. What was the first moment where you realized that [our product] was a unique solution to your problem?
  5. What does [process] look like at your company now?
  6. What other [software/tools] do you use as part of your [process] workflow?
  7. Can you share any quantifiable metrics that you use to measure the impact of [our product]? 
  8. What has your team been doing with the [time/capital/operating expenses] saved?
  9. What’s one thing you’d want someone who is considering using [our product] to know?

Writing the Story

For a B2B company, the following table provides a template for creating a case study. This is a framework. Writing a compelling case study involves surfacing idiosyncratic statements from your customer conversation and having a compelling narrative. A case study is a story.

At a Glance

Context on the customer: Bullet points on their industry, their position within their domain (Fortune 100), and the use case under discussion

1-2 sentence summary of how your customers use your product and the results they’ve seen

A customer quote from the interview that supports the essence of the case study

Metrics: 3 quantifiable bullet points on results
The Challenge

The problem and context, setting the technical context and business challenge

A quote describing the breaking point when they started looking for a new solution
The Solution

— Your differentiated solution—how your product uniquely solves the problem

The way your product fits into the larger workflow of the team and its implementation

A quote on the immediate impact on the team—productivity and process improvement
The Results

High-level impact of your product, including time saved, money saved, the opportunity opened—calling out other projects the team can now work on

A quote describing the long-term impact on the team and business
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