case study short video

5 impactful case study video examples you can make in 5 minutes

Mattison Hofstedt

November 15, 2023

Think creating impactful case study videos requires hours of filming and editing? Think again! We're about to show you that it's possible to craft compelling case study videos in as little as five minutes, using resources you already have.

In this article, we're excited to showcase five outstanding examples of case study videos that were crafted in mere minutes. Each example demonstrates how you can turn existing written content into a visually engaging and persuasive narrative, proving that effective marketing doesn't always require a lot of time or resources. Let's dive in!

Why case study videos matter

But first, let's address a crucial question: Why are case study videos so important? These videos are not just another marketing tool; they are a powerhouse of storytelling that can significantly boost your brand's credibility and customer engagement.

89% say that watching a video convinced them to buy something.

Videos can simplify complex information, making it easier for potential clients to understand the value proposition. A well-executed case study video can act as a persuasive testimonial, driving more leads to convert. 

91% of folks want to see more videos from brands in 2023.

Sharing success stories humanizes a brand. When existing clients see their stories being showcased, it fosters a sense of pride and loyalty. For potential clients, seeing real-life success stories in video builds trust and credibility.

Viewers retain 95% of a message when they watch it in a video compared to 10% when reading it in text

Videos are more engaging than text. With the right storytelling techniques, a case study video can keep viewers hooked till the end, increasing the chances of them taking the desired action.

Myth busting: You don't need client footage

Now, let's debunk a common myth: You don't need extensive footage of your clients speaking to create an impactful case study video. The secret lies in leveraging the written case studies you already possess. 

By combining this existing text with relevant images, be it supporting visuals or simple headshots of your clients, you can narrate a compelling story. This approach not only eases the process for you but also respects the privacy and time constraints of your clients, who may be hesitant or unable to participate in video recordings.

5 fast and effective case study video examples

Now we’re going to show you 5 outstanding case study video examples crafted in mere minutes. Each demonstrates turning written content into engaging, persuasive narratives, proving effective marketing doesn't always need extensive resources.

Example 1: Challenge, Solution, Impact

The structured approach.

The Challenge-Solution-Impact format is a classic yet powerful structure for case study videos. It's simple: just fill in key details under each heading. We combine industry-relevant footage with images of the individuals behind each case study, creating a compelling narrative that resonates with viewers.

Example 2: Authentic Testimonials

Customer voices amplify your brand.

There's nothing quite like a customer's perspective to make your offerings relatable. Quick testimonial videos lend credibility and build trust in your brand. Easily produced, these videos gather customer insights through emails or forms, showcasing genuine experiences in a straightforward format.

Example 3: Powerful Single Quotes

A quote that speaks volumes.

Sometimes, a single, strong quote is all it takes to captivate and encourage further exploration. This format focuses on a standout quote that represents the essence of the customer's experience, making a lasting impression with just a few impactful words.

Example 4: Results-driven stories

Highlighting success stories.

Start with the end in mind - showcase the tangible results achieved by your clients. Whether it's a significant increase in LinkedIn followers or other measurable successes, using results as a narrative driver, complemented by supporting visuals, creates a compelling and aspirational story.

Example 5: Narrative storytelling

Engage with a story.

Narrate the customer journey as a story. This approach tends to capture attention more effectively than plain text, inviting viewers to follow a relatable and engaging narrative from start to finish.

Effortless case study video creation with Storykit AI

As we've explored these diverse and engaging case study video examples, a key theme emerges: simplicity and efficiency in video production. 

This is where Storykit AI becomes your invaluable tool. Imagine the convenience of creating these compelling videos by simply copying and pasting text from your existing case studies into Storykit AI. It's a game-changer.

Quick and user-friendly process

Storykit AI streamlines the video creation process, making it accessible even for those with no prior video editing experience. The process is as simple as it sounds: take your written case study, copy the text, and paste it into the Storykit platform. Within minutes, you have a foundational video ready.

Personalization and flexibility

But it doesn't stop at just generating a video; Storykit AI offers the flexibility to tailor and edit. If there's something in the automatically generated video that doesn't quite fit your vision, you can easily make adjustments. This customization aspect ensures that the end product is not just quick to create but also aligns perfectly with your brand's message and aesthetic.

A five-minute transformation

The most striking aspect of using Storykit AI is the speed. In about the time it takes to enjoy a coffee break, you can transform a written case study into a visually engaging video narrative. This efficiency doesn't come at the cost of quality either. The platform is designed to produce professional-level videos that are ready to captivate your audience.

Case study videos will be a game changer when it comes to your marketing game, and if you have Storykit AI by your side, there is no reason not to be creating them. Whether you're looking to create a structured case study, a powerful testimonial, or a story-driven video, Storykit AI equips you to do so in a matter of minutes, not hours. Embrace this tool and watch as your case studies come to life in a whole new way, engaging and inspiring your audience like never before.

Ready to create high quality videos? Try Storykit today . First time here?

Hello. We’re Storykit, the complete video creation tool that transforms any text into compelling video content. Our thing is video for everything, video for everyone. And by everyone, we mean everyone who wants to do high volume, even higher quality video. Everyone who doesn’t have the budget or time for traditional production. Everyone who has absolutely no editing skills. Everyone with a content plan. Everyone without a content plan. Everyone who’s never made video in their life. That everyone. Let’s do it. Let’s Storykit it.

Want to read more?

Scale your business fast: top 4 growth hacking tools explained.

June 14, 2024

Discover the top 5 growth hacking tools to scale your business fast. Learn how these tools can drive traffic, boost conversions, & maximize revenue efficiently.

The essential video marketing tools for success

June 13, 2024

All you need to succeed with video marketing.

The best video creation software to create videos on your own

June 12, 2024

Are you wondering which video creation software is the perfect fit for your brand? Look no further.

Give us a few minutes and we’ll show you just how easy life can be when you Storykit it.

© 2023 Storykit AB, All Rights Reserved

Need any help?

• Go to Sendspark.com
• Get Started Now

7 Case Study Video Examples [Updated 2023]

Case studies are a valuable in video marketing, social media marketing, and sales. They make your features and benefits more tangible for prospects. And they help viewers digest and remember key points.

The question is, what does a good case study video look like?

Below, we give you answers in the form of our favorite case studies. We cover video content from giants like Freshbooks as well as SMBs like Moovs. But first, let's talk about...

What is a Case Study Video?

A case study video is a piece of content that shows prospects how others are using - and succeeding with - a product. They usually feature some or all of the following...

• A customer story
• Testimonials
• Use cases, e.g. helping sales teams drive more revenue for Sendspark
• Stats and figures
• Before/after stories
• Benefit-driven narratives
• Problem resolution scenarios

Case studies can be used to sell to a potential customer, help retain current customers, and more. They are easy to use across all channels; social media, email marketing campaigns , etc.

5 Features of Successful Case Study Videos

Case study videos, including the 8 below, tend to have a few recurring features. These are...

• They’re customer-centric . A case study video isn’t really about your brand. It’s about your customer, their story, and how the product figures in that story. 
• They cover important information . Viewers retain 9.5x more information when viewing videos ( WordStream ). That’s why it’s important to address key points, yourself or through customers, with case study videos. 
• They are mobile-optimized . 75% of all videos views come from mobile devices ( eMarketer ). You need to avoid small type, distant shots, and overwhelming images where too much is happening all at once. Record desktop ; think mobile. 
• They’re big on emotions . 95% of communication comes from non-verbal cues. Customers’ gestures, facial expressions, body language and voice tone all have a huge impact ( Inc.com ). Use them!
• They’re engaging . Make things fun. Create an exciting narrative around the customer story. Go through slides or shots without stalling to avoid dragging out the video.

Now let's dive into the actual examples!

7 Case Study Video Examples

1. freshbooks case study (sarah).

Case Study Type: Testimonial

This is a short, benefit-driven testimonial video. It features Sarah: an SMB owner using Freshbooks for 2 years. 

Sarah explains how she benefits from using Freshbooks. For example, she... 

• Gets an extra 12 hours each week
• Always knows who owes her money
• Can use the app from her mobile phone

Any busy entrepreneur can relate to Sarah. She turns dry accounting software features into attractive benefits. Her messaging is a lot more persuasive than anything Freshbooks could tell you. 

The main takeaway is that testimonials from happy customers add a new dimension to case studies. And asking for them doesn’t have to be hard; all you need is a free Sendspark account and the Request Videos feature. 

2. Slack Case Study (Sendie)

Case Study Type: Customer Success Story

In this video, Sendie - a hybrid company - has its COO, CPO, and CTO talk about Slack. They explain how the software helps them manage distributed teams and remote workers across time zones. 

The CTO talks about Slack enabling a virtual “open door policy” remotely. The COO covers asynchronous communication with partners and employees. 

The video itself is standard (if very well-made). What’s special is its timing. It was released at the height of the pandemic, when most teams were looking for new ways to collaborate online. This made it a valuable way to showcase how Slack can help remote teams work better. 

The takeaway is that using customers to address hot topics - like “how do we work remotely postpandemic?” here - makes for powerful case studies. 

3. Resource/Ammirati Case Study (Wendy’s)

Case Study Type: Video Infographic 

This video explains how Resource/Ammirate created a valuable app for Wendy’s. It covers: 

• App features (e.g. mobile payment)
• App user experience (e.g. nutrition-based orders)
• Value-adds (e.g. customized meal orders)

By showing off the app’s key features and benefits, Resource/Ammirati give viewers a taste of what they can do. 

What makes this app stand out is the visuals. Graphics, stats, and screenshots are all used to emphasize and imprint talking points. For example: 

The takeaway is that you don’t need high production values to create a visually appealing case study video. You can simply just a Google Slide presentation and go through it using Sendspark’s screen recorder feature - all for free. 

4. Zappos Case Study Video

Case Study Type: Combo Video

This video has a bit of everything. Zappo’s corporate history, customer service recordings, puppets... It’s all there. 

The one thing that really shines through is Zappo’s fun, helpful energy. You can tell the brand cares about serving customers and entertaining you with this odd-but-fun case study. 

We have two main takeaways here. One is that you can combine different video types to make a case study. The second is that being informal and letting your personality shine through can make for good case studies; especially in the B2C space. 

5. GoPro Case Study

Case Study Type: User-Generated Content Case Study

This GoPro case study combines customer testimonials with user-generated content. The result is a fun, fast-paced case study. GoPro is positioned as a gamechanging technology as we see early adopters use it. 

The takeaway here is to use a combination of product videos and in-person footage. Seeing people use a product in real-time offers a preview of what using it for yourself is like. 

The cool part is that creating UGC for digital products is very easy. All you have to do is request a video using SendSpark , asking customers to show themselves using the product. 

6. Google Ads (Princess Polly)

Princess Polly is an environmentally conscious e-commerce company. Their case study explains how they used Google ads to scale their business by appearing top of page 1 for target keywords. 

This video has a different feel to most of the ones on this page. Its focus is on warming up leads instead of introducing them to the product. Its talking points overcome objections while positioning Ads as the perfect product for e-commerce and SMB customers.

The takeaway is to use case studies to qualify leads, highlight benefits, close sales, and overcome objections - not just generate leads. 

7. Duda Case Study (Moovs)

Case Study Type: Feature Review

In this video, Duda customer Amir Ghorbani explains how they whitelabel the software to serve their 200+ customers. Unlike most case studies, this one focuses on features; not benefits. Amir goes through key features that made whitelabeling preferable to building in-house. 

This kind of video is useful when you’re deep into the customer journey. It helps close sales and warm up leads who are already in the sales pipeline. 

The takeaway here is that you can make feature-focused case studies to help convert leads into customers. User testimonials and product demos - or a combination of both - work well for that purpose. 

8. HubSpot with EZ Texting

Case Study Type: In-Depth Use Case

This video focuses on one person - Shawn Lucas, Director of Sales Operations - and one use case: sales. 

This makes this video unique. It’s a deep dive into one specific customer avatar’s needs and benefits. It’s highly persuasive - but only if your work is somehow connected to sales, marketing, and customer-facing operations. 

The takeaway is that you don’t have to make case studies with everyone in mind. Given how easy it is to create and upload videos, you can make a bunch of videos for different situations and target audiences. 

Now you know how big brands make case study videos. Use the examples above to inspire your sales team, improve video marketing efforts, and impress your target audience.

Just remember: you don't need a huge budget to get huge results from your case studies. All you need to get started is a webcam and a free Sendspark account .

With our software, you can put together beautiful, personalized videos that combine selfie shots and screen recordings. You can also ask customers to send their stories and testimonials in using the request video feature .

If you want to see more videos from cool brands, check out our article on prospecting video examples. Thank you for reading!

Create personalized videos today

Explore More Topics

• Tips & Tricks (79)
• Glossary (54)
• Insider (42)
• Guest Post (22)
• New Feature (15)
• Startup (3)
• Community Question (2)

How to Create Highly Effective Case Study Videos

Case study videos and customer testimonials are a powerful way to highlight your customers' successes—along with how your company helps.

Case study videos are powerful tools for businesses looking to attract new clients and drive revenue. By using video, you add a personal element that’s difficult to achieve with a traditional, text-based case study.

Interviewing clients in case study videos humanizes your work and allows potential customers to better understand how your products and services solve real-world problems. When properly executed, a case study video showcases the value of your work and helps grow your business.

What is a Case Study Video?

What are the benefits of case study videos, the 3 types of case study videos, how to make a case study video in 10 simple steps, where to use case study videos, 3 of the best case study videos to inspire you.

A case study video is a piece of persuasive content that businesses use to illustrate the value of their products or services, through the telling of real customer success stories. It’s a customer testimonial video that adds authenticity to your marketing efforts.

Successful case study videos:

• Include on-camera interviews with customers
• Show how your business solves a specific customer problem
• Use stats and figures to back up the customer’s story
• Focus on the benefits, not the features

They’re an incredibly important type of video to have in your arsenal.

Blake Smith, Vidyard’s Creative Director, deep dives into the world of case study videos, explaining what they are and how to make an effective one. Along with Mat King, Vidyard’s Video Production Manager, he breaks down an example customer testimonial video to highlight what goes into creating a good one.

Case study videos can benefit your business by raising awareness about what you do and attracting new customers. Here are some of the reasons you should consider creating a case study video:

They’re persuasive: Having your customers deliver compelling reasons why your product works is powerful. Video is a direct and persuasive medium; viewers retain 95% of your messag e when they watch it in a video, and only 10% when reading it in text.

They’re engaging: Your target audience is more likely to watch a short video case study than to read a text version of it. That’s because video marketing is more engaging. Most buyers prefer to learn about a product through video compared with any other medium.

They’re emotional: Video case studies deliver personal testimonials directly from your customers, which helps establish an emotional connection with the viewer. Connecting a human face to a story is powerful, and 95% of our decisions are subconsciously driven by our emotions.

They’re versatile: You can use a video case study across a variety of marketing channels, and you can even edit specific scenes and lines to use for other purposes, like for social media. Unless your products change drastically, case study videos offer evergreen content that stays relevant for years.

There are three main types of case study video that your business can produce, with different levels of complexity:

• Customer Testimonial: A customer testimonial is a straightforward, to-the-point video interview where you ask questions to the customer about their experience with your products. You’ll only need one shoot location and minimal editing to deliver a finished video.
• Customer Review: A customer review video is another simple but effective execution. Instead of focusing on a clear narrative, your customer can speak to specific features of your products, and how they benefited from using those features.
• Case Study Narrative: A case study narrative is the most complex type of case study video. It involves a mix of on-camera interviews with customers, B-roll visuals and can even include graphics and font treatments. It requires more shoot time and editing than the other video types.

With the correct approach and proper planning, your case study video can boost your sales and bring in new business. Follow these 10 steps to make a compelling case study video for your company.

1. Think Like a Potential Customer

The first step in creating a case study video is to develop a detailed plan with your target audience in mind. The more specific you can be in identifying the intended audience, the better prepared you’ll be to address their specific goals and pain points. Even if your product appeals to a wide audience, your case study should speak to one specific segment of that market.

2. Ask the Important Questions

Ask yourself what problem your target audience is experiencing, and how your business solves that problem. This will help you develop the key message of your video, and build a story around it. To help identify these problems and solutions, ask yourself questions such as:

• What do my customers care about?
• What do I offer customers that competitors don’t?
• Why do customers use my products and services?
• What do I help customers achieve?

3. Choose the Right Customer

Now that you have key messaging for your video, you can start identifying customers who suit the narrative you developed. The following criteria can help you narrow down your cast of possible characters:

• They should fit with the video’s target audience
• They should have a compelling, personal story to share
• They should be comfortable and engaging on camera
• They should have statistics to back up their story

Once you’ve identified a perfect fit, you’ll need to approach them with your request. When you approach a customer, be clear about what you’re asking them to do, ease their concerns and let them be involved in the process. You can also sweeten the deal by offering something in return: Maybe the B-roll you gather would be valuable for their own marketing efforts, for example.

Another option is to ask customers to record video testimonials on their own time, with easy-to-use software like Vidyard Chrome extension . That way they can shoot the video when it’s convenient, and quickly share the link with you.

Global human capital management (HCM) software company Ceridian, put the human impact of their products front and center in this case study video featuring the Blue Man Group.

Ceridian’s video does a particularly good job of using B-roll to highlight the creative nature of their customer’s business and explain the challenges they experience—along with how their product helps.

4. Plan Out the Story Arc

Case study videos need to tell a story. Developing a story arc helps translate your key messaging into a compelling narrative for viewers. A recent study on the power of brand storytelling found that nearly 80% of adults think brands should tell stories as part of their marketing efforts. In developing your story arc, you should map out your video’s four main stages:

• Introduce the character: Identify the hero of your video. For a video case study, the protagonist will be your customer. Though the video may include more than one person from the featured company, choose one person to focus your narrative on. Your main character should be relatable and engaging.
• Identify the problem: Next, establish the story’s conflict. With a brand story video, the conflict is the pain point your main character experiences. It’ll make your case study more relevant to your target audience.
• Explain the solution: The solution shows viewers how your product helped the customer overcome challenges. While the narrative is crucial, you may also want to use statistics to back up your customer’s success to make the point even more persuasive.
• Provide a resolution: The resolution of your story should include next steps for the viewer. What do you want them to do next? Include a clear call to action at the end of the video.

5. Conduct Background Interviews

Before you start shooting, conduct background interviews with your customer. This will give you a better sense of the responses you’ll get on camera and how they fit into your narrative.

Conducting pre-interviews will familiarize your customer with the questions you’ll ask them, so they can hone their storytelling before appearing on camera. It’ll also help you perfect your list of interview questions.

Here are some questions to consider:

• What does your business do? Who are your customers?
• Where are you located? How long have you been in business?
• What challenges did you face before coming to us?
• Why did you decide to use our products?
• What differentiates us from our competitors?
• What’s it like to use our products?
• What’s it like to work with us?
• How have you benefited from using our product?

If possible, conduct your background interview(s) over video conferencing software or in-person. This will give you a good sense of how comfortable your potential subjects might be on camera and help you to choose people to feature in your case study video.

6. Write Your Script

You don’t have to be a professional writer to develop a script for your video. Using your story arc as a guide, build out a script that tells the story of your case study.

Introduce the character, give background information, outline the details of the problems they faced and how your product helped address those problems.

Stick to the point and use a concise, conversational style. After all, 68% of people prefer to learn about products and services through short-form videos.

Pro Tip:  Use Vidyard’s free video script timer tool to find out how long your script will be when you read it out loud (and edit accordingly).

7. Back it Up With Stats

While developing your script, identify areas where you can back up the story with hard facts. If your customer has statistics about how your product increased sales, drove conversions, or resulted in other measurable outcomes, include those numbers in your script.

Consider using graphs or other visual elements to highlight the figures on screen. Whether you get the customer to physically stand in front of a chart or you add it in post-production, this can be a great way to highlight the value of your offering.

8. Choose a Shoot Location

Where you shoot is a big part of the overall look and feel of your final case study video. Determine what location is best suited for the particular story your video will tell.

The shoot location may depend on your customer’s industry: If they work in tech, it probably makes sense to shoot in their office. But, if your customer works in a hands-on field like construction or community development, you might want to film outdoors to capture the action.

9. Develop a Shot List

Plan ahead by putting together a list of all the shots you’d like to record. For every scene in your script, identify how it should be shot. Your script can help guide your shot list.

For interview videos , you may want to try a variety of angles and shot sizes, from close ups to medium shots. Plan out B-roll shots as well, so you don’t miss any important content.

10. Sweat the Details on the Day of the Shoot

There are also a few key considerations you’ll want to remember on the day of the shoot, to make sure everything runs smoothly. Don’t forget to:

• Choose a quiet, well-lit location for your on-camera interviews
• Instruct interview subjects to answer your questions using full sentences, since the questions will be edited out of the final cut
• Gather a variety of B-roll footage that shows the shoot location, the character working, shots of your products in use, and more—it will come in handy when you’re looking to add interesting visuals to the final cut.
• Overestimate the amount of time you’ll need to shoot so you aren’t rushing to capture everything

Don’t have room in your budget for a full-out case study video? You don’t have to have professional camera equipment or the funds to visit a customer in another location to get the value out of this type of video.

Try asking happy customers to record a short testimonial video using their webcam. You can provide them with a list of basic questions to direct what topics they focus on.

Vidyard’s Chrome extension is a free, easy-to-use tool that makes creating customer testimonial videos a breeze.

Once you have a compelling final product, you’ll need to consider how to get it in front of your target audience. Luckily, case study videos are versatile pieces of content that you can use across a variety of marketing channels. Here are some options to consider:

• Embed the case study video on your website, either on the homepage or a dedicated case study page
• Include the video in a marketing email to send out to your leads
• Share the case study on your social media accounts
• Incorporate the video into sales pitches and presentations
• Expand your reach by promoting the video in a digital ad campaign

These three compelling case study video examples can help motivate you to create captivating testimonials of your own.

1. Zoom Testimonial from Zendesk

This is a great example of a well-produced, well-told case study narrative. It provides a good mix of interviews with customers and B-roll showing how they use the product. The interviews focus on problems the company faced and how Zoom solved those issues, rather than listing its features. The video is short enough that viewers won’t lose interest, but that it still tells a full story.

2. Google AdWords Case Study

This video is a great example of how getting out of an office setting can make for a visually engaging case study video. The main character is relatable and comfortable on camera. She’s great at telling the story of how Google AdWords helped grow her business and seamlessly includes stats in her narrative. The supporting cast of dog extras doesn’t hurt, either.

3. Slack’s Unique Take on the Case Study

If you still aren’t convinced that case study videos can be fun and engaging, this humorous example from Slack should do the trick. This is a different kind of case study video, because it’s fully scripted, but it shows how important it is to tell a strong, relatable story. The video does a great job of integrating Slack’s features and benefits into on-camera interviews. And it illustrates how a bit of humor can go a long way toward convincing customers to invest in your product.

Related Posts

Video Content 101: How to Use Video on Websites

The Best AI Video Editors for a New Era of Video Creation

How to Screen Record on Computers & Mobile Devices in 2024

Vidyard helps you create engaging presentations for clients, onboard new customers, keep your teammates in the loop, and more — all with video.

Your go-to list of all the things you need to remember when making case study videos.

How to Create a Case Study Video in 10 Steps (Plus 7 Top Examples)

Written by samantha ferguson.

Last updated on 29th November 2023

In this article we’re going to take a look at how to create a case study video in just 10 simple steps.

More and more shoppers conduct extensive research before they make a purchase. The reasons are plentiful, everything from wanting to purchase from brands that have similar values to their own to simply wanting to get the best deal. But the fact remains that consumers are more conscious of where they spend their money these days. 

In fact, according to a study by Google , 53% of shoppers say they always do research before they buy to ensure they are making the best possible choice . 

When potential customers are doing that research a case study video can really help your, well, case ! 

Case study videos help to increase trust and can ultimately result in more sales for your business. 

So, let’s take a look at how to make a case study video in 10 steps.

What is a case study video?

A case study video is a video that focuses on real customer success stories as a way to demonstrate the value of a company’s products or services. 

Here’s an example that we made with one of our customers: 

Case study video benefits

1. increase trust & credibility.

Brand trust is not something to be underestimated. According to a study by Accenture of more than 7,000 companies, trust is as important as growth and profitability when it comes to the financial health of a company. 

This is especially important when it comes to customers from younger generations. An American study from Morning Consult found that 42% of Gen Z and 30% of millennials do not trust the average American company and instead stated “ they have to earn my trust ”. 

One of the biggest benefits of creating a case study video is that it adds a level of authenticity and credibility to your brand which can increase trust among leads and help convert them into new customers. 

2. Relate to your customers

“ People buy from people ” might be an old saying but it seems more and more relevant as we move into an era where consumers are growing tired of faceless corporations and turning to influencers that they know and trust instead. 

According to a survey of 1,000 consumers by Sprout Social , 64% of consumers want brands to connect with them . And when they feel more connected to brands it results in a whole host of benefits: 

When asked to rank which channels brands should use to create the best opportunity to connect with customers, video came in 2nd place (beaten only by social media). 

Creating videos, especially case study videos that aren’t overly salesly, can really help you to relate to your customers and build a stronger bond that could encourage them to spend more, stay loyal, and give you positive word of mouth marketing. 

3. Boost sales

Case study videos basically showcase how amazing your brand, product, or service is by proving the benefits that you’ve given to one of your happiest customers. This is a great tool for boosting sales because it gives viewers someone to identify with and makes them think “ huh, if that happened for them then maybe it can happen for me. ” 

According to our Video Marketing Statistics 2022 , 2 out of 3 people say they’d be more likely to make a purchase after watching a testimonial video demonstrating how a business, product or service had helped another person like them.

So it’s simple really. The more people feel confident in your brand, the more people are likely going to buy from you.

4. They’re easy & inexpensive to make

You can make a case study video with literally just your smartphone. All you really need is one of your customers talking to-camera and some simple editing software to cut it all together and maybe add a nice soundtrack. 

With video apps like TikTok on the rise and incredibly easy to use, you could even throw together a case study video on there! 

Of course, the better your video looks the more credibility you’ll have. It’s always a good idea to cut together some B-roll with your to-camera interviews to make your video more professional and engaging. But even with these additions, case study videos are still much quicker, easier, and cost effective than most other types of videos out there. 

5. Strengthen your relationship with existing customers

Last but certainly not least, creating case study videos can really strengthen your relationship with existing customers. 

When you reach out to a happy customer and they agree to take part in your case study video, that shows a lot of belief and loyalty for your brand on their side. 

The process of creating a video together could strengthen your relationship even more and could result in the customer becoming an even bigger fan of your company! 

How to create a case study video in 10 steps

1. decide on a goal.

First you need to define a goal for your video. Think about what you’d like the outcome to be. Of course, the answer is probably in the realm of “increase sales” because that’s the main goal for any business, but try and drill down deeper before you get started. 

For example, consider if there is a specific hurdle you’re trying to overcome. Ask yourself what is the biggest barrier to purchase that your product or service has – perhaps it’s that people struggle to see the value upfront or maybe think your product is okay but not a necessity for them – whatever the issues may be, try to use your case study video to eliminate those doubts. 

2. Identify your target audience

In addition to identifying a goal for the video you need to identify your target audience, and keep them in mind during the early stages of development.

For example, think about the following: What motivates your target audience? What’s important to them? What do they want to know? 

By keeping the answers to these questions in mind you’ll be able to craft your video to speak directly to your target audience and increase your chances of success. 

3. Choose the right customer

This one’s important! You need to decide which one of your customers would be a perfect fit for your case study video. 

This doesn’t necessarily mean picking your happiest, most complimentary customer. Now that you have your goal and target audience in mind you need to select a customer whose journey best fits the narrative that you’re looking to create. 

Approach your customer politely with an email or a friendly chat and ask if they’d like to be in your video. And remember to make it easy for them to say yes! Let them choose a time that’s convenient, offer to cover travel expenses (if required), and to really sweeten the deal you could always give them a discount code or free gift for being such a great customer.

4. Write a script

Your script will be the roadmap for your video. Of course, you don’t have to write everything down word-for-word – that’s certainly not what case study videos are about. Case study videos should be natural and authentic, giving customers time to speak about their experience in their own words. 

However, it’s still important to have a script that will act as a rough plan to help you guide the day of shooting and create the bare bones of a narrative for your video. 

For example, you’ll probably want the customer to start by outlining their problem before they found your company. Then explain how your company helped them, and finally round off with some key benefits. 

5. Add stats where possible

When talking about the benefits that your company has brought to the case study customer, stats and figures always help. 

This is especially important if you’re in the B2B space. Solid figures that show a clear benefit will make it easier for buyers to present your case study video to their employer and say “ we need this .”

You may find that your customer has done this research themselves already – as they may have wanted to calculate the benefit. If not, it could be a good idea to invest in some research yourself as tangible figures that prove the benefit of your product or service can really elevate the video and improve your credibility with viewers. 

6. Find the perfect location

The setting of your video can make such a difference to the viewer experience, so it’s important to find the perfect place. This could be your office, your customer’s place, or a neutral location. 

The location needs to tick two boxes – it needs to match the look and feel that you want to portray in your video and it needs to be convenient for everyone to get to. 

Most great testimonial videos will usually have a couple of establishing shots in there to really set the scene, so you shouldn’t underestimate the power of a great setting. 

7. Create a shot list

When you’ve decided on a location and you have a solid script , you can start to create a shot list.

A shot list is a document that maps out each scene that you want to see in your video. Here’s a quick and rough example: 

• Establishing shot of the building
• B-roll of the team eating lunch together
• To-camera interview with X person

A shot list is important because it will help your day of shooting go more efficiently. And it’s especially important if you aren’t going to be there and you’re handing over the responsibility to an external film crew.  

A shot list will make sure you get all of the shots you need for your video without forgetting anything. No one wants to forget an important shot and have to rebook the space and rearrange a date for everyone to meet again – that’s a lot of wasted time and money. 

8. Shoot your video!

The next step is of course to shoot your video! Set your cameras up, grab your script and your shot list and make sure you get everything you need. 

It’s also worth double-checking that you have everything you want on film before you leave. 

A top tip for this step of creating a case study video is to make sure your customer feels comfortable . 

The reality is, most people don’t feel comfortable having a camera pointed at them. You can help make things easier in simple ways, such as getting everything set up before they arrive. So all they have to do is sit or stand on their mark. 

Another way to make your customer feel comfortable is to break the ice first. Hit record and then talk about some normal things to calm their nerves. Maybe give them a couple of tries at introducing themselves. 

Patience is key here – if you give your customer the time they need to feel comfortable then your case study video is going to look 10x better! 

9. Edit your video

After the shoot comes the edit. If you’re new to the world of video you may be surprised at just how much of a difference editing can make. 

A great edit that cuts between different camera angles and shots, includes a fitting soundtrack, and maybe even some title slides or animations that help to emphasise certain points will really elevate your video. 

The main aim here is to edit your video in a way that will increase viewer engagement. You can work with a video company to help you create a professional edit or you could have a go at editing yourself! 

There are tons of apps available for all different devices. Check out our roundup of top video editing software to find out more.

10. Share your video

When you’re happy with your video it’s time to share it with the world. It’s best to create a specific landing page on your site for your case study videos, but the promotion of your  video doesn’t have to end there. 

Make sure you post your video in as many places as possible: Facebook, LinkedIn, YouTube. The more places you post, the more views you’re likely to get. 

7 Top examples of case study videos

1. wyzowl – uberflip.

We made this case study video with our great friends at Uberflip after we worked with them to create some marketing videos for their company. 

This is a relatively simple case study video that features different shots cut together while Randy (one of Uberflip’s co-founders) talks naturally about his experience with Wyzowl. 

We thought we’d include it on this list as it goes to show you don’t need lots of bells and whistles to create an authentic and engaging case study video. 

2. Google Ads – Chuckling Goat

It might be a bold statement but we’re going to say it anyway: this case study video is perfect! 

It has all of the ingredients you need to create an amazing video, from the gorgeous establishing shots at the start that drop the viewer into the world of Chuckling Goat to the light-hearted joke at the end. 

Instead of making Google Ads the focus, this video allows Chuckling Goat to tell their story before weaving Google Ads into the narrative naturally. 

The animated graphic that accompanies the growth Google Ads facilitated for the company is a great touch!  

3. Zoom – Customer Stories

Zoom showed with this fun, quickfire video that you don’t need to focus on just one customer to make a great case study video. Instead, they decided to include multiple customers. 

The result is a really cool and varied collection of benefits that Zoom has brought to different customers. 

Another nice touch is that all of the customers appear to have recorded their portion of the video using Zoom!  

4. Wyzowl – Oxford University Press

This is another case study video we created, this time with Oxford University Press. With this video, we added dynamic title screens and name cards to make the content more engaging and also easier for viewers to skip through if they want an answer to a specific question.

It’s also great that the animated video we made for Oxford University Press is featured in the case study video, along with the results that were achieved. 

5. Samsung – Superdry

This case study video is for Samsung Display Solutions so it has to look great – and it does! The opening timelapse of Norway is crystal clear and really sets the scene. 

As we get into the meat of the video, it’s great to hear what the Superdry staff have to say about the Samsung screens while we (as the viewers) get to see them in action.

6. Hubspot – Avison Young

One of the best things about this video isn’t part of the video at all. It’s in the title:  

Including the impressive results of Avison Young’s partnership with HubSpot in the title encourages viewers not just to click on the video but to keep watching in order to find out how that happened. 

In addition to that, this video does a great job of laying out the customer’s initial problem before introducing HubSpot as the perfect solution.

7. Claranet – Pets at Home

This case study video, while long, manages to keep viewer attention with help from a heartwarming soundtrack and clips of various cute animals. 

The video also uses animation to emphasise the role that Claranet has played in helping Pets at Home to grow. 

Final thoughts

Case study and testimonial videos can give your brand a HUGE credibility boost. If you want to create an amazing case study video like the ones seen in this article, head to our Testimonial Video Production page to find out more.

Related Posts

Trust is one of the most important things for your brand, and one of the best ways to generate trust is through testimonial videos. Here are 20 of the best.

To create the perfect customer testimonial, you need to ask the questions that people want answers to.

Testimonials are a proven way to market your brand, product, or service to new customers. Here are 27 stats that demonstrate the sheer power of testimonials!

🎥 One great video example

🗓 Once per week

🤩 Analysed & reviewed

✉️ Direct to your inbox

How to explain anything with video

• Name * First Last
• Hidden cloudamp__data__c *
• Hidden gclid
• Name This field is for validation purposes and should be left unchanged.

We make videos! In fact, we’ve made over 4,000 videos for 2,000 companies around the world. We create everything from simple social media videos to explainer videos, customer testimonials and everything in-between.

Complete your details below and we’ll send you a FREE info pack with everything you need to know about our service, straight to your inbox.

Get info & pricing

Fill out the form below and we’ll send a FREE info pack with everything you need to know about our service. Then we’ll be in touch to discuss how we can help you with your next video 🚀

10 Best Case Study Video Examples You Can Copy to Build Trust for Your SaaS Business

• October 26, 2022
• Content Strategy

The play button is the most compelling call-to-action on the web. Michael Litt

Your SaaS business might be sleeping on an underrated approach to showcase notable success stories – case study videos. This claim is well-founded too!

A joint survey report by Vidyard and Content Marketing Institute, released in the fall of 2021, revealed that an overwhelming majority of content marketers believe that video has become more important to their organizations.

51% of the respondents shared that they use video to present case studies or customer stories. Moreover, 48% of respondents believed these videos produced the best content marketing results in the previous 12 months.

Moreover, according to G2 , 84% of marketers say video marketing improves lead generation. On the other side of the counter, 94% of users say that videos help them make purchase decisions.

Underutilization of Case Study Videos

However, many SaaS businesses need to pay more attention to the power of case study videos.

Why do we say so? While conducting extensive research for this content piece, we combed through dozens of SaaS websites and noticed fewer case study videos than traditional text-based ones tangibly.

Moreover, we have yet to find SaaS businesses habitually embedding such videos to supplement their blog-style case studies. This golden practice can improve the chances of Google indexing your case study video and encourage visitors to stay on your site longer.

Pro tip: If you need 30 standout SaaS growth hacks to attain double the growth for your SaaS business, fill out the form below!

But before you move ahead with a case study video to showcase the value of your work and grow your business, it will be beneficial to understand the building blocks of a case study video.

Elements of a Successful Case Study Video

Seven elements go into making a case study video, which can state having “hit the home run.” Let’s touch upon them briefly.

#1 – Compelling storytelling

It helps to present your case study video by incorporating storytelling frameworks. One such example is “The Hero’s Journey” framework. You can read our article on how this framework can help us decode why the Squid Game is so popular .

#2 – Relatable pain points

Your case study video is more effective if it highlights your ideal customer profile’s pain points. For example, a case study on software targeted towards small and medium-sized businesses will resonate more if it showcases related users who discuss their pain points and hurdles.

#3 – Backed with data

A case study video doesn’t have to be devoid of numbers! Armed with credible statistics, your clients can mention, as a “matter of fact,” the efficiency their business has achieved from your services – man-hours saved, reduced operating costs, and increased revenues.

#4 – Embedded with social proof

A case study video allowing multiple stakeholders to talk about your service adds to social proof. It’s contagious!

#5 – Video elements – script, music, visuals

A case study video allows you to add emotion to the storytelling. You have the leeway to add stage-appropriate sound effects and compelling visuals. This is an addition to your primary arsenal, the script.

#6 – SaaS product showcasing

A well-produced case study video also allows you to give your prospects a peek behind the curtains and showcase how your SaaS product looks and works.

#7 – Ideal duration

What is the optimal video length? Take it from the leading SaaS internet video hosting and analytics company, Wistia – 2 minutes is the sweet spot .

10 Best Case Study Video Examples You Can Copy

Now that we have established the vital elements of a case study video, let’s learn from some examples from the past twelve months. Additionally, we’ll explain why we chose to present the selected video case studies.

#1 – Tableau

#2 – slack, #3 – drift, #4 – canva, #5 – xero, #6 – grammarly, #7 – hubspot, #8 – salesforce, #9 – workday, #10 – dropbox.

In the Tableau case study video, viewers can delight themselves by viewing stunning visuals aided by tight-knit storytelling.

The case study highlights why the product is a perfect fit for solving the client’s pain point of visualizing constant streams of vast and disparate data. Their client’s goal is to deliver a superior customer experience. Viewers can easily understand how the data visualization software helped the client achieve their business goals.

The case study allows employees throughout the hierarchy to share how Tableau makes their work more efficient and productive.

The case study showcases snapshots of the software and provides actionable use cases.

The video wraps up in just over 2 minutes.

In the Slack case study video, one can see an authoritative thumbs up from Samsung’s Vice President of Framework R&D Group of its mobile communications division.

The case study discusses the pain points of using Slack alternatives like email and messengers. To support these claims, the client talks about the positive effects of adopting Slack, like smoother communication, a stronger organizational culture, and a boost in productivity.

The client inadvertently provides social proof of Slack and its credibility by mentioning it received adoption from a giant like Samsung since many other high-profile businesses vouched for it.

Viewers can also receive a walkthrough of the application and its custom use cases, such as creating topic-specific “channels” and creating bots.

This case study is shy of 5 minutes in length but an engaging and pleasant watch.

In the Drift case study video, target users can immediately relate to critical sales metrics that Drift helps to improve.

The customer discusses how Drift helped improve common pain points, such as the “engagement and connection with the customers and prospects” and “help in pipeline acceleration.”

Moreover, it provides a use case of Drift to better engage with customers and prospects in a highly personalized way.

To add weight to their claims, the client also shares increased sales figures after implementing the software (>$1 Billion) and improved response time by sales development representatives (<5 minutes).

It is a simple case study video with minimal post-production efforts.

The case study spans just under 3 minutes in length.

In the Canva case study video, viewers can immerse themselves in a fast-paced video filled with popping visuals.

The case study brilliantly captures the brand’s vibe and target audience.

Wondering how?

It showcases how the software allows small businesses and non-tech-savvy people to follow their dreams and be creative. Viewers also receive a walkthrough of the software to see how intuitive and seamless it can be to use.

The case study is a minute and a half in length.

In the Xero case study video, viewers can immediately identify the target audience of “accounting software for small businesses and their advisors.”

This light, breezy case study provides context around the client’s business and which offerings it is using from the Xero product suite.

The case study carefully mentions common pain points that the software resolves by stating features like “cloud-based,” “synchronization,” and “user-friendly,” which “helps to streamline operations and be efficient.”

The case study also gives an example of a typical use case by the client and the efficiencies it achieved (saving more than 200 man-hours per year.)

The case study is just under two minutes in length.

In the Grammarly case study video, viewers can learn from an appropriate user base, the client’s content marketing team, who advocate for its usefulness and efficacy.

The case study offers pleasing visuals and a soothing background score.

The client vouches for the software by allowing different employees to share how they managed to communicate the brand voice and tone in an intended manner.

The case study uses motion graphics to show how the software operates in real time. These visual cues are incorporated in parallel as employees share critical statistics about “style guide suggestions” from Grammarly.

Moreover, to provide concrete social proof, The client calls Grammarly an extension of their team.

The case study is just under three minutes in length.

In the HubSpot case study video, prospects can learn about the software’s capabilities and dependability in a crystal clear manner. The case study seamlessly narrates what prompted the need to adopt HubSpot, its onboarding, and its ensuing benefits.

The case study addresses common pain points faced by the client’s sales team – working in silos – to how HubSpot allowed them to “talk to one another” and ensure consolidation and simplification.

The client champions the ease of transition without requiring lengthy delays and hiring expensive outside talent. Moreover, a product walkthrough highlights the different features which have led to better user experience and dramatically driven product adoption.

Giving a confident thumbs up for HubSpot, the client also sheds light on how they aim to integrate HubSpot deeply in the future.

This case study is just over two minutes long.

In the Salesforce case study video, viewers can enjoy a fast-paced, well-produced case study of two business partners working together towards a common goal.

In addition to giving an overview of the vast scale of operations conducted by Dell, the case study spotlights the Chief Information Office and Chief Data Officer of Dell to lend authority to the case study.

The case study gives statistics on how many Dell employees used Salesforce at the onset of the pandemic—a whopping 150,000.

Employees at different levels of the organizational chart mention important aspects enabled by Salesforce – “structured processes,” making the “sales organization more productive,” “providing a 360-degree view of the sales cycle,” and “offering a single source of truth information at their fingertips.”

To add social proof, a senior Dell employee states that she works for “two companies” – since Dell and Salesforce dedicate themselves to achieving a common goal.

The Workday case study video is a noteworthy example of letting each stakeholder present an honest review of using a product or service.

This case study offers a pleasant viewing experience.

It establishes context around the client and the core issue of improving the experiences of students, faculty, and staff – fulfilling their basic “expectations.”

The case study gives a product walkthrough and presents a before and after picture. Then, stakeholders establish social proof by describing the software using terms like “integrated, accessible, responsive, and user-friendly.”

The case study is three minutes in length.

Consider the Dropbox case study video as a short film, if you will!

It utilizes beautiful storytelling and high production value to present the “rising from the ashes” effect of the software on a stagnating town.

With the odds heavily stacked against the “protagonist,” the case study provides context around the product’s adoption and subsequent dependency.

Aided with a product walkthrough, the client presents use cases of how the software helped lay the foundation for their small business and build and catapult it to success.

The case study ends poignantly, showcasing how the client and their local community thrived in trying times because of Dropbox.

The software helped them become “anti-fragile.”

This case study is just over four minutes long.

Parting Thoughts

To round up this piece, here are some important takeaways on publishing case study videos your SaaS business should consider implementing from the get-go:

• Establish from the outset how to implement the seven successful elements in your case study video
• Build relatability by shedding the spotlight on your ideal customer profile and presenting credible statistics of your SaaS product solving their common pain points
• Demonstrate how your product works using walkthroughs
• Bring out your creativity! Don’t underestimate the power of catchy visuals, sound effects, and tight-knit storytelling to drive home your point

Side note: Are you just getting started with making case studies? Consider reading our piece on 8 B2B SaaS case study best practices to get more leads and customers !

We are a content marketing agency that brings business, not just website traffic. We curate well-researched and engaging content as per your company’s requirements and philosophy because we believe in the power of meaningful information.

Does your B2B (SaaS) business want a case study prepared to get more leads and users? Let’s connect over a short call. Block our calendar today!

If you wish to read more goodness, subscribe to our newsletter.

We send value to your inbox only once in 15 days.

Related Posts

Top 7 Tools that can help a Generative AI Startup with Product Development

Analyzing ‘Breaking Bad’s’ Virality: The Snowball Effect & Dan Harmon’s Story Circle

How ChatGPT can Help Manage Your Entire Sales Reachout Campaigns? (With Templates)

What we offer, expert driven content.

Your audience needs real answers, not just generic information.  We help you deliver more than just facts to your audience…

• LinkedIn for Brand

Turn your social media from just another task into a powerful way to connect with people who get what you’re about…

• LinkedIn for Founder

82% of customers lean towards trusting companies whose leadership is actively engaging on social media platforms…

• Work With Us
• Experts Driven Content
• (+91) 7042150300
• (+65) 9136 9748
• +1-858-215-2757
• [email protected]
• India | Singapore
• Privacy Policy
• Terms & Conditions

How to Create a Case Study Video That Converts Leads [Video]

Published: January 04, 2018

Don't forget to share this post!

Related articles.

[UPDATE] How to Make a Facebook Business Page That Keeps People Engaged

Weird Words in English: 100+ Terms You Need to Know from 2023 and Beyond

How to Organize Your Email: 11 Management Tools

Product Videos: 10 of the Best Promotional Product Videos Ever

What is Deep Learning? Here's Everything Marketers Need to Know

7 Soft Skills You Need to Achieve Career Growth

The Best Story Framework for More Engaging Storytelling [Example]

6 Expert B2B Instagram Tips for 2022

10 Logo Design Trends to Watch for in 2022 [Infographic]

17 Last-Minute Gift Ideas for the Marketer in Your Life

Outline your company's marketing strategy in one simple, coherent plan.

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

• Stream Live Video
• Live Streaming Platform
• Online Video Platform (OVP)
• Over-the-Top (OTT)
• Video on Demand (VOD)
• RTMP Streaming Platform
• HTTP Live Streaming platform

• Broadcast Live Online
• China Content Delivery
• HTML5 Video Player
• Worldwide Delivery Solutions
• Expo Video Gallery
• CDN Live Streaming

• Online Video Hosting
• Privacy & Security

• Video Analytics
• Video Monetization
• Video Marketing

• Live Events Streaming
• Broadcast Live Sports
• Live Fitness Classes
• Production and Publishing

• Video for Enterprises
• Video for Marketing Professionals
• Video for Sales

• Churches and Houses Of Worship
• Governments and Municipalities
• Education and e-Learning Institutions

• Creative Agencies
• Live Streaming for Musicians
• TV and Radio Stations

• Video API Documentation
• Player API Documentation

• Developer Tools
• Video Transcoding
• Pay-Per-View Streaming
• Secure Video Upload

• Case Studies
• Latest Features

• 24/7 Support
• Phone Support
• Professional Services

• Knowledge Base

How to Create Case Study Videos That Convert New Customers

Video is a powerful sales tool, and using the words of your satisfied customers in a video makes your videos even more successful.

Showing potential customers the experiences of others just like themselves on tape lends a humanizing quality to your business. Your potential customers see that your product or service does what you promise on your website, making them more likely to do business with you.

In this article, we’ll cover the basics of what case study videos are, why they’re important for your business, and how to create your own creative testimonial videos: 

Table of Contents

What is a case study video, why case study videos are important, types of case study videos to use, case study video template: creative case study videos in 10 steps, where to use your case study videos.

A case study video is a persuasive video businesses use to showcase the value of their products and services by utilizing real customer stories. These customer stories, known as testimonials, give your case study videos — and your claims about your business’s offerings — authenticity.

To be considered a great testimonial video, it must:

• Include on-camera interviews with customers, telling stories of their experience with your product or service
• Show how your business solves a specific customer issue
• Use statistics, figures, and information that back up the story the customer tells
• Focus on the benefits of your product or service, not its features

Case study videos can be created for virtually any industry or type of business, and they offer a variety of benefits that other types of marketing videos and materials cannot.

When you create and share a case study video, it raises awareness about the impact of your product or service, not just the features that you tout in your other marketing materials.

Here are some reasons you should make creating customer testimonial videos part of your video marketing strategy :

They’re Persuasive

It’s all well and good for you to tell your potential customers how they’ll benefit from using your product or service, but the stories your satisfied customers can tell are far more persuasive.

In addition to the words spoken in your case study video, choosing video over text testimonials is powerful.

Studies show that people retain only about 10% of what they read. So no matter how compelling the story you tell via the written word is, your visitors won’t retain much of the information.

Contrast that to a retention rate of about 95% for video and it’s easy to see why video case studies are influential for helping you meet your business goals.

They’re Engaging

For many consumers, reading an article is a time commitment they just don’t want to make. Instead, the vast majority – 72% by some accounts – would much rather watch a video containing the same information as a written article.

By putting your customer testimonials in a video, you get higher engagement from visitors , thereby making your efforts more effective in the long run.

They’re Emotional

Customer testimonial videos feature your customers’ experiences, helping them establish an emotional connection to the viewer.

Putting a human face to a story, especially one that focuses on how your products or services have helped the person in the video, is a powerful tool for marketing your business. 

Your video doesn’t have to immediately impact a viewer to be a worthy part of your marketing. An estimated 95% of purchasing decisions are subconsciously tied to emotions, so if your video can affect any emotional response in your viewers, it could lead to increased sales for you .

They’re Versatile

Video testimonials are endlessly useful across a variety of marketing channels.

You can post them on your website , share them on social media, and embed them in emails. But you don’t always have to use the entire video. You can edit specific scenes to utilize in social media campaigns or to add to other marketing videos.

There are three major types of case study videos you should consider adding to your video marketing strategy:

Customer Testimonial Video

This type of video is a fairly straightforward production and is among the easiest type of case study videos to produce.

In a customer testimonial video, you ask your customers questions about their experience with your business and how it impacted their life. Because the testimonial only requires you to sit down with your customer, you only need one shoot location and minimal editing to produce a video.

Customer Review Video

Similar to a customer testimonial video , a customer review video simply features one of your satisfied customers talking about your product or service.

However, a review video differs from a testimonial video in that, in a review video, your customer should focus more on the features of the product or service they’re reviewing instead of the value that product or service provided them.

Depending on your plans, this video may or may not include footage of the customer utilizing your product on camera.

The interview portion of the customer testimonial video requires just one shoot location and some minor editing. If you add footage of your product in use, the complexity of the shoot and editing increases.

Case Study Narrative Video

This is the most complex type of case study video.

A case study narrative video should include on-camera interviews with customers and some B-roll visuals, such as the customer using your product, or your team interacting with the customer. This type of video also may include graphics and font treatments.

Because it’s more complex, it requires more shoot time and strategy and a higher amount of editing.

Once you have determined the type of case study video you want to create, it’s time to move into the planning stage.

Even if you think you’re just shooting a simple customer testimonial video and you can “wing it,” taking some time upfront to plan and prepare for the video creation process will pay off in the long run.

Here’s how to make a great testimonial video in 10 easy steps:

Think Like Your Ideal Custome r

Like any other marketing materials, you need to plan your case study video with your ideal customer in mind.

Be as specific as you can when thinking of your intended audience, as this will help you better plan, shoot, and edit the video so it has maximum impact. This includes identifying as many specific goals and pain point your ideal customer has, allowing you to ensure that you cover those items when shooting the video.

Even if your product appeals to a very wide audience, the more focused and narrow you can make the targeting on an individual video, the better your results will be.

Ask the Right Questions

To help you develop the key message of your video, you need to really understand the problem your target audience experiences and how your offering solves that problem.

Crafting this message means you need to ask yourself several questions, including:

• What do my customers care about?
• What does my business offer customers that our competition doesn’t?
• Why do customers use my products or services?
• What does my business help customers achieve?

As you answer these questions, you should see a pattern begin to emerge that points to a specific subset of your audience your video needs to target.

Choose the Right Featured Customer

With the key messaging for your video decided, identifying what customer to present your message to is the next important step.

To help you narrow down your list of options, use the following criteria:

• They should fit with the video’s target audience. This could be because of a match in demographics, a shared problem, or other key characteristics both your customer and the audience share.
• They should have a compelling personal story to share.
• They should be comfortable talking and appearing on camera.
• There should be data and information to back up their story, either provided by the customer or kept by your company.

After you’ve identified the best person for your customer testimonial video, approach them with your request. These requests are better done in person or over the phone, lending a personal touch to the request, but email will suffice in a pinch.

When you ask if they’d be willing to participate, be clear about what you’re asking them to do, including the amount of time they’ll need to dedicate to the process. Answer questions to alleviate their concerns, and let them be involved in the planning process as much as possible.

If necessary, you can offer something to help entice them to participate, such as a discount or even the B-roll video shot for your video which they can use in their own marketing.

For those who want to participate but may not be able to shoot in person due to distance or scheduling, you can ask them to record their own video testimonial and send it to you.

Plan Out Your Video

Part of what makes case study videos so compelling is the stories they tell.

To ensure that your video is telling the right story, you need to take time to plan out the story arc so everything makes sense.

As you plan out your video, keep the following four stages in mind:

• Character introduction: The central “character” of your video should be the customer whose testimonial you are featuring. Make sure they are engaging and can tell a story that will resonate with your audience. While you may also include other people in your video, there should still be one central character who is the focus.
• Establish conflict: Your video needs to present a conflict that your business helped your customer overcome. This conflict will be the main pain point that brought your customer to your business, the problem they were looking to solve.
• Explain the solution: The solution shows your viewers how your product or service helped solve your customer’s problem. Even though the narrative of your customer’s story should be central to your video, backing up the things they’re saying with data and statistics makes the video more compelling.
• Provide a resolution: Once you’ve shown how you solved your customer’s problem, you need to provide a way for the viewer to take action of their own. Whether you want them to book a consultation call, fill out a form, or purchase a product, make sure your video ends with a clear call-to-action and set of next steps.

Gather Background Interviews

Now that you have the video’s arc planned out, you want to shoot a series of test background interviews with your customer.

These videos will give you a better idea of the responses you’ll get on camera when you’re actually shooting the video and can help you better define your video’s script. Additionally, these videos are a way to help familiarize your customer with the questions you’ll be asking and how they can answer those questions in a way that’s camera-friendly.

Whenever possible, conduct these background interviews in-person or over video conferencing software to get your subject used to answering questions for a camera.

Some questions to consider asking during this stage include:

• What does your business do?
• Who are your customers?
• Where are you located, and how long have you been in business?
• What challenges did you face before coming to us?
• Why did you decide to use our products or services?
• What makes us different from our competitors?
• What’s it like to use our products or to work with us?
• How have you benefited from using our products or services?

Write the Script

You may be tempted to hire a professional writer to handle this portion of your video planning process, but you don’t need to be a pro to write a great customer testimonial video script! In fact, you may be better suited than an outsider to write your video’s script because of your intimate knowledge of your business and what brought your customer in your door.

Using the story arc you planned out and the background interviews you conducted as a guide, put pen to paper and write down the script for your video. Make sure you follow your arc and leave space for the interview portions of your script.

As you’re writing, remember that you don’t have to be long-winded to be effective; in fact, a majority of consumers prefer short-form videos to longer ones .

If you’re concerned with how long your video will be in the end, time yourself slowly reading the script and cut as needed to get it within the time limit you’re shooting for.

Add in Stats and Facts

Your customer’s story is a powerful marketing tool, but the ability to add in facts and data about how your product or service helped them only amplifies its impact.

As you’re writing and revising your script, look for places where you can add facts and figures that either you or the client provides. This information should relate to things such as how your product or service helped them increase sales, increase customer conversions, or some other measurable action.

While you could just read these numbers out during your video, they will stick more in the minds of your viewers if you put them on the screen somehow. Consider either putting a chart physically next to your customer as they talk about the stats, or adding a graphic during post-production.

Choose Your Shoot Location

Where you opt to shoot your video has a big impact on the overall look and feel of your case study video.

You want to choose a location that’s not too visually boring, but also not so busy that it distracts from the subject of your video. You also need to find a place that’s not going to be so noisy it will cause issues with the sound as you’re shooting.

The industry your customer works in may help determine your shooting location, too.

If they’re an attorney, shooting in their office may be ideal. For someone who works a more active job, such as construction, shooting outdoors might make sense.

Draw up a Shot List

Sit down with your video script and plan out a list of the shots you want to get, including angles, so you can walk into the shoot ready to go.

For your interview segments, try to plan out a variety of angles and shot sizes to create some visual interest since they’ll all include your customer. Also, plan out your B-roll video so that you don’t risk missing something that could really make your video pop.

Don’t Forget Day-of Details

As you wrap up the planning of your customer testimonial video and move into the filming stage, here are a few things to keep in mind:

• Check the noise level and lighting of your location before you begin shooting. There’s nothing worse than having to re-shoot everything once you realize there’s too much background noise or that your subject is in shadow the whole time.
• Tell your interview subject to answer questions in full sentences, restating the question if necessary, rather than short words or phrases. Anything extra they say can be edited out of the video in post-production.
• Plan to spend a significant amount of time collecting B-roll footage, including your customer at work, your products or services in action, and the shoot location. This video will come in handy as you’re editing your video to provide some visual interest.
• Overestimate the amount of time you build into your schedule to shoot. It’s much better to wrap up early because you were able to capture everything than it is to rush to stay on schedule and worry about getting all the shots you need.

Once your video is shot and edited, you need to think about how to get it in front of your potential customers.

The good news is that case study videos are incredibly versatile, allowing you to use them in a variety of your marketing efforts.

Some ways to utilize your new corporate testimonial video include:

• Embed it on your website, either on your homepage, on a specific product page, or on a page dedicated to customer testimonials
• Include the video in marketing emails you send out to potential customers
• Share it on your social media accounts
• Add the video to your sales pitches and presentations
• Promote the video in a digital advertising campaign

Creating a captivating, engaging customer focus video can help you sell your products and services more easily to new customers. Your customers already patronize your business, and they can tell great stories that will resonate with others who face similar problems.

While it may seem daunting at first to plan and shoot your own case study video, with a little bit of time and planning, you can create a video that will be useful for a variety of marketing purposes and help you increase your leads and sales.

If you’re looking for a video training platform that helps you store, organize, and share your customer testimonial videos, give Dacast a try. Try it free for 14 days with access to everything Dacast has to offer. You won’t have to pay hefty start-up fees, sign a contract, or give us your credit card number.

Get Started for Free

For regular  live streaming tips  and exclusive offers, we invite you to join the Dacast  LinkedIn group.

Harmonie is a Senior digital marketer with over 6 years in the Tech Industry. She has a strong marketing and sales background and loves to work in multilingual environments.

• LOGIN SIGN UP

How to Create Convincing Case Study Videos [Free Guide]

Craft persuasive case study videos by showcasing problem-solving in 7 steps.

Case study videos are a powerful way to demonstrate how much value your brand will bring to a prospective customer. Using stories from real customers you can create compelling content that convinces you audience to take action.

To watch some example case study videos we've created for our clients:   click here!

Download our guide to learn how to research, plan and create captivating customer case study videos that will inform, educate and   inspire your audience to take action .

The process of planning and producing video is subtly different each time. Each case study is unique, because each of your customers is unique.

Luckily, there are some general guidelines that should always be followed when creating video success stories.

We've put together a Straightforward Guide to Case Study Video  to lead you through the 11 key steps to creating case study videos that  build trust, convert leads and close sales. Keep scrolling for an overview of its contents, or just click the button below to download it now.

7 Simple Steps to Creating Convincing Case Study Videos

1. set clear, specific goals.

The first step to getting what you want from case study video is deciding what success looks like. Set some clear and achievable objectives that tie into your wider business goals.

Most likely y ou'll want to use your video case studies to help close sales, convert leads and make your sales team a bit more smiley.

But tweak your goals based on whatever specific target you want to achieve (and make them specific). This way you'll be more likely to hit your target, prove that you hit it, and ask for more money to hit it again in the future.

Free resource: You can use our Video Objectives Template  to help you set video goals.

2. Decide on Your Target Audience

How can you create a successful case study without knowing who you're trying to convince?

So it's vital that you narrow down which buyer persona your video is targeted at before jumping any further. This might seem like a simple step, but you'd be surprised how many smart people forget it.

Remember: if you try to appeal to everyone you'll end up appealing to no-one. It's simply not possible to speak effectively to all your diverse target audiences in one case study, so go ahead and just choose one.

3. Find the Problem, Solution, and Your Message

Do you know your target audience's biggest problem and how you solve it?

It's time to identify it. Because this is the cornerstone of your case study video . It's the thing that will prove to viewers you've solved their issues before for others and convince them that you can help them too.

Whatever that core problem is, it'll also become the core message of your video.

This is the major reason why your target audience buy from you. So it needs to be focused on throughout your case study, both in the interview questions and the story (more on that in a second).

4. Choose the Right Client & Get Them Onboard

Now it's time to get down to details. You know which buyer persona your client will need to belong to, but you still need to ask a real client to be involved in your case study video.

It begins with a screening process. You should go through all of your customers and narrow them down based on the target audience/buyer persona they belong to (this will most likely involve job titles and industries), and their ability give a set of compelling answers on camera.

A good rule of thumb: the more similar your chosen client is to the audience of your video, the better . That way viewers will identify with your client more readily, making them more likely to be swayed by your case study.

When it comes to asking your client to be interviewed, it's important to ease any concerns they may have. Be upfront yet gracious. Negotiating 101: the more issues of theirs you alleviate, the more likely they'll be to say yes.

5. Craft the Story Through the Right Questions

All great case studies rest on a compelling story. To extract that story from your client, it's necessary to have some sort of informal pre-interview chat with them to talk through their experiences (and their suitability as case study subject).

Next, the story must be constructed from your client's background, their core problem and their experiences with your product or service. The best structure to follow is the classic 4-part format :

• the situation,
• the problem,
• the solution,
• the outcome.

But how do you get your client to tell that story in a natural way? Through the right interview questions.

These questions should set your interviewees up so that they reveal the story and message of the case study authentically through their answers. Make sure they're open-ended, rather than yes/no, to get the most interesting responses.

6. Create the Visual Style

Video is a unique medium. It allows you to express your case study through visuals and sound as well as words.

This is a powerful opportunity, and you should take advantage of using colour, editing and music to reinforce the story you're telling and the brands you're representing.

Good case study videos have a good production value, which subtly confirms that you care about your client and their story. The best videos intersperse their interviews with supplementary footage (also known as B-roll) to keep viewers engaged.

An experienced video agency will help you create the right visual style for your brand before filming, on the shoot itself, and afterwards. In fact, they should support and advise you through the entire case study video process ( like us !).

7. Get Your Case Study Out There

Planning and production aren't the only steps to an effective case study video. You also need to create a marketing strategy for how and where it will be used.

Your case study can be distributed in an almost limitless number of places. This plan should be based on your original objectives and your target audience. Some good general uses for your video include putting it on your website, using it video marketing, and showing it during sales pitches.

And don't forget to include a specific Call-to-Action if you want your audience to take action after watching your video (you most likely do).

Round-Up: Plan for Case Study Success

Follow these steps and you'll be well on your way to creating effective case study videos .

But I'd be lying if I said there isn't more to it than that. There are plenty of other considerations to keep in mind when creating your video, and useful advice that can be invaluable (especially if you're new to the whole process).

Our Straightforward Guide to Case Study Videos will lead you through this process in much more detail, with examples, tips and tricks. Download it for free now to learn the 11 key steps to creating convincing & compelling case study videos that build trust, convert leads and close sales.

Written by Lydia Cockerham Copywriter for Venture Videos — a full-service video production agency that specialises in producing creative videos & campaigns that get real results.

Get pricing for your next video project

Got a project in mind? Tell us about your business and its needs to get a quote from our award-winning team.

Related articles

How to Write a Video Brief in 7 Easy Steps [Free Video Briefing Template]

Tell Stories that Sell: the Best Customer Success Story Template

7 examples of SAAS videos you should be making

7 Stunning Video Advertising Campaigns (and Why They Worked)

Top Video Production Companies in the United States (2023)

You are using an outdated browser. Upgrade your browser today or install Google Chrome Frame to better experience this site.

How to Make Killer Video Case Studies

Everyone loves a good story. Maybe that’s why video case studies are popular. Case studies are stories that give us insight, provide a behind-the-scenes look, and introduce us to real people at a real company. Many businesses use case studies to show how their products and services are making an impact on their customers. They can document new product development, or show how a company has made improvements, changed corporate culture, or leveraged resources for the benefit of a community.

We’ll explore every facet of video case studies, breaking down what they are, how to make them, and what makes a successful one. We’ll also provide you with case study video examples as well as tips for making effective videos that will drive results.

Key Takeaways

What is a video case study?

A video case study is a compelling audiovisual presentation that tells the story of how a particular product, service, or solution positively impacted a real-world customer or client. It typically features interviews with the customer, highlights their challenges and goals, and showcases how the featured product or service provided a solution and delivered measurable benefits.

Video case studies are powerful marketing tools, as they build trust, demonstrate credibility, and provide potential customers with real-life examples of successful outcomes, ultimately influencing their purchasing decisions.

What are the benefits of video case studies?

The truth is, consumers want more video content. In a 2023 study from Wyzowl , 91% of respondents claimed that they wanted more video content from brands. So why not give the people what they want? On top of that, using case study videos can offer several significant benefits for a business:

• Credibility and trust: Case study videos showcase real-life success stories, demonstrating that your products or services have delivered tangible benefits to satisfied customers. This builds trust and credibility with potential clients or customers.
• Engagement: Videos are inherently engaging and can captivate your audience better than text or static images. Case study videos allow you to tell a compelling narrative, keeping viewers interested in your content.
• Demonstration of expertise: Through case studies, you can showcase your expertise and industry knowledge. They establish you as an authority in your field and position your business as a go-to solution provider.
• Problem-solution narrative: Case study videos often follow a problem-solution structure, helping potential customers identify with the challenges presented and visualize how your product or service can solve their own problems.
• Personal connection: Including customer interviews or testimonials in your videos adds a personal touch. Prospective clients can relate to real people who have benefited from your offerings, making your brand more relatable.
• Versatility: Case study videos can be shared across various platforms, such as your website, social media, email marketing, and presentations. This versatility ensures that your success stories reach a wide audience.
• Measurable impact: Case study videos can include data and metrics that demonstrate the concrete results achieved by your clients. This evidence of ROI can be particularly persuasive.
• Lead generation: Well-optimized case study videos can serve as valuable lead magnets, attracting potential customers who are actively seeking solutions to problems similar to those addressed in your videos.
• Storytelling: Effective storytelling in case study videos helps create an emotional connection with your audience, making your brand more memorable and relatable.

Incorporating case study videos into your marketing strategy can have a profound impact on your business by fostering trust, engagement, and conversions while showcasing your expertise and the real-world benefits of your products or services.

Are there different types of video case studies?

As with any genre of film or video production, there are some commonalities in style and tone you’ll see as you delve into that genre. The same holds true with video case studies, where there are several common types you will encounter.

Product/Service Reviews

Purpose: Product or service review case study videos aim to provide an in-depth analysis of your offering’s features, functionality, and benefits. These videos offer an objective evaluation and often serve as informative resources for potential customers.

• Introduction: Begin with an introduction to the product or service being reviewed.
• Features and Benefits: Highlight key features and benefits, explaining how they address specific needs or pain points.
• Demonstration: Showcase the product or service in action through practical demonstrations.
• User Experience: Share real user experiences, feedback, and opinions.
• Comparison (optional): Sometimes, a review may compare your offering with competitors to illustrate its advantages.
• Conclusion: Summarize the review, emphasizing the overall value and why viewers should consider your product or service.

Audience: These videos are geared toward potential customers who are actively researching your product or service. They seek detailed information to make an informed purchase decision.

Benefits: Product/service review case study videos build trust and transparency with your audience. They offer an unbiased evaluation and help potential customers understand how your offering can meet their needs.

• Testimonials

Purpose: Testimonial case study videos feature satisfied customers or clients sharing their personal experiences and success stories with your product or service. These videos serve as powerful social proof, demonstrating real-world benefits.

• Introduction: Introduce the customer or client who will provide the testimonial.
• Problem: Describe the challenges or issues the customer faced before using your product or service.
• Solution: Explain how your offering addressed those challenges.
• Benefits: Highlight the specific results, improvements, or positive outcomes achieved.
• Recommendation: Conclude with the customer’s recommendation or endorsement of your product or service.

Audience: Testimonial case study videos are effective for a broad audience, particularly those in the consideration stage of the buyer’s journey. They provide credibility and build trust.

Benefits: Testimonial videos offer authenticity and credibility, showcasing real customers who have benefited from your offering. They help potential customers relate to others with similar needs and challenges.

Narrative Case Studies

Purpose: Narrative case study videos are storytelling-focused. They aim to engage viewers emotionally by presenting a compelling narrative that highlights a customer’s journey from problem to solution, often emphasizing the transformational aspects.

• Introduction: Set the stage by introducing the customer or client and their unique situation.
• Challenge: Describe the significant challenges or pain points the customer faced.
• Journey: Take viewers on the customer’s journey, emphasizing their struggles and emotional experiences.
• Solution: Reveal how your product or service came into play, providing a solution and sparking change.
• Transformation: Showcase the transformation or positive outcomes that occurred as a result.
• Conclusion: Conclude with a powerful message that resonates emotionally and reinforces your product or service’s role.

Audience: Narrative case study videos are particularly effective for creating an emotional connection with viewers. They engage a wide range of audiences, including those in the awareness and consideration stages.

Benefits: These videos go beyond showcasing features and benefits; they create an emotional connection. Narrative case study videos are memorable and can inspire action by demonstrating the profound impact of your offering on a customer’s life or business.

Each type of case study video serves a unique purpose and engages different aspects of your audience’s decision-making process. Depending on your goals and the subject matter, one of these case study styles should help you convey the message you’re trying to get across.

How to make a video case study

Case studies as a rule won’t necessarily follow an exact timeline or template, but in general, the following steps are typically part of the video case study production process.

1. Planning and Pre-production

Before diving into the video production process , it’s crucial to lay a solid foundation. Start by clearly defining your objectives for the case study video. Identify the specific goals you want to achieve, such as increasing brand awareness, showcasing product effectiveness, or driving conversions.

Selecting the right client or customer is a pivotal step. Choose someone who has a compelling story to tell and has experienced significant benefits from your product or service. Gather initial information about their experience and challenges to ensure they align with your goals.

Set clear goals and key messages you want to convey through the case study. These messages will guide the direction of your video. Assemble your team, which may include videographers, editors, and interviewers, and develop a production timeline to keep the project on track. Don’t forget to secure any necessary permissions and releases from your client and any individuals featured in the video.

2. Research and Interviews

With your pre-production work complete, it’s time to dive into the research phase. Conduct in-depth interviews with your chosen client or customer. These interviews should yield insightful testimonials that highlight the impact of your product or service.

During the interviews, aim to identify the pain points and challenges your client faced before using your solution. Document their journey in detail, from their initial struggles to the moment they found your product or service. Equally important is to capture how your solution addressed these challenges and the benefits it provided.

Supporting data and metrics are key to substantiating your case study. Collect relevant statistics, customer feedback, or any measurable results that reinforce the success story. Build a storyboard or outline for your video, which will serve as the roadmap for the narrative you want to convey.

3. Filming and Production

The production phase involves bringing your case study to life through video. Start by meticulously planning the video shoot. This includes location scouting to find suitable settings, setting up equipment, and assembling your production team if necessary.

Conduct interviews with your client to capture their story authentically. Additionally, capture B-roll footage that complements the narrative. Ensure that you maintain high-quality audio and visuals throughout the shoot to create a professional and engaging video.

Consistency in branding and style is essential. Your case study video should align with your brand’s identity and values. If needed, shoot additional footage to fill any gaps and enhance the overall storytelling.

4. Post-production

After filming, the post-production phase is where the pieces come together to create a cohesive and compelling video. Begin by reviewing all the footage and selecting the best clips that tell the story effectively.

The editing process is crucial. Arrange the footage in a way that builds a compelling narrative, starting with the problem and progressing to the solution. Add supporting graphics, text, and data to provide context and enhance viewer understanding. Pay close attention to enhancing visual and audio quality to maintain professionalism.

Incorporate music or voiceover, if appropriate and necessary for the narrative. Test the video for clarity and impact, and obtain feedback from stakeholders to ensure the final product aligns with your goals and objectives.

5. Finalization and Distribution

With the video edited and polished, it’s time for finalization and distribution. Add branding elements and a clear call to action that guides viewers on what to do next.

Consider creating different versions of the video, such as shorter snippets for social media and a longer, more detailed version for your website or email marketing.

Optimize the video for search engines if you plan to host it online. Set up a dedicated landing page or platform for hosting the video.

Develop a distribution plan that outlines how and where you’ll share the video, ensuring it reaches your target audience effectively.

6. Monitoring and Analysis

Once the video is live, your work isn’t over. Track key video metrics such as views, engagement (likes, shares, comments), and conversions. Collect feedback from your audience to gauge their response and make improvements for future videos.

Evaluate the video’s impact on your defined objectives. Did it drive the desired results, whether that’s increased brand awareness or conversions? Use this analysis to refine your future video case studies.

7. Post-Release Engagement

Stay engaged with your audience after releasing the video. Respond promptly to comments and questions on social media and other platforms where the video is shared. Encourage viewers to share their own experiences or thoughts related to the case study.

8. Case Study Promotion

Highlight the case study video prominently on your website. Incorporate it into sales presentations and pitches to showcase real success stories. Leverage the video in email marketing campaigns to engage with your subscribers. Share it across all relevant social media channels and communities, harnessing the power of social proof to influence potential customers.

By following these outlined steps, you’ll be well-prepared to create a captivating and effective video case study that not only tells a compelling story but also drives results for your business.

10 top tips for video case studies that succeed

Now that you have a solid background on the fundamentals of case studies and how to bring them to life in video, let’s dig a little deeper and discuss some of the keys to creating winning case studies.

Find an engaging story

Find a story with depth to carry the video. We have all been to movies or read a book where the plot is thin or non-existent. A video case study needs to have a plot. It can’t be business as usual; something needs to happen, or no one will care. Is there a problem that was solved? Did you find a better way to accomplish a task? Break into new markets? It helps if the story is about a company or individual whose name people know. Of course, that might not be possible. An interesting, smaller company or unique person can also be engaging.

Camera-friendly interviewees

Video case studies often include real people. The engineer or scientist who made an amazing discovery. The shop floor worker who found a better way to make a product. The customer service representative who solved a problem. People do great work, but can they be engaging on camera? Look for those who are excited to tell their story. Watch to see if they have good eye contact and answer questions concisely. Most people need some coaching, so be sure you have a professional interviewer. They will put people at ease and know when they hear that perfect soundbite.

Choose the right format

There are several formats that can work to make great case studies. Interesting interviews can carry a story by weaving them together. This requires a well-thought-out storyline and a producer who knows how to get interviews that tell the complete story.

A second option is to combine narrative and soundbites. We pick the most interesting soundbites and then write narrative transitions as needed. Narrative can be helpful because it shortens up and crystallizes what might be lengthy explanations by interviewees.

The final option is all narrative. This gives you complete control of the story and the video production supports it.

Great visuals

You know the old saying, “a picture is worth a thousand words?” It’s true. Sometimes it’s easy to capture visuals. People working on cool machines. A bustling office or factory. A time-lapse of something being built or installed. Think about the visual opportunities you have to support the content of the interviews. At CK and CO, we can help decide what to shoot… and how to “make video” when the settings are limited.

Use motion graphics

Some video case studies are about concepts or elements that cannot be seen. Take, for example, the transfer of data to the cloud. You can’t see it, but you know it happens. Motion graphics can illustrate things we can’t see or visualize complex processes and procedures. They can also spice up videos to make them even more appealing.

Impressive results

Viewers love “wow” statistics. As you tell your story, it’s important to share tangible results. For example:

Did you reduce costs by 30% or increase productivity?

Did you get a return on your investment in half the projected time?

Have you improved employee retention by 20%?

You get the idea. Brag about what you have achieved. Sometimes, it is too soon to know the results of your story. In that case, you might include a vision statement about what you hope to achieve.

High content. Short timeframe.

We live in a world where Twitter and Instagram have influenced how we consume information. Whether or not you use these tools the mindset today is, “give it to me now, give it to me fast and don’t make me think about it.” As a result, your viewers expect a video case study that provides high content in a short timeframe. Every word is important, and when coupled with great visuals, you can get your message across in far less time than you might think.

Create alternate versions of the same story.

Meaty stories beg for more time. The truth is that audiences vary in how much time they are willing to devote to a video. At CK and CO, we often create several versions of a case study using the same raw video. We might create a longer piece (5:00-6:00) for use in a face-to-face opportunity. That same video content can be cut down to a shorter video (2:30-3:00) for use on a website. One length does not fit all. If you have spent the time and money to capture the story, consider your options.

Tease your video case study

Just as filmmakers cut movie trailers to generate interest in a film, you can “tease” your video case study. We often pull short compelling soundbites and package them into media shorts. These :15-:30 videos end with a call to action to view the entire video.

Add a whitepaper

While it’s true that many people prefer video to print, don’t miss an opportunity. Create a short whitepaper to accompany your video case study. The whitepaper should not be a transcript of the video, but instead should complement it. This is the place for highly technical elements and background information that does not translate well to video.

Video case studies are an effective tool for engaging potential customers and telling your company’s story. So, consider how you might use them to tell your story.

Where to use video case studies

We discussed this briefly above in the “how to” section, but it’s worth revisiting in more detail. Once you’ve put the finishing touches on your case study video you need to get it out to the world. But where exactly should you be promoting it?

1. Your Website

Embed the video case study prominently on your website’s homepage or a dedicated landing page to make it easily accessible to visitors. Having a dedicated section or page for all your case studies can provide a convenient reference point for interested prospects.

2. Social Media

Share the video on your compa ny’s social media profiles, such as Facebook, Twitter, LinkedIn, Instagram, and YouTube. Optimize the video for each platform’s specifications, and actively engage with your audience through comments, likes, and shares to increase its visibility and reach.

3. Email Marketing

Include the video case study in your email marketing campaigns, especially when targeting segments of your email list interested in the topic. Additionally, use the video in email signatures to add a dynamic touchpoint to your email correspondence.

4. Sales and Marketing Presentations

Integrate the video into your sales pitches and marketing presentations. By doing so, you can provide real-world examples of your product or service’s success, which can be highly persuasive during client interactions.

5. Content Marketing

Incorporate the video into your content marketing strategy by using it in blog posts, articles, or other written content related to the case study’s topic. You can also create teaser content from snippets or excerpts of the video to pique the interest of your audience and direct them to the full video for more in-depth information.

These strategic placements will help you maximize the visibility and impact of your video case study across different channels and engage your target audience effectively.

Case study video examples worth watching

Want to see some effective case study video examples? We’ve put together a short list here with some key takeaways and tips for video case studies that might prove helpful as you look to create your next video masterpiece.

Video case study example 1

• Quick summary: Queen City Candy has a sweet history that spans more than three decades as a buyer, packager and reseller of candy and confections to customers throughout the world. But in 2015 the company began manufacturing candy – all thanks to Siemens automation.
• Why it works: The visuals help guide this video as the interviewees describe their challenge and how Siemens helped them discover a solution. It’s impossible to look away while colorful candy floats across the screen. Not to mention the impressive results, like a 40% increase in sales thanks to Siemens technology.
• Key takeaway(s): Outcomes and visuals are a critical component of any video case study.

Video case study example 2

• What do you do when your company name and identity no longer reflect what you do? You change your name and update your brand with a new look. But there is still work to be done. You need to communicate the changes to your existing customers and attract new ones once rebranding efforts are completed.
• Why it works: This piece uses compelling motion graphics and narrative to create a short, simplified message. It helps the viewer see that Marana group knows their struggles when it comes to breaking through the noise and getting their message to prospective customers. It then shares how Marana group can help.
• Key takeaway(s): Simple graphics and messaging are key to the success of this case study. A topic than can be complex to share is made simple thanks to motion graphics.

Video case study example 3

• Quick summary: Vibrant cities require reliable, convenient and comfortable transportation systems. Get a look at the Charlotte Streetcar and see how the 4-mile-long streetcar line connects the Historic West End through Center City Charlotte to the Elizabeth neighborhood. This Siemens Mobility project shows how transportation is the lifeblood of a community. 
• Why it works: With this case study, viewers understand how the Charlotte Streetcar is helping bring a city together – connecting diverse neighborhoods and making them more accessible for all. It also highlights the key features and benefits the city has come to appreciate from the Siemens Mobility Streetcar.
• Key takeaway(s): Customers are often your biggest promoter – if you have a project that has gone well, further build the relationship by sharing the story together with your customers.

Cynthia Kay

Cynthia Kay founded Cynthia Kay and Company media production 35 years ago. The company produces communications for organizations from Fortune Global 100 to small businesses. A graduate of Michigan State University, Kay holds a master’s in communications from Western Michigan University. She is the Past Board Chair of the Small Business Association of Michigan (SBAM) and the National Small Business Association (NSBA). Cynthia has been honored with many awards including numerous Tellys and Woman Owned Small Business Supplier of the Year from Siemens in 2018. She has been named One of West Michigan’s 50 Most Influential Women 5 times. She is also the recipient of over 30 broadcast awards from UPI, AP and other news organizations.

• Types of Business Video
• How to Make Corporate Videos More Interesting
• Different Types of Animation
• Video Production Process FAQ

Related Posts:

• Back Services
• Animation and Motion Graphics
• 4K Video Production
• Communication Consulting
• Corporate Video Production
• Graphic Design
• Photography Services
• Video Post Production
• Scripting & Brand Storytelling
• Video Training & Learning
• Web & Viral Video
• All Services

• Ad Creative Eye-catching designs that perform
• Social Media Creative Engaging assets for all platforms
• Email Design Templates & designs to grab attention
• Web Design Growth-driving designs for web
• Presentation Design Custom slide decks that stand out
• Packaging & Merch Design Head-turning apparel & merch
• eBook & Digital Report Design Your digital content supercharged
• Print Design Beautiful designs for all things printed
• Illustration Design Visual storytelling for your brand
• Brand Identity Design Expertise & custom design services
• Concept Creation Ideas that will captivate your audience
• Video Production Effortless video production at scale
• AR/3D Design New creative dimensions that perform
• AI-Enhanced Creative Human expertise at AI scale

Table of Contents

What is a case study video, purpose of a case study story.

The purpose of a case study video is to show potential customers or clients how your product or service has helped others achieve their desired results. This type of video can be an effective marketing tool, as it helps to build trust and credibility with your audience.

How to shoot a case study video

When creating a case study video, it is important to keep the following in mind:

• Choose your subject wisely - make sure you choose someone who is articulate and can tell their story in an engaging way.
• Keep it focused - don't try to cram too much information into your video, otherwise, it will become confusing and overwhelming for viewers. Stick to one key message and make sure it comes across clearly.
• Make it visually appealing - use high-quality footage and graphics to bring your case study to life and keep viewers engaged from beginning to end.
• Promote your brand - make sure your logo and branding are prominently featured throughout the video so that viewers remember who you are after watching it.

Where to Use Case Study Videos

A case study video can be a powerful tool in your sales process. By showing potential customers how your product or service has helped others achieve their goals, you can help them see how your offering could benefit them as well.

You can publish your case studies videos on your website

If you have a website, including a case study video on your site can help increase conversion rates by providing visitors with real-world proof of your product or service in action.

Create case studies for social media

Sharing case study videos on social media is a great way to reach new audiences and generate leads. When sharing on social media, be sure to include a call-to-action (CTA) that encourages viewers to learn more about your product or service.

Creating case studies for email marketing

Including a case study video in your email marketing campaigns can be an effective way to engage recipients and get them interested in learning more about your product or service.

Which types of case study videos can you create?

Marketing case study videos: testimonial video.

A testimonial video is a short video featuring a satisfied customer talking about their experience with a product or service. Testimonial videos are often used by businesses to build trust and credibility with potential customers.

There are a few things to keep in mind when making a testimonial video:

• Find someone who is genuinely happy with your product or service and who can articulate why they're happy.
• Keep the video short, sweet, and to the point. No one wants to watch a 10-minute testimonial!
• Make sure the audio and visuals are of good quality. No one wants to watch a shaky, low-quality video.

Q&A style interview video

You need a DSLR or mirrorless camera, a microphone, and a tripod. You can find interviewees by contacting people in your industry or by searching online.

You'll need to gather information about your topic, choose a format for your video, and then film and edit your footage.

Advertising Case Study Videos: Review Video

A review video is a type of case study video that showcases a product or service in order to promote it. In order to make a review video, you will need to gather some basic information about the product or service you wish to showcase. This can include things like its features, benefits, and any other relevant information. Once you have this information, you can start putting together your video.

You will need to create an introduction that provides viewers with an overview of what they are about to see. After that, you can start going into more detail about the product or service itself. Be sure to highlight its key features and benefits throughout the video. Finally, wrap up your video with a conclusion that gives viewers a summary of what they just saw.

Advertising Case Study Videos: Narrative Video

A case study video is a short film that tells the story of how a product or service has helped a specific customer.

Start by interviewing your customer about their experience with your product or service. Then, use footage of them using your product or service, along with their testimonial, to create a compelling narrative.

Marketing Case Study Videos: Customer Case Study Review Videos

A customer review video is a type of case study video that showcases what your customers think about your product or service.

To make a customer review video, you will need to interview your customers and ask them questions about their experience with your product or service. You can then edit the footage to create a compelling customer review video.

Customer review videos are a great way to show potential customers what others think about your product or service. They can also be used to build social proof and increase trust in your brand.

Good Case Study Video Plan: Creative Case Study Videos in 10 Steps

Ask the right questions.

The first step to creating a case study video is to identify the problem that your target audience is facing. This will help you determine the goals of your video and who your target audience is.

Determine Your Goals

Once you have identified the problem, you need to determine the goals of your video. What do you want to achieve with your case study video? Do you want to educate your viewers on a certain topic? Do you want to sell a product or service? Or do you simply want to entertain your viewers?

Once you have determined the goals of your video, you need to define your target audience. Who are you making this video for? What are their needs and wants? How will they benefit from watching this case study video?

Creating buyer personas

Once you have defined your target audience, it's time to create buyer personas. Buyer personas are fictional characters that represent your ideal customer. They help you understand what motivates and interests your target audience so that you can create content that appeals to them.

Think Like Your Ideal Customer

The first step to creating effective case study videos is to identify your target audience. Who are you trying to reach with your video? What are their needs and wants? What kind of information do they need in order to make a purchasing decision? Once you have a good understanding of your target audience, you can begin to create buyer personas.

Understand Customer's Needs

Your target audience has specific needs that must be met in order for them to purchase your product or service. It's important that you understand these needs so that you can address them in your video. Take some time to research your target audience and understand what they're looking for. Then, create a video that meets those needs. When you understand your customer's needs, you are ready for working with a camera crew.

Choose the Right Featured Customer

You will need to get your customer's agreement to be featured in your case study video. This is important because you will be asking them questions about their experience with your product or service, and you want to ensure they are comfortable with being recorded.

Gather Background Interviews in Case Study Video

• The people directly involved in the project or situation being discussed in the case study. This would include project managers, designers, developers, etc.
• Customers or clients who were impacted by the project or situation.
• Experts who can provide context and insights about the industry or field related to the project or situation.

Conducting interviews

In-person interviews are best whenever possible as they allow for a more personal connection with interviewees and usually result in richer data due to body language cues that can be picked up on; however, they are not always practical given schedules and geographical location so phone/video calls can be just as effective.

It is important to establish rapport with interviewees from the start and let them know what the purpose of the interview is and how their insights will be used.

Add in Stats and Facts

Statistics and facts are essential in order to understand the world around us. They help us make sense of data and understand trends. Additionally, statistics and facts can be used to persuade people to see things from our point of view.

There are a number of ways to find statistics and facts. One way is to search for them online using a search engine such as Google. Another way is to visit the website of a government agency or organization that deals with the topic you're interested in. Finally, you can also find statistics and facts in books, magazines, and other printed materials.

Draw up a Shot List for the Video Content

A shot list is a document that details all of the shots that a filmmaker intends to capture during the production of a film. The shot list typically contains information such as scene number, location, description of the shot, and any other relevant details.

Shot lists are an essential tool for any filmmaker. They help you plan and organize your shoot, ensuring that you capture all the shots you need. Shot lists can also be used as a reference during post-production, making it easy to find specific shots when editing your film.

To increase brand awareness and feature services or products, you can shoot a case study video. Get Camera Crew has production experience in many different fields. If the subject is case study videos, you can contact us.

Related Posts

Everything You Need to Know about COP29 in Baku!

Discover key insights about COP29 in Baku - dates, event details, and more! Get ready for this corporate event.

Client Spotlight - Cornerstone onDemand

Cornerstone is a leading provider of compliance and performance management solutions. We've been rewarded for our efforts, winning awards for customer learning and performance (Won for customer US Xpress for learning) and DEI at Work. In this client spotlight, we'll tell you more about our award-winning products and services.

Best Lenses for Portraits: Top Picks for Sharp and Flattering Shots

Create memorable portraits with the best lenses in 2024. Our guide showcases top picks that combine clarity and style, offering the perfect tools for capturing flattering shots.

Ready To Get Started?

Drop us a message and we will reply to you ASAP!

Quick Links

Connect with us.

• Video Strategy

How to Create Case Study Videos That Convert

How do people come to trust a product or brand that they’ve never heard of?

One word: reviews. They need evidence that your product or service is worth investing in.

In fact, 92% of customers read online reviews before buying and 88% of consumers say reviews influence their online purchasing decisions.

And people are buying online now more than ever.

According to Statista , in 2020 alone, over two billion people purchased goods or services online, and during the same year, e-retail sales surpassed 4.2 trillion US dollars worldwide. If you want a slice of this lucrative pie, you need more than just catchy marketing campaigns.

If you’re looking to lure a good chunk of this audience to buy your product or service, you need to convince them that your product and service is an excellent investment. You need to instill FOMO in them. You need to illustrate the sheer value of your product.

And nothing does this better than video.

To be specific: case study videos.

Case study videos are powerful online-marketing tools for businesses looking to attract new clients, for brand awareness, and to drive revenue. They create trust and trigger an emotional response in the audience, encouraging them to click the ‘Buy Now’ button right away.

Create a stunning video in minutes

What makes a good case study video?

First things first, what exactly is a case study video?

A case study video is essentially a video testimonial from a happy customer or client . It outlines the problems the customer went through, the solutions they considered, their journey towards choosing your product, and then the results obtained after using the product for a certain amount of time.

Sounds technical?

The best case study videos are anything but. They’re engaging, tell an excellent story, and are super persuasive.

And they’re highly effective at boosting sales.

Because, word of mouth recommendations and testimonials are more relevant and important than ever , as most people nowadays aren’t inclined to make purchases without consulting reviews online.

So what are the ingredients required to create an effective case study video?

• Include on-camera interviews with customers . The more personal, the better. Try to keep away from scripted interviews as much as possible, because in today’s world, authenticity sells. Check out this article if you want to know more about personalized video marketing .
• Show how your business solves a specific customer problem, for example in a how-to video . Weave a beautiful story around your customers' pain points and how your business solved them.
• Use stats and figures to back up the customer’s story . Numbers are always a great way to back your point and increase conversion rates.
• Focuses on the benefits, not the features . Nobody wants to hear what your product does - they want to hear what it does for them! So focus on that.

Check out this article if you want to know more on how to make a professional video .

Which types of case study videos can you create?

Now, there are several different types of videos you can create for your business. Creating the same type can get boring for your audience so try to experiment with different kinds. Use them in your marketing strategy and on various online video platforms. Or have you ever thought about video prospecting in your sales strategy to make your information more snackable?

Curious about how to create corporate videos ? Look no further! PlayPlay offer you an easy way to craft professional content that captivates your audience and elevates your brand.

Testimonial video

The simplest way to create a case study video is really just to create a testimonial video . Ask your long standing, happy customers if they'd be willing to create an online testimonial video for you or they’d be happy to come into your workplace and create a testimonial video in person.

Testimonial videos are usually very simple to create; they do not require any extravagant set preparations or a long, complex script.

Q&A style interview video

Another popular case study video type is a Q8A (question & answer) style interview video .

You prepare a bunch of specific questions beforehand and ask your consumers to answer them honestly.

There are several ways to conduct this kind of video.

You can conduct a live session on social media (this works really well as a digital-marketing tactic, too, since consumers watch live video 10–20 times longer than on-demand content!)

Review video

A simple review of your product or service makes a great case study video, too.

To add some extra oomph to the video, consumers can demonstrate how the product or service works.

Narrative video

And finally, you can create a beautiful story around your product and service and have consumers pitch in and present their feedback .

A lot of bigger brands are investing primarily in narrative case study videos and it’s usually a huge hit with their audience.

💡 PlayPlay Pro Tip

These different types of video don't have to be mutually exclusive. A best practice in content marketing is to reuse high quality content multiple times. So why not repurpose your video content as well? For example, you can include your customer testimonial in a demo, use it as an ad, or include it in a video slideshow when showcasing the highlights of the year.

How to make a case study video: a step-by-step guide

Now let’s learn how you can create a case study video to further your marketing goals.

Define your audience and their pain points

First and foremost, understand and define your audience.

• Who are you creating this case study video for?
• What are their pain points?
• What solutions are they seeking?
• What demographic and geographical location are they from?
• Have they bought from you before or this is their first time?

Be as comprehensive as possible in defining your target audience.

Define the key message and objective of the video

Next, what message are you giving via your video?

Essentially a case study video’s primary goal is to establish trust and convince the audience to buy your product. But depending on the type of case study video you’re creating and what stage of the marketing funnel you’re targeting, your objective will vary.

So your objective can differ depending on,

• Whether you’re promoting your entire brand and business via the video or a specific product or service,
• If you’re creating a case study video to give a marketing boost to your new product launch,
• Or if you’re simply looking to increase engagement with your audience on different platforms via social media marketing.

Once you’ve outlined the objective of your case study video, it’s time to decide on your key message . What narrative are you going for? What message would you like to give your audience via this case study video? What solutions would you like to highlight?

Be crystal clear.

Select your subject or subjects

To create an engaging video, you need to choose the right subjects.

Depending on your key message and objective of your video, select customers that will best work for your case study video .

When choosing customers to feature on your video, keep the following things in mind,

• Your target audience can resonate well with them
• They have a great, persuasive story
• They’re comfortable sharing their story with your audience
• They have a strong presence on camera

Write your video script

Now it’s time to work on your video script.

A great video weaves a beautiful, persuasive story. And a great story has 4 main stages,

• Outline the pain points of your target audience

What difficulties are they going through?

What challenges are they facing?

Opening your video by stating these challenges empathetically is a great way of getting your audience’s attention right away.

• Introduce the hero of your story

You can have one strong hero or you can feature multiple people in your video and they can all narrate their unique situations, experiences, and personal stories to add variety to the video.

• Explain the solution

This is where you illustrate via text, voice over, or even through your subject’s story how your brand helped the customer overcome their challenges. Make it succinct but informative.

• End with a call-to-action

Provide your audience with a resolution and end with a strong CTA to help them take the next step.

What would you like viewers to do? Like your page? Click on your landing page? Buy a limited edition product you’ve come out with? Or simply sign up to receive brand updates? Whatever it is, highlight it at the end of the video.

Include numbers and stats

A great way to add some oomph to your case study video and convince potential customers is by using numbers and stats .

While it’s always a good idea to ask customers to add numbers to their stories, you can also also strengthen your case study video by adding the following numbers,

• Quoting industry stats
• Mentioning the number of customers you’ve helped
• Your social media follower count (screenshots of raving tweets wouldn’t go amiss here!) if your goal is social media marketing
• YouTube subscribers if you’re targeting YouTube marketing

And if you’re posting this video on social media platforms, use hashtags to broaden its reach! Make it viral! You want your videos to be watched by millions of people? Learn more in this blog article about how to create your own buzzfeed video .

Decide the format of your case study video

This is where you decide on the type of case study video you’d like to create.

If you’re filming it live with your subject, make sure to,

• Choose the right location . You can shoot it in your office, in an open outdoor space, or create a dedicated set for it.
• Always create a shot by shot storyboard , to make sure that your subjects, filming crew, and everyone else involved in creating the video know which shot comes when.

And if you’re conducting an online interview via webcam or everyone’s favorite Zoom (for live streaming), make sure to make a list of questions you want to ask . You can always email your subject a list of questions so they can prepare beforehand, as well.

💡 Thinking about the cost of producing a corporate video?

Discover our complete guide on how to budget your corporate video.

Create and edit your video

Now once you have all the B-roll you need, the interviews all nicely shot, and all the extra bits and pieces required to create the perfect case study video, it’s time to start piecing it together and edit it.

However, when editing is concerned, there’s one problem - using complex editing softwares.

Marketers often stay away from using heavy duty editing softwares like Final Cut or Adobe Premiere Pro for several reasons; they're complex, the learning curve is massive, and they don’t always have guidelines available for non-technical individuals and laymen.

This hampers their video creation and editing process.

The solution?

Using an easy-to-use online video creation platform like PlayPlay . It has a huge library of ready-made templates that you can easily personalize with your brand's look and feel.

You can further add graphics (animated videos are all the rage online!), use interesting text styles, fonts and visuals, and play around with a range of other video editing features to make your video ready for social media!

Start creating videos

That make information easy to retain, explanations convincing, and brand storytelling compelling.

By Maxime Hoppenot

More articles.

Steps to Create a Tutorial Video & Examples

Video Content Management Systems: 8 solutions for 2023

How to Create a Sales Video That Converts: A Step-By-Step Guide

How to make a mini documentary: a step-by-step guide

A Beginner's Guide to Video Prospecting

A Beginner’s Guide to Creating Personalized Video Content

12 Tips to Make Your Video Look Professional

How to make video infographics in 10 simple steps

5 Awesome How-to Video Examples for B2B Companies

7 Ways to Repurpose Video Content [Plus Tips on How to Do it Well]​​

The 9 Best Video Hosting Sites You Should Consider for Your Company

The Quick Guide: How to Make an Awesome Slideshow Video

6 Steps to Making the Best Instructional Videos

8 Tried and Tested Tips to Create Viral-worthy Video Event Recaps

6 Winning Product Launch Video Ideas

Need an App Like Canva For Videos?

7 Ideas for Creating a Compelling Testimonial Video

How to Make Buzzfeed-style Videos

The 7 Best Types of Explainer Video Software

How to Make Educational Videos for Your Company in 3 Easy Steps

How to Create an Event Highlights Video That Will Attract Attendees

How to Create Effective Customer Testimonial Videos (With Examples!)

How to Write a Video Script That Will Keep People Watching

The 6 Types of Real Estate Videos Every Realtor Needs to Create

How to Make Your Own Video Commercial Without an Agency

Motion Design 101 - Setting Your Video Strategy in Motion

6 tips for making your institutional videos in-house

8 practical tips to create an event teaser video

How to Create The Most Effective Case Study Video

Case study videos and customer testimonials are a powerful way to highlight your customers' successes—along with how your company helps.

With case studies and testimonials, you're letting someone else do the talking for you. You can add these videos and text reviews to your website for visitors to see, or use them in emails or your social media posts to help attract new customers.

With video testimonials, you can provide the context of your relationship with that customer, so your prospects can learn more about why they chose you over the competition. And with case studies, it's a chance to show off not only what you've done for someone else, but also showcase the results they achieved as a result.

What is a Case Study Video

A case study video is a piece of persuasive content that businesses use to illustrate the value of their products or services. It’s a customer testimonial video that adds authenticity to your marketing efforts.

Case study videos are important pieces of content for businesses to have in their arsenal because they can be used across all marketing channels.  Whether you’re looking for something to share on social media, publish on your website, or show at a trade show—a case study video will do the trick.

Successful case study videos:

• Include on-camera interviews with customers
• Show how your business solves a specific customer problem
• Use statistics and figures to back up the customer’s story
• Focus on the benefits, not the features

If you're looking to produce video case studies and testimonials, consider these 3 tips:

• Consider the story
• Don't make it all about sales
• Keep it simple

Explore a few case studies of our clients

How long should a case study be.

A case study's duration can vary based on many elements, such as its goal, target audience, and how difficult the subject matter is. There is no set length requirement, but it's crucial to strike a balance between giving the reader enough information and keeping their attention. The following factors can be taken into account when choosing the right length for a case study:

1. Consider the scope and aim of your case study . Is it intended to give a general overview or go in-depth on certain topics? For an introduction or illustrative purpose, a shorter case study might be sufficient, whereas a larger document might be necessary for a more thorough investigation. To assess the level of information required, specify the case study's objectives and scope.

2. Determine who your target audience is and what level of expertise they possess . If you're writing for researchers or members of the industry, they might anticipate a more in-depth and technical analysis. In contrast, a case study that is brief and simple to grasp might be preferred by a larger audience. Adapt the length and substance to the demands of your target audience.

3. Subject complexity : The length may vary depending on how difficult the case being investigated is. You might require additional room if the issue is complex and multifarious so that you can go into more detail and offer a thorough analysis. On the other hand, if the case is simple, a shorter case study can be adequate.

4. Resources at your disposal : Take into account the resources at your readers' disposal. A shorter case study could be more engaging and approachable if they have a short attention span or limited time. A lengthy case study, on the other hand, can give your audience a better understanding of the subject matter if they are ready to put in more time.

5. Format and organization : Pay close attention to how your case study is set up and organized overall. To make the text easier to navigate and read, divide it into distinct sections and add headers and subheadings. No matter how long it is, make sure your case study is well-organized, interesting, and cohesive.

There’s no one size fits all recommendation for the length of a case study. Depending on the objectives, target market, level of complexity, and resources available. Strive to strike a balance between giving your readers enough information and keeping their interest.

The total length of the case study should ultimately depend on how well it can communicate the most important ideas, revelations, and lessons from the case under analysis.

What are the Benefits of Case Study Videos

Do you know that your customers are the lifeblood of your business, and the best way to show potential new customers how great your product or service is? You guessed it: by showing them how great it is for your current customers. That's why video case studies are an amazing marketing tool. Here’s why you need a video case study for your business:

• They’re persuasive: Having your customers deliver compelling reasons why your product works is powerful. Video is a direct and persuasive medium; viewers retain 95% of your message when they watch it in a video, and only 10% when reading it in text.
• They’re engaging: Your target audience is more likely to watch a short video case study than to read a text version of it. That's because video marketing is more engaging. Around 72% of customers prefer to learn about a product through video compared with any other medium.
• They’re emotional: Video case studies deliver personal testimonials directly from your customers, which helps establish an emotional connection with the viewer. Connecting a human face to a story is powerful, and 95% of our decisions are subconsciously driven by our emotions.

Why Use Case Study Videos

Case studies are a powerful way to showcase your work and tell the story of how your business solved a problem for another company. But if you want to grab the attention of potential clients, you should consider turning your case study into a video.

Video is one of the most effective ways to get your message across, whether you’re looking to attract new customers or sell more products online. Because people process visual information much faster than text, video can help you get your message across quickly while also making an emotional connection with viewers. If a picture’s worth a thousand words, then imagine what an engaging video can do for your marketing efforts!

By featuring a client in case study videos, you add a human element that’s difficult to achieve with a traditional, text-based case study. Interviewing clients in video allows potential customers to better understand how your products and services solve real-world problems. When properly executed, a case study video showcases the value of your work and helps grow your business.

Where to Use Case Study Videos

Once you have a compelling final product, you’ll need to consider how to get it in front of your target audience. Luckily, case study videos are versatile pieces of content that you can use across a variety of marketing channels. Here are some options to consider:

• Your website and blog
• Social media
• Email newsletters
• Presentations
• Trade show booths, meetings, and events

Create Your Case Study Video Today

At Video Supply, we partner with brands to produce compelling case study videos every day to help them achieve their business goals.

We've had the opportunity to work with several clients in a range of industries, from enterprise, tech to consumer goods. All these brands face the daunting challenge of establishing why they are needed in the market. And so, to effectively communicate their unique value propositions, brands need to create a case study video.

Case studies are a powerful way to tell your business’s story. They can take many forms, from simple product benefit videos to multi-person testimonials. By using stories told by real customers instead of corporate jargon, you create engaging content that resonates with your audience.

Get started today on creating your first or next high-performing case study video.

Explore More Articles

The Power of Community: Harnessing User-Generated Content for Authentic Brand Engagement

Short-Form Video Marketing with YouTube Shorts, TikTok and Instagram Reels

How to Keep Viewers Hooked in Online Videos

Level Up Your Live Streaming: Engage Your Audience in Real-Time

We make it easy to create branded content worldwide. are you ready to get started.

Join hundreds of the world’s top brands in trusting Video Supply with your video content.

Boost Campaign Performance Through Video

Discover how to boost your next campaign by using video.

The Complete Guide to Creating Case Study Videos

Having confidence in your brand is great, but it can only get you so far.

You need to back your claims up with evidence.

Having a satisfied customer vouch for you can be far more effective than churning out dozens of self-promotional content pieces. If you’re looking to leverage your content towards attracting  potential  customers, show them how you’re helping  existing customers.  62.6% of marketers say that client case studies are effective at generating leads and are a critical component of a winning marketing strategy. They tie first place with content marketing and beat every other approach on the list.

The reason why is simple. Instead of focusing on yourself, case studies focus on your customers . They give new leads a window into the world you’re helping to create.

Video amplifies the trustworthiness of a case study and customer testimonial.

Transitioning away from traditional customer stories (i.e. blog post format) towards video case studies is worthwhile. Instead of reading about a customer’s excitement about your product, your users can literally see the excitement on that customer’s face. The psychological impact is clear.

What makes a great case study video?

Compelling case studies have proven themselves to be valuable conversion generators for a variety of industries. They are especially valuable for organizations that sell complex, expensive products.

The more invested users have to be before converting, the more the success story of a satisfied customer will resonate with them. This is why enterprise customer story videos tend to perform more successfully than small businesses.

Marketers who want to learn how to make a great case study video need to focus on three trust-building factors first:

• An authoritative customer interview.
• Complimentary shots of the office.
• Post-production graphics and narration.

Let’s look at how successful video marketers incorporate these factors into the customer story video production process.

Here’s a step-by-step breakdown:

Pre-production

Pre-production includes everything that you plan before the day of the shooting. There is a lot of work that needs to be done before you start filming anything.

1. Choose the right customer

The customer interview is the centerpiece of your case study video. Your top priority is finding an individual customer who is motivated to provide a glowing review of you and your company.

Ideally, this person is in a position of authority who benefits directly from your business. If they don’t have hands-on experience working with your products or services, they won’t know what to say.

Keep in mind that an employee of a lesser-known company may be more excited about your product than someone who works for a big, well-known company. You might find that honest enthusiasm is more conducive towards creating a good case study, compared to a recognizable logo does.

2. Lead the interview process

Make sure that you come to the interview prepared . Make sure to come up compelling yet easy to answer interview questions. Use the pre-production process to get an idea of how your customer feels about your product. If you can agree on a story that fits, the entire interview process will be far easier to steer in a positive direction.

Interview preparation can be difficult work . The more time you spend preparing, the smoother and less stressful the actual interview experience will be.

3. pick a viewing format.

Is your target audience going to view the video on a desktop or on mobile? This is an important question you’ll want to ask early on. The answer will change the way you approach the entire filming process.

If you are thinking about shooting a mobile video, try setting up your shoot for vertical viewing.

Vertical video format can perform well on social media and other news feed-oriented platforms. Keep in mind that 90% of Twitter users engage the platform via mobile.

4. Use the proper equipment

The single most important factor you need to consider when shooting a case study video is lighting. Great lighting can make smartphone camera footage look professional. Steven Soderbergh famously filmed an entire feature film using an iPhone . If it’s good enough for an Academy Award-winning filmmaker, it’ll be good enough for your case study subject and video.

Production and shooting

Once you have picked a customer to interview, established the story you want to tell, and picked a place to tell it, you’re ready to film.

This is where your pre-production preparation is going to pay off:

1. Don’t veer off course

During the course of the interview, it’s natural for the dialogue to take unexpected turns. Everyday conversation is full of uncertain asides, half-articulated thoughts, and full-blown diversions.

Film dialogue – thankfully! – is not.

Part of leading the interview means catching these slip-ups and addressing them. Ask your customer to avoid industry jargon and to patiently pronounce acronyms your audience may not be familiar with.

Don’t be afraid to re-shoot responses that veer away from the customer use case scenario. You’ll be thankful you did.

2. shoot more footage than you need.

The vast majority of raw footage you obtain will be thrown away. The typical low-budget filmmaker shoots six seconds of material for every single second that makes it on-screen. For big-budget superhero movies, this figure can shoot to 400 seconds of material for every second on-screen.

You won’t need so much material, but you will need more than you publish. Having the option to add footage will translate to positive results.

3. Sweat the details

Developing a shot list can help you break the shooting day down into manageable chunks. This is especially useful for shoots that take place in multiple locations. You’ll want to spend some time organizing every little detail that goes into shooting day.

This includes setting up the interview location and ensuring it’s quiet enough to successfully record audio. It may include making wardrobe or hair adjustments – just about any visual element you’d overlook in regular life can end up looking odd on camera.

It’s a good idea to overestimate your shooting time in order to compensate for these unforeseen complications.

Post-production.

There is one thing you should do before loading raw interview footage into your video editing software:

Send a thank you email to your interview subject and their immediate superior. This will go a long way in maintaining a good relationship. These people took time out of their busy schedules to help you market your product, after all.

Plus, if anything goes wrong on the technical side of post-production, you may need to re-shoot. That will be much easier to do if your interview subject enjoyed your time together.

1. Add graphics and narration

Just about any video editing software will allow you to add graphics and voiceover narration. Adobe Premiere is the premium solution favored by professional filmmakers , while Biteable and Lumen5 are ideal for less experienced users learning how to make case study videos on a budget.

For a complete rundown of the best online video editing solutions click here.

You may even wish to outsource video editing to a freelance professional on a case-by-case basis.  An experienced freelancer may be able to help you achieve the polished final result your customers are looking for.

2. Let your customer help promote the video

Remember sending that thank you email to your interview subject? Now they are that much more likely to share the final result on their social media pages and broaden your video’s exposure.

Most customers are happy to earn themselves the extra exposure that your video creates. If they are reluctant to share the video, you may be able to sweeten the deal by offering a backlink to their website from yours.

The benefits of cross-promotion are too valuable to pass up.

3. Wrapping up!

Don’t forget to enable closed captioning for your video. Most mobile video players automatically mute embedded video content. An overwhelming majority of Facebook videos are viewed with the volume off. You’ll need those captions to capture users’ attention and convince them to turn the volume up.

You may also wish to divide your case study video into chapters to improve user engagement. If you are using a professional video hosting platform , you can monitor user engagement and adjust your settings to optimize the results. Appropriate calls-to-action can be added at the end of th video, so interested viewers’ data can be captured. Be sure to check back on your video and monitor its performance regularly.

Keep learning

Cincopa launches new video editor, 5 top private video hosting sites for your business, best tips for editing training videos, elevate your b2b marketing with strategic video content: a step-by-step guide, 3 reasons to avoid self-hosting your videos in 2024, how to use interactive media on your videos and images , didn't find what you were looking for.

9 Tips For Creating Brilliant Case Study Videos

Video Transcription

In this video, you’ll learn 9 easily actionable tips for creating case study videos that deliver results

It’s no secret that good case study videos can really help skyrocket your sales by giving you that much needed extra edge, especially when it comes to customers who otherwise may remain on the fence.

So, make sure you stick around!

Hi, I’m John here at Spiel Creative.

Before we get started, make sure you click the subscribe button and hit the bell so that you’ll get notified every time we upload a new video to help you with your video marketing.

Ok, so, let’s get straight into our 9 tips, starting with…

TIP 1: MANAGE OBJECTIONS

Before going ahead with a purchase, especially if it involves a substantial investment, we all have concerns about whether we are making the right choice. And your customers are no different.

If your case study videos help address the specific concerns that your prospects most commonly raise before making a purchase, then they can really help boost your conversion rates.

For example, if an objection that you often face is “the price is too high”, then creating a case study video where one of your existing customers describes how your product provided a brilliant return on investment can be great for convincing them that your solution offers good value for money.

Or, if your prospects are often unsure about the quality of your offering compared to your competitors, then creating a case study video showcasing how you delivered excellent quality for a client and surpassed their expectations can be a great way of getting past this objection, and gain an edge over your competitors.

What makes case study videos so effective at managing objections is the fact that it is far more believable when real customers endorse your offering and the value it can provide, compared with you alone making those claims.

The first step however in accomplishing this is to actually know what are the most common concerns that your prospects have before proceeding with a purchase. Some great ways to uncover these include conducting focus groups, surveying your existing customers and speaking with your sales team, who are the ones most likely to be on the front line of receiving them.

Ok, now, on to my next tip…..

TIP 2: DIFFERENTIATE YOURSELF

It’s rare for a customer to look at just one provider before making a purchase. More often than not, you will be in competition with a number of similar providers and you will need to differentiate yourself to win the sale.

Case study videos provide a great opportunity for you to accomplish this by showcasing what sets you apart from your competitors.

Think about what makes you really stand out and then highlight this in your case study videos. To do this effectively, make sure your get your customers to explain why your unique selling point’s are so important to them, rather than just state what they are.

For example, if you provide technical support 7 days a week but your competitors don’t, a case study where your customer talks about how they often need technical support on the weekends and you never let them down can really work wonders!

TIP 3: CHOOSE THE RIGHT CUSTOMERS FOR YOUR CASE STUDIES:

Now this one might seem obvious but choosing the right customers is key to the success of your case study videos.

So how should you decide who to include?

Well, firstly you should aim to include customers who are genuinely happy with your service and as a consequence, enthusiastic about endorsing you. If they have given a written testimonial, or promoted your product by word-of-mouth, even better.

Your customer should have a good story to tell which is relatable to your most typical customer. For example, if you are an accounting firm and your typical clients include small retailers, but you get a case study from a multinational oil company for whom you did some one-off auditing work, on first glance it may appear that this will help boost your credibility. But in reality, this case study may actually serve to alienate your typical prospect who most likely won’t be able to see themselves in the shoes of this much larger company.

Lastly, make sure the customers you choose for your case study videos actually look good on camera. This may seem a bit shallow but unless your chosen customers that are comfortablespeaking clearly on camera, you may end up with a series of case study videos which appear unconvincing, despite what you actually accomplished for them

Once you’ve picked your customer, it’s time to think about what you want them to say.

Which moves me nicely onto…

TIP 4: HAVE A GOOD STRUCTURE

Creating any high quality video needs proper planning and case study videos are no exception to this rule. Having a good structure to follow can really help with this.

What works really well for us here at Spiel is an easy to follow four-part structure which I will break down for you next.

PART 1: INTRODUCE YOUR CUSTOMER

This basically involves giving a general overview of who your customers are and what they do. This part should not only include an overview of your customer’s business but also properly introduce the people featured in the video and their respective roles which will make them more relatable to your audience.

PART 2: LIFE BEFORE

Your main goal here should be to describe how life was for your customer before they went ahead with your product or service. The more specific you can be with describing their challenges, the better.

PART 3: LIFE AFTER

Next your customer should describe life after they went ahead with your offering. Basically, it’s time to get into the results. The key thing here is to explain clearly how your solution has improved the life of your customer in a measurable way.

And finally…

PART 4: YOUR CUSTOMER’S RECOMMENDATION

Your video can conclude with your customer giving their response to the question, “WHAT WOULD YOU SAY TO ANYONE THINKING ABOUT PROCEEDING WITH X?” (With X being your offering)

Ok, now that you have a good structure to follow, let’s move on our fifth tip which is…

TIP 5: INCENTIVISE YOUR CUSTOMERS TO DO THE SHOOT:

How you do this is really up to you, but you need to make sure that you make it worthwhile for your customers to feature in your case study videos.  There is a substantial amount of work involved in producing a high quality video, and your customers will have to take time out of their busy schedules to do the necessary work.

So don’t be surprised if even clients that are really happy with your service and have given you glowing written testimonials opt out from helping you create a case study video.

To make it worth their while, you can consider offering them a discount on their next purchase. 

Or maybe you can make it a good marketing opportunity for them. For example, if you will be sending your video to your mailing list, then this can also potentially become an opportunity for your featured customer to introduce themselves to new prospects who may not yet be aware of their offering.

The key takeaway here is that you should look for ways to create a win-win situation where your customers will also benefit from the work they will have to put in to create a good case study videos for you.

TIP 6: MAKE IT SHORT AND SWEET

Make sure to keep your case study videos short, relevant and to-the-point. If your video drags on too long, your viewerscan easily become bored which means they may not make it all the way to the end.

In our personal experience, case study VIDEOS BETWEEN 5 AND 9 MINUTES GENERALLY TEND TO GET THE BEST ENGAGEMENT LEVELS. (3 to 5)

A good rule of thumb to follow when deciding on the length of your videos is that the more complex and higher priced your product or service, the more in-depth your case studies will need to be. This is because as the investment the prospect has to make goes up in value, so does the perceived risk associated with the purchase. So your prospects are likely to want a more detailed explanation if they will have to make a substantial investment.

Ok, let’s move on to our next tip….

TIP 7: MAKE IT BELIEVABLE

Your prospects are much more likely to trust your case study videos if they are realistic and believable, and don’t seem to be exaggerated.

One great way to make your case studies more believable is by ADDING FACTS AND FIGURES. For example, rather than your customer just mentioning that they achieved a great return on investment from adopting your product, it is better to state the actual figure. So if we said that the customer saying something like “going ahead with the purchase has reduced our printing costs” isn’t as effective as saying “going ahead with the purchase has dropped our annual printing costs by 32.5%”.

You get the idea!

And, make sure you don’t exaggerate. For example, if you sell custom designed office lamps, your video doesn’t need to include your customer making comments like ‘buying this lamp has been the best decisions we have made as a business

Sure, your customer may totally love your custom lamps and they should certainly mention this, but at the same time, they don’t need to go overboard, as claims that sound unrealistic and too farfetched can break trust and make your audience more wary.

TIP 8: PREPARE YOUR CONTENT PROPERLY BEFORE SHOOTING

You should carefully plan the content of your video so you know what questions you will ask your customer and have a sense of how they will respond. However, we don’t recommend scripting this too heavily so that your customer ends up sounding robotic.

TIP 9: USE INTERESTING VISUALS

Just like you should prepare the verbal content of your video, you should also give some thought in advance to the visuals in particular locations you will shoot at. For example, if your video will be shot at your clients offices, it’s good to have an idea of which parts of office will be available for you to you filming, who will be present there and what kind of lighting will be required.

Alongside filming your video at the best locations available to you, consider using fast-paced editing, and adding interesting graphics to keep your viewers engaged till the end.

So that’s if folks.

Hope you enjoyed the video. If you have any further questions regarding case study videos, let me know in the comments below and we will do our best to answer them. Also, don’t forget to subscribe to our channel for more such videos to help you with your video marketing.

And finally, if you need any further help with your video marketing or production, don’t hesitate to get in touch with us here at Spiel at www.spielcreative.com .

Bye for now!

If you are interested in producing fantastic case study videos for your business, then get in touch with our case study video company today.

Leave a Comment Cancel reply

Your email address will not be published.

Ready to talk?

VIDEO TESTIMONIAL

5 Tips to Make Case Study Video Presentations That Convert

June 11, 2024

Traditional marketing videos often feel salesy or overly promotional.

To move prospects through your sales funnel faster, you need case study video presentations. Hearing real customers share their success stories in their own voices helps potential buyers visualize themselves experiencing the same results.

A study by Storydoc (an AI Presentation Maker) found that presentations with any video embedded enjoyed a 37% longer average reading time and a 17% increase in the CTA click-through rate. This shows that video can enhance the conversion of case study presentations.

We have made videos for 150+ B2B & SaaS companies.

Explainer Video, Product Demo, Remote Video Testimonials, and more.

Let’s understand a few strategies with real-life examples –

1. Target, Don't Broadcast

Each case study video should have a specific audience in mind (industry, company size, role). Think deeper about the different user and buyer personas.

This video from Lightspeed is intended for a specific customer segment which is restaurant owners. This particular case study shows exactly what use cases this customer is using this product for.

2. Map to the Buyer’s Journey

Where does this video fit in your sales funnel? Is it for early-stage awareness building, addressing mid-funnel objections, or closing the deal?

The below example can be used for the awareness stage like on the company’s YouTube or LinkedIn page

Making a video for B2B & SaaS products needs a different mindset.

This example can be used for the consideration stage like on the homepage or landing page:

3. Be open to newer video formats and styles

Use a mix of UGC-style recordings with snapshots of your product or software UI in action. Explore vertical short-form video content too. This can make your case study video presentations stand out and be re-used across several platforms.

UGC style testimonial video:

Vertical short-form testimonial video with product shots:

4. Repurpose

Convert long-form video interviews and webinars into smaller 2-minute snippets.

Interview case study snippet video:

You can check out the full podcast here .

5. Social Proof

Include direct quotes and compelling soundbites from satisfied customers within the case study video. You can do a mashup of multiple video testimonials.

5 Mistakes to Avoid in Your Case Study Video Presentations

You can save on costly rework if you keep these common mistakes in mind during production.

1. Show, Don't Just Tell

Avoid having the customer just talk to the camera. Add B-Roll showing them actually using your product to support their claims and increase credibility.

SaaS companies can consider using screen recording or simplified UI of their product. Supplement it with relevant stats on improvement or savings.

2. Think beyond the immediate sale

Consider creating an ongoing series of case study video presentations showcasing the customer’s journey over a longer timespan rather than a one-off video. This shows the sustained value of your solution.

3. Choose the Right Customer Story

Be extremely selective in who you feature to ensure their original problem, solution, and results align perfectly with your key messages and ideal customer profile. Generic messages or responses will not be powerful enough.

4. Find the Story, Not Just the Stats

While metrics are crucial, focus more on the emotional impact and transformation your customer experienced from struggling with a major problem to finding the perfect solution with your product.

5. Promoting and Distributing

Avoid just publishing your video passively on your website. Actively push it out across targeted social ads, email campaigns, sales enablement tools, and more to reach your audience.

We know how to sell your story using your product UI

Using the Latest AI Tools to Make Case Study Video Presentations

If you’re looking to get started with the basics on your own, we recommend these tools:

• Descript – Edit podcast videos, interviews, and testimonials like a word editor.
• Canva – A user-friendly design tool that needs little introduction.
• CapCut – A popular short-form video editing app developed by ByteDance, the parent company of TikTok.
• Submagic – Make short-form videos with captions, B-rolls, zooms, and sound effects.

Partner with Content Beta for Case Study Video Presentations

Check out our work on remote video testimonials .

To collect the footage for case study video presentations, we first ship a high-quality recording kit to the interviewees. We prepare your customers for presentations (warm-up, eye contact, questions, camera angle, etc.), ensuring authentic, engaging content through a specialized recording platform.

Our creative team then converts the recording into a publish-ready case study video using the strategies we have discussed. We repurpose the same content in short-form videos, blogs, and PDF case studies.

Book a Discover Call to know more.

The important thing is to get started with whatever video footage you have. Find a creative video production partner to help you repurpose your content into multiple formats and ICPs. And always think about how to distribute the case study video presentations.

Frequently Asked Questions (FAQs)

What is a case study video presentation?

A case study video presentation tells the story of how you solved a problem for a client. Think of it as a short documentary with a focus on real-life examples and positive results.

How do I find clients willing to be in my case study presentation?

Start with your happiest clients! Give them some value for taking time from their busy schedules.

For example – send them an HD camera kit for recording or share a discount coupon code for renewing their subscriptions next time.

What's the basic structure of a case study video presentation?

A case study video presentation can follow this structure – hook, problem, solution, results. Keep the storytelling approach at its core. Use client testimonials and product visuals to demonstrate.

What are common mistakes in case study videos?

Being too salesy is a big one. Focus on telling a genuine story instead of just bragging about yourself. The focus should be on storytelling and the customer’s journey. Do take written client consent.

What visuals should I include in my case study presentation?

Mix it up! Use before-and-after shots, graphs of results, screen recordings, and interviews with the client.

+1-(707)-240-8320 [email protected]

484 Virginia Pine TER, Sunnyvale 94086, CA, US

Flinders House, Bear Point, 2 E Parkside, London SE10 0FQ, UK

B702, Bharat Ark, Andheri, Mumbai 400053. IN

• Video Portfolio
• Design Portfolio
• Case Studies
• Schedule a call
• Join our team
• Partner with us
• Product Demo Video
• Remote Video Testimonials
• Social Media Videos
• Presentation Design Service
• Creative-as-a-Service
• Product Launch Content
• Onboarding Video
• Explainer Video
• Sales Video
• Go-to-Market Bundle
• Podcast Editing Service
• The B2B Creative
• SaaS Academy Directory
• The Product Marketing Show
• New Things in Customer Education
• Deemedya Case Study
• Searce Case Study
• Truckstop Case Study
• OneMagnify Case Study
• ServiceNow Case Study
• Tailwind Case Study
• Xactly Case Study
• All rights reserved © 2024 Earendel Media LLC
• Privacy Policy
• Terms of Service

• Design for Business
• Most Recent
• Presentations
• Infographics
• Data Visualizations
• Forms and Surveys
• Video & Animation
• Case Studies
• Digital Marketing
• Design Inspiration
• Visual Thinking
• Product Updates
• Visme Webinars
• Artificial Intelligence

15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

Trusted by leading brands

Recommended content for you:

Create Stunning Content!

Design visual brand experiences for your business whether you are a seasoned designer or a total novice.

About the Author

Business growth

Marketing tips

16 case study examples (+ 3 templates to make your own)

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

2. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

3. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} EndeavourX and Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

4. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

5. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

6. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

8 . .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Zoom and Asana

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

11. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} KFC and Contentful

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

13. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Spotify and Salesforce

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

14. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Benchling and Airtable

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

15. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Chipotle and Hubble

The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

16. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Hudl and Zapier

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

Related reading:

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.

Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

• Content marketing

Related articles

Google Local Services Ads: What they are and how to use them

Google Local Services Ads: What they are and...

14 content marketing examples to get the creative juices flowing

14 content marketing examples to get the...

AI in advertising: Examples, tools, and what to expect next

AI in advertising: Examples, tools, and what...

20 landing page examples to help you increase conversions

20 landing page examples to help you...

Improve your productivity automatically. Use Zapier to get your apps working together.

How to Make Video Case Studies Without a Production Team

Find out how to create engaging video case studies — no filming or editing experience needed — and share the results on all your marketing channels..

Steve Norall • July 05, 2023

Producing video case studies can be a demanding process of storyboarding, scripting, interviewing, and editing with a Hollywood price tag that would quickly burn through the marketing budgets of most businesses.

We experienced the pain of shelling out tens of thousands of dollars for just one video , which is why we founded Vocal Video. With our platform, you can create an impactful, memorable, and versatile case study video quickly and easily — without the film crew, location scout, or suite of editing software.

Vocal Video case studies are clean, engaging, and easy to follow. Most importantly, our video production process foregrounds the authentic voice of a real customer as they tell the story of how your business helped them succeed. This connection can build trust and drive conversions more effectively than any expensive effects.

Check out this example from a Vocal Video user to see how effective our video case studies can be.

Here, we’ll explain how to…

Choose interview questions that generate the best answers for your videos.

Create a case study video in three easy steps.

Generate written case studies to use alongside your video and increase the return on your investment.

Publish and share your videos with your audience on your website, in social media posts, and through popular messaging channels.

Ready to get started? Sign up for a free Vocal Video account today to start making and publishing case study videos.

How to Make a Powerful Case Study Video

A great case study video has a relatable speaker, data to back up the claims they’re making, and a structure that shows how your company was key to solving the problem the customer faced.

One of the best things to say in a testimonial video is a three-act, “before, during, and after” account of how your business addressed a pain point your clients can relate to — and how you made a lasting difference. You can make this story easier for potential customers to digest by asking the respondent to speak about their experience at each stage of the process.

1. Address the Problem

When you’re planning your case study videos, start by asking yourself who your ideal customer is and what problems they face. Use this knowledge to prioritize which customers you ask to record a case study video.

If a lot of people are struggling with an issue, and there are few potential solutions on the market, your case study can be extremely compelling. To emphasize how beneficial your product or service can be, ask your respondent to explain the issues they were facing before they discovered your business.

Try questions like:

• What was the main challenge you needed to overcome with [your business]?
• What problem was your company dealing with before [your business]?

2. Present the Solution

Once you’ve established the problem that needed to be solved, you can show how your business was able to help the respondent.

Questions like, “How did [your business] help resolve this challenge?”, or, “Could you describe a time that [your business] helped to overcome this problem?” , are a good place to start.

You might also find it helpful to ask the respondent to talk about how easy it was to implement your product or how enjoyable it was to work with your team.

3. Prove the Results

This section of the video persuades the viewer that the respondent’s positive experience can be repeated. You should focus on how much better the respondent feels now than they did in the situation they referenced in the first part of the video. If they have a continuing relationship with your company, or if they’re now loyal to your brand, get them to mention it here.

Try a question like “What has been the most significant impact of working with [your business]?” to encourage a detailed and thoughtful response. In addition, you might ask them to describe their experience in three words (and explain why they chose those three).

Ideally, your customer will also be able to give data to prove how much your business has helped them. Survey results, quotes from management, or statistics about increased sales or web traffic can be extremely helpful.

Check out our guide to writing the best customer testimonial questions , watch our 7-minute explainer video , or read on to find out how case study video templates make the process easy.

Vocal Video: Video Case Study Creation Made Easy

With Vocal Video, you can create and publish a case study video in three simple steps :

• Customize a case-study-specific video collector to reflect your brand.
• Send the collector to the customers whose stories you want to share.
• Publish an automatically edited case study video (that you can lightly edit if you want) wherever you touch base with your audience (e.g., your website, emails, social media).

Let’s look at this process step-by-step.

1. Guide Customers through the Questions with a Video Collector

Vocal Video case studies and customer stories are built around authentic user-generated video content gathered with our customizable video collector. The video collector is the interface that will “interview” your customer and record their responses.

When you want to start collecting case study videos, head to your Vocal Video dashboard and create a new video collector for your campaign. Start from scratch or go to “New Video Collector” and choose from one of more than 45 industry-specific templates.

Example: B2B Case Study Video Collector

One of the best templates to use for case studies is the B2B Case Study video collector . The pre-set questions make it easy to create a case study with a strong three-act structure.

Vocal Video users keep coming back to this template to record their own videos because the concise questions encourage the respondent to give helpful details while staying on message and holding the viewer’s attention.

Other Video Case Study Templates to Try

As well as the B2B Video Case Study template, you can try out another testimonial or customer success story template to create different types of case study videos.

The Customer Testimonial Videos template asks clients to describe your product in three words, explain how it helped them, and compare it to other products or services on the market.

The Ecommerce Testimonial Videos template focuses on a customer’s experience with your product and your company.

The Employee Video Testimonials template focuses on how your company has helped your staff to develop in their careers. As another use case, this can also provide a useful success story for recruitment .

The Customer Success Story Videos and Sales Success Story Videos templates can produce case studies to motivate and inspire your team.

The template for B2B Review Videos invites the respondent to talk about the challenges your product helped them overcome and explain the most significant impact your service has had.

The Real Estate Testimonial Videos template is designed specifically for real estate brokerages and teams, and individual realtors that need testimonials or case studies from their clients to use on websites and social media.

2. Choose the Right Customer to Contribute to a Case Study

When you’re happy with your collector, send it to the customers you want to feature.

A good case study candidate is approachable and comfortable on camera, but they don’t need any special skills, experience, or equipment to contribute. We’ll generate a URL that takes them straight to the collector. They’ll be able to open the link and record their video on a mobile device or with their webcam without downloading or installing any additional software.

It’s best to ask for case study videos from clients you think your audience will relate to, people who have authority in your field, or influencers with followers in the same demographic as your target audience.

You can send the link by email, post it to your social media pages as an open call for customer stories, or use the link to make your video collector a permanent feature on your website that allows customers to record a case study video at any time. In the dashboard for your video collector, you can also add an incentive — like a discount or entry into a prize drawing — to encourage more people to record a video.

We recommend using a 3-touch email sequence to request testimonials from your happy customers.

• The pre-ask , where you introduce the customer to the idea of recording a case study video and let them know how quick and easy the process is with Vocal Video.
• The invitation , where you send the link to respondents who said yes and give a preview of the questions they’ll be asked.
• The reminder , to follow up with people who received the link to the collector but haven’t recorded their case study yet.

You can read more about our proven email sequence — including a full template text to use —  in the Vocal Video Help Center.

Whenever someone records a case study video, you’ll get a notification that the video has arrived, automatically edited and ready to share, in your library .

3. Edit the Videos to Add More Context and Data

Using Vocal Video to make video case studies means you can skip the time and expense of working with a professional editor to put your case study videos together. You won’t even need to install a video editor like DaVinci or Creative Cloud. Vocal Video makes the process quick and intuitive by automatically editing the video response and giving you easy-to-use tools to tweak the results.

With automatic editing, your case study video arrives in your library with:

• Your logo and brand colors to identify the case study with your company
• Question cards and animations for smooth transitions between scenes
• Text overlays to identify the respondent.
• Subtitles so the video can be viewed without sound, and the option of using a full AI-generated transcript to support the video
• Music from our selection of royalty-free tracks

Here’s an example of a video that shows the best video editing features in action:

Vocal Video’s editing suite also lets you change the way your video case study looks and sounds. You can reorder the scenes, add clips from other speakers, trim the clips, or try out different themes, colors, fonts, and music.

You can also use these editing tools to show the viewer extra data to back up the information your respondent has given.

When you click “Add Scene” in the video editor, you’ll have the choice of adding video footage from your files, a clip from another speaker who recorded a video with your collector, or a slide with text.

Text slides can give extra context to set up the beginning of your case study, or you can use them to show statistics, data, graphs, or surveys to prove the results your customer saw when they worked with you.

You can adjust the scene length — which is the amount of time the viewer has to read the information — and the text slide will be smoothly integrated into the video with our animated transitions to create a great video case study that makes a professional and convincing impression.

When your video is finished, you’ll be able to share it with your audience on social media, on your website, or with your mailing list (more on how to do this later) .

Generate Helpful Written Case Studies in Seconds

Our research shows marketing teams that use video testimonials see a significant lift compared to those who use written marketing materials alone. This being said, there are some great reasons to use written case studies alongside the videos you produce with Vocal Video.

For example, written case studies let you…

• Include quotes from customer stories in the printed marketing materials you distribute by mail or in person.
• Make the case study pages of your website more accessible for people using text readers
• Make it easier for people scanning your website to find the information they need.
• Include a cluster of keywords related to your product in a text that can be crawled by search engines, helping to increase organic traffic to your website.

With Vocal Video, you can access an automatically generated transcript to speed up the process of creating written case studies. This makes it quick and easy to generate a blog post, news item, or PDF of your customer’s story, letting you take a two-for-one testimonial writing approach to using your case studies in your marketing.

Every video arrives in your library with a complete, AI-generated transcript. You can edit the transcript in the Vocal Video dashboard before copying or downloading it to use on the platform of your choice. What’s more, Vocal Video’s localization ability means that videos recorded in 23 different languages can be transcribed in full.

As a final flourish, you can use your favorite line from the transcript as an eye-catching featured quote and present your case study as a video card. Our video cards are great for home pages, landing pages , signup pages , or testimonial galleries. The featured quote acts as a teaser to encourage people to watch the video in full, or as a summary for those who can’t watch right now.

Take a look at this video card with a featured quote from the transcript above.

Find out how to grab attention with testimonial cards in the perfect format for your website.

Use Vocal Video Case Studies at Every Point in Your Marketing Efforts

Case study videos are a versatile resource for your video marketing team. Because they use the authentic voices of your satisfied customers, they’re one of the best ways to convince potential customers of the benefits of your product and build trust in your brand — whether you use them on a permanent website page or in social media marketing campaigns.

With versatile options for sharing and embedding, Vocal Video makes it simple to share case studies on all your digital marketing channels.

Embed Case Study Videos on Your Website

Many B2B companies have a permanent case study section on their website. Take a look at the video examples in this case study gallery from Vocal Video users Atlas Cloud .

For each case study, Atlas Cloud seamlessly embeds the customer story they collected with Vocal Video on the webpage.

It’s easy to add testimonials to your own website when you generate them with Vocal Video, even if you’ve never coded before.

Once you’ve published a video from your dashboard, go to “Embed” and decide whether you’d like to embed just the video (as Atlas Cloud did above) or if you’d like to make a video card with a featured quote.

Once you’re happy with the preview, click “Copy Embed Code” and paste the code we generate for you into a new HTML block on the page where you want the case study to appear.

Remember, you can also copy and paste the full transcript of your video to create a dedicated case study website page.

Send High-Quality Case Study Videos to Your Customers’ Inboxes

To send your case study videos to your customers, publish the video and then go to “Share” to see your options.

Let’s start with sharing the URL for the public Vocal Video page where your video is published.

You can edit the URL and give the video a new title, or simply copy the link we generate for you. This is a great way to share your videos in marketing emails, newsletters, or on internal messaging platforms like Slack. When they click the URL, your customer will be taken to the public page, where they can watch the video in full and — if the subtitles are turned on — read the full transcript underneath.

You can see these features in action on the public page for this testimonial for Hexmodal .

Post Case Study Videos on Social Media

Vocal Video makes it easier to find new clients by sharing case studies with your audience on social media. After you click “Share,” simply head to Facebook, Twitter, or LinkedIn, write a caption to introduce your video, and post.

For example, the Product-Led Alliance shares Vocal Video testimonials from their employees as part of their LinkedIn marketing strategy.

If you would rather share your video case study as a Reel on Facebook, on your Instagram profile, on TikTok, or on YouTube, Solo, Team, and Pro Vocal Video plans also give you the option of downloading your videos to add to any of these popular platforms.

Vocal Video: An Easy and Affordable Case Study Video Solution

With Vocal Video, you can create beautiful and compelling video case studies to increase brand awareness and reflect the value you bring. Our templates and customization features create videos with the structure and data that makes professionally produced case study videos stand out, giving you a polished and effective marketing tool without the associated price tag.

With Vocal Video, building case studies to use in your video marketing strategy is as simple as:

• Choosing from one of our customer success story templates to guide your customers through the recording process.
• Customizing the video responses to clarify how your product helped the customer.
• Sharing effective case study videos across all your platforms, in a variety of beautiful formats, to reach a wider audience.

Sign up for a free Vocal Video account to create convincing case study videos today — no credit card required.

Steve Norall

Product strategy, marketing, customer success (oh, and CEO too).

Try the faster, easier way to create testimonial videos.

Sign Up Free

No credit card required • See plans & pricing →

Vocal Video is the only all-in-one platform for remotely collecting, editing, publishing, and sharing testimonial and review videos. Create a free account →

Compare Plans

Agency Program

Video Collection Templates

7-Minute Tour

Case Studies

Help Center

Referral Program

Featured Articles

6 Great Examples of Video Testimonials

Recording High-Quality Video Reviews

11 Examples of Client Testimonials

What is Customer Marketing?

Video Testimonials

Video Reviews

Employee Videos & Candidate Screening

Video Marketing & UGC

Team & Leadership Videos

Video Advertising & Social Commerce

Sales Enablement Videos

Event Videos & Promotion

© 2023 Vocal Video ∙ Made with ♥ in California ∙ Privacy Policy ∙ Terms of Service

Short-Form Video Advertising Battle: How YouTube Shorts Defeated the Competition

There have been so many updates in the digital advertising space in the last few years. And 2022 is no different. We all know it, feel it, and live it. The good thing is we love updates, especially when they can help us improve the way we communicate with our audience and create better experiences for them.

Since short-form videos have gained so much popularity in the last few years, we decided to conduct an experiment to see what is the best advertising platform for short-form vertical video ads . 

And we’re sharing all of our findings with you.

To get the full details of our case study, download the PDF:

1. Short-form video ad campaigns setup

2. The short-form video ad creative

3. The short-form video campaign results

4. Key takeaways

5. Conclusion

To run the experiment, we tested the same ad creative on all the platforms that allow running vertical video ads: TikTok, Instagram Reels, YouTube Shorts, and Pinterest Idea.

We wanted to see which of these four platforms would help us bring more traffic to our website when using a short-form video ad format . We also paid attention to the traffic quality, which should be your focus as well if your objective is bringing traffic.

If you haven’t been experimenting with short-form video advertising just yet, this case study may come in handy. We’ll share a lot of learnings, so you can decide if running short-form video ads on any of these platforms can be a good fit for your brand. 

Before starting the experiment, we agreed on two main hypotheses:

• YouTube Shorts ads bring the most traffic to our website.
• Pinterest Idea ads bring the most qualitative traffic to our website.

Everyone on the team was looking forward to seeing the results even before the campaigns started. 

These were some of the most common questions that popped into our minds:

• Would the addition of Pinterest and YouTube Shorts beat TikTok’s and Instagram Reels’ rivalry when it comes to short-form vertical videos? 
• Will the first two platforms fight for supremacy with the other two? 
• And perhaps the most important question: What is the best platform for promoting short-form videos? 

Let’s find out. But not before telling you a little bit about our campaign setup so you can understand the whole picture of the experiment.

1. Short-Form Video Ad Campaigns Setup

We allocated $3,000 for the experiment, which ran for 15 days, from August 16 to August 30, 2022. The budget was equally split between the four platforms, each having a total of $750, which was set at $50/day.

All four campaigns targeted:

• The same ad : vertical video (20 seconds long, 1080×1920 px); 
• The same two locations : US and Canada; 
• The same age group : 25-54 years; 
• The same language : English; 
• The same device : mobile (Android)*; 
• The same audience : graphic designers**;
• The same landing page ***. 

We wanted to see which of these four platforms has better potential to bring more qualitative traffic to our website when using the short-form video ad format.

*we detailed in the PDF why we targeted only Android **interest-based targeting (to be detailed below) ***LP: https://www.creatopy.com/campaign/scroll-stopping-ads /

2. The Short-Form Video Ad Creative

Before anything, let us introduce you a little bit to Creatopy, our product, which was promoted in the ad.

Creatopy is a platform that helps businesses automate and scale the ad design process . On the one hand, designers can easily craft ad creatives and make over 50 size variations of a single asset at once. On the other hand, marketers have the freedom to test concepts to understand what type of ads bring the best results.

Our campaign targeted designers and emphasized how easy it is to make an ad using Creatopy . To do that, we decided to compare the time it takes to perform two different activities: making a coffee and creating a video ad in Creatopy. 

We split the screen in half. On the top, we had the designer, and on the bottom half, we illustrated the coffee-making process. As you would’ve guessed, designing the ad took less than making a coffee because, truly, creating ads using our platform is that simple. We also added some extra fun layers to our ad: a sports commentary voiceover, a stadium chant sound effect, and a timer bar to make the whole scenario more captivating.

With this creative, we wanted to have a video that somehow suited all the four social media advertising platforms we used for the case study. The ad had to be generic to emphasize our product’s main capabilities and to look good in a vertical environment. 

But did we achieve to create a short video that looks native on TikTok, Instagram Reels, YouTube Shorts, and Pinterest at the same time? Partially. First of all, that’s close to impossible. Each platform has its own particularities, and the content style looks different. For example, TikTok is full of spontaneous and engaging videos. Instagram Reels is filled with fast and aesthetic edits along with recycled TikTok content. Pinterest Idea is more about tutorials and DIY, while YouTube Shorts keeps the YouTube video styles but converted in a vertical format. Did this aspect influence the results of our experiment? For sure. But the different results between platforms really say a lot, and we definitely made a clear point with this one.  

By the way, we wrote an article about the power of ad creatives , so check it out if you want to learn more about our process for this case study.

3. The Short-Form Video Campaign Results

So now, let’s get to the results.

* According to Google Analytics data ** The number of sessions longer than 10 seconds *** (the number of engaged sessions divided by the total number of sessions) x 100 **** (the number of total plays at 100% divided by video views) x 100

Other interesting findings

Now that we are clear about the winners and what that means, we should look over the other metrics from the table above. They are definitely very interesting to analyze, even if they do not count toward the traffic objective of the campaigns. Therefore, they do not add bonus points to the winners or can influence the top by any means.

Download the PDF with the full case study and read all our findings:

1. The video completion rate

The Pinterest Idea ad has a video completion rate of 20.16%, more than double compared to the YouTube Shorts ad, which is in second place, with a completion rate of 7.42%. Both are pretty far away from the third and fourth places. The Instagram Reels ad has a completion rate of 1.97%, and the TikTok ad only 0.82%.

This shows that users on platforms like Pinterest or YouTube Shorts are more likely to consume longer videos. Also, it may be a sign that users come to these platforms to educate themselves and are already in the mindset of consuming longer content. In contrast, users may seek pure entertainment on platforms like TikTok or Instagram Reels. They come here for fun, and they will skip anything that disrupts their scrolling and doesn’t entertain them from the start.

However, we’re not saying that educational content cannot find its place on these platforms (because there’s obviously lots of it). Still, it’s important to catch users’ attention in an entertaining way, specific to the platforms, to make them stop scrolling and watch your video until the end. So the key is to educate in a fun way.

The lowest CPM was on TikTok at $4.74. The highest was on Instagram Reels at $16.67, followed by YouTube Shorts at $13.50, and the third place was Pinterest Idea at $7.15.

A high CPM indicates that your campaign may have room for improvement. And in this specific case, we know that there could have been some improvements at the audience level for the three platforms with higher CPMs.

For example, on Instagram, we could have targeted users by job titles, as we usually do when targeting graphic designers. Advertising on YouTube , we could have targeted some custom audiences. Or on Pinterest, we could have targeted after keywords as well, not just by interests. All of these things would have helped us be more specific in our targeting, thus decreasing the CPMs on our ads.

However, we took the risk knowing that the CPMs could be higher than usual. That’s because we wanted similar (if not identical) setups on all four platforms,  and we knew that we could not be that specific about our target audience on TikTok like on the other three platforms.

3. The impressions

The TikTok ad had the highest number of impressions and the only one that managed to surpass 100k, reaching 155,398. The Pinterest Idea ad was in second place with 91,397. The YouTube Shorts ad is in third place, with 56,810 impressions, while the Instagram Reels ad has the lowest reach at 46,831.

There is a logical explanation for this, as well. As you can see above, the CPM is the cheapest on TikTok, followed by Pinterest. These two platforms also have the highest impressions out of the four.

The same happened for the other two platforms. The Instagram Reels ad has the most expensive CPM; thus, it has the lowest number of impressions. The YouTube Shorts ad has the second most costly CPM, so it has slightly more impressions than the Instagram Reels ad but less than the TikTok and Pinterest Idea ads.

4. Key Takeaways

Because we experimented with several platforms for this case study, it was interesting to see the different results we achieved when using the same budget. Here are the main things that you should keep in mind. 

4.1. Targeting capabilities have an impact on your ad campaign’s performance

TikTok has many limitations when it comes to targeting audiences, targeting countries, when choosing an objective, and even when choosing the budget you can spend per day, as you cannot spend under $50/day/campaign.

Despite this, it brought more users to our website than Instagram and Pinterest. 

But a good advertiser knows that not anything can be taken for granted. A good advertiser will have questions.

These were some of the questions that popped into our mind: 

• Would the results have been different if we fully used the targeting capabilities the other three platforms offer? What’s more is that even with restricted targeting given by the context, YouTube Shorts is the winner for the most traffic brought to our website, while the other three platforms managed to bring more qualitative traffic than TikTok. 
• Would we have had better results if we could do better targeting and didn’t encounter any limitations? Probably. All these factors should be taken into account when choosing an advertising platform. You have to see the bigger picture.

4.2. Pinterest can be an excellent platform for brand awareness 

The Pinterest Idea ad didn’t work as expected regarding the amount of traffic . Not for us, at least. We encourage you to test for yourself and come up with your own findings because chances are you’ll have different results. Pinterest is one of the platforms we advertise on, and we are happy with the quality of the traffic brought from here. That’s why we even put all our trust in it and bet that it will bring the most qualitative traffic. Pinterest Idea ads may be a better option for awareness or video views goals since they did a pretty good job on that side. But that wasn’t our goal this time.

According to Pinterest , “on average, campaigns that feature Idea ads see 56% higher brand awareness “. Moreover, “on average, users who saw Idea ads were 59% more likely to recall that brand.”

Last but not least, our findings favor these stats because the Pinterest Idea ad had a video completion rate of 20.16%, making it the highest completion rate out of all the four platforms, more than double compared to the YouTube Shorts ad, which is in second place.

4.3. Instagram Reels can help you get in front of potential customers

The Instagram Reels ad brought the most qualitative traffic to our website. On the other hand, it didn’t bring too many users compared to the YouTube Shorts or TikTok ad. One explanation can be the fact that the traffic was much more expensive on this platform. But those who arrived on the landing page were definitely curious about what we do. The Instagram Reels ad did a good job showing the ad to those most interested in our offer. If you are looking for a platform to help you bring high-quality visitors to your site, Instagram Reels may be a good option for you to test.

4.4. YouTube Shorts ads can bring you lots of traffic

There was a lot of buzz right when YouTube Shorts was released. Is it needed? Will it move the needle? Apparently, it would. Or, at least, it did for us. The YouTube Shorts format didn’t disappoint. The ad managed to bring the most traffic to our website, being the detached winner of our case study. Also, we cannot complain about the quality of the traffic either, despite not being the highest out of the four platforms.

4.5. The ad and the landing page must go hand in hand

There must be a strong correlation between your landing page and your ad because it positively impacts the engagement rate. In our case, the ad talked about how efficient it is to create banner ads in Creatopy and compared this process with the time it takes to make a coffee. The landing page revolves around the same topic, efficiency. We can find many efficiency-related terms here, such as: 

• Create scroll-stopping ads effortlessly  
• Enjoy limitless creativity while saving time
• Animate your designs with ease
• Resize your ads instantly

The same is true for the design itself, not just for the ad copy. The banner that appears in the video can also be found on the landing page for almost every module.

If the user sees something in the ad, they unconsciously expect to find the same element on the landing page. Otherwise, the user flow is disrupted, and they will feel confused. They might end up exiting the page, and there’s the possibility that they won’t be able to associate your brand with something specific.

When working on your ad campaign, it’s also important not to overlook the creation of the landing page. In the end, your goal is to have an ad and a landing page that complement one another visually and messaging-wise, and are tied together by a thread of brand alignment . That way, you’ll have much better chances of converting visitors. And even if they don’t convert right now, at least they will retain and understand your message with ease.

4.6. Get to know the platform before running ads on it

To create ads that look native, you need to take a step back and see what type of content performs best on each platform. For example, TikTok is all about spontaneous, non-exclusive content. The videos posted here should look like they were created without too much effort but still be engaging and interesting. The edits are pretty basic, like simple cuts and text overlays, but the videos usually have multiple fast, incredibly dynamic scenes. 

On the other hand, the Pinterest Idea is all about providing inspiration. The multi-card format is designed to showcase ideas in action. Pinners can make tutorials or product showcases using a step-by-step format, where each step is presented on a different slide. 

Instagram Reels are short-form videos that can look very aesthetic. You’ll often find that users upload videos from TikTok here as well, so not all the Reels are original. The videos will usually have fast edits, are shot in just one frame, and are highly entertaining yet short. 

Lastly, YouTube Shorts is a new vertical video format that aims to support the long-form video content available on YouTube and provide users with another way of promoting their channels.

4.7. Testing never fails

Do your own ad testing . There’s nothing more reliable than having your own results and experimenting on your own terms. This is what we want to encourage you to do after reading this. Not necessarily on these platforms, but experiment nonetheless. It is vital for your accounts.

All in all, YouTube Shorts ads are a good option to reach a broad audience. Despite Google Ads being the center of different controversies for its alleged monopoly in the digital area, what’s sure is that it does the job when it comes to delivery.

You shouldn’t neglect TikTok, Instagram Reels, or Pinterest Idea ads. They all may serve a purpose in your social media marketing strategy . Instagram Reels ads can help in bringing qualitative traffic. TikTok ads can help increase your reach. And Pinterest Idea ads may be a good idea for brand awareness.

Regarding the ability of TikTok to bring you a high reach, we have two more case studies on TikTok ads, where the campaigns were set up with a reach objective. You can find them here if you want to learn more about this topic.

What’s sure is that TikTok must level up its game when it comes to targeting capabilities since platforms such as Instagram, Google, and Pinterest are more powerful in this regard. These types of limitations can lead to the dissatisfaction of advertisers that need more options when running ad campaigns.

On a final note, the following data may also help yo u. As of January 2022, Statista ranked social media platforms by the number of monthly active users worldwide . YouTube is first with 2,562 million users, followed by Instagram with 1,478 million users, TikTok with 1,000 million users, and last is Pinterest with 444 million users. 

Moreover, this number will increase in the years to come. According to a forecast by Statista , in 2021, there were 4.26 billion social media users worldwide , which will increase to almost six billion in 2027.

We hope you enjoyed our findings, that you managed to connect all the dots with other things you know about these platforms or things you experimented with before, and that you are able to draw some conclusions that can help you thrive. 

And no matter the platform you choose, I hope you all get the results you wish for. There are no right or wrong platforms, only the ones that best suit your needs.

Happy testing!

Want to get the full scoop and analysis of our findings? Then download the PDF format:

10 Comments

This was an excellent post! Love the details, study, and data. Also that you tested Pinterest Idea Ads!

I found this experiment really interesting and impressive! Just one thing that I feel confused about Youtube Shorts ads — why does the number of video views triple that of impressions？

Happy to hear you enjoyed our findings, Kate!

Hi, Lucine! Thank you for your nice words. The difference in views and impressions may happen for various reasons. According to Google, “not every instance where a viewer sees a video thumbnail will count as an impression”.

Read it, loved it. It doesn’t get more legit than that. You should be charging for such content:)

The number of subscribers on YouTube is VERY determining in how many views you get. That is NOT the case with Pinterest.

I manage a bunch of YouTube channels and it is very clear that channels with few subscribers struggle a lot to get views and for huge channels traffic is pretty much on auto pilot!

The views we get on YouTube is DIRECTLY connected to how many subscribers you have. And unfortunately the number of subscribers is DIRECTLY connected to how many views you get.

The is pretty much a dead lock that makes it very hard to be a new YouTube channel.

HOWEVER – YouTube shorts can break this deadlock! 99% of my subscribers come from shorts! I get approximately (not always) 1 new subscriber for every 1000 view on a short video.

And the best part is that since I started creating shorts I tripled my views! This means that the subscribers I get from Shorts are viewing MUCH more videos that the rest of my subscribers.

You just don’t get the same effect on Pinterest. I haven’t tested TikTok and Instagram yet. But I will!

Hi, David! Happy to hear you are seeing great results with YouTube Shorts. Let us know how TikTok and Instagram ads work for you, when you get to test them. For us, Instagram proved to be a great channel in terms of quality traffic brought to the website. Hope you will see the same results, or better!

I have yet to see an ad on YouTube shorts.. And the Google Ads campaign creation options don’t allow a targeting option for shorts. Are you really talking about shorts ads?

Hi! Yes, we talk about Shorts ads on YouTube. The creation process is similar to any ad campaign on YouTube, but for Shorts, you have to target only mobile users, and also have a video for action campaign (optimized for conversions). And lastly, of course, you must be sure that your ad has a square or vertical format, not landscape.

I want to run ads on shorts, is better for service or products?

Comments are closed.

You may also like

Creative Facebook Carousel Ads Examples & Templates To Start From in 2024

28 Color Combinations That Work Like Magic in Social Media

How to Create Animated Facebook Ads that Convert

More in online advertising.

How to Write Effective Ad Copy? Ad Copywriting Guide for 2024

What are Video Banner Ads: Types, Benefits and How to Make Them

What is Online Advertising: Types, Benefits, Challenges, Best Practices

• Inspiration
• – Display ads
• – Social media ads
• – Video ads
• – Automation
• – Collaboration
• – Animation
• Product updates
• Start free trial

Latest Posts

• Revolutionizing Digital Communication: The Power of Olly and AI
• AI-Powered Video Editing with Snapy.ai: The Future of Content Creation is Here
• Dawn of AI-Powered Video Editing: Transform Your Videos with Silence Remover Online
• The Dawn of Generative AI: Why and How to Adopt it for your Business
• Harnessing the Power of Generative AI for Business Innovation: An Exclusive Consultancy Approach

Original content with a single minded focus on value addition.

Case Study of Short-Video Platforms: The Rise and the future

This piece talks about how brilliantly successful Short-video platforms have become in less than a decade. Post the ban of Titktok in India a lot of new players are now entering the market.why tiktok banned in India. why tiktok banned in India. why tiktok banned in India. why tiktok banned in India

With this piece, we take a look at the case study of short-video platforms, we understand why Snapchat failed and the other short-video platforms rose to glory. Let’s jump right in the piece!

If you are living in 2020, you sure are one amongst these:

1. Making a TikTok

2. Watching a TikTok

3. Bashing and cringing on a TikTok

4. Or……. Secretly binging on a TikTok

While short video applications have pervaded the internet and our lives alike; it wasn’t always fathomed to have become such a hit. Now all you need is a smartphone, an internet connection, some funky ideas, and voila! You can have followers in numbers; You can then enjoy the attention, or build a career and earn money out of it. Thanks to the short attention span and consumption behaviour, the future of content marketing and consumption are now via short video applications and its influencers.

Splashed across your news feed, a less than 60-sec video wasn’t planned to revolutionize markets. Albeit, it did.

With this piece let’s trace the journey of short video applications over the years. Don’t worry, you don’t even have to scroll down beyond a decade.

The Case study of Short-video platforms: Vine

Before the glory claims of accounts on Vines having more viewership than the New York   Times circulation, the Short-Video Platform Application OG – Vine was host to clips so short that they were initially dubbed as – ‘GIFs with audio’. Vine’s comedy vertical is by far its most popular format. Although, the app also inspired music, sports, news, and stop-motion animation was founded by accident. Its creative entrepreneurs had only envisioned a 6-second way of helping people capture casual and share lifestyle moments online.

Internet’s premier tool for making short-form videos in early 2013 soon caught marketers’ attention. By that time it was generating countless memes and making internet sensations of Amanda Cerny, Logan Paul, and KingBach, etc. With over 200 million active users in 2015, what killed Vine was resistance to quick monetization; Lack of vision by parent company Twitter ; And biggies like Instagram and Snapchat ramping up their game. Though Vine was rendered rudderless in 2017, the 6-second-entertainment application’s co-inventor Dom Hofmann prepped up to bring another entertainment app Byte in 2020.

Because now, Short-video format had become a buzzword on social media.

The Rise and Fall of Snapchat: Instagram’s Ascent to the Top

Now, a lot of us would’ve seen or sent across fancy ‘Snaps’ of our favourite cafés and evanescent moments of enjoying a party or even walking the poodle. Hollywood bigshots and popular runway faces of DJ Khaled, Gigi Hadid, Chrissy Teigen, and Emily Ratajkowski, etc. were obsessed with the application.

If that was the case, why did Snapchat die?

The wave of death came for Snapchat’s main audience when millennials and Generation Z frayed, impelled by a series of disgruntled responses on application updates. Another reason was the dearth of data clarity regarding posts and followers to promoters or advertisers. Snapchat astonishingly saw a $1.3 billion price dip in their market value, due to a single dismayed user. This incredibly powerful influencer was Kylie Jenner, who added salt to their wounds by announcing that she no longer opens the application. A sea of teenagers, popular brands, and influencers swam over to Instagram, which provided better marketing and promotional opportunities. Snapchat’s decline in both B2B & B2C stripped it down from a social media platform to a mere fancy messaging app.

Loaded with filters and music, Instagram took the centre stage and allowed users to create fleeting ‘Stories’ that could be decorated with hashtags, geotagging, stickers, text, filters, and GIFs. And, this is why Snapchat and Instagram are in constant competition with one another. But, with Instagram being widely used and manipulated for promotional reasons and exposure… Snapchat’s one-dimensional way of communication limits itself to the latter half of its name. And therefore, hinders itself the ability to be utilized for more professional means. Let’s not forget social juggernaut Facebook’s Lasso (TikTok clone), that shut down on July 10, after the  launch of Instagram Reels .

The 15-second storytelling of TikTok

When Twitter cracked the short-form storytelling by the way of text, initially 140 and then 280 characters… TikTok did it with 15-second videos. It was still a land dominated by the rich and famous until the real disruption was brought by TikTok. Which, unlike any other social network, has a gamut of influencers and meme machines. Who, furthermore, count their followers in the tens of millions, and surprisingly, most of them are not mainstream celebrities.

How many times have you seen YouTube comment section flooded with “came here from TikTok”? A testament to TikTok and mainstream culture coming closer together. Talk about TikTok’s role in the music industry, right?

Your local grocer, the maid, or the security guard of your complex could be a TikTok fanatic. India witnessed various individuals “busy” making 15-sec dance, lip-sync, storytelling, comic videos. Or, simply shipping spiral content individually or through collaborations. The penetration was not only in terms of the number of users but also in terms of engagement these users had in tier 2,3 cities and rural interiors. Rural is a tough nut that Goliaths have been trying to crack, and it was Tiktok that essentially cracked it. The application UI was seamless for those who don’t speak or read English or Hindi. It also worked well on low-speed internet. A perfect setting for a rural takeover.

TikTok also provided multiple ad formats for brands to keep the revenue stream growing:

• Brand takeover – where you see the ad of a brand for a few second the moment you sign-in
• In-feed native video – is similar to when you see ads on Instagram when you are scrolling through your feed
• Hashtag challenge – Here brands create custom challenges under hashtags for the users to participate
• Lens 2D, 3D, and AR – allows brands to design their own custom filter in the app

Brand Association

Tiktok has partnered with a few of the well-known companies out there. While we cringed over the sort of content we saw, these brands really did see an opportunity.

• Talking about FMCG, PepsiCo, ITC, Marico, Lay’s Britannia, and Oreo, Moov, Puma, and Clean & Clear;
• Edtech startups like Cuemath, Masterclass;
• E-commerce Myntra, ShopClues, Snapdeal, ClubFactory;
• Video streaming companies Voot and Viu;
• Hyperlocal delivery company Dunzo;
• Dating service TanTan;
• And a few others like OYO, Paytm, SBI;
• Social commerce platform Meesho and even fellow short video social network Vigo, etc. leveraged Tiktok’s unique ad formats.

All was going well with engaging brands and effectively connecting them back to the audience. And it happened. TikTok was laced with severe criticism for evading norms under the Information Technology Act, 2000 and allegedly spreading child pornography in India. Two weeks later it makes a comeback. However, it was banned again over data security concerns. And obviously, Anti-China sentiments in India. And looks like this time, it is gone for good. This led to mushrooming #MeToo products, to pocket the market share and short video platform way of marketing doesn’t seem to be slowing down shortly

And so if you were to market in today’s time, a simple breakdown of the most vital requirements for online marketing, or any marketing would be:

1. Finding the right platform and recognizing its target audience

2. Identifying the hit content on the platform

3. Balancing traditional advertisement with online and catching hold of established broadcasters – influencers

4. Building and engaging via a loved and much-followed company account

5. Avoiding controversy

Eventually everything boils down to avoiding what led to the demise of these few most popular platforms.

The author of this piece is Aishwarya Mishra , a student at XUB. If you liked the piece, share it on WhatsApp . If you’d like to get notified about the piece on email, subscribe .

More brand stories available here .

• 1948 to today: The sweet story of Mondelez India
• Burberry rebranding: An iconic transformation from Gangwear to Luxury clothing

You May Also Like

The Pre/Post COVID Wedding market in India

Full funnel of marketing with examples | 101

The Power of Packaging ft. Coca Cola packaging

3 thoughts on “ case study of short-video platforms: the rise and the future ”.

Pingback: What makes TikTok, tick? Understanding the TikTok algorithm

Pingback: Growth Of TikTok: From Global Sensation To A Perceived Threat

Pingback: Lockdown Marvel: The Rise Of MX Player Everytainment

Comments are closed.

• SUGGESTED TOPICS
• The Magazine
• Newsletters
• Managing Yourself
• Managing Teams
• Work-life Balance
• The Big Idea
• Data & Visuals
• Reading Lists
• Case Selections
• HBR Learning
• Topic Feeds
• Account Settings
• Email Preferences

How Retailers Became Ad Platforms

• Sebastian Gabel,
• Duncan Simester,
• Artem Timoshenko

It’s a major growth opportunity — if companies can navigate the strategic challenges.

Major retailers are today, most notably Amazon, are creating and operating their own advertising platforms — and they’re making millions doing it. McKinsey estimates that by 2026, retail media will add $1.3 trillion to enterprise values in the U.S. alone, with profit margins between 50% and 70%. In this article, the authors introduce readers to the main kinds of retail media, discuss three strategic challenges that they present, and provide guidance for effectively managing those challenges.

A rapidly growing number of major retailers are today creating and operating their own advertising platforms — a phenomenon widely referred to as retail media.  Nobody has had more success in the space than Amazon, which in 2023 earned $46.9 billion from advertising, comprised primarily of sponsored ads on its site. This figure exceeds the annual global revenue of Coca-Cola and makes Amazon the third-largest advertising platform in the United States, behind only Google and Facebook.

• SG Sebastian Gabel is an assistant professor of marketing at Erasmus University. His research focuses on developing deep learning for targeting applications in retailing. Prior to his academic career, Sebastian co-founded a retail-media services company that was sold to the Schwarz global retail group.
• DS Duncan Simester is the NTU Professor of Marketing at the MIT Sloan School of Management. His research focuses on marketing strategy, go-to-market strategies, and the use of artificial intelligence and experiments to improve business decisions. He regularly consults with companies on these topics.
• AT Artem Timoshenko is an assistant professor of marketing at the Kellogg School of Management, at Northwestern University. His research focuses on applications of AI to marketing analytics and customer insights.

Partner Center