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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!

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

Written by <a href="https://www.wyzowl.com/author/samanthaferguson/" target="_self">Samantha Ferguson</a>

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.

Article Contents

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: 

Sprout Social survey

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:  

HubSpot video 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.

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How to Make Video Case Studies Without a Production Team

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

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.

Three-act structure of questions.

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.

Vocal Video on mobile vs desktop & tablet.

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.

Vocal Video editor.

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.

Select a scene type.

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.

Here's a full transcript of your video.

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 .

"Our latest case studies" webpage.

For each case study, Atlas Cloud seamlessly embeds the customer story they collected with Vocal Video on the webpage.

Vocal Video case study on website.

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.

Video embed builder.

Remember, you can also copy and paste the full transcript of your video to create a dedicated case study website page.

Case study transcripts on website.

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.

Share 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 .

Hexmodal public page screenshot.

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.

Product-Led Alliance on LinkedIn.

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).

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How to create case study videos that convert new customers.

case study videos

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.

Customer testimonial videos

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.

customer review 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.

corporate testimonial video

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

testimonial video examples

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.

How to Create a Case Study Video

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.

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Harmonie Duhamel

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.


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

Mattison Hofstedt

November 15, 2023

People looking at a case study video.

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.

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Ultimate Guide to Case Study Videos in 2023

A case study (or three) may be the secret ingredient your video marketing strategy is missing. If the last time you heard ‘case study’ mentioned was the days you were slaving over your schoolwork, think again! Case studies, particularly when put in the evergreen and easily-accessible form of a video, offer your clients and potential clients a great way to understand the value-added nature of your brand, and build trust too.

Today the StoryXpress team dives in-depth into the world of case study videos, and how to make them work for you.

Wait- What is a Case Study?

In the marketing world, a case study means a detailed analysis of a particular marketing campaign, strategy, or initiative undertaken by a company or organization. You can also effectively use the case study format to illustrate in-depth how a specific product or service you offer gives back tangible value to your customers.

What marketing case studies share in common with the ‘boring’ style you may remember from academia is the process. You will examine the process, results, and impact of a marketing effort, service, or product in a particular context, often including information about the company or client who benefited, targets to meet, competition, and goals.

Case studies are a fantastic tool to illustrate how a specific approach was successful (or even unsuccessful, if you’re smart about presentation), and to draw insights and lessons that can be applied to others. While they were once only used in ‘in-house’ marketing education, today they can be a valuable addition to your marketing lineup, as well as further consulting and research to help companies offer their clients more.

How Can Video Case Studies Be Used in My Marketing?

Still not sure what we mean? Imagine yourself as the company bringing to life the very best HEPA-certified vacuum on the market. It’s new, it’s exciting, and it can revolutionize how your clients clean and enjoy their spaces.

Of course, you already have some smart marketing endeavors in place to get this baby launched. You’ve waxed lyrical about how revolutionary the product is.

You’ve spent time creating some humanizing behind-the-scenes video to show how strongly you and your team believe in the product. You have glitzy promo media in the bag. You have fantastic user-generated content lined up to show the impact it’s had on customers who’ve already trusted your product….

Hang on a moment!

If you’re still not sure how a ‘case study’ can be leveraged to help you market your brand, perhaps we should redefine it. Video case studies help the eventual viewer understand how something you did impacted the client you did it for.

With specific, tangible details, not marketing abstracts. Useful in-house to improve your services, yes, excellent for research, but also a potential goldmine for the marketer looking to showcase their brand to new people, too.

effective video case study

How to Leverage Video Case Studies Effectively

Now imagine your company can also bring to life a real, details-focused ‘study’ of how your new super-vacuum has enhanced clients' lives. Not merely a few lines of feedback here and there, but an in-depth look at a real-life situation and the very tangible solution you brought to the table.

Let’s imagine you sold this product to Johnny and Jane, star-crossed lovers, one of whom has terrible allergies, and the other who has a beloved dog. They desperately want to move in with each other to start their life together, but what are they to do? The dog is a precious and beloved family member, but you also can’t pitch up at work red-eyed and dripping every day.

Now imagine that, instead of simply telling your audience how your super-vacuum can help people like Johnny and Jane, you viscerally show them the impact you had on this specific pair, with real stories that will capture emotion and humanize your product as well as showcase its best features and potential.

The StoryXpress team is willing to bet you already care a lot more about the outcome for poor old Johnny and Jane (and Fido, too) than you ever did about a mere cleaning tool, right? And therein lies the marketing magic smart video case studies can bring to your table.

There’s three styles of video case study to consider- the long-form narrative, telling the whole story. And the shorter customer testimonial and review. Each will become a cornerstone of your video marketing strategies, so they’re worth investing in.

Why Choose Video Case Studies?

Of course, the traditional case study is written, and such readable media will always have a place in your marketing efforts. But the case study and video go hand-in-hand, and a video case study can pack a much more powerful punch.

Video is a powerful marketing tool because it can  communicate a lot of information quickly and effectively, while also engaging viewers emotionally.

Video is highly attention-grabbing, and can capture a viewer's attention quickly. It combines visuals, audio, and storytelling to create an immersive experience that keeps viewers engaged, appealing to all our senses and disseminating a message speedily.

Video can be used to build trust with your audience by showcasing the people involved, as well as your brand's personality, expertise, and values. Seeing real people and hearing their stories creates an immediate emotional connection with your brand.

It’s also a great way to explain complex concepts or products in a way that is easy to understand, making it perfect to demonstrate how a product works or showcase its features.

For marketers, video has been shown to increase conversions and sales. People are more likely to make a purchase or take action after watching a video than they are after reading text or looking at images, because of this deep impact.

Video can be easily shared on social media and other platforms, helping to increase engagement and reach. Videos that are entertaining, informative, or emotionally engaging are more likely to be shared.

So by opting for a video case study over other formats, you have the perfect vehicle to draw in your potential audience and help them see and understand the benefits of your products or services in a palatable, entertaining, and easily-digestible format.

Aren’t Videos Expensive?

Videos can be one of the most expensive (and time-intensive) content types to generate, but when well-planned and executed, they can also deliver fantastic ROI. While we’d all love to have a Hollywood budget to work with, however, that’s simply not the reality. Luckily, there’s a lot you can do to bring down your costs.

Planning well will always be your first step. Create a clear video marketing strategy and plan ahead to avoid any last-minute expenses or delays. This can help you identify areas where you can save costs, such as filming in one location or using a smaller crew. We’ll look at the right sort of footage for a video case study in a moment.

Ensuring you use the equipment at your disposal smartly helps, too. A good camera, tripod, and lighting equipment can go a long way in creating great videos, even without the fancy bells and whistles.

You may also be able to repurpose existing footage from previous projects, events, or other marketing campaigns to create new videos, helping to save time and money on filming and editing. Chances are you already have great promo footage to use in your case study video, so don’t reinvent the wheel needlessly.

While professional editing can be worth every penny, it’s also not always needed- especially for ‘behind the scenes’, personality-driven content like this. There are many affordable video editing software programs available that can help you create professional-looking videos.

Don’t forget the StoryXpress suite of tools, available at your fingertips! For example, our screen-grab tool could help you create data-backed visuals.

AI Offers Quicker, More Cost-Effective Case Studies

But what about ‘talent’? Well, for starters, in this specific format, real is always best. Why blow your budget on fake actors, when you can get the real Johnny and Jane on-camera to talk about their experience, and your real team to talk about the product?

You can also leverage the powerful abilities of text to video conversion to both speed up production time and reduce your costs substantially. All that’s needed is the script for your footage. It is uploaded to the program, and within minutes you’ll have realistic artificial humans, easily adaptable to speak compellingly to any demographic or need you have, to narrate the script for you.

You can even easily create multiple versions of the same script, better suited to niche aspects of your audience. The more powerful options on the market even allow you to add value by converting PowerPoint slides and other visual media to incorporate into the narrative.  

If you’re looking for a way to make video content faster and more cost-effective to generate, using AI video generators should definitely be on your to-do list.

By being strategic and creative with your video marketing efforts, you can reduce costs while still producing high-quality and effective videos.

What Makes a Successful Case Study Video?

Obviously, the aim of using video case studies in your marketing efforts isn’t to drone on like a research scientist and bore the pants off your audience! As with all effective video marketing, you need to create an attention-grabbing, compelling narrative that pulls the viewer in. Here are some components every successful case study video should have:

  • Think like the customer, not the creator. Answer questions that matter to them, and demonstrate the value of your product or service.
  • Tell a compelling story that engages the viewer and highlights the key elements of the case study. It should have a clear beginning, middle, and end, and should showcase the challenges, solutions, and outcomes of the case study. Going back to our earlier example, the focus of your new case study video isn’t how great your product is, but rather the heart-tugging power of how it could help bring Johnny, Jane, and Fido together for their happily ever after. To your viewers, a vacuum is a vacuum- but a touching story of overcoming difficulties together is what will make people keep watching to learn about yours.
  • Leverage the power of customer testimonials, where the customer shares their experience and how the product or service helped them to achieve their goals. This helps to build credibility and trust with the audience. Don’t tell us about Johnny and Jane- let them speak directly to your audience for added impact.
  • Show how you solve a specific problem. Your product may do many things well, but use your video case study to hone in on a specific unique selling proposition and elaborate on that. Don’t muddy the water with other things unrelated to the core.
  • Instead of making this all about your product's features, emphasize the benefits it brings to the table.
  • Include a mix of visuals such as graphics, charts, and animations to help illustrate the key points and make the video more engaging. Appealing to as many ‘learning styles’ as possible is always smart.
  • Use stats, figures, and data to back up your claims. For all we are trying to appeal to the watcher, you don’t want to be making false claims, and you want to be able to demonstrate exactly what your unique selling propositions bring to the table.
  • The messaging in a case study video should be clear and concise. It should highlight the key benefits and outcomes of the product or service, and how it can help the viewer solve their challenges. Don’t waffle- make the facts work for you.

Of course, your video should be well-produced with high-quality visuals and audio. A successful case study video should also include a clear call to action , such as visiting your website, signing up for a free trial, or contacting your company for more information.

Where Can I Use My Video?

Now you have this powerful marketing tool in the bag, what can you do with it? Rather ask yourself what you can’t, because the potential for your new case study is huge. Of course, it should make it to your website and socials, but can also be easily added to marketing emails, sales pitches, presentations , and digital ad campaigns.

With the power of video case studies at your fingertips, and StoryXpress to power up your creation game, you can take your video marketing to a whole new level- and reap the returns for your hard work, too.

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Video Production

How to Make Case Study Videos: The Complete Guide

A case study video is a short film or documentary that tells the story of a real-life customer or client who has used a product or service and had a positive experience as a result.

case study social video

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.

Case Study Videos

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.

Marketing Case Study Videos

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.

Advertising Case Study Videos

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.

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How to Create Case Study Videos That Convert

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.

Maxime Hoppenot | PlayPlay

By Maxime Hoppenot

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

Published: January 04, 2018

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How to Create A Video Case Study and Customer Testimonial

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Rev › Blog › Media & Entertainment › How to Create A Video Case Study and Customer Testimonial

The business world values a well-written case study, but the world is changing. With video now being prized above other forms of media messaging, video case studies are worth producing. How can you begin using this new method of sharing your brand? What first steps should you take before ever filming? Here’s how you can plan, schedule, shoot, and edit video case studies; the results will have potential clients wanting to know more about what you offer.

The Benefits of a Video Case Study

Case studies can help clients and customers share your unique benefits in a way you just can’t do yourself. Written case studies can provide good context. Customer testimonial videos allow clients to use their own voice and show them in their actual environment. This makes it easier for viewers to connect and imagine how your offerings can make their lives better, too. Video case studies are also incredibly shareable. When posted to social media or your website, they can positively impact reach. People will be more likely to share the video testimonial with their own connections.

A case study requires a time investment of your featured client. Why would they want to help you? By reminding them of how you’ll widely market the visual case study, they may be more invested. Exposure for you means exposure for them. It’s a marketing strategy win-win.

How to Prepare for a Video Case Study

Compared to the filming and editing phases, the preparation phase may be the longest. That’s because you have to do several vital steps before you ever get to the shooting location, including:

  • Creating a storyboard that highlights your benefits while giving time for the subject to tell their customer story
  • Researching how the client used your product or service
  • Creating leading questions that help the client relay their experience in their own words
  • Contacting the client to set expectations and make them comfortable with the process
  • Choosing and setting up filming locations – preferably someplace that reflects your brand and maximizes natural light and creative elements
  • Hiring and placing your film team
  • Gathering the right equipment for the shoot, including the equipment used by a client on a virtual meeting solution

If you are conducting the interview virtually, through a video chat software, your list will be a bit different. Instead of finding a place to shoot, you’ll help guide the client on how to set up their workspace. You can share with them how to create a neutral background instead of using virtual backgrounds. Tips for controlling volume or using accessories for better sound quality should also be passed along.

(How can you know what best practices to share? Use the FAQ or help sections of the video conferencing provider of your choosing to start. Sites like Zoom have their own success tips for getting great video results.)

Some companies assemble a video kit with lighting and all the accessories needed for a good video call. You can mail this to your interviewee ahead of time and send return postage to have it mailed back. This small investment can have big returns on the quality of your video.

How to Conduct Interviews via Zoom Video

Now that you’re ready to start filming, the real fun begins. Are you using a video conferencing solution? You will have to take some extra time to get the lighting and sound just right for your visual content. Thankfully, Zoom has some features that let you stream in high def and record everything for download later. Be sure to tell your client to use an ethernet internet connection, if available. It’s more stable than wireless and can help boost your video quality and recording settings.

Don’t feel you can’t start over or ask questions more than once. Above everything, let the client tell their story. Even if they provide much more than you need, a natural flow of conversation will work best. You can always edit later.

Be sure you start video recording at the very beginning. Let the interviewee know that they are live before you start the interview. If you screen share, capture both the video and audio for later use.

Editing Best Practices

The work of editing video case studies can be overwhelming without a plan. While you should have created your questions to provide a great story, editing can fill in any gaps. The story should include, at a minimum:

  • An introduction of the company, who they are, and what they do
  • Their problem to be solved
  • The solution they were seeking
  • How the product or service you provide met that challenge
  • Recommendations for others wanting to use your offering
  • Results, including any measurable ROI in dollars, time saved, time to market, etc.

You aren’t limited to just what the client says. Their own words, however, should be the foundation of your case study. Soundbites that should be included include any clips where they tell a personal story or feel especially passionate about what they are sharing. Catchy lines or soundbites that would make good slogans should be included.

Finding the right soundbites for the story

With potentially hours of video footage to scrub through, it may be hard to find the moments that are going to best tell your customer story.

The best approach is to get your interviews transcribed with Rev. Once you have the interview as text, you can easily find those one-liners, shoutouts, and brand or product mentions that you’re looking for.

And, you can look for the best phrasing of ideas if the person on-screen said things a different way at another point in the interview.

Don’t shy away from b-roll from video interviews, still photos, or your own animations.

Add Captions to Video Case Studies

One of the best ways to get your point across is through compelling video case studies is to make them accessible and easy to watch when the sound is off on the viewer’s device. You can create closed captions for any of your Zoom video calls by using Rev. Simply visit the closed captions order page and upload your final edited video or the audio file of your Zoom meetings.

Within hours, you’ll have closed captions or subtitles ready to publish with your video. You can use it to accompany your video on your website or social media.

Zoom recording has changed the way we do interviews, making video case studies easier than ever. The added simplicity of intuitive recording features create video at the touch of a button. Even novice directors can make their big debut. Whether you do single person interviews or feature entire teams, today’s online video solutions can manage it. Video conferencing isn’t just bringing people together; it’s documenting successful business partnerships for the whole world to see.

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

  • October 26, 2022
  • Content Strategy

case study social video

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!

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video case studies

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.

case study social video

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.

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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

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.

  • Cynthia Kay https://thinkck.com/author/cynthiakay/ How to Make Corporate Videos More Interesting
  • Cynthia Kay https://thinkck.com/author/cynthiakay/ Different Types of Animation
  • Cynthia Kay https://thinkck.com/author/cynthiakay/ Video Production Process FAQ
  • Cynthia Kay https://thinkck.com/author/cynthiakay/ Video Preproduction: Common Questions and Costly Mistakes to Avoid

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How to write a social media case study (with template)

Written by by Jenn Chen

Published on  October 10, 2019

Reading time  8 minutes

You’ve got a good number of social media clients under your belt and you feel fairly confident in your own service or product content marketing strategy. To attract new clients, you’ll tell them how you’ve tripled someone else’s engagement rates but how do they know this is true? Enter the case study.

Social media case studies are often used as part of a sales funnel: the potential client sees themselves in the case study and signs up because they want the same or better results. At Sprout, we use this strategy with our own case studies highlighting our customer’s successes.

Writing and publishing case studies is time intensive but straight forward. This guide will walk through how to create a social media case study for your business and highlight some examples.

What is a social media case study?

A case study is basically a long testimonial or review. Case studies commonly highlight what a business has achieved by using a social media service or strategy, and they illustrate how your company’s offerings help clients in a specific situation. Some case studies are written just to examine how a problem was solved or performance was improved from a general perspective. For this guide, we’ll be examining case studies that are focused on highlighting a company’s own products and services.

Case studies come in all content formats: long-form article, downloadable PDF, video and infographic. A single case study can be recycled into different formats as long as the information is still relevant.

At their core, case studies serve to inform a current or potential customer about a real-life scenario where your service or product was applied. There’s often a set date range for the campaign and accompanying, real-life statistics. The idea is to help the reader get a clearer understanding of how to use your product and why it could help.

Broad selling points like “our service will cut down your response time” are nice but a sentence like “After three months of using the software for responses, the company decreased their response time by 52%” works even better. It’s no longer a dream that you’ll help them decrease the response time because you already have with another company.

So now that you understand what a case study is, let’s get started on how to create one that’s effective and will help attract new clients.

How to write a social marketing case study

Writing an effective case study is all about the prep work. You’ve got to get all of the questions and set up ready so you can minimize lots of back and forth between you and the client.

1. Prepare your questions

Depending on how the case study will be presented and how familiar you are with the client to be featured, you may want to send some preliminary questions before the interview. It’s important to not only get permission from the company to use their logo, quotes and graphs but also to make sure they know they’ll be going into a public case study.

Your preliminary questions should cover background information about the company and ask about campaigns they are interested in discussing. Be sure to also identify which of your products and services they used. You can go into the details in the interview.

Once you receive the preliminary answers back, it’s time to prepare your questions for the interview. This is where you’ll get more information about how they used your products and how they contributed to the campaign’s success.

2. Interview

When you conduct your interview, think ahead on how you want it to be done. Whether it’s a phone call, video meeting or in-person meeting, you want to make sure it’s recorded. You can use tools like Google Meet, Zoom or UberConference to host and record calls (with your client’s permission, of course). This ensures that your quotes are accurate and you can play it back in case you miss any information. Tip: test out your recording device and process before the interview. You don’t want to go through the interview only to find out the recording didn’t save.

Ask open-ended questions to invite good quotes. You may need to use follow-up questions if the answers are too vague. Here are some examples.

  • Explain how you use (your product or service) in general and for the campaign. Please name specific features.
  • Describe how the feature helped your campaign achieve success.
  • What were the campaign outcomes?
  • What did you learn from the campaign?

Since we’re focused on creating a social media case study in this case, you can dive more deeply into social strategies and tactics too:

  • Tell me about your approach to social media. How has it changed over time, if at all? What role does it play for the organization? How do you use it? What are you hoping to achieve?
  • Are there specific social channels you prioritize? If so, why?
  • How do you make sure your social efforts are reaching the right audience?
  • What specific challenges do organizations like yours face when it comes to social?
  • How do you measure the ROI of using social ? Are there certain outcomes that prove the value of social for your organization? What metrics are you using to determine how effective social is for you?

As the conversation continues, you can ask more leading questions if you need to to make sure you get quotes that tie these strategic insights directly back to the services, products or strategies your company has delivered to the client to help them achieve success. Here are just a couple of examples.

  • Are there specific features that stick out to you as particularly helpful or especially beneficial for you and your objectives?
  • How are you using (product/service) to support your social strategy? What’s a typical day like for your team using it?

quote from sprout case study

The above quote was inserted into the Sprout Lake Metroparks case study . It’s an example of identifying a quote from an interview that helps make the impact of the product tangible in a client’s day to day.

At the end of the interview, be sure to thank the company and request relevant assets.

Afterwards, you may want to transcribe the interview to increase the ease of reviewing the material and writing the case study. You can DIY or use a paid service like Rev to speed up this part of the process.

3. Request assets and graphics

This is another important prep step because you want to make sure you get everything you need out of one request and avoid back and forth that takes up both you and your customer’s time. Be very clear on what you need and the file formats you need them in.

Some common assets include:

  • Logo in .png format
  • Logo guidelines so you know how to use them correctly
  • Links to social media posts that were used during the campaign
  • Headshots of people you interviewed
  • Social media analytics reports. Make sure you name them and provide the requested date range, so that if you’re using a tool like Sprout, clients know which one to export.

social media contests - instagram business report

4. Write the copy

Now that the information has been collected, it’s time to dissect it all and assemble it. At the end of this guide, we have an example outline template for you to follow. When writing a case study, you want to write to the audience that you’re trying to attract . In this case, it’ll be a potential customer that’s similar to the one you’re highlighting.

Use a mix of sentences and bullet points to attract different kinds of readers. The tone should be uplifting because you’re highlighting a success story. When identifying quotes to use, remove any fillers (“um”) and cut out unnecessary info.

pinterest case study

5. Pay attention to formatting

Sprout case study of Stoneacre Motor Group

And finally, depending on the content type, enlist the help of a graphic designer to make it look presentable. You may also want to include call-to-action buttons or links inside of your article. If you offer free trials, case studies are a great place to promote them.

Social media case study template

Writing a case study is a lot like writing a story or presenting a research paper (but less dry). This is a general outline to follow but you are welcome to enhance to fit your needs.

Headline Attention-grabbing and effective. Example: “ How Benefit turns cosmetics into connection using Sprout Social ” Summary A few sentences long with a basic overview of the brand’s story. Give the who, what, where, why and how. Which service and/or product did they use? Introduce the company Give background on who you’re highlighting. Include pertinent information like how big their social media team is, information about who you interviewed and how they run their social media. Describe the problem or campaign What were they trying to solve? Why was this a problem for them? What were the goals of the campaign? Present the solution and end results Describe what was done to achieve success. Include relevant social media statistics (graphics are encouraged). Conclusion Wrap it up with a reflection from the company spokesperson. How did they think the campaign went? What would they change to build on this success for the future? How did using the service compare to other services used in a similar situation?

Case studies are essential marketing and sales tools for any business that offer robust services or products. They help the customer reading them to picture their own company using the product in a similar fashion. Like a testimonial, words from the case study’s company carry more weight than sales points from the company.

When creating your first case study, keep in mind that preparation is the key to success. You want to find a company that is more than happy to sing your praises and share details about their social media campaign.

Once you’ve started developing case studies, find out the best ways to promote them alongside all your other content with our free social media content mix tool .

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Vector art illustration for the concept of posting Case Studies on social media for the article How to Post Case Studies on Social Media

How to Post Case Studies on Social Media

case study social video

  • June 1, 2021
  • Using Case Studies

Once your Case Studies are finished, social media is the best place to share them. However, it’s not enough to simply post a link to your Case Study on LinkedIn and hope people will read it. Crafting a strong social media post that compels your audience to read your Case Study requires more strategy and finesse. 

This article serves as your ultimate guide to composing social media posts about your Case Studies that will grab your target audience’s attention. You’ll learn about what parts of the Case Study you should mention in your post and how to write about them in a way that gets people off social media and on your website—and, ideally, joining your client base.

Should You Post Your Case Studies on Social Media?

You know you want to post your Case Studies on social media—but should you? Run through this list of questions to find out:

  • Do you have permission from your client to post it? If you don’t have your client’s approval to post the Case Study, don’t post it. Instead, consider reworking the Case Study so that the client is anonymous.
  • Does your Case Study convey a compelling story? You’ll wind up with annoyed readers if your expertly crafted social media post lures them to your website but dead ends in boring content. Make sure your Case Study is interesting to read from start to finish.
  • Does your Case Study promote what you want to promote? A Case Study is no good to you if it describes how you helped a client solve Issue X when you really want to be known for solving Issue Z. This may lead you to attract work that doesn’t align with your true passion. Hold off on posting and work on creating Case Studies that showcase the areas in which you really want to shine.

Bottom line: If you’ve got the client’s permission and a juicy story to tell that makes you and your client look good, it’s time to create that post.

Tips for Creating Posts About Your Case Studies on Social Media

Follow the format.

A successful social media post about your Case Studies should follow a specific formula—specifically, the same one your Case Studies do! Ensure that your post includes the following elements in this order:

  • Headline. Use an intriguing opening sentence to make your post stand out and capture your audience’s attention right away.
  • Situation or Problem. Introduce the company and the problem or situation it had.
  • Solution and Results. Tease some of the company’s real, specific results that stemmed from the solution you provided.
  • Conclusion/Call to Action. Conclude the post with a call to action, such as “Click the link to learn more.”

Keep It Short and Sweet

Be brief when writing a social media post about Case Studies. Most people have short attention spans and a vast sea of content awaiting them on social media. When scrolling through News Feed on Facebook, people typically spend 2.5 seconds with a piece of content if they’re on desktop and even less if they’re on mobile. Make those few seconds worthwhile for the user and offer them something compelling that will make them engage with your post. There are only four key elements to the formula, so your post should be no longer than four fascinating sentences.

Be a Little Mysterious

Share just enough of the Case Study story in your social media post to make someone want to click the link. Remember: The goal is to get people to read the Case Study on your website, and that won’t happen if you give away all the details upfront! Aim for intrigue. Be honest, but be mysterious about the solution and the results, and never give away the ending!

Stick to Company Brand Guidelines

Adhere to your company’s voice and branding when writing your social media post about your Case Study. This helps ensure a consistent client experience, which fosters loyalty and trust. If you don’t have a brand identity, start exploring how to create one.

Make It Personal

Social media is all about making connections, which is difficult to do if your post is too formal or standoffish. Even if your company culture or brand skews more serious, using we and us in your social media posts to refer to your company can help build that bridge between you and your existing and potential clients.

Speak to Your Target Audience

Tailor your social media post about your Case Study for the specific audience you want to reach. For example, if you have a B2B company, use professional terminology to emphasize your experience and understanding of your industry. If your audience comprises the general public, use less formal language and avoid terminology that requires background knowledge to understand.

Use Relevant Images

You have less than three seconds to capture your audience’s attention, so use that time wisely by including an image with your social media post. Images leave a stronger impression than words alone and can make a wordy post easier to digest. Use an image from your Case Study or a photo of your Case Study subject when posting on social media. Remember to choose images that, like your messaging, are on-brand.

Sample of a Case Study Social Media Post

The following is an example of a social media post about a Case Study that adheres to the aforementioned tips:

An example of a LinkedIn post promoting a Case Study that reads, "Client X was having trouble growing their online sales. They couldn’t find anyone who could understand their complex business enough to generate new leads. Click now to learn how we grew their revenue by 5x in 6 months."

Posting your Case Studies on social media takes some strategy and skill. However, if you have a solid Case Study, approval from the client, and clear brand guidelines, you can create a post designed to get attention, clicks, and more business.

Need a Case Study to post on social media? Click here to find out how SuccessKit can help you reach that goal.

case study social video

Stef Mates, SuccessKit's Creative Director, has been writing, designing, editing, and managing a variety of content types for several different industries for more than 15 years. She started at the company as a freelancer in November 2019 and became an official part of the team in June 2021.

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Life action or animation? Depends on the brand! When we worked with Habitat for Humanity, we determined the best way to create content that connected with their audience and compelled them to take a specific action was by capturing emotion in real-life scenarios that others relate to. People connect with people, go figure! When we […]

case study social video

Post-Production on a Social Media Video Shoot: Mosquito Shield of Palm Beach Case Study Part 2

Social media content doesn’t magically appear from raw footage, it requires a dedicated post-production team. Audio and color correction, graphics, and video editing are all part of transforming footage into useful content. We did all of the above (and more) for Mosquito Shield on this project. The Socialize Video workflow is designed to push through […]

case study social video

How to Efficiently Run a Social Media Video Shoot: Mosquito Shield of Palm Beach Case Study Part 1

Running a successful video shoot for your social media content requires diligent planning. The future might remain unpredictable, but you can reduce its uncertainty by establishing a firm schedule, a detailed call sheet, and writing a script to help guide your shoots, even when there’s no preplanned dialogue! This ultimately leads to having more content […]

case study social video

Innovative Custom Jewelry Case Study: Growth Through Social Distribution

Over his career as a jeweler, Micah honed the skill of crafting exquisite one-of-a-kind pieces, yet, he found himself struggling to effectively communicate his story and the value of his work in a highly competitive market. Micah was faced with two challenges, not only did he need a video production partner that understood his target audience, […]

case study social video

Landmarks West Case Study: Capture and Convert

In our previous blog post titled “Hook Points,” we mentioned Landmarks West was one of our customers who integrated specific elements and strategies that capture the users’ attention, compelling them to take action. These strategies engage users and draw them into the marketing message, ultimately leading to more conversion or desired outcomes.As a refresher, Landmarks […]


Mastering Social Media Video Marketing for Home Improvement and Building Companies

Video Marketing is not a new concept. However, its importance has skyrocketed with the advent of social media platforms that prioritize video content. Think about it, when you’re scrolling through your Facebook or Instagram feed, what type of content makes you stop and pay attention? More often than not, it’s a video.The home improvement business […]

case study social video

Boost Your Video Content With The Right Hook Points

Imagine that hook points are like the first sip of a perfectly crafted cappuccino—they’re the flavorful and enticing introduction that draws you in for more. Just like that creamy froth on top of the espresso, hook points are the irresistible element that captures a potential customer’s attention and keeps them hooked on your product or […]

case study social video

Fijn Co Recipe Videos Case Study

Fijn Co is a hot chocolate company that specializes in creating healthy, delicious drinks. The founder, Annie Bradley, was fed up with the unhealthy additives in most hot chocolate products, so she decided to make her own. She then gathered a team of like-minded individuals (her daughter and daughter-in-laws) who shared her vision of creating […]

case study social video

Beautiful Isn’t Always Better! Social Media Explainer Videos That Actually Perform

In today’s digital age, video content has become a powerful tool for businesses to engage with their audience on social media. However, not all video production houses understand the nuances of creating content specifically for social media or for short-form consumption. Today, let’s take a closer look at how we, at Socialize Video, helped Solaray […]

case study social video

How Socialize Video Helps Build Professional Video Podcasts

Starting a podcast with enthusiasm is easy, but the hard work that comes into editing and post-production can become overwhelming for most content creators. Meet ProNexis, a forward-thinking technology company that helps home service-based businesses by providing lead generation, phone correspondence, and scheduling services. Their mission is to empower business owners, focus on what they […]

case study social video

How to Create Effective Social Media Ads: Tips from Socialize

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case study social video

Get More Content and Value From Your Next Corporate Event

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7 Video Marketing Case Studies You Must Look at

  • Video strategies
  • Trends & Insights

Nupur Mittal

7 Video Marketing Case Studies You Must Look at

Gurus on the internet will give you 100 reasons why you should use videos. But we’ve personally seen so many video marketing campaigns fail due to poor implementation.

To achieve success with video marketing, you need to do it right.

To inspire your campaign, I’ve put together seven successful video marketing case studies showcasing how different companies have used videos to hit their KPIs.

Let’s dive in.

7 amazing video marketing case studies

Let’s deep dive into some of the companies which are crushing it with video marketing.

The list includes:

1. Ava Estell

2. dollar shave club, 5. coca-cola.

Industry: Skincare

Ava Estell has become a leading brand focused on making people more confident in their skin tone. The brand caters to people with darker skin complexions and specific skin concerns . Ava Estell had two challenges to overcome:

Reduce their customers' research time by showing them the benefits their skincare products can deliver.

Use video content to create an interactive shopping experience without impacting website speed.

How has Ava Estell resolved these challenges using Videowise?

Ava Estell used Videowise, an eCommerce video marketing platform , to embed existing product videos on their Shopify store without any impact on page speed. These videos showed detailed product information (such as skin conditions they're for, before and after results of using their products, etc.), and each video was linked to their product pages.

Apart from product videos, they also used customer testimonial videos and video reviews to build trust among potential customers. They didn't stop there. With Videowise, the team imported Instagram Reels and TikTok videos and used them on their site, taking an efficient approach to video marketing.

Find video UGC_ava estell-thumb

The results

The Ava Estell team built trust among their audience by creating and using existing videos related to their products. The results they derived using Videowise are as follows:

They have generated more than £743K at an average conversion rate of 7% since February 2022.

Their conversion rate jumped up to 21% after embedding interactive product videos in their Shopify store.

Their on-site engagement was up 15.67%.

Don't limit your video content's reach by keeping it on one platform. Repurpose it or do cross-channel promotion to bring it in front of your audience.

Focus on the ultimate benefit but also related benefits. For instance, Ava Estell didn't just show the benefit of their product but also educated their audience by creating informative videos related to skincare concerns.

Intriguing? Read the Ava Estell complete case study here.

Industry: Retail

Dollar Shave Club started by selling razors for $1 and now offers services from head to toe. Basically, they help their customers groom well.

Dollar Shave Club has established its brand image as fun, clear, and witty, which is clearly evident across all its video marketing campaigns. They focus on delivering their message in the most subtle and relevant way possible.

For instance, in many videos, they use a scenario to build a narrative which is also a pain point for their potential customers. Then, they pitch their products.

Here's an example of one such video:

A glance at their YouTube channel will show you that the team has created different types of videos: From how-to groom well to product-led videos, there is a mix of related videos.

Their short video marketing strategies have earned them a subscriber base of 39k+ and thousands of views.

A strong understanding of your audience is crucial, as humorous content that works for Dollar Shave Club might not work with your audience.

Not every video you post will generate leads or engagement as you desire. Experiment and double down on videos that do.

Industry: SaaS

Ahrefs is one of the best search engine optimization (SEO) tools on the market. It initially started as a backlink analyzer and is now a full-fledged SEO tool. From keyword research to website organic ranking tracker, this search tool has become integral to every marketing tool stack.

Ahrefs uses YouTube marketing to create engaging video content such as explainer videos, product-led videos, and how-to videos related to SEO and content marketing. The majority of these videos aim to educate anyone starting out in these niches or who wants to boost their skills.

Apart from delivering value to their audience, the Ahrefs team has mastered the art of engaging their audience with a few tricks:

Creating consistent and eye-catching YouTube video thumbnails consistent with their brand voice and color. (The orange and blue color theme with Ahrefs standard font is easily recognizable)

Each thumbnail has a human face, which attracts more users.

Using short yet descriptive titles that give a gist of what the video will discuss.

Ahrefs YouTube videos snapshot

Apart from delivering unique videos, Ahrefs strategically interlink relevant videos to their home page to drive traffic from one medium to another. (Notice how they've used the same thumbnail in their blog post)

YouTube video on 'What is SEO' linked in Ahrefs blog post.

This video marketing strategy and putting their audience first has made them reach a subscriber base of 418k over the years, with each video generating thousands of views.

Don't underestimate the power of consistent branding, compelling video thumbnails, and eye-catching titles. Before your audience consumes your videos, they need a strong reason to watch them. All these nuances are the key to building that strong hook.

Create videos that cater to audiences at different stages in the marketing funnel by studying your audience deeply. Even though it might not generate leads, this approach will build brand authority.

GoPro is a camera company that sells action cameras and software, and equipment. Professional photographers, sports professionals, and outdoor enthusiasts are the company's main target audience.

GoPro has cracked the code of creating thrilling and entertaining videos that create an immersive experience for the viewer. The majority of their videos are user-generated, meaning they're offering real experiences and insights to their potential customers - the ultimate form of social proof.

I was hooked throughout these 2:45 minutes of this person jumping off the cliff; completely nerve-wracking and captivating.

GoPro continues to invest in challenges to involve their community and promote their products. Their 2018 Million Dollar video marketing campaign was one such success. They chose to reward the winning creators with $1 million for creating highlight reels for their Hero7 Black camera series. It received 25,000 submissions, out of which 56 creators from 22 countries were selected. They not only engaged a large audience but also amassed 3M+ views across social media.

Have a sneak-peak at their challenge highlights. (How can you not find this content engaging?)

Zero in on user-generated content as you'll involve your audience, building trust and brand authority.

Keep your brand's values and messaging at the core of every video you create.

Coca-Cola is a multi-national brand serving carbonated soft drinks across the globe. A variety of drinks are offered by the company, including Diet Coke, Fanta, Sprite, and others. The brand's mission revolves around creating moments of happiness in people's lives, which can be seen reflected in many of its video campaigns.

Coca-Cola has powered its video marketing strategy by focusing on creating a personal and emotional connection with its audience. Their videos focus on two things:

Emotional storytelling

Coca-Cola focuses on evoking strong emotions by building a relatable narrative that connects its audience with its campaigns. 

For instance, their Share a Coke video campaign launched across the globe in 2014 aimed to promote shared happiness by encouraging people to share their Coke with others. The campaign was so successful that another variation was adopted in the US -- Share a Coke and a song . (How can you not buy a Coke with your favorite son's lyrics on it, right?)

Paid collaborations

The Coca-Cola brand collaborates strategically with famous celebrities in their videos. As the brand's audience spans multiple countries, each collaboration features a celebrity well-known in that country. Further, the narrative they build in their videos reflects the geographic location of their audience.

For example, in India, they have collaborated with Diljit Dosanjh, a globally recognized singer, and famous cricketers such as MS Dhoni and Rohit Sharma. Some of the world's most recognized celebrities have worked with them, including Gigi Hadid, Kendal Jenner, and Selena Gomez.

They featured Gigi Hadid in one of their videos, showing how their product, Coke, is at the center of every conversation.

You must choose celebrities or creators who have a lot of influence over your target market.

Think about the emotions your video will evoke in your audience as it will engage them and compel them to take the desired action.

Industry: Exercise equipment

Peloton is an exercise and workout equipment company encouraging individuals to stay fit by offering treadmills, bikes, and workout accessories such as Dumbbells, Mats, Earplugs, and more. They sell a paid subscription to sell their classes and encourage their audience to work out consistently.

Peloton's video marketing strategy revolves around curated educational videos taught by professionals, such as strength classes, meditation, and cardio classes. Both on their website and mobile app, there is a huge collection of such videos.

On their mobile app, the videos take it even further due to gamification . Peloton's team created various challenges and rewards to encourage users to take classes and track their progress. The workout is marked as completed when a customer reaches 50% of the way through. This strategy has helped them grow subscriber engagement 2.65x over the last four fiscal years (June 2017 – June 2021).

Here is a snapshot of some of the video classes Peloton offers to its customers:

case study social video

Become a part of your audience's life by offering them exactly what they need to get the best out of your products. (But in video format)

Use a challenge and reward model to encourage participation.

Industry: Apparel and Footwear

Apolla is an all-female-owned company that aims to change how people buy and wear socks. Their target audience is dancers and choreographers.

One key challenge that the Apolla team faced was to highlight their product's value proposition in action to their target audience. The team wanted to offer an interactive and more immersive shopping experience to their audience by embedding videos directly on their Shopify store.

How has Apolla resolved these challenges using Videowise?

For Apolla, displaying videos was never an issue since their brand advocates and supporters have already gathered a lot of user-generated content. Videowise scraped Apolla's YouTube videos that showcased their products and automatically sort them with the right product list of their Shopify store.

Not only this, the videos were embedded with a purchase option below them, so it didn't interfere with the shopping experience. Cool, right?

Apolla video marketing results after using Videowise

21.47% video engagement and 9.94% video conversion rate with 90.54X ROI.

An increase in time-on-site with 63+ videos watched, an average of 2m 37s per video watched.

Check out the entire case study of Apolla and how they generated such tremendous results with Videowise.

People trust people. By showing them testimonials or reviews from people who have already used the product, and that too in the form of video content, you gain their confidence and trust.

Minimize friction points as Apolla did by embedding a purchase option below each video. On the same screen, the customer can experience the product in action and buy it instantly.

Drive unmatchable results: Get started with video marketing

All the video marketing case studies discussed above support driving business results using engaging and relevant video content . One key element that emerged from these case studies is that if you want a video marketing campaign to succeed, involve your audience. Whether it's by launching a challenge or encouraging testimonials, videos are revolutionizing the business world.

And, even a step further is interactive videos , as we see in the case of Ava Estell and Apolla. If you'd like to bring such an experience to your website, give Videowise a try today .

Continue reading

How to Engage and Increase Conversion Rates in Your Shopify Mobile App

How to Engage and Increase Conversion Rates in Your Shopify Mobile App

10 UGC Success Stories in eCommerce Marketing: Takeaways, Tips & More

10 UGC Success Stories in eCommerce Marketing: Takeaways, Tips & More

How to Properly Optimize Your Videos for Your Ecommerce Store

How to Properly Optimize Your Videos for Your Ecommerce Store

case study social video

A Comprehensive Dive Into Social Media Marketing Case Studies

A Comprehensive Dive Into Social Media Marketing Case Studies

Nowadays, social media goes far beyond chatting with friends on Facebook. Where we’re all connected online, it’s more than just a way to keep in touch with friends. Business owners all over the world are finding it to be an extremely useful tool.

Think about how social media has changed over the years. In the beginning, it was all about talking to your buddies online.

But as time passed, it became a big deal for companies too. Now, it’s a key part of integrated marketing campaigns for all sorts of businesses, no matter how big or small. It helps them connect with the people who might want to buy their stuff.

Social media marketing has grown into something really important for people who want to sell stuff. It’s a cool way to talk to potential customers and get them interested in what you’re selling.

To prove how powerful social media can be, we’ve put together some awesome social media case studies about how it has changed everything.

So, let’s know more about it!

Listen To The Podcast Now!

The significance of social media case studies.


Before we delve into the specifics of these social media case studies, it is imperative to underscore the vital role they play in the realm of digital marketing.

A Social media marketing case study serves as tangible, real-world evidence of successful strategies, offering invaluable insights and actionable takeaways applicable to businesses of all sizes.

Case studies are like beacons in the digital marketing world as they provide a clear path forward by showcasing what has worked for others.

These real-life success stories serve as a source of inspiration and guidance, offering a roadmap for businesses looking to harness the power of social media.

The Influence of Social Proof

As inherently social beings, we often find ourselves seeking assurance from the experiences and achievements of others when making decisions.

In the same way, social media case studies provide a compelling form of social proof, instilling confidence in potential clients by demonstrating the viability of specific strategies.

When consumers see concrete evidence of how a particular social media strategy led to success for a business, it not only validates the effectiveness of that strategy but also builds trust.

This trust is a critical element in the decision-making process for consumers, making them more likely to engage with and ultimately support a brand.

Decoding the Science Behind Successful Social Media Marketing

Airbnb’s spectacular ascent.


In the annals of business history, Airbnb’s meteoric rise from a struggling startup in 2008 to a global hospitality juggernaut is nothing short of remarkable.

This particular case study on social media serves as a quintessential illustration of how Airbnb harnessed the power of user-generated content and tapped into the emotional resonance of travel to create a viral sensation.

Airbnb’s journey is not just a success story; it’s a masterclass in the art of storytelling through social media.

By encouraging users to share their travel experiences through captivating photos and videos, Airbnb not only engaged its audience but also created a sense of community. This sense of community is a potent driver of brand loyalty and advocacy.

The lesson from these social media case studies is clear: storytelling is at the heart of effective social media marketing. It’s not just about promoting products or services; it’s about crafting narratives that resonate with your audience on a personal level.

Navigating Challenges through the Lens of Social Media Marketing

Mcdonald’s “our food, your questions” campaign.


Even titans like McDonald’s, one of the world’s most iconic brands, encounter public skepticism. Facing questions about the quality of their food, McDonald’s responded with the “Our Food, Your Questions” campaign.

This insight, among other social media case studies, delves into how the fast-food giant used transparency and active social media engagement to rebuild trust with consumers.

McDonald’s recognized that addressing consumer concerns head-on was not just a PR move but a strategic decision. By openly addressing questions and concerns about their food, they demonstrated transparency and a commitment to quality.

This level of transparency resonated with consumers, fostering a renewed sense of trust.

Well! In the quest for social media success, having the right tools at your disposal is paramount. Socinator offers a comprehensive solution for automating, managing, and optimizing your social media campaigns. With Socinator, you can!

Let’s know how Socinator can help marketers to create a powerful impact on multiple social media platforms in just a few clicks!

Socinator: Your Social Media Partner


While we’re on the topic of effective social media strategies, it’s essential to mention Socinator—a powerful tool that can enhance your social media marketing efforts.

Socinator is your partner in optimizing and automating social media campaigns across various platforms.

Here is what Socinator offers to its users:

  • You can schedule posts to be published automatically on a specific date, so you don’t have to post them yourself, especially when you’re busy.
  • Socinator offers automation capabilities for a variety of tasks, including commenting, liking, following, unfollowing, following back, and reposting.
  • Additionally, the tool assists you in discovering and extracting hashtags, identifying target audiences, and with the posting of profile pictures.
  • With Socinator, you can efficiently handle numerous accounts, remove posts, block followers, send out broadcast messages, and engage in live chats.

Now, let’s continue exploring more insightful social media case studies that showcase the potential of social media marketing.

Small Enterprises, Monumental Successes

Blendjet’s ingenious instagram-first strategy.

BlendJet, a portable blender company, captured the imagination of Instagram users worldwide with their creative and engaging content.

This social media case study highlights the potential for even modest-sized enterprises to flourish in the digital arena when armed with a well-crafted social media strategy.

BlendJet’s success story underscores the importance of understanding your audience and choosing the right platform for your brand. Instagram, with its visually appealing format, was the perfect canvas for BlendJet’s marketing efforts.

This strategy helped them reach a global audience and fostered a vibrant and engaged community of users.

The Metrics of Social Media Triumph

Hubspot’s data-driven odyssey.


HubSpot, a recognized leader in inbound marketing, embarked on their social media journey with data and analytics as their guiding stars.

This particular case study on social media elucidates how HubSpot meticulously employed metrics such as engagement rates, conversion rates, and customer lifetime value to fine-tune and optimize their social media campaigns.

HubSpot’s approach is a testament to the power of data-driven decision-making in social media marketing. In a world flooded with data, it’s crucial for you to know which metrics matter most to your business.

Tracking key performance indicators (KPIs) and analyzing the data can provide invaluable insights into what’s working and what needs improvement.

Also Read 11 Social Media Marketing Ideas for Non-Profit Charity Organization 5 Remarkable Marketing Campaigns for Your Brand Schedule Instagram Posts For Consistent Success

Unveiling Trends and Innovations in Social Media Marketing

Tiktok’s explosive evolution.


TikTok, the trailblazing short-form video platform, took the world by storm with its innovative approach to content creation. In this social media case study, we embark on a journey to understand the meteoric rise of  TikTok and contemplate its profound implications for the future of social media marketing.

TikTok’s success is a testament to the power of embracing emerging trends. In an ever-evolving digital landscape, staying ahead of the curve is essential.

TikTok’s emphasis on short, engaging videos tapped into the changing preferences of a younger audience. Businesses that adapt to new platforms and formats can gain a competitive edge in the market.

Extracting Insights from Social Media Case Studies

Key takeaways to supercharge your social media strategy.

After immersing ourselves in the captivating narratives of these social media case studies, it is essential to distill the key insights that can invigorate and enhance your own social media marketing efforts.

From the art of storytelling to the science of data-driven decisions, these case studies offer an abundance of actionable wisdom.

As we wrap up our exploration of these social media case studies, let’s summarize the key takeaways that can elevate your social media strategy:

  • Storytelling Matters: Craft compelling narratives that resonate with your audience.
  • Transparency Builds Trust: To foster trust, it is important to address any concerns in an open and transparent manner.
  • Platform Fit: Choose the right social media platform for your brand and audience.
  • Data-Driven Decisions: Use metrics and analytics to refine your strategies continuously.
  •  Embrace Trends: Stay adaptable and explore emerging trends to remain relevant.

Having a strong online presence is crucial for business success in digital world. Social media case studies are like success stories and guides that can inspire and help you navigate the ever-changing world of social media.

As you embark on your own social media journey, remember that these case studies aren’t just tales of success; they’re like maps showing you the strategies to succeed in the exciting and always-changing world of social media marketing.

Social media is a big, ever-changing place. To do well here, it’s not about luck; it’s about making smart choices, being creative, and staying flexible as trends shift. So, get ready for your social media adventure.


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Build social proof with testimonial video production., testimonials build trust..

Many businesses use testimonial videos to establish credibility. Create case study videos with real customers and an unbiased voice.

Learn why our case study videos convert more than the average.

Use testimonials as organic video content, or in ads.

Remote case study videos, on location case studies, international case studies, see some of our recent testimonial videos.

We’ve created testimonials and case study videos for both innovative startups and leading brands.


Inspire existing users to do more.

You can also increase the product engagement of your existing clients by demonstrating how your product is being used at its very best. Increase the LTV of clients by creating more engagement and buzz around your product’s success.

As a professional video company, we will use a case study video as a powerful medium to showcase the success and effectiveness of your business and service. We will gather satisfied client or customer interviews as social proof to influence business decisions.

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We engaged Vidico to produce and showcase our new Vanguard adviser and institutional websites video. The Vidico team especially Michael and Evan were very professional, knowledgeable and super easy to deal with. They are experts in the video production field and really helped ease the stress of the video production on us by doing all the heavy lifting with the scripting, animation and design of the video. They were very responsive throughout the project and ensured they discussed the process upfront hitting the ground running post initial briefing. We look forward to working with them on future projects and highly recommend them to anyone looking at creating high-quality videos for great value for money.

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Vidico not only conceptualises high-quality ideas at speed, but they execute on those ideas to a superb standard. Our tech is complex, but they made it simple and easy to understand for anyone and everyone.

Case Study Process FAQs

What is a case study video.

A case study video is a visual presentation that tells the story of a customer’s experience with a particular product or service. It highlights the challenges they faced on the job, how the product or service solved those challenges, and the positive outcomes achieved.

A video case study often includes video content like testimonials, camera footage, interviews, and supporting story visuals to provide a comprehensive view of the customer’s journey as they use the product or services. Our company will focus on human element to reach new customers and increase brand sales.

Animation or live-action?

It depends on a) your type of company and b) the stage that your company is at. As a great example, more abstract and backend concepts are well suited to animation, as there is lesser resource limitation on creating quality vision. Live action incites more of an emotional connection, which might be essential to your sales and marketing strategy.

What’s your process like?

Vidico’s approach to the production process has always been end-to-end. We absolutely love being involved in scripting, storyboarding, telling your company’s story in the most efficient way possible, and post-production.

We have all the tools like drones, time-lapse, and cameras to film your clips. We are a video production agency that you can book for editing, storyboarding, and more. We will make sure every details, benefits, and customer footage that we will be putting on your case study clip benefits your brand.

How long should a case study video be?

It’s generally recommended to keep case study videos concise and focused. Aiming for a duration of 2 to 4 minutes is a good guideline to ensure the video captures the essential details while maintaining viewer engagement.

The length depends on various factors, including the complexity of the story, the business background, the message, and the target audience’s attention span.

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Niche Case Study (Ep #1): Choosing My Niche

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Hi, and welcome to my Niche Case Study Series!

In this video, I will show you what niche I will be selecting as part of this case study series and give you direct over-the-shoulder insight into how I chose it.

Want to see more from this case study?

==> Go here for the full list of Niche Case Study videos (link coming soon)


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Hi Tim, Thanks for this. I think it has come at the right time for me. My site is promoting WA but it seems to be going nowhere, maybe that's down to me, anyway, I've been thinking about creating a second hub in a different niche, so I will definitely be following this series. thanks again. Paudge.

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UCL and Islington Council collaborate to empower young people with better mental health support

Empower Islington, a project co-led by UCL and Islington Council, has helped young Islington residents co-create more effective and sustained mental health support.

Islington youth councillors with the UCL Empower Islington Research Team

12 April 2024

The pandemic may be a few years behind us, but the effects of it are still being felt, particularly on young people living with existing inequalities. 

“With 52% of Islington residents identifying as being from black, Asian minority and ethnic backgrounds, many local young people were disproportionately affected by the pandemic in terms of poverty, health disparity, racism and health access. 

“Because of this, we could see many young people were in clear need of employment, education, and mental health support,” explains Dr Keri Wong Associate Professor of Developmental Psychology at the IOE, UCL’s Faculty of Education and Society.

Dr Wong and her team have been listening to what young residents wanted in terms of support, and co-creating tailored workshops to meet their needs. The five sessions they’ve developed with templates freely accessible online (OSF), have covered everything from university life and improving sleep, to rethinking body image. Other sessions focused on social media use, and using storytelling and art to improve mental health, all topics chosen to address the areas young people wanted help with most.

The project builds on a previous collaboration, the CopeWell Study, run with the Jamal Edwards Delve charity in West London.

This knowledge exchange project has been supported by the UKRI Higher Education Innovation Funding (HEIF), managed by the Knowledge Exchange Funding team in UCL Innovation & Enterprise.

The Business and Innovation Partnerships team also helped with the partnership process, including the funding application and introducing the team to relevant contacts in the Council. 

Over 30 young people have now benefitted from the training, and the Council are looking to offer it as a regular part of their support through their Youth Progression Team.

Siobhan Scantlebury, Head of Youth Progression at Islington Council, said: “This is an exciting collaboration with UCL that's helping us to shape our employment, education and training services for young people based on their needs and aspirations. Working with an expert in this area like UCL, and amplifying the voices of young people locally, will mean we can better respond to what our young residents need with clearer insights and more targeted support.”

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“I’m now working as an ESRC Policy Fellow in the Home Office to see how best to translate research into policy and practice and to get policymakers into academic spaces to join in on our discussions.”

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  • Open access
  • Published: 09 April 2024

Creating culturally-informed protocols for a stunting intervention using a situated values-based approach ( WeValue InSitu ): a double case study in Indonesia and Senegal

  • Annabel J. Chapman 1 ,
  • Chike C. Ebido 2 , 3 ,
  • Rahel Neh Tening 2 ,
  • Yanyan Huang 2 ,
  • Ndèye Marème Sougou 4 ,
  • Risatianti Kolopaking 5 , 6 ,
  • Amadou H. Diallo 7 ,
  • Rita Anggorowati 6 , 8 ,
  • Fatou B. Dial 9 ,
  • Jessica Massonnié 10 , 11 ,
  • Mahsa Firoozmand 1 ,
  • Cheikh El Hadji Abdoulaye Niang 9 &
  • Marie K. Harder 1 , 2  

BMC Public Health volume  24 , Article number:  987 ( 2024 ) Cite this article

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International development work involves external partners bringing expertise, resources, and management for local interventions in LMICs, but there is often a gap in understandings of relevant local shared values. There is a widespread need to better design interventions which accommodate relevant elements of local culture, as emphasised by recent discussions in global health research regarding neo-colonialism. One recent innovation is the concept of producing ‘cultural protocols’ to precede and guide community engagement or intervention design, but without suggestions for generating them. This study explores and demonstrates the potential of an approach taken from another field, named WeValue InSitu , to generate local culturally-informed protocols. WeValue InSitu engages stakeholder groups in meaning-making processes which ‘crystallize’ their envelope of local shared values, making them communicable to outsiders.

Our research context is understanding and reducing child stunting, including developing interventions, carried out at the Senegal and Indonesia sites of the UKRI GCRF Action Against Stunting Hub. Each national research team involves eight health disciplines from micro-nutrition to epigenetics, and extensive collection of samples and questionnaires. Local culturally-informed protocols would be generally valuable to pre-inform engagement and intervention designs. Here we explore generating them by immediately following the group WeValue InSitu crystallization process with specialised focus group discussions exploring: what local life practices potentially have significant influence on the environments affecting child stunting, and which cultural elements do they highlight as relevant. The discussions will be framed by the shared values, and reveal linkages to them. In this study, stakeholder groups like fathers, mothers, teachers, market traders, administrators, farmers and health workers were recruited, totalling 83 participants across 20 groups. Themes found relevant for a culturally-informed protocol for locally-acceptable food interventions included: specific gender roles; social hierarchies; health service access challenges; traditional beliefs around malnutrition; and attitudes to accepting outside help. The concept of a grounded culturally-informed protocol, and the use of WeValue InSitu to generate it, has thus been demonstrated here. Future work to scope out the advantages and limitations compared to deductive culture studies, and to using other formative research methods would now be useful.

Peer Review reports

Although progress has been made towards the SDG of ‘Zero Hunger by 2025’, the global rates of malnutrition and stunting are still high [ 1 ]. Over the past 20 years, researchers have implemented interventions to reduce undernutrition, specifically focussing on the first 1000 days of life, from conception to 24 months [ 2 ]. However, due to both differing determinants between countries [ 3 , 4 ] as well as varying contextual factors, it is clear that no single fixed approach or combination of approaches can be relied on when implementing stunting interventions [ 5 , 6 , 7 ]. Furthermore, when external researchers design interventions for local areas in Low- and Middle-Income Countries (LMICs) they can often overlook relevant local cultural factors that consequently act as barriers to intervention uptake and reduce their effectiveness, such as geographical factors and the levels of migration in certain populations [ 8 , 9 ], or social norms or perceptions relating to accepting outside help, and power dynamics related to gender [ 10 , 11 , 12 ]. The inclusion of cultural level factors in behaviour change interventions has been proposed as a requirement for effective interventions [ 13 ]. However, despite the breadth of literature highlighting the negative impacts from failing to do this, the lack of integration or even regard of local culture remains a persistent problem in Global Health Research [ 14 ], possibly hindering progress towards the SDGs. Thus, there is a need for approaches to integrate local cultural elements into intervention design.

This lack of understanding of relevant local culture, social norms and shared values also has ethical implications. The field of Global Health Ethics was predominantly developed in the Global North, in High Income Countries (HICs), embedding values common in those countries such as the prominence of individual autonomy [ 15 , 16 ]. Researchers from HICs carrying out research in LMICs may wrongly assume that values held in the Global North are universal [ 14 ] and disregard some local values, such as those related to family and collective decision making, which are core to many communities in LMICs. It is therefore important for outside researchers to have an understanding of relevant local values, culture and social norms before conducting research in LMICs so as not to impose values that do not align with local culture and inadvertently cause harm or offence [ 16 , 17 ]. The importance of this is compounded by the colonial history that is often present in relationships between research communities in HICs and LMICs, and the fact that the majority of the funding and leading institutions are still located in the Global North [ 18 , 19 ]. Thus, conscious steps must be taken to avoid neo-colonialism in Global Health Research [ 20 ]. From a health-equity perspective, it is essential to ensure that those in vulnerable communities are not hindered from involvement in interventions to improve nutrition. Encouraging uptake by such communities could be provided if salient local shared values, norms and culture were taken into account [ 21 ].

In a recent paper, Memon et al., (2021) highlight the usefulness of first creating a cultural protocol that can precede and guide subsequent stages of community engagement or intervention design to ensure that salient local values are known to external researchers coming into the community [ 16 ]. We adopt the use of the concept of a cultural protocol, referring to locally-generated guidance about key values, norms, behaviours and customs relevant to working with the local community. However, we prefer the term, ‘culturally-informed protocol’ since this relates to only cultural elements deemed salient by the researchers, and locally, rather than any comprehensive notion of culture, nor extending beyond the research context.

Memon et al. (2021), point out links between the creation of such a protocol and existing codes of practice that have already been created for some cultures such as the Te Ara Tika, a Guideline for Māori Research Ethics [ 22 ]. Currently, research and interventions in Global Health can be informed by a stage of formative research involving one-to-one interviews, focus groups or direct observations, which can sometimes be ethnographic in nature such as within Focussed Ethnographic Studies or Rapid Assessment Procedures [ 23 , 24 , 25 ]. Although these methods can be effective to inform intervention designs, they have disadvantages like: can take long periods to complete [ 26 ], can be resource intensive [ 26 ] and can lack cultural acceptability [ 27 ]. These limitations may account for the frequent neglect of their use generally, highlighted by Aubel and Chibanda (2022) [ 14 ]. Additionally, none of these methods work towards making explicit local values, or towards the creation of a culturally-informed protocol. In brief, the literature suggests a need to develop alternative methods of Formative Research for understanding locally relevant cultural elements, that are less time-consuming and can generate data that is more easily translatable to intervention design. In addition, these approaches must be applicable in different cultures. Additionally, the protocols produced must be actionable and practical not only for guiding interactions between research teams but also for guiding the initial stages of intervention design.

The work presented here aims to address several of these needs. It includes an exploration of the usefulness of the WeValue InSitu ( WVIS ) approach because that has previously been shown, in environmental management domains, to offer a way to gather in-depth values-based perspectives from a target population [ 28 , 29 ] It was first created through action research, and co-designed to enable civil society organisations to better understand and measure the values-based aspects of their work [ 30 ]. The core WeValue InSitu process (detailed in Table 1 ) involves the crystallization of shared values, with a facilitator guiding a group of participants with shared experiences, through cycles of tacit meaning-making (using a stage of photo-elicitation and triggering) [ 31 ], until they can articulate more explicitly their shared values, in concise and precise statements. These statements are then linked together in a framework by the participants. In an example case in Nigeria, the results of the WVIS approach hinted at the creation of a culturally-informed protocol through an analysis of the shared values frameworks to find cultural themes for the creation of an indicator tool that was used to evaluate several development scenarios based on their social acceptability [ 29 ].

Furthermore, it has been found that if a group of WVIS participants take part in a specialised focus group discussion (FGD), named Perspectives EXploration (PEX:FGD) immediately afterward the main workshop, then they easily and articulately express their perspectives on the topics raised for discussion - and with allusions to the shared values they had crystallised just prior. In an example from Shanghai, the PEX:FGDs focussed on eliciting perspectives on climate change, which were shown to be closely linked with the cultural themes existing within the shared values frameworks produced immediately prior [ 32 ]. In that case, the PEX:FGDs allowed the cultural themes generated during the main WVIS workshop to be linked more closely to the research question. Those results suggested that the WVIS plus PEX:FGD approach could be used to create a specialised culturally-informed protocol for improved intervention design.

In the study presented here, the WVIS approach was explored for the purpose of creating culturally-informed protocols to inform the planning of interventions within two localities of the UKRI GCRF Action Against Stunting Hub [ 33 ]. The work was carried out in two parts. Firstly, the WVIS main workshop was used to elicit cultural themes within the target communities, indicating key elements to consider to ensure ethical engagement. Secondly, the PEX focus group discussions focussed on life practices related to stunting which we explored for the purpose of tailoring the culturally-informed protocols to the specific purpose of improving the design of an example intervention. The Action Against Stunting Hub works across three sites where stunting is highly prevalent but via different determinants: East Lombok in Indonesia (estimated 36% of under-fives stunted), Kaffrine in Senegal (estimated 16% of under-fives stunted) and Hyderabad in India (estimated 48% of under-fives stunted) [ 34 ]. We propose that, the information about local shared values in a given site could be used to inform the design of several interventions, but for our specific exploration the focus here is a proposed ‘egg intervention’, in which pregnant women would be provided with an egg three times per week as supplement to their diet. This study proposes that identifying shared values within a community, alongside information about local life practices, provides critical cultural information on the potential acceptability and uptake of this intervention which can be used to generate culturally-informed protocols consisting of recommendations for improved intervention design.

In this paper we aim to explore the use of the WVIS approach to create culturally-informed protocols to guide engagement and inform the design of localised egg interventions to alleviate stunting in East Lombok, Indonesia and Kaffrine, Senegal. We do this by analysing data about local shared values that are crystallized using the WeValue InSitu ( WVIS ) process to provide clear articulation of local values, followed by an analysis of life practices discussed during PEX:FGD to tailor the culturally-informed protocols for the specific intervention design.

Study setting

This research was exploratory rather than explanatory in nature. The emphasis was on demonstrating the usefulness of the WeValue InSitu ( WVIS ) approach to develop culturally-informed protocols of practical use in intervention design, in different cultural sites. This study was set within a broader shared-values workstream within the UKRI GCRF Action Against Stunting Hub project [ 33 ]. The Hub project, which was co-designed and co-researched by researchers from UK, Indonesia, Senegal and India, involves cohorts of 500 women and their babies in each site through pregnancy to 24 months old, using cross-disciplinary studies across gut health, nutrition, food systems, micro-nutrition, home environment, WASH, epigenetics and child development to develop a typology of stunting. Alongside these health studies are studies of the shared values of the communities, obtained via the WVIS approach described here, to understand the cultural contexts of that diverse health data. In this study the data from East Lombok, Indonesia and Kaffrine, Senegal were used: India’s data were not yet ready, and these two countries were deemed sufficient for this exploratory investigation.

The WVIS approach

The WVIS approach is a grounded scaffolding process which facilitates groups of people to make explicit their shared values in their own vocabulary and within their own frames (details in Fig. 1 and activities in Table 1 ). The first stage of the WVIS is Contextualisation, whereby the group identifies themselves and set the context of their shared experiences, for example, as ‘mothers in East Lombok, Indonesia’. Subsequently, there is a stage of Photo Elicitation, in which the group are first asked to consider what is important, meaningful or worthwhile to them about their context (e.g., ‘being mothers in East Lombok, Indonesia’) and then asked to choose photos from a localised set that they can use as props to help describe their answer to the group [ 29 ]. After this, a localised Trigger List is used. This Trigger List consists of 109 values statements that act as prompts for the group. Examples of these values statements are included below but all the statements begin with “it is important to me/us that…”. The group are asked to choose which statements within the trigger list resonate with them, and those are taken forward for group intersubjective discussion. After a topic of their shared values has been explored, the group begin to articulate and write down their own unique statements of them. These also all begin with “It is important to me/us that…”. After discussing all pressing topics, the group links the written statements on the table into a unique Framework, and one member provides a narrative to communicate it to ‘outsiders’. The WVIS provides a lens of each group’s local shared values, and it is through this lens that they view the topics in the focus group discussions which immediately follow, termed Perspectives EXplorations (PEX:FGDs).

figure 1

Schematic of the macro-level activities carried out during the WeValue InSitu ( WVIS ) main workshop session

This results in very grounded perspectives being offered, of a different nature to those obtained in questionnaires or using external frameworks [ 31 ]. The specific PEX:FGD topics are chosen as pertinent to stunting contextual issues, including eating habits, food systems and environments, early educational environments, and perceptions of stunting. The local researchers ensured that all topics were handled sensitively, with none that could cause distress to the participants. The data for this study were collected over 2 weeks within December 2019–January 2020 in workshops in East Lombok, Indonesia, and 2 weeks within December 2020 in Kaffrine, Senegal.

The PEX:FGDs were kept open-ended so that participants could dictate the direction of the discussion, which allowed for topics that may not have been pre-considered by the facilitators to arise. Sessions were facilitated by local indigenous researchers, guided in process by researchers more experienced in the approach, and were carried out in the local languages, Bahasa in East Lombok, Indonesia and French or Wolof in Kaffrine, Senegal.

Development of localised WVIS materials

Important to the WVIS approach is the development of localised materials (Table 1 ). The main trigger list has been found applicable in globalised places where English is the first language, but otherwise the trigger lists are locally generated in the local language, incorporating local vocabulary and ways of thinking. To generate these, 5–8 specific interviews are taken with local community members, by indigenous university researchers, eliciting local phrases and ways of thinking. This is a necessary step because shared tacit values cannot be easily accessed without using local language. Examples of localised Trigger Statements produced this way are given below: (they all start with: “It is important to me/us that…”):

…there is solidarity and mutual aid between the people

…I can still be in communication with my children, even if far away

…husbands are responsible for the care of their wives and family

…the town council fulfils its responsibility to meet our needs

…people are not afraid of hard, and even manual work

Study participants

The group participants targeted for recruitment, were selected by local country Hub co-researchers to meet two sets of requirements. For suitability for the WVIS approach they should be between 3 and 12 in number; belong to naturally existing groups that have some history of shared experiences; are over 18 years old; do not include members holding significantly more power than others; and speak the same native language. For suitability in the PEX:FGD to offer life practices with relevance to the research topic of stunting, the groups were chosen to represent stakeholders with connections to the food or learning environment of children (which the Action Against Stunting Hub refer to as the Whole Child approach) [ 33 ]. The university researchers specialising in shared values from the UK, and Senegal and Indonesia respectively, discussed together which stakeholder groups might be appropriate to recruit. The local researchers made the final decisions. Each group was taken through both a WVIS workshop and the immediately-subsequent PEX:FGD.

Data collection and analysis

Standard data output from the WeValue session includes i) the jointly-negotiated bespoke Statements of shared values, linked together in their unique Framework, and ii) an oral recording of a descriptive Narrative of it, given by the group. These were digitized to produce a single presentation for each group as in Fig. 2 . It represents the synthesised culmination of the crystallisation process: a portrait of what was ‘important’ to each stakeholder group. Separately, statements from the group about the authenticity/ownership of the statements are collected.

figure 2

An illustrative example of one digitized Shared Values Framework and accompanying Narrative from a teacher’s group in East Lombok, Indonesia. The “…” refers to each statement being preceded by “It is important to us that…”

When these Frameworks of ‘Statements of Shared Values’ are viewed across all the groups from one locality (Locality Shared Values Statements), they provide portraits of ‘what is important’ to people living there, often in intimate detail and language. They can be used to communicate to ‘outsiders’ what the general cultural shared values are. In this work the researchers thematically coded them using Charmaz constructionist grounded theory coding [ 35 ] to find broad Major Cultural Themes within each separate locality.

The second area of data collection was in the post- WVIS event: the PEX:FGD for each group. A translator/interpreter provided a running commentary during these discussions, which was audio recorded and then transcribed. The specific topics raised for each group to discuss varied depending on their local expertise. This required completely separate workstreams of coding of the dataset with respect to each topic. This was carried out independently by two researchers: one from UK (using NVivo software (Release 1.3.1)) and one from the local country, who resolved any small differences. All the transcripts were then collated and inductively, interpretively analysed to draw out insights that should be relayed back to the Action Against Stunting Hub teams as contextual material.

The extracts of discussion which were identified as relevant within a particular Hub theme (e.g. hygiene) were then meta-ethnographically synthesised [ 36 ] into ‘Hub Theme Statements’ on each topic, which became the core data for later communication and interrogation by other researchers within the Action Against Stunting Hub. These statements are interpretations of participants’ intended meanings, and links from each of them to data quotes were maintained, enabling future interpretations to refer to them for consistency checks between received and intended meaning.

In this investigation, those Hub Theme Statements (derived from PEX:FGD transcripts) were then deductively coded with respect to any topics with potential implications of the egg intervention. Literature regarding barriers and facilitators to nutrition interventions indicated the following topics could be relevant: attitudes to accepting help; community interactions; cooking and eating habits; traditional beliefs about malnutrition; sharing; social hierarchies [ 12 , 37 , 38 ] to which we added anything related to pregnancy or eggs. This analysis produced our Egg Intervention Themes from the data.

The Major Cultural Themes and Egg Intervention Themes were then used to create a set of culture-based recommendations and intervention specific recommendations respectively for each locality. These recommendations were then combined to form specialized culturally-informed protocols for the egg intervention in each locality: East Lombok, Indonesia and Kaffrine, Senegal. The process is displayed schematically in Fig.  3 .

figure 3

Schematic representation of the method of production of the culturally-informed protocol for each locality

The preparation of the localised WVIS materials at each site took 6 hours of interview field work, and 40 person hours for analysis. The 10 workshops and data summaries were concluded within 10 workdays by two people (80 person hours). The analysis of the PEX:FGD data took a further 80 person hours. Thus, the total research time was approximately 200 person hours.

The stakeholder group types are summarised in Table 2 . The data is presented in three parts. Firstly, the Major Cultural Themes found in East Lombok, Indonesia and in Kaffrine, Senegal are described – the ones most heavily emphasised by participants. Then, the Egg Intervention Themes and finally, the combined set of Recommendations to comprise a culturally-informed protocol for intervention design for each location. Quotations are labelled INDO or SEN for East Lombok, Indonesia and Kaffrine, Senegal, respectively.

Major cultural themes from frameworks and narratives

These were derived from the Locality Shared Values Statements produced in the WVIS .

East Lombok, Indonesia

Religious values.

Islamic values were crucially important for participants from East Lombok, Indonesia and to their way of life. Through living by the Quran, participating in Islamic community practices, and teaching Islamic values to their children, participants felt they develop their spirituality and guarantee a better afterlife for themselves and their children. Participants stated the Quran tells them to breastfeed their children for 2 years, so they do. Despite no explicit religious official curriculum in Kindergarten, the teachers stated that it was important to incorporate religious teaching.

“East Lombok people always uphold the religious values of all aspects of social life.”

“It is important for me to still teach religious values even though they are not clearly stated in the curriculum.” – Workshop 1 INDO (teachers).

“In Quran for instance, we are told to breastfeed our kids for 2 years. We can even learn about that ” – Workshop 3 INDO (mothers).

Related to this was the importance of teaching manners to children and preventing them from saying harsh words. Teachers stated that it was important to create a happy environment for the children and to ensure that they are polite and well-behaved. Similarly, mothers emphasised the need to teach their children good religious values to ensure they will be polite and helpful to their elders.

“Children don’t speak harsh words.”

“My children can help me like what I did to my parents”.

– Workshop 8 INDO (mothers).

Togetherness within families and the community

The Locality Shared Values Frameworks stressed the importance of togetherness, both within family and community. Comments mentioned it being important that people rely heavily on their family and come together in times of need to support each other and provide motivation. This was also important more broadly, in that people in society should support each other, and that children grow up to contribute to society. This was also reflected in comments around roles within the family. Despite women being primary care givers, and men working to finance the family, participants stated that they follow a process of consultation to make decisions, and when facing hardships.

“that we have the sense of kinship throughout our society”.

“We have togetherness as mothers”.

“For the family side, whatever happens we need to be able to be united as a whole family. We need to have the [sense of] forgiveness for the sake of the children” – Workshop 2 INDO (mothers).

Attitudes about extra-marital pregnancy

In East Lombok, Indonesia, it was essential to both mothers and fathers that pregnancy happened within a marriage, this was to ensure that the honour of the family was upheld and that the lineage of the child was clear. The potential danger to health that early pregnancies can cause was also acknowledged.

“If they don’t listen to parents’ advice, there will be the possibility of pre-marital pregnancy happening, which will affect the family [so much].

The affect is going to be ruining the good name, honour and family dignity. When the children [are] born outside [of] marriage, she or he will have many difficulties like getting a birth certificate [and] having a hard time when registering to school or family” - Workshop 4 INDO (mothers).

“ To make sure that our children avoid getting married at a very young age and moreover [avoid] having free sex so that they will not get pregnant before the marriage” - Workshop 9 INDO (fathers).

Kaffrine, Senegal

The Major Cultural Themes which emerged from the Kaffrine data are described below. As these are grounded themes, they are different than those seen in East Lombok, Indonesia.

Access to healthcare

A recurring theme amongst the groups in Kaffrine were aspirations of affordable and easy-to-access healthcare. Community health workers stated the importance of encouraging women to give birth in hospitals and spoke of the importance of preventing early pregnancy which result from early marriages. Giving birth in hospitals was also a concern for Public Office Administrators who highlighted that this leads to subsequent issues with registering children for school. Mothers and fathers stated the importance of being able to afford health insurance and access healthcare so that they could take care of themselves.

“That the women give birth in the hospital” – Workshop 11 SEN (CHWS).

“To have affordable health insurance ” – Workshop 10 SEN (mothers).

“To have access to health care ” – Workshop 3 SEN (fathers).

“It is important that women give birth in the hospital in order to be able to have a certificate that allows us to establish the civil status” – Workshop 9 SEN (administrators).

Additionally, Community health workers spoke of their aspiration to have enough supplements to provide to their community so as to avoid frustration at the lack of supply, and mothers spoke of their desire to be provided with supplements.

“To have dietary supplements in large quantities to give them to all those who need them, so as not to create frustration” – Workshop 11 SEN (CHWS).

Another aspect of access to healthcare, was mistrust between fathers and community health workers. Community health workers explained that sometimes men can blame them when things go wrong in a pregnancy or consider their ideas to be too progressive. Thus, to these community health workers the quality of endurance was very important.

“Endurance (Sometimes men can accuse us of influencing their wives when they have difficulties in conceiving)” – Workshop 5 SEN (CHWs).

Another recurring theme was the importance of having secure employment and a means to support themselves; that there were also jobs available for young people, and that women had opportunities to make money to help support the family. This included preventing early marriages so girls could stay in school. Having jobs was stated as essential for survival and important to enable being useful to the community and society.

“To have more means of survival (subsistence) to be able to feed our families”.

“To have a regular and permanent job”.

“We assure a good training and education for our children so that they will become useful to us and the community”.

“ Our women should have access to activities that will support us and lessen our burden” – Workshop 3 SEN (fathers).

It was considered very important to have a religious education and respect for religious elders. Moreover, living by, and teaching, religious values such as being hard working, humble and offering mutual aid to others, was significant for people in Kaffrine.

“Have an education in the Islamic Culture (Education that aligns with the culture of Islam)”.

“Respect toward religious leaders” – Workshop 3 SEN (fathers).

“ To organize religious discussions to develop our knowledge about Islam ” - Workshop 10 SEN (mothers).

“ Have belief and be prayerful and give good counselling to people ” - Workshop 4 SEN (grandmothers).

Egg intervention themes from each country from perspectives EXplorations focus group discussion data

Below are results of analyses of comments made during the PEX:FGDs in East Lombok, Indonesia and Kaffrine, Senegal. The following codes were used deductively: attitudes to accepting outside help, traditional gender roles, food sharing, traditional beliefs, social hierarchies and understanding of stunting and Other. These topics were spoken about during open discussion and were not the subject of direct questions. For example, topics relating to traditional gender roles came up in East Lombok, during conversations around the daily routine. Thus, in order to more accurately reflect the intended meaning of the participants, these were labelled food practices, under the “Other” theme. If any of the themes were not present in the discussion, they are not shown below.

Attitudes to accepting outside help

Few mentions were made that focussed on participants attitudes to accepting outside help, but participants were sure that they would not make changes to their menus based on the advice of outside experts. Additionally, teachers mentioned that they are used to accepting help from local organisations that could to help them to identify under-developed children.

“ We don’t believe that [the outsiders are] going to change our eating habits or our various menus ” – Workshop 3 INDO (Mothers).

Traditional gender roles

In East Lombok, mothers spoke about how their husbands go to work and then provide them with daily money to buy the food for the day. However, this was discussed in relation to why food is bought daily and is thus discussed below in the topics Other – Food practices.

Food sharing

In East Lombok, Indonesia, in times when they have extra food, they share it with neighbours, in the hope that when they face times of hardship, their neighbours will share with them. Within the household, they mentioned sharing food from their plate with infants and encouraging children to share. Some mothers mentioned the importance of weekly meetings with other mothers to share food and sharing food during celebrations.

“ Sometimes we share our food with our family. So, when we cook extra food, we will probably send over the food to our neighbour, to our families. So, sometimes, with the hope that when we don’t have anything to eat, our neighbour will pay for it and will [share with] us.” – Workshop 3 INDO (Mothers).

“Even they serve food for the kids who come along to the house. So, they teach the kids to share with their friends. They provide some food. So, whenever they play [at their] house, they will [eat] the same.” – Workshop 2 INDO (Mothers).

Understanding of stunting

The teachers in East Lombok were aware of child stunting through Children’s Development Cards provided by local healthcare organizations. They stated that they recognise children with nutrition problems as having no patience period, no expression, no energy for activities and less desire to socialise and play with other children. The teachers said that stunted children do not develop the same as other children and are not as independent as children who are the proper height and weight for their development. They also stated that they recognise stunted children by their posture, pale faces and bloated stomachs. They explained how they usually use the same teaching methods for stunting children, but will sometimes allow them to do some activities, like singing, later, once the other children are leaving.

“ They have no patience period, don’t have any energy to do any of the activities. No expression, only sitting down and not mingling around with the kids. They are different way to learn. They are much slower than the other kids .” – Workshop 1 INDO (teachers).

“ When they are passive in singing, they will do it later when everyone else is leaving, they just do it [by] themselves ” – Workshop 1 INDO (teachers).

Specific views on eggs

In East Lombok, Indonesia, there were no superstitions or traditional beliefs around the consumption of eggs. When asked specifically on their views of eggs, and if they would like to be provided with eggs, women in East Lombok said that they would be happy to accept eggs. They also mentioned that eggs were a food they commonly eat, feed to children and use for convenience. Eggs were considered healthy and were common in their house.

“ We choose eggs instead. If we don’t have time, we just probably do some omelettes or sunny side up. So, it happens, actually when we get up late, we don’t have much time to be able to escort our kids to the school, then we fry the eggs or cook the instant noodles. And it happens to all mothers. So, if my kids are being cranky, that’s what happens, I’m not going to cook proper meals so, probably just eggs and instant noodles.” – Workshop 3 INDO (Mothers).

Other important topics – food practices

Some detailed themes about food practices were heard in East Lombok, Indonesia. The women were responsible for buying and preparing the food, which they purchased daily mainly due to the cost (their husbands were paid daily and so provided them with a daily allowance) and lack of storage facilities. They also bought from mobile vendors who came to the street, because they could buy very small amounts and get occasional credit. The mother decided the menu for the family and cooked once per day in the morning: the family then took from this dish throughout the day. Mothers always washed their fruits and vegetables and tried to include protein in their meals when funds allowed: either meat, eggs, tofu or tempeh.

“ One meal a day. They [the mothers] cook one time and they [the children] can eat it all day long. Yes, they can take it all day long. They find that they like [to take the food], because they tend to feel hungry.” – Workshop 6 INDO (Mothers).

“ They shop every day because they don’t have any storage in their house and the other factor is because the husband has a daily wage. They don’t have monthly wage. In the morning, the husband gives the ladies the money and the ladies go to the shop for the food. ” – Workshop 4 INDO (Mothers).

In Kaffrine, the following themes emerged relating to an egg intervention: they were different in content and emphasis to Lombok and contained uniquely local cultural emphases.

Mothers were welcoming of eggs as a supplement to improve their health during pregnancy and acknowledged the importance of good nutrition during pregnancy. However, they also mentioned that their husbands can sometimes be resistant to accepting outside help and provided an example of a vaccination programme in which fathers were hesitant to participate. However, participants stated that the Government should be the source of assistance to them (but currently was not perceived to be so).

“But if these eggs are brought by external bodies, we will hesitate to take it. For example, concerning vaccination some fathers hesitate to vaccinate their children even if they are locals who are doing it. So, educating the fathers to accept this is really a challenge” – Workshop 11 SEN (CHWs).

Some traditional gender roles were found to be strong. The participants emphasised that men are considered the head of the household, as expected in Islam, with the mother as primary caregiver for children. This is reflected in the comments from participants regarding the importance of Islam and living their religious values. The men thus made the family decisions and would need to be informed and agree to any family participation in any intervention – regardless of the education level of the mother. The paternal grandmother also played a very important role in the family and may also make decisions for the family in the place of the father. Community Health Workers emphasised that educating paternal grandmothers was essential to improve access to healthcare for women.

“There are people who are not flexible with their wives and need to be informed. Sometimes the mother-in-law can decide the place of the husband. But still, the husband’s [permission] is still necessary.” – Workshop 1 SEN (CHWs).

“[We recommend] communication with mothers-in-law and the community. Raise awareness through information, emphasizing the well-being of women and children.” – Workshop 1 SEN (CHWs).

“The [grand]mothers take care of the children so that the daughters in-law will take care of them in return So it’s very bad for a daughter in law not to take care of her mother in-law. Society does not like people who distance themselves from children.” – Workshop 4 SEN (grandmothers).

Social hierarchies

In addition to hierarchies relating to gender/position in the family such as grandmothers have decision making power, there was some mention of social hierarchies in Kaffrine, Senegal. For example, during times of food stress it was said that political groups distribute food and elected officials who choose the neighbourhoods in which the food will be distributed. Neighbourhood leaders then decide to whom the food is distributed, meaning there is a feeling that some people are being left out.

“ It’s political groups that come to distribute food or for political purposes…organizations that often come to distribute food aid, but in general it is always subject to a selection on the part of elected officials, in particular the neighbourhood leaders, who select the people they like and who leave the others ” – Workshop 11 SEN (CHWs).

Participants explained that during mealtimes, the family will share food from one large plate from which the father will eat first as a sign of respect and courtesy. Sometimes, children would also eat in their neighbour’s house to encourage them to eat.

“ Yes, it happens that we use that strategy so that children can eat. Note that children like to imitate so that’s why we [send them to the neighbour’s house]” – Workshop 11 SEN (CHWs)”.

Traditional beliefs about malnutrition

In Kaffrine, Senegal, some participants spoke of traditional beliefs relating to malnutrition, which are believed by fewer people these days. For example, uncovered food might attract bad spirits, and any person who eats it will become ill. There were a number of food taboos spoken of which were thought to have negative consequences for the baby, for example watermelon and grilled meat which were though to lead to birth complications and bleeding. Furthermore, cold water was thought to negatively impact the baby. Groups spoke of a tradition known as “bathie” in which traditional healers wash stunted children with smoke.

“ There are traditional practices called (Bathie) which are practiced by traditional healers. Parents are flexible about the practice of Bathie ” – Workshop 1 SEN (CHWs).

Causes of malnutrition and stunting were thought to be a lack of a balanced diet, lack of vitamin A, disease, intestinal worms, poor hygiene, socio-cultural issues such as non-compliance with food taboos, non-compliance with exclusive breastfeeding and close pregnancies. Malnutrition was also thought by some to be hereditary. Numerous signs of malnutrition were well known amongst the groups in Kaffrine. For example, signs of malnutrition were thought to be a big bloated belly, diarrhoea, oedema of the feet, anaemia, small limbs and hair loss as well as other symptoms such as red hair and a pale complexion. Despite this, malnutrition was thought to be hard to identify in Kaffrine as not all children will visit health centres, but mothers do try to take their babies heights and weights monthly. The groups were aware of the effect of poverty on the likelihood of stunting as impoverished parents cannot afford food. Furthermore, the groups mentioned that there is some stigma towards stunted children, and they can face mockery from other children although most local people feel pity and compassion towards them. Malnourished children are referred to as Khiibon or Lonpogne in the local language of Wolof.

“ It is poverty that is at the root of malnutrition, because parents do not have enough money [and] will have difficulty feeding their families well, so it is the situation of poverty that is the first explanatory factor of malnutrition here in Kaffrine” – Workshop 9 SEN (administrators).

“It can happen that some children are the victim of jokes for example of mockery from children of their same age, but not from adults and older ” – Workshop 9 SEN (administrators).

Pregnancy beliefs

In Kaffrine, Senegal, there were concerns around close pregnancies, and pregnancies in women who were too young, and for home births. Within the communities there was a stigma around close pregnancies, which prevented them from attending antenatal appointments. Similarly, there were superstitions around revealing early pregnancies, which again delayed attendance at health centres.

Groups acknowledged the role of good nutrition, and mentioned some forbidden foods such as salty foods, watermelon and grilled meat (which sometimes related back to a traditional belief that negative impacts would be felt in the pregnancy such as birth complications and bleeding). Similarly, drinking cold water was thought to negatively affect the baby. Beneficial foods mentioned included vegetables and meat, during pregnancy.

“ Often when a woman has close pregnancies, she can be ashamed, and this particularly delays the time of consultation” – Workshop 5 SEN (CHWs).

“Yes, there are things that are prohibited for pregnant women like salty foods” – Workshop 11 SEN (CHWs).

In Kaffrine, Senegal, some participants spoke of a traditional belief that if a pregnant woman consumes eggs then her baby might be overweight, or have problems learning how to talk. Despite this, mothers in Kaffrine said that they would be happy to accept eggs as a supplement, although if supplements are provided that require preparation (such as powdered supplements), they would be less likely to accept them.

“These restrictions are traditional, and more women no longer believe that eggs will cause a problem to the child. But if these eggs are brought by external bodies, we will hesitate to take it.” – Workshop 11 SEN (CHWs).

“They don’t eat eggs before the child starts speaking (the child only eats eggs when he starts talking). This is because it’s very heavy and can cause bloating and may also lead to intestinal problems.” – Workshop 4 SEN (grandmothers).

Other important topics – access to health services

For the participants in Kaffrine, Senegal, accessing health services was problematic, particularly for pre- and post-natal appointments, which faced frequent delays. Some women had access due to poor roads and chose to give birth at home. Access issues were further compounded by poverty and social factors, as procedures in hospitals can be costly, and women with close pregnancies (soon after an earlier one) can feel shame from society and hide their pregnancy.

“Women really have problems of lack of finances. There are social services in the hospital; but those services rarely attend to women without finances. Even when a child dies at birth they will require money to do the necessary procedure ” – Workshop 11 SEN (CHWs).

Creation of the culturally-informed protocols

Recommendations that comprise a culturally-informed protocol for intervention design in each locality are given in Table 3 .

The Major Cultural Themes, and specific Egg Intervention Themes drawn out from only 9–11 carefully planned group sessions in each country provided a rich set of recommendations towards a culturally-informed protocol for the localised design of a proposed Egg Intervention for both East Lombok, Indonesia and Kaffrine, Senegal. A culturally-informed protocol designed in this way comprises cultural insights which are worthy of consideration in local intervention design and should guide future stages of engagement and provide a platform from which good rapport and trust can be built between researchers and the community [ 16 ]. For example, in Kaffrine, Senegal, the early involvement of husbands and grandmothers is crucial, which reflects values around shared decision making within families that are noted to be more prevalent in LMICs, in contrast to individualistic values in HICs [ 16 , 39 ]. Similarly, due to strong religious values in both East Lombok, Indonesia and Kaffrine, Senegal, partnerships with Islamic leaders is likely to improve engagement. Past studies show the crucial role that religious leaders can play in determining social acceptability of interventions, particularly around taboo topics such as birth spacing [ 40 ].

The WVIS plus PEX:FGD method demonstrated here produced both broad cultural themes from shared values, which were in a concise and easy-to-understand format which could be readily communicated with the wider Action Against Stunting Hub, as well as life practices relevant to stunting in Kaffrine, Senegal and in East Lombok, Indonesia. Discussions of shared values during the WVIS main workshop provided useful cultural background within each community. PEX:FGD discussion uncovered numerous cultural factors within local life practices that could influence on the Egg Intervention engagement and acceptability. Combining themes from the WVIS workshop and PEX:FGDs allowed for specific recommendations to be made towards a culturally-informed protocol for the design of an Egg Intervention that included both broad cultural themes and specific Intervention insights (Table 3 ). For example, in Kaffrine, Senegal, to know that the husband’s authoritative family decision-making for health care (specific) is rooted in Islamic foundations (wider cultural) points to an Intervention Recommendation within the protocol, involving consultations with Islamic Leaders to lead community awareness targeting fathers. Similarly, in East Lombok, Indonesia the (specific) behaviour of breastfeeding for 2 years was underpinned by (wider cultural) shared values of living in Islam. This understanding of local values could prevent the imposition of culturally misaligned values, which Bernal and Adames (2017) caution against [ 17 ].

There are a number of interesting overlaps between values seen in the WVIS Frameworks and Narratives and the categories of Schwartz (1992) and The World Values Survey (2023) [ 41 , 42 ]. For example, in both Kaffrine, Senegal and East Lombok, Indonesia, strong religious values were found, and the groups spoke of the importance of practicing their religion with daily habits. This would align with traditional and conservation values [ 41 , 43 ]. Furthermore, in Kaffrine, Senegal participants often mentioned the importance of mutual aid within the community, and similar values of togetherness and respect in the community were found in East Lombok, Indonesia. These would seem to align with traditional, survival and conservation values [ 41 , 43 ]. However, the values mentioned by the groups in the WVIS workshops are far more specific, and it is possible that through asking what is most worthwhile, valuable and meaningful about their context, the participants are able to prioritise which aspects of their values are most salient to their daily lives. Grounded shared values such as these are generally neglected in Global Health Research, and values predominant in the Global North are often assumed to be universal [ 14 ]. Thus, by excluding the use of a predefined external framework, we minimized the risk of imposing our own ideas of values in the community, and increased the relevance, significance and local validity of the elicited information [ 28 ].

Participatory methods of engagement are an essential step in conducting Global Health Research but there is currently a paucity of specific guidance for implementing participatory methods in vulnerable communities [ 16 , 44 ]. In addition, there is acknowledgement in the literature that it is necessary to come into communities in LMICs without assumptions about their held values, and to use bottom-up participatory approaches to better understand local values [ 14 , 16 ]. The WVIS plus PEX:FGD methodology highlighted here exemplifies a method that is replicable in multiple country contexts [ 28 , 32 ] and can be used to crystallize local In Situ Shared Values which can be easily communicated to external researchers. Coupled with the specialised FGD (PEX:FGD), values-based perceptions of specific topics (in this case stunting) can be elicited leading to the creation of specific Culture-based recommendations. This therefore takes steps to answer the call by Memon and colleagues (2021) for the creation of cultural protocols ahead of conducting research in order to foster ethical research relationships [ 16 ]. We believe that the potential usefulness of the WVIS approach to guide engagement and inform intervention design is effectively demonstrated in this study and WVIS offers a method of making explicit local values in a novel and valuable way.

However, we acknowledge that our approach has several limitations. It has relied heavily on the local university researchers to debate and decide which participant stakeholder groups should be chosen, and although they did this in the context of the Whole Child approach, it would have been advantageous to have involved cultural researchers with a deeper understanding of cultural structures, to ensure sufficient opportunities for key cultural elements to emerge. This would have in particular strengthened the intervention design derived from the PEX:FGD data. For example, we retrospectively realised that our study could have been improved if grandmothers had been engaged in East Lombok. Understanding this limitation leads to suggestion for further work: to specifically investigate the overlap of this approach with disciplinary studies of culture, where social interactions and structures are taken into account via formal frameworks.

There are more minor limitations to note. For example, the WVIS approach can only be led by a trained and experienced facilitator: not all researchers can do this. A training programme is currently under development that could be made more widely available through online videos and a Handbook. Secondly, although the groups recruited do not need to be representative of the local population, the number recruited should be increased until theoretical saturation is achieved of the themes which emerge, which was not carried out in this study as we focussed on demonstrating the feasibility of the tool. Thirdly, there is a limit to the number of topics that can be explored in the PEX:FGDs within the timeframe of one focus group (depending on the stamina of the participants), and so if a wider range of topics need formative research, then more workshops are needed. Lastly, this work took place in a large, highly collaborative project involving expert researchers from local countries as well as international experts in WVIS : other teams may not have these resources. However, local researchers who train in WVIS could lead on their own (and in this Hub project such training was available).

The need for better understanding, acknowledgement and integration of local culture and shared values is increasing as the field of Global Health Research develops. This study demonstrates that the WVIS plus PEX:FGD shared values approach provides an efficient approach to contextualise and localise interventions, through eliciting and making communicable shared values and local life practices which can be used towards the formation of a culturally-informed protocols. Were this method to be used for intervention design in future, it is possible that more focus should be given to existing social structures and support systems and a greater variety of stakeholders should be engaged. This study thus contributes to the literature on methods to culturally adapt interventions. This could have significant implications for improving the uptake of nutrition interventions to reduce malnutrition through improved social acceptability, which could help progression towards the goal of Zero Hunger set within the SDGs. The transferability and generalisability of the WVIS plus PEX:FGD approach should now be investigated further in more diverse cultures and for providing formative research information for a wider range of research themes. Future studies could also focus on establishing its scaling and pragmatic usefulness as a route to conceptualising mechanisms of social acceptability, for example a mechanism may be that in communities with strong traditional religious values, social hierarchies involving religious leaders and fathers exist and their buy-in to the intervention is crucial to its social acceptability. Studies could also focus on the comparison or combination of WVIS plus PEX:FGD with other qualitative methods used for intervention design and implementation.

Availability of data and materials

The datasets used and/or analysed during the current study are available from the corresponding author on reasonable request [email protected], Orcid number 0000–0002–1811-4597. These include deidentified Frameworks of Shared Values and Accompanying Narrative from each Group; deidentified Hub Insight Statements of relevant themes.

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We thank the Hub PI, Claire Heffernan, for feedback on a late draft of the manuscript.

The Action Against Stunting Hub is funded by the Medical Research Council through the UK Research and Innovation (UKRI) Global Challenges Research Fund (GCRF), Grant No.: MR/S01313X/1.

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Annabel J. Chapman, Mahsa Firoozmand & Marie K. Harder

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Chike C. Ebido, Rahel Neh Tening, Yanyan Huang & Marie K. Harder

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Preventive Medicine and Public Health, Université Cheikh Anta Diop (UCAD), Dakar, Senegal

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MKH formulated the initial research question and study design. AJC developed the specific research question. Data collection in Senegal involved CCE, NMS, AHD, FBD, RNT, CEHAN and JM. Data collection in Indonesia involved RA, RK, YH and MKH. Cultural interpretation in Senegal Involved AHD, FBD, NMS, RNT and JM. Analysis involved AJC and MF. AJC and MKH wrote the paper.

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Correspondence to Marie K. Harder .

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Chapman, A.J., Ebido, C.C., Tening, R.N. et al. Creating culturally-informed protocols for a stunting intervention using a situated values-based approach ( WeValue InSitu ): a double case study in Indonesia and Senegal. BMC Public Health 24 , 987 (2024). https://doi.org/10.1186/s12889-024-18485-y

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DOI : https://doi.org/10.1186/s12889-024-18485-y

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  6. Case Study How Google Creates a Cohesive Culture for their Workforce


  1. 7 Case Study Video Examples [Updated 2023]

    Here are our top case study video examples. 1. SMB owner Sarah for Freshbooks 2. Sendie for Slack 3. Resource/Ammirati for Wendy's 4. ... Sendspark • August 3, 2022 • Video. 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 ...

  2. How to Create a Case Study Video in 10 Steps (+7 Top Examples)

    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.

  3. How to Make Video Case Studies Without a Production Team

    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 ...

  4. How to Create Case Study Videos That Convert Customers

    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.

  5. How to Create Highly Effective Case Study Videos

    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.

  6. 5 impactful case study video examples you can make in 5 minutes

    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!

  7. How to Create Video Case Studies That Convert

    1. Scripting Your Case Study Video. Before you start filming, it's important to have a script in place. This will ensure that your video shoot is well-organized and the final edit retains a strong message. To script your case study video: Start with an overview of the problem that your customer was facing.

  8. Master Video Case Studies in 2023: Ultimate Guide

    Ultimate Guide to Case Study Videos in 2023. A case study (or three) may be the secret ingredient your video marketing strategy is missing. If the last time you heard 'case study' mentioned was the days you were slaving over your schoolwork, think again! Case studies, particularly when put in the evergreen and easily-accessible form of a ...

  9. How to Make Case Study Videos: The Complete Guide

    A case study video is a short film or documentary that tells the story of a real-life customer or client who has used a product or service and had a positive experience as a result. ... 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 ...

  10. How to Create Case Study Videos That Convert

    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,

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

    Published: January 04, 2018. Topics: Marketing Case Studies. FREE MARKETING PLAN TEMPLATE. Outline your company's marketing strategy in one simple, coherent plan. DOWNLOAD THE FREE TEMPLATE. A case study video is the perfect way to show your potential customers that your product works for real people like them.

  12. How to Create Video Case Studies & Testimonials

    You can use it to accompany your video on your website or social media. Zoom recording has changed the way we do interviews, making video case studies easier than ever. The added simplicity of intuitive recording features create video at the touch of a button. Even novice directors can make their big debut.

  13. 10 Best Case Study Video Examples You Can Copy to Build ...

    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 ...

  14. How to Make Killer Video Case Studies

    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.

  15. How to write a social media case study (with template)

    Social media case studies are often used as part of a sales funnel: the potential client sees themselves in the case study and signs up because they want the same or better results. ... Case studies come in all content formats: long-form article, downloadable PDF, video and infographic. A single case study can be recycled into different formats ...

  16. 15 Real-Life Case Study Examples & Best Practices

    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.

  17. How to Post Case Studies on Social Media

    A successful social media post about your Case Studies should follow a specific formula—specifically, the same one your Case Studies do! Ensure that your post includes the following elements in this order: Headline. Use an intriguing opening sentence to make your post stand out and capture your audience's attention right away.

  18. 10 Best Video Marketing Case Studies & Insights (2024)

    Top 10 Video Marketing Campaign Case Studies. 1. Toggl Track. Industry: Software and Technology. Background: Toggl Track, a market-leading time tracking software, aimed to launch a large-scale awareness to promote their product. The company aimed to create engaging video content to captivate its target audience and establish a solid online ...

  19. Case Studies

    How to Efficiently Run a Social Media Video Shoot: Mosquito Shield of Palm Beach Case Study Part 1. Running a successful video shoot for your social media content requires diligent planning. The future might remain unpredictable, but you can reduce its uncertainty by establishing a firm schedule, a detailed call sheet, and writing a script to ...

  20. 7 Video Marketing Case Studies You Must Look at

    The results. 21.47% video engagement and 9.94% video conversion rate with 90.54X ROI. An increase in time-on-site with 63+ videos watched, an average of 2m 37s per video watched. Check out the entire case study of Apolla and how they generated such tremendous results with Videowise. Takeaways.

  21. Social Media Case Studies: A Comprehensive Dive

    A Comprehensive Dive Into Social Media Marketing Case Studies. Sonam Shukla. Social Media. September 21, 2023. Nowadays, social media goes far beyond chatting with friends on Facebook. Where we're all connected online, it's more than just a way to keep in touch with friends. Business owners all over the world are finding it to be an ...

  22. Case Study Video Production Services

    International case studies. Some of your most loyal customers might be based internationally. We have a range of production partners that enable us to capture case study videos in APAC, USA, London, Mumbai, and Colombia. Your location will not be a hindrance in making award-winning case study videos. Our focus is on providing engaging brand ...

  23. Case Study: How Prime Video used show's theme on social media to

    This case study explores how Prime Video leveraged trendy social media features to generate conversations & drive users to watch Breathe: Into The Shadows, pegging it as a new & must watch show. Amazon Prime Video's Breathe: Into The Shadows Campaign case study explores how the brand created a social media plan including organic content ...

  24. How to Write a Case Study (Templates and Tips)

    While a case study and a research study are both used in the academic realm, researchers approach them differently. The case study is a detailed analysis of a given phenomenon. On the other hand, a research study is a broader exploration of a topic. Case studies typically use qualitative research methods like documents, observations, and ...

  25. UFCJC Students Win Top Prize in Page Student Case Study Competition

    A team of students from the University of Florida College of Journalism and Communications (UFCJC) has won the prestigious 2024 Jack Koten Page Principles Student Case Study Competition grand prize for their exploration of the historic repositioning of the iconic Barbie brand.. The team was comprised of Public Relations seniors Rebecca Wolff (team captain) and Mariela Dothe, junior Chloe Oakes ...

  26. 9 Top Marketing Trends and Strategies of 2024

    Short-form video content, like TikTok, is driving social strategy. User-Generated Content (UGC) is increasing brand awareness. Community efforts and genuine branding encourage consumer trust. ... Case studies drive brand recognition and sales leads. More traditional content marketing, like case studies, are typically used to increase brand ...

  27. Niche Case Study (Ep #1): Choosing My Niche

    Hi, and welcome to my Niche Case Study Series! In this video, I will show you what niche I will be selecting as part of this case study series and give you direct over-the-shoulder insight into how I chose it. Want to see more from this case study? ==> Go here for the full list of Niche Case Study videos (link coming soon)

  28. UCL and Islington Council collaborate to empower young people with

    Other sessions focused on social media use, and using storytelling and art to improve mental health, all topics chosen to address the areas young people wanted help with most. The project builds on a previous collaboration, the CopeWell Study, run with the Jamal Edwards Delve charity in West London.

  29. Recovery Animals in Toxicology Studies: An Innovation and Quality

    Supplemental Figure 1: Panel A: Y-axis represents number of responses obtained from working group survey and X-axis represents dose levels on which recovery groups are most frequently included. Panel B: Histogram represents number of responses on Y-axis and X-axis shows number of rodents most frequently included in recovery groups depending on study length.

  30. Creating culturally-informed protocols for a stunting intervention

    Study setting. This research was exploratory rather than explanatory in nature. The emphasis was on demonstrating the usefulness of the WeValue InSitu (WVIS) approach to develop culturally-informed protocols of practical use in intervention design, in different cultural sites.This study was set within a broader shared-values workstream within the UKRI GCRF Action Against Stunting Hub project [].