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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 Highly-Effective Case Study Videos

How to Create Highly-Effective Case Study Videos

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

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

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

  • 1. What is a Case Study Video?
  • 2. What are the Benefits of Case Study Videos?
  • 3. The 3 Types of Case Study Videos
  • 4. How to Make a Case Study Video in 10 Simple Steps
  • 4.1 Think Like a Potential Customer
  • 4.2 Ask the Important Questions
  • 4.3 Choose the Right Customer
  • 4.4 Plan Out the Story Arc
  • 4.5 Conduct Background Interviews
  • 4.6 Write Your Script
  • 4.7 Back it Up With Stats
  • 4.8 Choose a Shoot Location
  • 4.9 Develop a Shot List
  • 4.10 Sweat the Details on the Day of the Shoot
  • 5. Where to Use Case Study Videos
  • 6. 3 of the Best Case Study Videos to Inspire You
  • 6.1 Zoom Testimonial from Zendesk
  • 6.2 Google AdWords Case Study
  • 6.3 Slack’s Unique Take on the Case Study

What is a Case Study Video?

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

Successful case study videos:

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

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

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

What are the Benefits of Case Study Videos?

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

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

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

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

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

checklist graphic

The 3 Types of Case Study Videos

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

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

How to Make a Case Study Video in 10 Simple Steps

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

1. Think Like a Potential Customer

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

2. Ask the Important Questions

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

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

3. Choose the Right Customer

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

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

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

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

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

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

Vidyard video thumbnail - click to play

4. Plan Out the Story Arc

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

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

5. Conduct Background Interviews

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

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

Here are some questions to consider:

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

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

6. Write Your Script

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

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

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

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

7. Back it Up With Stats

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

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

8. Choose a Shoot Location

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

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

9. Develop a Shot List

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

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

10. Sweat the Details on the Day of the Shoot

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

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

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

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

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

Where to Use Case Study Videos

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

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

3 of the Best Case Study Videos to Inspire You

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

1. Zoom Testimonial from Zendesk

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

2. Google AdWords Case Study

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

3. Slack’s Unique Take on the Case Study

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

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case study video examples

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


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

Written by <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 this article to find out more: 21 Best Video Editing Apps for Android, iPhone & iPad in 2022 .

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 Videos page to find out more.

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

  • By Aditi Syal
  • Leave a comment

case study video examples

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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How to Create Convincing Case Study Videos [Free Guide]

Creating convincing case study videos is about proving to your audience that you can solve their problems. Here's how to do it in 7 simple steps.

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

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

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

The Straightforward Guide  to Case Study Video  Learn the step-by-step process to convincing your audience.  Packed full of our expert advice on how to identify the right story, choose  the right client, and use your video case study effectively. Download the guide

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

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

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

7 Simple Steps to Creating Convincing Case Study Videos

1. set clear, specific goals.

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

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

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

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

2. Decide on Your Target Audience

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

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

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

3. Find the Problem, Solution, and Your Message

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

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

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

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

4. Choose the Right Client & Get Them Onboard

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

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

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

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

5. Craft the Story Through the Right Questions

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

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

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

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

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

6. Create the Visual Style

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

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

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

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

7. Get Your Case Study Out There

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

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

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

Round-Up: Plan for Case Study Success

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

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

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

Lydia Cockerham

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

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  • Marketing /
  • Marketing Basics

How to Write a Case Study: Guide with Free Template + Examples

What is a case study & why is it valuable.

In the business world, a case study is written or video content that tells the story of a successful customer transaction, relationship, or both. 

Case studies combine storytelling and data to offer social proof that your product is a viable solution to your target customers’ problems.

Let’s take Semrush’s SEO case study , “How an SEO Agency Helped an Artisan Bakery Increase Mobile Organic Traffic by 460%.” 

Semrush’s SEO case study landing page

It sends a clear message:

Bakeries that don’t get enough mobile traffic can leverage Semrush tools to grow exponentially.

A compelling case study can win you new customers. 

Consider it a highly valuable business card—and an honest showcase of your positive impact in action. Which helps you earn the trust of your intended audience. 

To really reap the benefits of making case studies part of your content marketing strategy , it’s crucial to know how to write a case study effectively.

In this blog post, we’ll walk you through the essential steps for crafting a case study that can convert your prospects into loyal buyers.

How to Prepare a Case Study: A Step-by-Step Guide

Preparing a case study involves choosing the right customers to feature in your analysis. Plus gathering enough data, quotes, and information to narrate a compelling, real-lifesuccess story.

A great case study will contain five essential elements:

The five essential elements of a great case study

Without proper preparation, your case study won’t have enough details to be strongly relatable, convincing, or reassuring.

To help you streamline your process, use the prep section of our free case study template and follow the suggested research method below.

Step 1: Set Your Objectives

Specificity makes a case study more relatable and, therefore, more effective. 

Start by defining the reason you’re presenting this particular story to determine which specific solutions and features to highlight. 

A case study objective

For instance, a general objective like “showcase our solution in action” is a good start, but it doesn’t offer a lot of direction. 

What, specifically, will you highlight? What results do you hope to achieve? 

This is a good place to remember the SMART framework.

The SMART marketing objectives framework

Say your business provides customer relationship management (CRM) software. Your overall goal: to expand your reach in the healthcare sector. 

If your existing healthcare customers often praise your workflow automation tools, you know automation matters to your target audience. So, efficiency could be an engaging case study topic.

For this case study, your objective may be: 

“Show how our workflow automation saved one hospital X hours per week and reduced errors to support our goal of getting 10 more healthcare subscribers by the end of the year.”

Customer interactions and reviews can offer great guidance on which features to spotlight to fulfill your objective. 

Look at your high-performing web content for inspiration, too. 

If Google Analytics ( or an alternative ) shows that a blog post on reducing data breach risks is your most popular, you’ll know that your audience values security. 

You could build a case study around security credentials to reassure those prospective buyers.

Step 2: Choose the Perfect Customer (and Get Them on Board)

The right subject for your story will play a pivotal role in showcasing your offering—helping you gain an edge over the competition.

A case study customer selection

A suitable customer is one that:

  • Has a compelling story to tell . The customer has had a great experience with your product or a specific feature. They’re pleased with the results and happy to shout about it.
  • Is typical of businesses in their sector . The customer is relatable to your target audience. They deal with the same challenges and have similar spending power.
  • Is ready and able to talk . You have a strong relationship with this contact. They will help you pull the story together and have the authority to approve content for publishing.

Prioritize customers that came to you after experiencing your competitors—known as switchers. Their stories will highlight your competitive advantages and could sway a buyer who’s comparing options.

Choose a recognizable customer name if you can. This may help readers trust your business’s legitimacy. 

For instance, all of Asana’s case studies involve big-name customers. 

Asana’s case studies page

Image Source: Asana

This is despite the company having more than 139,000 users , many of which are small businesses.

Opt for a mix of business types, industries, and sizes that your company is keen to work with. 

For instance, if you typically target sales organizations but want to reach a marketing audience, choose stories with marketing elements or that involve marketing agencies.

Once you’ve decided on a compelling story to feature, get the customer on board by telling them your plan. 

Explain that you’ll need some input during the creation process but will do most of the work. Be clear that you’re proud of the relationship you’ve built with them and will use it to inspire others.

If they agree to help, move forward. If they decline, pick another company from your list. 

Step 3: Compile Your Customer and Story Information

Write down what you know about your customer, their relationship with your business, and how they’ve used your product. This information will help you plot your success story and identify any knowledge gaps.

A case study customer story section

Share a live notes document with your relevant team members and encourage their input. They may have additional customer or business insights that could prove useful to the case study.

Sharing a Google Doc titled "Case Study Interview Notes"

Include details such as:

  • The customer’s background . What does the company do and when was it formed? What is its market position? What are its industry’s classic challenges? 
  • The exact product they use . What features does your customer use? What plan are they on? A premium account? Do they pay for extra add-ons?
  • The date of their first purchase . How long have they been a customer? Loyalty is a powerful case study theme—use it if you can.
  • Their interaction history . Support records will show if the customer has overcome issues while using your product. Check your CRM , ticketing system, or email accounts for details.
  • The inspirational outcome . What inspired you to choose this customer as a case study subject? It could be a testimonial, a social media post, a passing comment, or direct feedback.

Use what you learn to inspire interview questions for the next step. 

Step 4: Interview Your Customer (Example Case Study Questions)

Speak directly to the customer to get any information you don’t already have. Ask questions that will make your case study content engaging and relatable.

A case study customer interview questions section

Supplement your notes for the previous step with questions that’ll help you fill in the gaps for each section. Such as:

Example case study questions for interviewing customers

The interview process doesn’t need to be formal. The chat could even form part of a regular catch-up if the timing works. 

Record the conversation so you can refer back to it while writing. Like on Zoom . 

You may find you can take some direct quotes from your recording. If not, ask the customer for a testimonial you can use in the final content.

Step 5: Set the Customer’s Expectations

Let the customer know your next steps (e.g., writing and editing the content, sourcing direct interview quotations). Explain that you’ll be back in touch if you need any further information.

A case study customer expectations questions

Provide a timeline so the customer is prepared to review your drafts, give extra detail, and seek further approval if necessary.

Be clear that you won’t take up much of the customer’s time as you don’t want to distract them. If the process were to become demanding for them, you risk souring your relationship. 

How to Structure Your Case Study

Follow a standardized process when creating any business case study to ensure you:

  • Include all the core elements
  • Keep your page content consistent and easily navigable

Follow the instructions in the case study structure section of our free template .

1. Choose a Descriptive and Specific Headline

A case study headline is the first thing readers see. Use yours to grab attention and set readers’ expectations. Otherwise, it could be the only part they see.

A case study title/headline template

A good case study headline answers common questions that go through every reader’s head, like:

  • Is this relevant to me?
  • What will I learn?
  • How will this help my business?

Take this Textel case study :

Textel's case study titled "Valvoline Increases Coupon Send Rate by 76% with Texel's MMS Picture Texting"

Image Source: Textel

The business texting platform uses just 77 characters to tell us a story, including:

  • Who’s involved (“Valvoline...”)
  • What they achieved (“Increases Coupon Send Rate by 76%”)
  • How they did it (“with Textel’s MMS Picture Texting”)

From this information, readers can immediately determine whether the content is:

  • Relevant: Either using the brand name (e.g., “I recognize this business; are we comparable?”) or the achievement (“I’d also like to increase my business’s coupon send rate”)
  • Valuable: An impressive headline stat implies what’s possible for the reader

2. Highlight 3-5 Points Summarizing the Story and Its Results

Include a snapshot of results early on so people are encouraged to keep on reading. You can present them in a bullet list or even as custom icons.

Case summary/snapshot template

For instance, if the headline in Textel’s case study isn’t enough, their “At a Glance” column allows readers to make sure the content is relevant to them.

“At a Glance” column section of Textel's case study

Think of it as an executive summary of the main body copy. Putting it together is easy: just go through the finished content and pick out the most important points.

3. Include Relevant Images

Images serve to break up the text and engage readers. Use high-profile logos to communicate status quickly, screenshots of results, images of happy customers, or custom designs.

A case study imagery examples

The Textel example takes up valuable real estate up front with a large image. 

It also includes the client’s logo. Valvoline’s chevron will be recognizable to its audience and can help build credibility. 

4. Introduce Your Customer

Give your case study context with a short introduction. Background information on the subject will paint a picture of your story’s main character.

Provide customer details such as their industry and product offering, company size, and location. Optional profile additions can include their mission statement and major milestones. 

A case study customer profile/background template

This introduction helps readers care about the actions and achievements they’re preparing to explore. The more relatable your subject is, the more invested readers will be.

In one of its marketing case studies (“Local Hospital's Social Media Engagement Soars 892%”), marketing agency Captivate introduces its client with basic information on location, history, and purpose.

The Project Background section of Captivate's case study

Image Source: Captivate

From then on, the reader can envisage the organization going through the challenges and receiving the benefits. The case study suddenly feels more real.

The final sentence in Captivate’s introduction adds a human element, encouraging the reader to empathize with the subject: 

“On top of treatment, Navicent maintains deep involvement in their community.”

The more color you provide here, the more potentially impactful your case study’s results will be. 

5. Describe the Challenge

The beginning of your story should lay out the customer’s problem: their difficult position before finding your product.

Customer's problem template

Ensure your customer is always the most important figure. Focus too much on yourself, and you’ll jeopardize the sincerity of your case study.

You don’t need to provide a lot of detail here. A couple of short paragraphs should give your outcomes enough context. 

Answer important questions like:

  • What stood in the way of the customer achieving their goals? 
  • What were the consequences?

Make the challenge relevant to your target audience by using language they can relate to and including your customer’s words.

Take this case study from Rev:

Rev's section of the study describing the challenge

Image Source: Rev

The copy clearly states that without a reliable transcription service (i.e., Rev’s product), the client wasted time correcting the errors made by automation tech. 

Knowing there’s something significant at stake—in this case, employees’ time and students’ learning experiences—gives your audience a reason to continue reading.

Have the customer describe the challenge in their own words. It’s a great way to add honesty and emotion to your story, making it even more engaging and relatable.

6. Highlight Your Solution

This is where your business enters the customer story. 

Briefly introduce your product. Explain what it does and what makes it unique, then apply it to the problems your customer was experiencing. 

A case study solution section template

Here’s a hypothetical example:

“Our customer needed IT support for teams in different time zones to avoid service delays. Our 24/7 IT support package meant those teams could get the help they needed at any time, with 30-minute response times guaranteed.”

Talk about which teams or employees benefited from the product and how they used it. Details of any premium features or add-ons create an even clearer picture, ensuring readers understand how to achieve similar results. 

However, talk only about features that are relevant to the story’s theme. And link them to specific challenges the reader is likely to face. 

Sticking to only one or two features will keep readers focused on what you want them to take away. Otherwise, you risk distracting them.

Also, note that a solution can involve more than just a product’s tangible features.

The reader should know that your personalized service helped the customer’s business achieve something faster. Or that your smooth onboarding process minimized their disruption. 

If someone reading your case study has experienced bad service before, this knowledge might persuade them to convert.

7. Shout About the Outcome (Using Data to Illustrate)

Data is the best way to illustrate impact. It allows readers to tangibly compare their experiences with your customer’s.

All effective case studies have a happy ending. Explain how your customer is better off than before using your product, with real data to prove your point.

A case study outcome template

We use a lot of data in the artisan bakery SEO case study we mentioned earlier. 

Stats appear in the text (e.g., “By that time organic traffic to the bakery website had already increased by 214%”), but we also designed an infographic to make our achievements stand out:

"SEO Reality Show in Numbers" infographic by Semrush

Plus, we included more data to make our project’s outcome as tangible as possible for our readers.

Data and stats from Semrush's artisan bakery SEO case study

These are the types of charts and graphs our audience (marketing agencies) is familiar with. The positive data in our case study is a clear demonstration of what’s possible with Semrush’s support.

8. Validate Your Story with a Strong Closing Statement

Summarize your results and get readers thinking about the next steps by showing where the featured client is heading now they’ve solved the problem. Don’t forget to include a call to action (CTA) .

A case study closing statement guidelines

Include an individual/employee name, job title, and first-hand comments to humanize your case study content.

You can weave customer comments throughout the piece to validate or expand your points. A direct quotation is also a great way to end your case study.

If they didn’t during your interview, ask your customer to summarize your product’s and your relationship’s impact on their business.

Global IT management platform Hofy uses a fully interview-based case study format. This final comment from its customer acts as a highly effective conclusion:

Hofy's case study conclusion

Image Source: Hofy

Key messages here include:

  • Hofy’s unrivaled level of service
  • The customer has no regrets
  • The customer explicitly says, “I’m happy. Everyone’s happy. The users are super happy.”

Allowing your customer to conclude your case study gives readers one final reminder that this is an honest account involving a real, comparable business. 

If the comment is a glowing review like Hofy’s, it could even act as a subtle CTA.

Use These Three Case Study Examples for Inspiration

Captivating case studies from other businesses can provide valuable ideas for how to write a case analysis for your brand. Tips may include:

  • Specific case study topics to cover
  • The tone of voice you want to use
  • Your case study’s visual layout
  • Accompanying imagery to enhance your analysis

Here are three examples of great case study content to get you started.

Household Names: Adobe and The Home Depot

Adobe carried out an in-depth case study of a highly successful customer.

Adobe and The Home Depot case study landing page

Image Source: Adobe

The first part alone has enough to engage and intrigue the reader:

  • A snappy headline
  • Three impressive takeaway stats
  • A customer quotation and image
  • A list of the products The Home Depot used

It then details all of the most important story elements in around 2,000 words. 

There are quotes throughout, explanations of achievements, and some impressive outcome figures at the end.

Key takeaways from this case study:

  • Real customer headshots add a human element to your case studies
  • Opening with a direct quote immediately emphasizes the customer, where your focus should be
  • Internal links to product pages allow inspired readers to learn more about your offerings

Small-Business Success: ShipStation and The Burlap Bag

ShipStation appeals to its small-business audience in this case study of its work with the primarily soy candle selling store. 

ShipStation and The Burlap Bag case study landing page

Image Source: ShipStation

It summarizes the story using a small takeaway section on the right, allowing readers to check the relevance of this content quickly. 

Then, it explains the relationship in more detail using text, feel-good imagery, and embedded social media content.

  • Video content can complement text to offer more authenticity
  • You can set the tone with your choice of imagery
  • Sometimes, all it takes is one impressive statistic to grab attention (“95% quicker label printing”)

Helping Customers Help Others: Semrush, Re:signal, and Learning with Experts

In this case study, we look beyond the immediate impact of our product. And explore how one of our partners has used Semrush tools to enhance its service. 

Semrush's SEO case study blog page

By doing so, we appeal to marketing agencies that aim to deliver high-quality customer experiences.

Our analysis uses simple language throughout. We illustrate our main points with metrics and screenshots that our target readers will immediately understand.

  • A desirable headline statistic (59% organic traffic increase) inspires audiences to learn more
  • Basic client introductions help set the scene and invite readers to relate quickly
  • A scannable table of contents tells your target customer what to expect 

The Bottom Line on Writing Case Studies

While nailing how to write a business case study can take time, it’s an incredibly effective way of showing prospective customers you have the best solution to their problems.

Real-life examples and accounts of your product in action can instill trust in ways that other types of content can’t. They consolidate your reputation and make buyers more likely to convert.

So, maintain strong customer relationships, apply relevant market insights, look to other brands for inspiration, and follow the processes in this guide. The result: engaging, results-driven case studies to help your business grow.

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case study video examples

3 Best Case Study Videos Examples And Why Is It Useful?

January 6 2022

case study video examples

Table of Contents

Have you ever heard of the power of testimony ? That’s exactly how a case study will impact your business. You can showcase the success of your clients and how your company has a hand in their accomplishments.

Case study videos, especially, are a powerful tool for businesses to attract new clients and generate more revenue. Videos add a personal touch that is difficult to achieve in text-based case studies. 

Before you see some of the best case study videos, let’s take a closer look at the meaning of the case study video.

case study video examples

Also read: Corporate Videos: Why Is It Important For Brand Awareness

What Is A Case Study Video?

A case study video showcases positive customer experiences. It could describe how your product or service has helped clients achieve their business goals. And frankly speaking, every testimony is just as precious.

It is an opportunity for businesses to impress potential clients and tell them who you are in a more relevant and authentic way. Great case study videos are designed to be lively, unfiltered, and personal. It allows people to see the behind the scenes of your business and discover the human side of your organization.

You want the opposite of a simple and predictable company profile that is just “mediocre”. Be honest and share your imperfections to speak directly to your audience’s heart. In fact, the more you show your struggles and be more real, the more people will engage with you, and the less they will see you as “ just another company ”.

It is important to note that a case study video is not always an ad. Although the two genres may intersect, advertising is more commercially driven, with the intent of encouraging viewers to take immediate action. In contrast, case studies are more of a branding activity whose purpose is to influence the viewer’s perception of a company or product. The intentions are more subtle here. It’s about building trust over time and not expecting viewers to take immediate action.

3 Best Case Study Videos Examples

1. google ads.

This video is a great example of how out-of-office settings could make your video more visually compelling. The subjects are talking in a comfortable manner, combined with great motion graphics and animations. They tell the story of how Google Ads has helped their business and fluidly insert statistics into the narratives. The extra footage of the staff and work environment is also an added bonus.

You don’t have to be flashy. Sometimes you can just narrate a simple story. In this video, Zappos doesn’t even try to sell you anything. You just end up feeling warm and fuzzy afterward. You can see many happy and helpful staff who are dedicated to meeting the unique demands of their customers. Sincerity is the key to this video, and it attracts people from the rawness of it.

If you’re still not convinced that case study videos can be fun and engaging, this fun example from Slack can help. This is a different kind of case study video because you can see that it’s fully scripted, but it shows how important it is to tell a strong and compelling story. The video incorporates the features and benefits of using Slack, into in-camera interviews. And it shows how a little humor can help convince customers to invest in your product.

Why Is It Useful?

1. case studies videos help build trust.

Nielsen research numbers show that case studies help build trust between you and your clients. That’s because you show how your clients benefitted from products or services from their point of view. 

It shows credibility when others see it, and credibility leads to trust. 

Case studies can also show how your company is ready to do beyond your obligations to satisfy clients. It shows that you are innovating, and this approach inspires respect and trust.

2. People like winners

Moreover, people want to associate with the winners. The more successful the company, the higher the brand recognition, and in turn, the more successful they think the company is.

Case studies point out that your company is good at what you do. And that’s very appealing to clients.

3. Case studies videos help build brand image and awareness

Case studies can be used to give viewers a better understanding of your company’s culture or background. “Get to know us” videos can be very effective because people want to do business with companies they know or are more familiar with.

4. Case Study Videos are versatile

Video case studies can be used across a variety of marketing channels, and you can even edit certain scenes and lines to use for other purposes, such as social media. Unless the product changes significantly, case study videos provide win-win content that remains relevant for years to come.

5. Case study videos are persuasive

Get your customers to tell you a compelling reason why your product works so powerfully. Video is a direct and persuasive medium. Viewers retain 95% of the message when viewing it on video and only 10% when reading it as text.

Go One Step Further With Case Study Videos

82% of marketers use case studies in marketing because they have been proven to work. Case studies can help build credibility and brand awareness by letting people know more about your business, product, or service through the eyes of your previous clients. They can also help attract new customers.

So, if you already have a great number of loyal customers, you can try and ask them if they are willing to stand in front of the camera and tell the world about you! You will be amazed at how many people are willing to do it for a company they trust and value.

If you are still hesitant to start and make your case study videos, don’t worry! Superpixel is ready to help you to produce your case study videos.

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How to write a case study — examples, templates, and tools

case study video examples

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

  • Celebrate the customer and make them — not a product or service — the star of the story.
  • Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
  • Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
  • Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
  • Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

89% of consumers read reviews before buying, 79% view case studies, and 52% of B2B buyers prioritize case studies in the evaluation process.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

  • Switch from one product or service to another while naming competitors that missed the mark.
  • Experience measurable results that are relatable to others in a specific industry.
  • Represent well-known brands and recognizable names that are likely to compel action.
  • Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

  • An engaging headline
  • A subject and customer introduction
  • The unique challenge or challenges the customer faced
  • The solution the customer used to solve the problem
  • The results achieved
  • Data and statistics to back up claims of success
  • A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

  • Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
  • Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
  • Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
  • Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
  • Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
  • Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

  • Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
  • Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
  • Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
  • Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
  • Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
  • Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

  • Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
  • Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
  • Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
  • Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

A Lenovo case study showing statistics, a pull quote and featured headshot, the headline "The customer is king.," and Adobe product links.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

  • Think about a few goals you’d like to accomplish with your content.
  • Make a list of successful clients that would be strong candidates for a case study.
  • Reach out to the client to get their approval and conduct an interview.
  • Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.




8 Best Examples Of Case Study Videos And Why Are Case Study Videos Important?

  • December 18, 2023

8 Best Examples Of Case study Videos And Why Are Case study Videos Important?

Last Updated on December 18, 2023

Article Contents

We both know content marketing is a marathon, not a sprint. Standing out requires creativity and consistency. That’s why you need case study video in your content mix. Done right, case studies are mini cinematic journeys that make your audience lean in with interest and feel something real. They spotlight how your product or service transforms people’s lives in a tangible way. Proof your solution delivers.

Investing in high-quality case study videos that embody your brand purpose will pay dividends across the marketing funnel. Let satisfied customers be your storytellers. Turn abstract benefits into persuasive realities. Make connections through video that statistics alone can’t achieve. Case studies vividly demonstrate how you fulfill promises so that potential customers become confident buyers.

Why do case study videos deserve a starring role in your marketing plans?

In an age where digital media dominates people’s attention, video has emerged as the most compelling content format for marketers. But not just any videos – case study videos in particular pack a persuasive punch. By documenting real-world examples of how a product or service solved problems for an actual customer, case studies build trust and drive conversions unlike any other type of marketing content. If you’re looking for ways to make your brand stand out while showcasing value, case study videos deserve a starring role. Here’s why you should make them an essential part of your marketing strategy:

Demonstrate Success Stories That Resonate

Case studies let you feature specific customers and showcase how their world changed for the better after working with you.

Maybe your software slashed production times. Or your service increased sales leads. Or your solution reduced waste.

Whatever the scenario, tell that story! Showcase the exact before and after results, and the emotions your customer felt along the way. Help the viewer visualize themselves achieving similar success.

Offering abstract claims about your offering is weak sauce. But a compelling video with a customer narrating their step-by-step journey? Now that’s persuasive content.

Build Unshakeable Trust and Credibility

In competitive markets, potential customers are wary of big promises that may not deliver.

That’s why a sincere video testimonial directly from a satisfied customer holds so much weight. It lends your brand instant credibility that fancy marketing copy alone can’t achieve.

An authentic, nuanced case study addresses viewer concerns head-on. It offers genuine proof that your solution can achieve the results they seek.

Rather than telling viewers your product is trustworthy, show them why with undeniable video evidence.

Captivate Audiences with an Engaging Medium

Let’s be real – your audiences are busy. Their attention span is short. They’re unlikely to sit and read a lengthy whitepaper or brochure cover to cover.

But well-produced video case studies suck viewers in from the start. The visual medium engages their senses and emotions. Dynamic edits, compelling narration, relevant B-roll, and subtle background music hold attention in a way print content can’t.

Studies consistently show video boosts information retention too. Audiences remember and can recall details much better after watching a video case study versus reading text.

Explain Complex Concepts Clearly

Some technologies and implementation processes are tricky for an outsider to fully grasp on paper alone.

Turn to video case studies that literally walk viewers through detailed workflows, techniques, methodologies and more related to your offering.

For example, an engineering software company could use screen recordings and voice overlay to showcase their platform being used to design a major infrastructure project.

A university might follow a student throughout their 4 years participating in a demanding specialty program.

Complex journeys become accessible through simple video storytelling.

Reach Wider Audiences Across Devices

Marketing content doesn’t make an impact if people don’t actually see it. Videos offer wider exposure potential versus written content.

Consider all the current and future customers who would find reading lengthy text-based case studies inaccessible or unappealing. Video simplifies consumption of your content for various ages, backgrounds, education levels, and learning preferences.

With widespread mobile device usage, video also meets audiences where they already are – on their smartphones! Video case studies optimize for mobile viewing with vertical dimensions, short runtimes, and compelling visuals.

Let Your Unique Personality Shine

Text-based content tends to follow a regimented structure and tone. But video provides freedom to showcase your brand’s special personality and culture.

An animated case study with quirky graphics, fun music, and casual narration will give off entirely different vibes than a serious corporate documentary style.

Experiment and innovate with video production styles that authentically reflect your values. Surprise and delight viewers while teaching them something useful.

Amp Up Engagement with Multimedia Storytelling

Reading endless paragraphs of black text feels like a chore. But case study videos keep viewers glued to the screen by activating more senses and mental processes.

Use stylistic graphics,professional animations, relevant B-roll footage, subtle background music, stylized transitions, text overlays, closed captioning, and more.

Layering in complementary multimedia elements brings the story alive in vivid detail. Mix up formats to sustain interest.

Optimize for Convenient Mobile Viewing

It’s a mobile world – over 60% of video views happen on smartphones and tablets, and rising.

Design case studies tailored specifically for mobile viewing, with short runtimes and vertical dimensions. Avoid small text that’s hard to read on a small screen.

You’ll make it super easy and convenient for viewers to watch and learn from your content while commuting, waiting in line, lounging at home, and any other situation.

Boost Memory and Recall of Key Messages

Here’s an astonishing stat: the average person remembers 95% of a message after watching it in video form, compared to just 10% when reading text.

Video case studies cement key differentiators, messages, and details firmly into the minds of viewers in a way print content can’t match.

So don’t just tell people your solution is easy to use. Show them exactly how simple the workflows are. Their memory of video proof will stick.

Rank Higher in Relevant Video Search Results

Expanding your findability online means optimizing for video search, not just text search.

Ensure your case studies appear when audiences search relevant topics on Google and YouTube.

Optimize titles, captions and metadata so your videos rank prominently in results for industry terms, product names, use cases and more.

Use captions so search engines can index the spoken dialogue as well. Drive more traffic to your website and channel.

Accelerate the Buyer’s Journey from Awareness to Decision

Case studies are incredibly versatile – they can nurture leads at any stage, from early awareness all the way down to final purchase deliberations.

Use social media videos to intrigue cold audiences and entice them to learn more. Put case studies on your site to explain your offering’s value proposition.

Send case studies directly to prospects nearing a decision to address final concerns and objections. The same content accelerates movement through your sales funnel.

Earn Authoritative Media Coverage

Press and industry analysts are far more likely to cover and embed your videos in their stories compared to blocks of text or static images.

Offer case study videos to reporters writing about your new product launch, business growth, or any relevant announcement. Enjoy the exposure!

Influential coverage lends your brand instant authority and expands your audience reach overnight.

Ignite Organic Sharing Across Social Networks

Unlike a whitepaper, case study videos are social media rocket fuel. Audiences eagerly click to share quality videos across all major platforms.

Each additional view and share sparks a viral effect, expanding your reach exponentially.

Let satisfied customers become advocates who organically market your brand through their own networks.

Continuously Reinforce Your Key Messages

Blog posts get buried. Emails get deleted. But polished case study videos have longevity and staying power.

Repurpose and re-promote video case studies regularly over months and years. Their educational value remains evergreen.

Cost-effective message reinforcement and lead generation powered by content you already created? Sounds like marketing nirvana.

Establish Clear Thought Leadership

For B2B brands, case studies assert your status as a trusted industry thought leader.

Showcase your intellectual property, strategic perspective, technical talent and dedication through real customer stories.

Let viewers witness your team assessing complex challenges, engineering elegant solutions, and guiding customers to success.

Thought leadership drives preference for your brand over competitors. Case studies turn claims into credibility.

Stand Out in a Competitive Market

In crowded industries, case study videos help differentiate your brand from an array of similar offerings.

Rather than blending into the herd, invest in stellar production value, engaging storytelling, and multimedia innovation.

Though case studies involve more upfront effort than basic marketing collateral, their longer-term dividends are immense. Make the investment.

Make Data-Driven Decisions

Digital marketing is a numbers game. With video analytics, you can unlock vital data on case study performance.

Track views, watch time, traffic sources, conversions, demographics, and more.

Analyze trends to optimize your future video strategy and allocate budget accordingly. Let data guide your decisions.

The Power Of Emotional Connections

At the core, case studies are about building authentic human connections with your audience. That rapport fuels trust and sales.

Let satisfied customers share their journey in their own words. Let viewers see emotions on faces.

When your audience feels something real, that’s when video case studies perform their magic.

Now get out there and start making cinematic masterpieces! Wishing you content marketing success.

8 Best Examples Of Case Study Videos

In this section, we’ll explore eight outstanding examples of case study videos that effectively capture the essence of successful partnerships, problem-solving strategies, and the positive impact a business can have on its clients or customers.

It employs captivating storytelling and impressive production quality to illustrate the transformative impact of the software on a struggling town, symbolizing a metaphorical “rising from the ashes.”

Against significant challenges, the case study delves into the product’s adoption, emphasizing its integral role in the client’s operations.

Supported by a detailed product walkthrough, the client shares instances of how the software laid the groundwork for their small business, propelling it to success.

The case study concludes on a poignant note, highlighting how both the client and their local community not only survived but thrived during challenging times, crediting Dropbox for making them “anti-fragile.”

The duration of this case study is slightly over four minutes.

The case study spotlights the product’s ideal suitability in addressing the client’s challenge of visualizing continuous streams of extensive and varied data. The client’s objective is to enhance the customer experience, and the case study clearly illustrates how the data visualization software played a pivotal role in attaining their business objectives.

By featuring testimonials from employees across different levels of the organization, the case study reveals how Tableau enhances efficiency and productivity in various roles.

Through glimpses of the software and practical use cases, the case study delivers tangible insights.

The video concludes in just over 2 minutes.

Volvo Trucks

This playful story illustrates how an unlikely pairing – a staid Swedish truck maker and an energetic Belgian action star – created marketing magic and took the internet by storm.

We meet Jean-Claude Van Damme, the passionate martial artist looking to branch out from the big screen. When Volvo approached him about starring in their commercial, he saw an opportunity to connect with audiences in a new way.

The video chronicles Jean-Claude’s rollicking journey to perform an epic truck stunt – doing the splits suspended between two reversing Volvo trucks. We feel his childlike excitement as he gears up for the challenge.

When the stunt succeeds in one flawless take, we share Jean-Claude’s exhilaration and sense of accomplishment. His enthusiasm is contagious.

The story conveys how an open-minded, human approach to marketing can capture attention across cultures. By showcasing Jean-Claude’s charisma and playful spirit, the video highlights Volvo’s precision engineering in an engaging, lighthearted manner.

This uplifting tale of cross-cultural collaboration resonated widely, amassing views and reminding us how the human elements of passion, humor, and determination can transcend brands and demographics. Marketing is ultimately about human connections.

This charming video brings to life how Slack transformed communication and culture within Samsung. We meet real Samsung employees and hear firsthand their struggles with disconnected teams and fragmented conversations across scattered channels. Their frustration is tangible as they recount missed opportunities and bottlenecks caused by organizational silos.

In steps Slack. The employees guide us through how the intuitive platform allowed them to easily message, share files, and align across the organization. We feel their excitement as they show how Slack broke down barriers so they could work together seamlessly.

The story comes alive through real anecdotes of Slack improving collaboration, unifying teams, and helping employees thrive. We do not just see the software in action, but feel the human impact it made on Samsung’s workforce. Employees from project managers to executives share how Slack empowered them to communicate better.

This uplifting tale conveys how the right technology, thoughtfully adopted, can unlock human potential by bringing people together. By humanizing Samsung employees and bringing us along their journey, the video compellingly shows Slack delivering value through the lens of the people who use it. The story resonates through understanding people’s needs and improving their working lives.

This brief and engaging case study offers insight into the client’s business and highlights the specific Xero product suite services it utilizes.

The study thoughtfully addresses common challenges that the software addresses, emphasizing key features such as “cloud-based,” “synchronization,” and “user-friendly,” all contributing to streamlined operations and increased efficiency.

Additionally, the case study provides a practical example of how the client benefited from these features, citing a significant efficiency gain of saving over 200 man-hours annually.

The duration of the case study is approximately two minutes.

This video, devoid of voiceover, employs dynamic graphics and captivating animations to showcase the seamless cross-functional collaboration facilitated by CogniSaaS. It emphasizes the platform’s role in connecting internal and external stakeholders, showcasing its instrumental contribution to enhancing business efficiency and effectiveness in achieving goals.

This video zeroes in on an individual, Shawn Lucas, Director of Sales Operations, and explores a singular use case: sales. Its uniqueness lies in the deep exploration of a specific customer avatar’s requirements and advantages. The persuasive impact is particularly potent for those whose work aligns with sales, marketing, and customer-facing operations.

The key lesson here is that case studies don’t always have to cater to a broad audience. With the simplicity of creating and sharing videos, it’s feasible to generate a variety of content tailored to different scenarios and target audiences.

This GoPro case study seamlessly blends customer testimonials with user-generated content, creating an engaging and dynamic narrative. The case study swiftly unfolds, portraying GoPro as a groundbreaking technology through the experiences of early adopters.

The key lesson here is to leverage a mix of product videos and real-life footage. Observing individuals using the product in authentic situations provides a firsthand glimpse of the user experience.

Final Takeaways On Good Case Study Videos

Here are some final takeaway points on the importance of case study videos:

  • Case studies humanize your brand by putting a real face and story to abstract benefits. Viewers connect with the emotions and journey.
  • Video is eye-catching and engaging, keeping audience attention in a way text content cannot. Information is also more memorable.
  • Customer testimonials shared through video are more authentic, credible, and persuasive than written quotes.
  • Case studies simplify complex products or services by walking through real-world applications and implementations.
  • The versatile video asset can be repurposed across the sales funnel to attract, nurture, and convert leads.
  • Videos optimize well for mobile viewing, critical as more video consumption shifts to phones and tablets.
  • Measurable video analytics provide data to optimize future case studies for maximum impact.
  • Case studies elevate your brand as an innovative thought leader when done with stellar production and storytelling.
  • In competitive markets, quality case studies differentiate you from the herd and build brand affinity.
  • Earned media attention and social shares expand reach and visibility for your content.

The bottom line is video case studies humanize your brand in a memorable way that fosters trust and sales. They should play a leading role in your content repertoire.

Bring Your Product’s Value to Life Through Video

If you’re ready to create persuasive case study videos that captivate audiences, connect emotionally, and drive conversions, the video marketing experts at mypromovideos are here to help.

Our seasoned team knows how to tell your brand’s story in a compelling way while showcasing the tangible impact you make. Let real customer narratives come alive through powerful video production.

Get a free consultation with our team to start planning the perfect case study video strategy for your business goals.

Visit mypromovideos.com today to learn more!

Anil Kumar

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  • What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

  • Provide new or unexpected insights into the subject
  • Challenge or complicate existing assumptions and theories
  • Propose practical courses of action to resolve a problem
  • Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

  • Exemplify a theory by showing how it explains the case under investigation
  • Expand on a theory by uncovering new concepts and ideas that need to be incorporated
  • Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

  • Normal distribution
  • Degrees of freedom
  • Null hypothesis
  • Discourse analysis
  • Control groups
  • Mixed methods research
  • Non-probability sampling
  • Quantitative research
  • Ecological validity

Research bias

  • Rosenthal effect
  • Implicit bias
  • Cognitive bias
  • Selection bias
  • Negativity bias
  • Status quo bias

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28 Case Study Examples Every Marketer Should See

Caroline Forsey

Published: March 08, 2023

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

marketer reviewing case study examples

In this post, we’ll go over the definition of a case study and the best examples to inspire you.

Download Now: 3 Free Case Study Templates

What is a case study?

A case study is a detailed story of something your company did. It includes a beginning — often discussing a conflict, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer. This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial. A great case study is also filled with research and stats to back up points made about a project's results.

There are myriad ways to use case studies in your marketing strategy . From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer. Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

Fill out the form below to access the free case study templates.

case study video examples

Free Case Study Templates

Showcase your company's success using these three free case study templates.

  • Data-Driven Case Study Template
  • Product-Specific Case Study Template
  • General Case Study Template

You're all set!

Click this link to access this resource at any time.

There’s no better way to generate more leads than by writing case studies . But without case study examples to draw inspiration from, it can be difficult to write impactful studies that convince visitors to submit a form.

Marketing Case Study Examples

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company offers in a way that is both meaningful and useful to your audience. So, take a look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data. In other words, you don’t get just nice statements, like "This company helped us a lot." You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

case study template

1. " How Handled Scaled from Zero to 121 Locations with the Help of HubSpot ," by HubSpot

Case study examples: Handled and HubSpot

What's interesting about this case study is the way it leads with the customer. That reflects a major HubSpot cornerstone, which is to always solve for the customer first. The copy leads with a brief description of why the CEO of Handled founded the company and why he thought Handled could benefit from adopting a CRM. The case study also opens up with one key data point about Handled’s success using HubSpot, namely that it grew to 121 locations.

Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the other text on the page. So while your case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.

Key Learnings from the HubSpot Case Study Example

  • Give the case study a personal touch by focusing on the CEO rather than the company itself.
  • Use multimedia to engage website visitors as they read the case study.

2. " The Whole Package ," by IDEO

Case study examples: IDEO and H&M

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, they’re greeted with a big, bold photo and the title of the case study — which just so happens to summarize how IDEO helped its client. It summarizes the case study in three snippets: The challenge, the impact, and the outcome.

Immediately, IDEO communicates its impact — the company partnered with H&M to remove plastic from its packaging — but it doesn't stop there. As the user scrolls down, the challenge, impact, and progress are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and intriguing visuals.

Key Learnings from the IDEO Case Study Example

  • Split up the takeaways of your case studies into bite-sized sections.
  • Always use visuals and images to enrich the case study experience, especially if it’s a comprehensive case study.

3. " Rozum Robotics intensifies its PR game with Awario ," by Awario

Case study example from Awario

In this case study, Awario greets the user with a summary straight away — so if you’re feeling up to reading the entire case study, you can scan the snapshot and understand how the company serves its customers. The case study then includes jump links to several sections, such as "Company Profile," "Rozum Robotics' Pains," "Challenge," "Solution," and "Results and Improvements."

The sparse copy and prominent headings show that you don’t need a lot of elaborate information to show the value of your products and services. Like the other case study examples on this list, it includes visuals and quotes to demonstrate the effectiveness of the company’s efforts. The case study ends with a bulleted list that shows the results.

Key Learnings from the Awario Robotics Case Study Example

  • Create a table of contents to make your case study easier to navigate.
  • Include a bulleted list of the results you achieved for your client.

4. " Chevrolet DTU ," by Carol H. Williams

Case study examples: Carol H. Williams and Chevrolet DTU

If you’ve worked with a company that’s well-known, use only the name in the title — like Carol H. Williams, one of the nation’s top advertising agencies, does here. The "DTU," stands for "Discover the Unexpected." It generates interest because you want to find out what the initials mean.

They keep your interest in this case study by using a mixture of headings, images, and videos to describe the challenges, objectives, and solutions of the project. The case study closes with a summary of the key achievements that Chevrolet’s DTU Journalism Fellows reached during the project.

Key Learnings from the Carol H. Williams Case Study Example

  • If you’ve worked with a big brand before, consider only using the name in the title — just enough to pique interest.
  • Use a mixture of headings and subheadings to guide users through the case study.

5. " How Fractl Earned Links from 931 Unique Domains for Porch.com in a Single Year ," by Fractl

Case study example from Fractl

Fractl uses both text and graphic design in their Porch.com case study to immerse the viewer in a more interesting user experience. For instance, as you scroll, you'll see the results are illustrated in an infographic-design form as well as the text itself.

Further down the page, they use icons like a heart and a circle to illustrate their pitch angles, and graphs to showcase their results. Rather than writing which publications have mentioned Porch.com during Fractl’s campaign, they incorporated the media outlets’ icons for further visual diversity.

Key Learnings from the Fractl Case Study Example

  • Let pictures speak for you by incorporating graphs, logos, and icons all throughout the case study.
  • Start the case study by right away stating the key results, like Fractl does, instead of putting the results all the way at the bottom.

6. " The Met ," by Fantasy

Case study example from Fantasy

What's the best way to showcase the responsiveness and user interface of a website? Probably by diving right into it with a series of simple showcases— which is exactly what Fantasy does on their case study page for the Metropolitan Museum of Art. They keep the page simple and clean, inviting you to review their redesign of the Met’s website feature-by-feature.

Each section is simple, showing a single piece of the new website's interface so that users aren’t overwhelmed with information and can focus on what matters most.

If you're more interested in text, you can read the objective for each feature. Fantasy understands that, as a potential customer, this is all you need to know. Scrolling further, you're greeted with a simple "Contact Us" CTA.

Key Learnings from the Fantasy Case Study Example

  • You don’t have to write a ton of text to create a great case study. Focus on the solution you delivered itself.
  • Include a CTA at the bottom inviting visitors to contact you.

7. " Rovio: How Rovio Grew Into a Gaming Superpower ," by App Annie

Case study example from App Annie

If your client had a lot of positive things to say about you, take a note from App Annie’s Rovio case study and open up with a quote from your client. The case study also closes with a quote, so that the case study doesn’t seem like a promotion written by your marketing team but a story that’s taken straight from your client’s mouth. It includes a photo of a Rovio employee, too.

Another thing this example does well? It immediately includes a link to the product that Rovio used (namely, App Annie Intelligence) at the top of the case study. The case study closes with a call-to-action button prompting users to book a demo.

Key Learnings from the App Annie Case Study Example

  • Feature quotes from your client at the beginning and end of the case study.
  • Include a mention of the product right at the beginning and prompt users to learn more about the product.

8. " Embracing first-party data: 3 success stories from HubSpot ," by Think with Google

Case study examples: Think with Google and HubSpot

Google takes a different approach to text-focused case studies by choosing three different companies to highlight.

The case study is clean and easily scannable. It has sections for each company, with quotes and headers that clarify the way these three distinct stories connect. The simple format also uses colors and text that align with the Google brand.

Another differentiator is the focus on data. This case study is less than a thousand words, but it's packed with useful data points. Data-driven insights quickly and clearly show how the value of leveraging first-party data while prioritizing consumer privacy.

Case studies example: Data focus, Think with Google

Key Learnings from the Think with Google Case Study Example

  • A case study doesn’t need to be long or complex to be powerful.
  • Clear data points are a quick and effective way to prove value.

9. " In-Depth Performance Marketing Case Study ," by Switch

Case study example from Switch

Switch is an international marketing agency based in Malta that knocks it out of the park with this case study. Its biggest challenge is effectively communicating what it did for its client without ever revealing the client’s name. It also effectively keeps non-marketers in the loop by including a glossary of terms on page 4.

The PDF case study reads like a compelling research article, including titles like "In-Depth Performance Marketing Case Study," "Scenario," and "Approach," so that readers get a high-level overview of what the client needed and why they approached Switch. It also includes a different page for each strategy. For instance, if you’d only be interested in hiring Switch for optimizing your Facebook ads, you can skip to page 10 to see how they did it.

The PDF is fourteen pages long but features big fonts and plenty of white space, so viewers can easily skim it in only a few minutes.

Key Learnings from the Switch Case Study Example

  • If you want to go into specialized information, include a glossary of terms so that non-specialists can easily understand.
  • Close with a CTA page in your case study PDF and include contact information for prospective clients.

10. " Gila River ," by OH Partners

Case study example from OH Partners

Let pictures speak for you, like OH Partners did in this case study. While you’ll quickly come across a heading and some text when you land on this case study page, you’ll get the bulk of the case study through examples of actual work OH Partners did for its client. You will see OH Partners’ work in a billboard, magazine, and video. This communicates to website visitors that if they work with OH Partners, their business will be visible everywhere.

And like the other case studies here, it closes with a summary of what the firm achieved for its client in an eye-catching way.

Key Learnings from the OH Partners Case Study Example

  • Let the visuals speak by including examples of the actual work you did for your client — which is especially useful for branding and marketing agencies.
  • Always close out with your achievements and how they impacted your client.

11. " Facing a Hater ," by Digitas

Case study example from Digitas

Digitas' case study page for Sprite’s #ILOVEYOUHATER campaign keeps it brief while communicating the key facts of Digitas’ work for the popular soda brand. The page opens with an impactful image of a hundred people facing a single man. It turns out, that man is the biggest "bully" in Argentina, and the people facing him are those whom he’s bullied before.

Scrolling down, it's obvious that Digitas kept Sprite at the forefront of their strategy, but more than that, they used real people as their focal point. They leveraged the Twitter API to pull data from Tweets that people had actually tweeted to find the identity of the biggest "hater" in the country. That turned out to be @AguanteElCofler, a Twitter user who has since been suspended.

Key Learnings from the Digitas Case Study Example

  • If a video was part of your work for your client, be sure to include the most impactful screenshot as the heading.
  • Don’t be afraid to provide details on how you helped your client achieve their goals, including the tools you leveraged.

12. " Better Experiences for All ," by HermanMiller

Case study example from HermanMiller

HermanMiller sells sleek, utilitarian furniture with no frills and extreme functionality, and that ethos extends to its case study page for a hospital in Dubai.

What first attracted me to this case study was the beautiful video at the top and the clean user experience. User experience matters a lot in a case study. It determines whether users will keep reading or leave. Another notable aspect of this case study is that the video includes closed-captioning for greater accessibility, and users have the option of expanding the CC and searching through the text.

HermanMiller’s case study also offers an impressive amount of information packed in just a few short paragraphs for those wanting to understand the nuances of their strategy. It closes out with a quote from their client and, most importantly, the list of furniture products that the hospital purchased from the brand.

Key Learnings from the HermanMiller Case Study Example

  • Close out with a list of products that users can buy after reading the case study.
  • Include accessibility features such as closed captioning and night mode to make your case study more user-friendly.

13. " Capital One on AWS ," by Amazon

Case study example from Amazon AWS

Do you work continuously with your clients? Consider structuring your case study page like Amazon did in this stellar case study example. Instead of just featuring one article about Capital One and how it benefited from using AWS, Amazon features a series of articles that you can then access if you’re interested in reading more. It goes all the way back to 2016, all with different stories that feature Capital One’s achievements using AWS.

This may look unattainable for a small firm, but you don’t have to go to extreme measures and do it for every single one of your clients. You could choose the one you most wish to focus on and establish a contact both on your side and your client’s for coming up with the content. Check in every year and write a new piece. These don’t have to be long, either — five hundred to eight hundred words will do.

Key Learnings from the Amazon AWS Case Study Example

  • Write a new article each year featuring one of your clients, then include links to those articles in one big case study page.
  • Consider including external articles as well that emphasize your client’s success in their industry.

14. " HackReactor teaches the world to code #withAsana ," by Asana

Case study examples: Asana and HackReactor

While Asana's case study design looks text-heavy, there's a good reason. It reads like a creative story, told entirely from the customer's perspective.

For instance, Asana knows you won't trust its word alone on why this product is useful. So, they let Tony Phillips, HackReactor CEO, tell you instead: "We take in a lot of information. Our brains are awful at storage but very good at thinking; you really start to want some third party to store your information so you can do something with it."

Asana features frequent quotes from Phillips to break up the wall of text and humanize the case study. It reads like an in-depth interview and captivates the reader through creative storytelling. Even more, Asana includes in-depth detail about how HackReactor uses Asana. This includes how they build templates and workflows:

"There's a huge differentiator between Asana and other tools, and that’s the very easy API access. Even if Asana isn’t the perfect fit for a workflow, someone like me— a relatively mediocre software engineer—can add functionality via the API to build a custom solution that helps a team get more done."

Key Learnings from the Asana Example

  • Include quotes from your client throughout the case study.
  • Provide extensive detail on how your client worked with you or used your product.

15. " Rips Sewed, Brand Love Reaped ," by Amp Agency

Case study example from Amp Agency

Amp Agency's Patagonia marketing strategy aimed to appeal to a new audience through guerrilla marketing efforts and a coast-to-coast road trip. Their case study page effectively conveys a voyager theme, complete with real photos of Patagonia customers from across the U.S., and a map of the expedition. I liked Amp Agency's storytelling approach best. It captures viewers' attention from start to finish simply because it's an intriguing and unique approach to marketing.

Key Learnings from the Amp Agency Example

  • Open up with a summary that communicates who your client is and why they reached out to you.
  • Like in the other case study examples, you’ll want to close out with a quantitative list of your achievements.

16. " NetApp ," by Evisort

Case study examples: Evisort and NetApp

Evisort opens up its NetApp case study with an at-a-glance overview of the client. It’s imperative to always focus on the client in your case study — not on your amazing product and equally amazing team. By opening up with a snapshot of the client’s company, Evisort places the focus on the client.

This case study example checks all the boxes for a great case study that’s informative, thorough, and compelling. It includes quotes from the client and details about the challenges NetApp faced during the COVID pandemic. It closes out with a quote from the client and with a link to download the case study in PDF format, which is incredibly important if you want your case study to be accessible in a wider variety of formats.

Key Learnings from the Evisort Example

  • Place the focus immediately on your client by including a snapshot of their company.
  • Mention challenging eras, such as a pandemic or recession, to show how your company can help your client succeed even during difficult times.

17. " Copernicus Land Monitoring – CLC+ Core ," by Cloudflight

Case study example from Cloudflight

Including highly specialized information in your case study is an effective way to show prospects that you’re not just trying to get their business. You’re deep within their industry, too, and willing to learn everything you need to learn to create a solution that works specifically for them.

Cloudflight does a splendid job at that in its Copernicus Land Monitoring case study. While the information may be difficult to read at first glance, it will capture the interest of prospects who are in the environmental industry. It thus shows Cloudflight’s value as a partner much more effectively than a general case study would.

The page is comprehensive and ends with a compelling call-to-action — "Looking for a solution that automates, and enhances your Big Data system? Are you struggling with large datasets and accessibility? We would be happy to advise and support you!" The clean, whitespace-heavy page is an effective example of using a case study to capture future leads.

Key Learnings from the Cloudflight Case Study Example

  • Don’t be afraid to get technical in your explanation of what you did for your client.
  • Include a snapshot of the sales representative prospects should contact, especially if you have different sales reps for different industries, like Cloudflight does.

18. " Valvoline Increases Coupon Send Rate by 76% with Textel’s MMS Picture Texting ," by Textel

Case study example from Textel

If you’re targeting large enterprises with a long purchasing cycle, you’ll want to include a wealth of information in an easily transferable format. That’s what Textel does here in its PDF case study for Valvoline. It greets the user with an eye-catching headline that shows the value of using Textel. Valvoline saw a significant return on investment from using the platform.

Another smart decision in this case study is highlighting the client’s quote by putting it in green font and doing the same thing for the client’s results because it helps the reader quickly connect the two pieces of information. If you’re in a hurry, you can also take a look at the "At a Glance" column to get the key facts of the case study, starting with information about Valvoline.

Key Learnings from the Textel Case Study Example

  • Include your client’s ROI right in the title of the case study.
  • Add an "At a Glance" column to your case study PDF to make it easy to get insights without needing to read all the text.

19. " Hunt Club and Happeo — a tech-enabled love story ," by Happeo

Case study example from Happeo

In this blog-post-like case study, Happeo opens with a quote from the client, then dives into a compelling heading: "Technology at the forefront of Hunt Club's strategy." Say you’re investigating Happeo as a solution and consider your firm to be technology-driven. This approach would spark your curiosity about why the client chose to work with Happeo. It also effectively communicates the software’s value proposition without sounding like it’s coming from an in-house marketing team.

Every paragraph is a quote written from the customer’s perspective. Later down the page, the case study also dives into "the features that changed the game for Hunt Club," giving Happeo a chance to highlight some of the platform’s most salient features.

Key Learnings from the Happeo Case Study Example

  • Consider writing the entirety of the case study from the perspective of the customer.
  • Include a list of the features that convinced your client to go with you.

20. " Red Sox Season Campaign ," by CTP Boston

Case study example from CTP Boston

What's great about CTP's case study page for their Red Sox Season Campaign is their combination of video, images, and text. A video automatically begins playing when you visit the page, and as you scroll, you'll see more embedded videos of Red Sox players, a compilation of print ads, and social media images you can click to enlarge.

At the bottom, it says "Find out how we can do something similar for your brand." The page is clean, cohesive, and aesthetically pleasing. It invites viewers to appreciate the well-roundedness of CTP's campaign for Boston's beloved baseball team.

Key Learnings from the CTP Case Study Example

  • Include a video in the heading of the case study.
  • Close with a call-to-action that makes leads want to turn into prospects.

21. " Acoustic ," by Genuine

Case study example from Genuine

Sometimes, simple is key. Genuine's case study for Acoustic is straightforward and minimal, with just a few short paragraphs, including "Reimagining the B2B website experience," "Speaking to marketers 1:1," and "Inventing Together." After the core of the case study, we then see a quote from Acoustic’s CMO and the results Genuine achieved for the company.

The simplicity of the page allows the reader to focus on both the visual aspects and the copy. The page displays Genuine's brand personality while offering the viewer all the necessary information they need.

  • You don’t need to write a lot to create a great case study. Keep it simple.
  • Always include quantifiable data to illustrate the results you achieved for your client.

22. " Using Apptio Targetprocess Automated Rules in Wargaming ," by Apptio

Case study example from Apptio

Apptio’s case study for Wargaming summarizes three key pieces of information right at the beginning: The goals, the obstacles, and the results.

Readers then have the opportunity to continue reading — or they can walk away right then with the information they need. This case study also excels in keeping the human interest factor by formatting the information like an interview.

The piece is well-organized and uses compelling headers to keep the reader engaged. Despite its length, Apptio's case study is appealing enough to keep the viewer's attention. Every Apptio case study ends with a "recommendation for other companies" section, where the client can give advice for other companies that are looking for a similar solution but aren’t sure how to get started.

Key Learnings from the Apptio Case Study Example

  • Put your client in an advisory role by giving them the opportunity to give recommendations to other companies that are reading the case study.
  • Include the takeaways from the case study right at the beginning so prospects quickly get what they need.

23. " Airbnb + Zendesk: building a powerful solution together ," by Zendesk

Case study example from Zendesk

Zendesk's Airbnb case study reads like a blog post, and focuses equally on Zendesk and Airbnb, highlighting a true partnership between the companies. To captivate readers, it begins like this: "Halfway around the globe is a place to stay with your name on it. At least for a weekend."

The piece focuses on telling a good story and provides photographs of beautiful Airbnb locations. In a case study meant to highlight Zendesk's helpfulness, nothing could be more authentic than their decision to focus on Airbnb's service in such great detail.

Key Learnings from the Zendesk Case Study Example

  • Include images of your client’s offerings — not necessarily of the service or product you provided. Notice how Zendesk doesn’t include screenshots of its product.
  • Include a call-to-action right at the beginning of the case study. Zendesk gives you two options: to find a solution or start a trial.

24. " Biobot Customer Success Story: Rollins College, Winter Park, Florida ," by Biobot

Case study example from Biobot

Like some of the other top examples in this list, Biobot opens its case study with a quote from its client, which captures the value proposition of working with Biobot. It mentions the COVID pandemic and goes into detail about the challenges the client faced during this time.

This case study is structured more like a news article than a traditional case study. This format can work in more formal industries where decision-makers need to see in-depth information about the case. Be sure to test different methods and measure engagement .

Key Learnings from the Biobot Case Study Example

  • Mention environmental, public health, or economic emergencies and how you helped your client get past such difficult times.
  • Feel free to write the case study like a normal blog post, but be sure to test different methods to find the one that best works for you.

25. " Discovering Cost Savings With Efficient Decision Making ," by Gartner

Case study example from Gartner

You don't always need a ton of text or a video to convey your message — sometimes, you just need a few paragraphs and bullet points. Gartner does a fantastic job of quickly providing the fundamental statistics a potential customer would need to know, without boggling down their readers with dense paragraphs. The case study closes with a shaded box that summarizes the impact that Gartner had on its client. It includes a quote and a call-to-action to "Learn More."

Key Learnings from the Gartner Case Study Example

  • Feel free to keep the case study short.
  • Include a call-to-action at the bottom that takes the reader to a page that most relates to them.

26. " Bringing an Operator to the Game ," by Redapt

Case study example from Redapt

This case study example by Redapt is another great demonstration of the power of summarizing your case study’s takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome." But its most notable feature is a section titled "Moment of clarity," which shows why this particular project was difficult or challenging.

The section is shaded in green, making it impossible to miss. Redapt does the same thing for each case study. In the same way, you should highlight the "turning point" for both you and your client when you were working toward a solution.

Key Learnings from the Redapt Case Study Example

  • Highlight the turning point for both you and your client during the solution-seeking process.
  • Use the same structure (including the same headings) for your case studies to make them easy to scan and read.

27. " Virtual Call Center Sees 300% Boost In Contact Rate ," by Convoso

Case study example from Convoso

Convoso’s PDF case study for Digital Market Media immediately mentions the results that the client achieved and takes advantage of white space. On the second page, the case study presents more influential results. It’s colorful and engaging and closes with a spread that prompts readers to request a demo.

Key Learnings from the Convoso Case Study Example

  • List the results of your work right at the beginning of the case study.
  • Use color to differentiate your case study from others. Convoso’s example is one of the most colorful ones on this list.

28. " Ensuring quality of service during a pandemic ," by Ericsson

Case study example from Ericsson

Ericsson’s case study page for Orange Spain is an excellent example of using diverse written and visual media — such as videos, graphs, and quotes — to showcase the success a client experienced. Throughout the case study, Ericsson provides links to product and service pages users might find relevant as they’re reading the study.

For instance, under the heading "Preloaded with the power of automation," Ericsson mentions its Ericsson Operations Engine product, then links to that product page. It closes the case study with a link to another product page.

Key Learnings from the Ericsson Case Study Example

  • Link to product pages throughout the case study so that readers can learn more about the solution you offer.
  • Use multimedia to engage users as they read the case study.

Start creating your case study.

Now that you've got a great list of examples of case studies, think about a topic you'd like to write about that highlights your company or work you did with a customer.

A customer’s success story is the most persuasive marketing material you could ever create. With a strong portfolio of case studies, you can ensure prospects know why they should give you their business.

Editor's note: This post was originally published in August 2018 and has been updated for comprehensiveness.

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Showcase your company's success using these free case study templates.

case study video examples

10 Best Case Study Examples for Marketers

  • Written by: Rishabh Pugalia
  • Updated: January 2, 2024

Did I miss any points? Let’s connect on LinkedIn .

Popular Searches:

  • Testimonial Video Templates
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Case studies give confidence to the ICP in their purchasing decisions . Shared as marketing collateral, the best case study examples carry strong social proof of how businesses or people have benefitted from a product.

The studies take a closer look at what works and how. They are especially useful for testing out the successes of SaaS products for their specialized nature. The ICP is not just reassured but also helped with a step-by-step solutions guide to boot.

Customer stories and a user reports-based b2b example of a case study get prospects to think – “If they can do it, why can’t I?”. This triggers a FOMO reaction, nudging prospects to move faster along the sales funnel.

It’s no coincidence that 73% of the most successful content marketers today use case studies. Further, nearly 50% of SaaS companies say case study in content marketing has improved their sales. ( Forbes , Sept 2022)

Here’s what some marketers think are benchmarks for product case study examples to stand out:

Today, there are many ready-to-use DIY apps for creating strong content. You can sign up for a free account with most of them. Check out:

  • Figma and ClickUp for customer story and report templates .
  • Videopeel for video feedback sharing.
  • Flourish for interactive data visualization and more.

TBH, currently, there are way too many apps in the content creator’s toolkit. It can easily get overwhelming and lead to messy workflows. That’s why we find so many case studies ending up in the “white noise” of content marketing.

The result? Fancy graphics and meaningless fluff fill up the pages. BUT marketers fail to tell the world what kind of problems their products have solved and how.

We will assess some content examples later in this article to see which features stand out in case studies for marketing use cases.

What Is a Case Study?

A case study in marketing is a narrative on how a product/service solved a real-world challenge for a customer. The study is backed by results, documentary assurances (like a customer video testimonial), and data .

Case studies are good for attracting new buyers. You can see how prospects are constantly interested in learning about various products. They find it doubly interesting when their queries are not addressed from a sales perspective.

Reason? Fact-based content like case studies seem less salesy and, thus, more authentic.

In many particularly good case study examples, storytelling formats are used to introduce a customer. From there, the customer starts narrating the product story, not the brand.

Here is what such a format can capture:

  • Introduction to the customer:  He/she is a relatable profile for the ICP.
  • A brief rundown of the problems: Talks about the pain points set in real-life situations.
  • Various product touch points: Sheds light on the buyer journey. Beginning from the customer’s first encounter with the product to the consultation and, finally, the big buy.
  • The product as the solution: Elaborates how the product simplifies tasks, followed by the delivery of measurable results.
  • Resolution process: Breaks down a product’s resolution process into stages – this helps measure the buyer journey against a timeline.
  • Concrete outcomes: Many specific outcomes are listed in the conclusion.


  • Build trust using Remote Video Testimonials
  • 15 Video Testimonial Questions to Ask Your Customers

Types of Case Study

A marketing strategy matures by developing a full-funnel scope. Meaning — it guides the buyer journey from the top to the bottom of the marketing funnel stages. It begins with Awareness then comes Interest, then Desire, and finally Action – covering the entire AIDA spectrum.

So, should case studies be part of your round-the-funnel toolkit?

We’ve noted a few style formats to help you understand.

1. Problem Solution

This one makes your customer the key individual on a hero’s journey . They face various challenges but overcome them and ultimately succeed with the help of your product. It’s like your product is the wise guide, like Mr. Miyagi in ‘Karate Kid,’ helping them along the way.

We studied case study examples in the problem-solution format. They are custom-suited for prospects taking an interest. If they find a viable solution in your product, there is a good chance they will convert.

  • The customer is introduced to an adverse situation
  • The problem statement is delivered in the customer’s own words
  • A solution is explored through your offering
  • Measurable data is given to back claims of success
  • Impact statement (again, delivered in the client’s own words)
  • The best examples of case studies call for readers/viewers to experience similar success

Check out the Amazon customer story mentioned below of how Scenario used AWS Generative AI to produce 100,000 images daily.

case study video examples

It scaled their productivity within 2 months – and that’s a great story!


Click here to learn how to choose the best provider.

2. Before/After

So, your product makes a difference. How about making that visible?

Before/after case studies rope in visual learners present across the funnel stages. Here’s what they do:

  • Product is vividly shown: Raises awareness level by several notches
  • Parks viewer interest: Prospects’ doubts are answered with FAQs and visuals indicating solid outcomes
  • Assures with market and social proof: Triggers conversions

Consider this Salesforce case study example.

case study video examples

It builds a story around Spotify coming to grips with personalized marketing at scale (propped by data silos). Soon, Salesforce’s Marketing Cloud transformed the scenario.

3. Success Story

People make emotional decisions (not necessarily all bad ones), even in business! Marketers are largely in the practice of using emotion to their selling advantage. See below:

case study video examples

Many branding case study examples that we studied (of Gong, Ramp, Asana, Shopify, and more) use the format of a customer’s success story. By telling the story of a challenge overcome, these brands anchor mainly on their prospects’ mental state . It covers people’s deeply felt wishes and aspirations.

There are ways to get your ICP’s attention with emotional appeal in all varieties of content. One particular example of case study which we studied showed how that is possible for factual content types as well.

  • Build a case study on a theme of struggle anyone can empathize with (migration, recession, gender inequality)
  • Let the story build up to a point where the customer’s quality of life improves when your product solves a particular problem
  • Give data to support your claims
  • End with an empathic call to action: “Need help with something similar? Chat with us.”

Remember, empathy prompts knee-jerk reactions and pushes forward buying decisions for prospects still in doubt.

4. Interview Style

The Q&A style is aptly called the “ Crisco ” of content marketing. In case studies, an interview-style Q&A smoothens the creases in introducing a problem. Next, it goes on to deliver nuanced views on the problem.

Here’s what makes a Q&A case study so convincing:

  • Unfiltered user perspectives
  • Two or more viewpoints shared (depending on the number of users participating)
  • Pinpointed questions, bringing out specific outcomes of the product

The spontaneity of video case study examples in the interview style is hard to top in any other format. It also gives businesses the perfect opportunity to use information shared by users through their questionnaires (check this OliverWyman sample).

10 Best Case Study Examples

In product marketing, case studies strengthen the resolve of prospective buyers about their purchase. We discovered that particularly great case study examples offer facts and customer stories that prospects can trust.

The studies also help set realistic expectations before people decide to finally buy something. We have put together 10 case studies with special features. Reproducing certain specifics, as highlighted in the samples below, will increase the chances of getting your ICP’s attention on your content.

1. Content Beta

case study video examples

Type: B2B Journey Summary: A creative design company handled the end-to-end video production process for a software firm. They also solved brand alignment and scaling problems by offering a CaaS (creative as a service) solution. What we Liked: Before/After comparative diagrams and business impact quantified with data

case study video examples

Category: Collection of customer stories Summary: An app for managing corporate expenses saves time and worries What We Liked: The video of a customer speaking of their journey, the minimalist design, collection of customer stories as a case study

case study video examples

Category: Success Story

Summary: Efficiency for a team increases significantly with a remote work management solution

What we Liked: Creatively featured quotes to create scroll-stopping points

case study video examples

Summary: A revenue intelligence platform optimized sales pipeline

What we Liked: Multimedia embedding, light interface, and stylish use of different fonts

case study video examples

Category: Customer Experience

Summary: A web3 marketplace increases visibility for an art project

What we Liked: Showcase of finished creatives, bright layout, and use of GIFs creating a playful aesthetic

case study video examples

Category: Customer Story Gallery

Summary: An eCommerce company lists case studies about the many ways it has helped small businesses sell their products

What we Liked: These company case study examples can be filtered according to industry, product, region, use case, and others

case study video examples

Category: Interview-style

Summary: A homestay marketplace presents the opportunity for ‘experience hosting’

What we Liked: Use of candid conversation in interview style, personal storytelling

case study video examples

Category: Problem Solution

Summary: A conversational marketing company helps increase market-qualified leads for a search-as-a-service platform

What we Liked: This example of a case study has a forward approach with a comment on future plans

9. Biteable

case study video examples

Summary: An on-brand video maker helps make professional-looking videos quicker

What we Liked: Clear metrics and video marketing tips shared at the end

case study video examples

Category: Experience Story

Summary: An e-commerce company focused on handmade goods and craft supplies helps build a curated vintage article shop

What we Liked: An aptly placed CTA, in this case study example, deepens the curiosity that the title creates for the reader

Case Study Format

As the curated examples suggest, case studies for marketing can take inspiration from different creative styles. Brands today experiment with — multimedia embedding, first-person narrated user-generated content, visuals-centric skimmable forms , etc, to create their case studies.

Regardless, the underlying bare-bones structure of a case study needs to remain constant. Only then can you bring out the distinct flavor of this content type.

Our survey of different business case study examples reveals a format like this:

  • Introduction: Gives background to the customer and the challenge scenario.
  • Problem: Studies the main difficulty the customer was facing.
  • Resolution: Gives an overview of the product or service the customer comes in contact with.
  • Advantage: Summarizes the top benefits of the solution – why it was the appropriate selection.
  • Outcome: The affirmative business result stems from the solution and advantages.

Having a standard structure is useful for many reasons. It allows the creative team working on a case study to understand exactly which pieces of information and assets to look for. At the same time, there is flexibility to highlight the USP of your business.

How to Write a Case Study

Case studies are factual and data-oriented . Research papers are quite the same. Only, they don’t tell a story.

When we placed some product case study examples under the scanner, different storytelling frameworks were found. Some were structured as a “hero’s journey,” while others were mindblowing success stories. We noticed all of them had a clear beginning, middle, and end corresponding to:

  • Scenario and problem
  • Product and solution
  • Results and Quantifiable Outcomes

Our close reading of the case studies also gave us insights into writing them for the desired effect on prospects. Here is a process breakdown:

  • Give the study a title indicating the problem your product has solved:  This will create an instant connection with your ICP, who are trying to solve similar challenges.
  • Introduce the customer with the background:  This Freshbooks case study example focuses on a client who is a young mother surviving a recession while trying to run a business. The scope here for creating an emotional connection with the ICP is strong.
  • Present the problem and tie it to the product:  This is the core of your content. Many B2B case study examples we came across had this part as the lengthiest segment. You may show how the customer tried other ways of dealing with the problem before discovering your product.
  • Bring out the solution: Deliver a vicarious experience for your ICP by going into the details of the customer’s journey. Trace it from product purchase to onboarding and use the solution for one or more use cases.
  • Demonstrate the results: Plug data in to support the positive outcomes from your solution. Here, data covers more than numbers. Customer quotes, polls, and reviews found on business after product use count as data, too.
  • End with a CTA: Invite prospects to experience the explained product benefits themselves. Instead of a buy button, try lead nurturing with a demo request or a ‘learn more’ CTA. Gives you more time to strengthen the lead before attempting to convert them.

Why Choose Content Beta?

If you are running a company with a small crew, surfing case study examples of multiple delivery format options, narrative styles, and new design elements can slow down your workflows. Yet, competitor research and the continuous creation of case studies remain essential for the marketing strategy of any Saas product.

This is where the Content Beta’s skilled design team can add value.

Get Content Beta’s Creative as a Service for a video (in case you want to make a video case study) and the design team on standby for a fixed monthly cost.

We are a 4.5+ rated team on TrustPilot with a proven track record of delivering well-researched case studies on time. Our team makes content creation a thoroughly collaborative process with these cutting-edge functionalities in our work portal:

  • Credits Roll Over: Unused credits are transferred to the next cycle, so you don’t have to pay for anything extra. Learn more about our pricing .
  • Quick Revisions: Add your comments to a creative in the making.
  • Cloud Storage: Upload all brand assets you want the case study to feature.
  • Collaboration: Invite your team to collaborate on the project

Schedule a call with us today!

We take inspiration from as many case study examples as possible when creating one for our brand (or our clients). Surfing through different samples increases our options for creative storytelling and gives insight into what other businesses are doing.

The range of innovative elements found in case study design examples on the web is multiplying by the day . Think – animations, UGC snippets, AR and VR segments, microlearning modules, and more.

Keeping an inventory of curated examples just helps you find relevant materials quickly.

The key elements of a marketing case study are:

  • The problem statement or scenario,
  • The product as the solution,
  • Quantitative results.

The best practices for writing a marketing study are:

  • Quoting excerpts of customer-speak about your product and brand
  • Giving data to support statements
  • Presenting in a skimmable and visually rich format
  • Placing a CTA to progress lead nurturing

The common mistakes to avoid in case study writing for marketing are:

  • Not focusing enough on customer experience
  • Writing in a jargon-heavy language that buyers cannot understand
  • Not providing data to back claims of success for your product

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Table of Contents

The power of case study videos for your business.

Case study videos infographic

Right now, 86% of marketers are using video to promote their brand and 92% are happy with its return on investment.

The secret is out, video converts; more and more people are figuring this out. As a leading video-making software provider, our team at Viddyoze has witnessed these kinds of results up close.

In this article, we’re going to talk about arguably one of the best types of video when it comes to making conversions: case study videos.

Read on and we’ll explain how video case studies work and how you can use them to improve your marketing. We’ll also teach you vital case study best practices, and show you some of the best case study examples.

What Is A Case Study Video?

A case study video is a piece of marketing content that allows a business to show off the value of its products or service using real customer success stories.

A case study video differs from a testimonial video in one key way: while a customer testimonial video provides a short review of your product or service, a case study video is more in-depth and usually goes through all the key stages the customer went through whilst using your product/service. By the end of the case study video, your viewers should have a pretty good idea of how your product or service helped the customer.

Often, a case study video will include hard data such as stats to back up the success story.

Benefits Of Using Case Study Videos For Your Business

  • Eliminate Consumer Doubts Around Purchasing Your Products
  • Humanize Your Brand With Authentic Word-Of-Mouth Advertising
  • Video Case Studies Utilize Storytelling To Make Your Message More Memorable To Customers
  • Shareable Video Content That Can Be Posted To Every Marketing Channel
  • A Video Case Study Is Cost-Effective To Make

Further recommended reading: 17 Real Benefits Of Video Marketing For Ambitious Businesses

1. Eliminate Consumer Doubts Around Purchasing Your Products

People buy products to solve problems, and case study videos are the perfect way to impress potential buyers. After all, 78% of video marketers say that video has helped increase sales directly .

The truth is, if you can convince and show your target audience that your product will deliver exactly what they want, you’ll have a much higher chance of conversion.

Case study videos allow you to go into far more granular detail than testimonials, which allows you to eliminate any pre-purchase doubts your customers may have. Hence, within your case study video, it’s important to explain every step around how to use your product.

Essentially, a case study video can answer the important questions your potential buyers will be looking for.

2. Humanize Your Brand With Authentic Word-Of-Mouth Advertising

Using real customer stories adds a human element to your marketing, helping others relate to your brand and understand why they need to buy your products.

This “human-to-human” approach taps into the buyer’s feelings, creating an emotional connection with your audience. In most cases, when you create case study videos with a real customer story, you get a better response.

Aside from showcasing the problems your business solves, it also shows that you really care about your customers. Instead of just showing what your product does as a “salesy” advert or promo video would, a case study video shows how your business helps people achieve their goals .

Think of it as a promoted word-of-mouth recommendation. It’s the reason online reviews have become so popular.

3. Video Case Studies Utilize Storytelling To Make Your Message More Memorable To Customers

A good story arc is a powerful selling tool. So powerful it can boost conversions by up to 30% (Search Engine Watch).

The reason is simple. Good stories take the viewer on a journey, solving their pain points along the way. At the end of your story should be a clear solution to the viewer’s problem. This creates a positive emotional response to your marketing videos.

A creative case study video is the perfect vessel to tell your customer’s story. Not only does it improve your conversion chances, but it makes your content more memorable. Harvard researchers found that people are 22x more likely to remember a message in story form.

4. Shareable Video Content That Can Be Posted To Every Marketing Channel

A case study video is a versatile piece of content. It can be used at multiple different stages of the customer journey, and it works on every type of marketing channel.

This is great news for businesses on a budget – that one-time investment can be used to generate conversions in a whole range of circumstances, giving you more bang for your buck.

In terms of marketing channels, a case study video works as content for social media marketing, email marketing, or as SEO marketing (hosted on a landing page). You can also use a case study video to target different kinds of customers.

For example, it’s just as effective at getting a customer over the line (the bottom of the sales funnel where they are introduced to your product or services) as it is at keeping someone interested until they’re ready to buy (the middle of the sales funnel where they are already aware of your product or services and perhaps interested).

5. A Video Case Study Is Cost-Effective To Make

One of the biggest benefits of this kind of video is its affordability. Case studies are essentially on-camera interviews, where the customer story is the focus.

On-camera interviews can be overlaid with live-action shots of your product in action and simple animations to make the content more engaging. With the right editing software, you could shoot the whole thing on a decent smartphone.

Compared to traditional marketing methods, such as print or TV advertising, digital case studies are much more cost-effective.

Examples Of Successful Case Study Videos

Now you know the benefits, here are a few case study video examples to give you an idea in practice.

  • Cisco – Customer Case Study: Room & Board
  • Sony – France Télévisions Case Study | New 4K OB Van
  • McKinsey – McKinsey Digital: Case Study

Further recommended reading: Recent Video Marketing Examples (And The Goal Behind Them)

1. Cisco – Customer Case study: Room & Board

Cisco uses a conversation-style interview spliced with b-roll footage of its client in action. This really helps the viewer visualize how Cisco’s product helped Room & Board while establishing Cisco’s brand personality as approachable and down-to-earth.

The video’s target audience is likely small to mid-sized businesses that need a proven but affordable security solution. Due to the way it’s filmed, with a Cisco employee visiting Room & Board, the video creates the idea of a brand that’ll go the extra mile for its customers.

2. Sony – France Télévisions Case Study | New 4K OB Van

Sony weaves together customer testimonials with crisp shots of its product in this practical and professional case study video. A handful of personnel from “France Télévisions” explain how Sony delivered on such a complex project.

This is a highly specialist product, which will appeal to a very niche target audience. The great thing about this customer review video is that it serves as evidence that Sony can deliver on a very specific brief.

3. McKinsey – McKinsey Digital: Case Study

Notice anything different about this video? Unlike our other case study video examples, this one doesn’t feature any footage of happy-looking customers. Instead, McKinsey Digital uses its employees to describe the ways they’ve helped their clients.

While unusual, what this video shows is that you don’t need customers on screen to make a case study. What you do need is passionate staff who can tell a story in a believable manner. Ultimately, it inspires the same outcome for McKinsey: more clients will want to work with them.

How To Create An Effective Case Study Video

Okay, so now you know the benefits and you know what a case study video looks like. You’re probably asking the obvious question: “How do I make one?”

Well, the truth is the case study video examples above can be challenging to make. They can take time, money, and effort; and if you’ve never made a video before, it can be a little overwhelming.

The good news? There’s a simpler way to create case study videos. Viddyoze has built an easy-to-use tool that allows you to create epic case study videos in a matter of minutes.

Want some even better news? You can try it now for FREE.

For a limited time only, Viddyoze is offering a 7-day free trial. You can sign up and if you don’t like it, you can cancel before the trial ends and you’ll pay absolutely nothing.

Tap this link to start your free trial now and start making case study videos that convert potential customers into hard sales.

Federal Trade Commission Rules On Case Study Videos 

With any content that uses a customer testimonial, there are strict rules from the Federal Trade Commission (FTC) that must be followed. Fall foul of the FTC, and you’re looking at a fine that could be in the thousands range. For a small business, it really isn’t worth it; here are the two main areas you need to focus on:

  • Truthful and accurate claims: anything you include in your case study videos should be true and accurate. Any claims you make will need to be backed up by evidence. Put simply, don’t make anything up to promote your products.
  • Disclosure of material connections: if you’re paying someone to endorse your products, you need to make this clear in the video. The same goes for freebies in exchange for testimonials. Be open and transparent about your content.

We’ve simplified these points to give you an idea of FTC rules. For a more detailed understanding, you should read the body’s full guidance here.

Video Marketing Case Studies Best Practises

  • Use A Three-Act Storytelling Structure
  • Present Real End-Of-Project Numbers, Facts, And Statistics
  • All Case Study Participants Should Have The Same Characteristic As Your Target Audience
  • Consider Giving A Free Product To Relevant Brands In Exchange For Featuring In A Case Study

Further recommended reading: Essential Best Practices For Every Marketing Channel

1. Use a Three-Act Storytelling Structure

We’ve already explained how important video storytelling is for case study content. The “three-act” structure is a tried-and-tested method for bringing that story to life.

This simplifies the process, allowing you to break down your case study into three distinctive sections. Here’s how to do it.

  • Act 1 – Establish pain points: try to draw some empathy from your intended audience and point out your case study’s problems.
  • Act 2 – Introduce the solution: get your case study subject to explain how your product fixed their issues.
  • Act 3 – The ending and the CTA: show how much better your case study subject’s situation is now that they have your product. Prompt viewers to buy with a strong CTA.

2. Present Real End-Of-Project Numbers, Facts, And Statistics

Include any data, facts, and statistics to give your video testimonial case study credibility. Whether it helps the viewer save time or drive revenue, this is proof that your product works.

If you can share hard numbers (for example, “we helped Business X earn $7,000 per day in two weeks”), that’s great. Alternatively, you can use percentages to show improvement. However your display success, it must be easy to understand and genuine. Very few companies publish case studies without any metrics ( as few as 2% , according to Up Lift Content).

Numbers also help make content memorable. What’s more, a number stands out more written as a numeral than a word. For example, “91” is better than “ninety-one”.

3. All Case Study Participants Should Have The Same Characteristics As Your Target Audience

The end goal of a case study is to attract new customers to your business. While any new business is good business, you’ll have a bigger chance of success if you aim your content at your target market.

This means using case study subjects that match the profile of your ideal customer. So if you’re targeting small businesses in the construction industry, you’re not going to want to feature a huge multinational tech company in your case study.

When putting your content together, use these 2 cheats to make sure you get the right results:

  • Match the profile of your target audiences: ensure the subject is from the same (or a similar) industry, sits in a decision-maker role, and has the same problems.
  • Use an authentic subject: a genuine, real individual will humanize your marketing and help the viewer relate. For this reason, never use actors.

4. Consider Giving A Free Product To Relevant Brands In Exchange For Featuring In A Case Study

Ideally, your happy customers will want to feature in your case study. However, if you’re struggling to attract interest, consider offering your product for free in exchange for a case study.

There are two caveats to this marketing strategy. First, you have to declare this agreement (remember the FTC rules we mentioned earlier). Second, there’s no guarantee the customer will get the results you’re after.

Still, this is a solid way to attract people that match your ideal customer profile.

Tips For Conducting Interviews With Case Study Video Participants

Award-winning case study videos depend on good interviews. Here’s how to get the most out of your subject.

  • Spend Time Getting To Know Your Participants Ahead Of Filming
  • Send Participants Your Question List in Advance
  • Practice Active Listening

1. Spend Time Getting To Know Your Participants Ahead Of Filming

Being in front of the camera can be a nerve-racking experience for some people. Before you start filming, spend time getting to know your participant and help them relax. Make sure a friendly face (whoever reaches out in the first place) meets the subject on the day and explains the interview process in advance.

2. Send Participants Your Question List In Advance

Make sure your subject has been sent a copy of your questions before the interview. This gives them a chance to prepare, and will not only help them relax, but it will also likely craft better answers. Finally, let the participant talk in their own words. Don’t try to force an outcome that isn’t there.

3. Practice Active Listening

Pay close attention to the participant’s responses, and use active listening techniques throughout the interview. Try summarizing or repeating back the subject’s responses to demonstrate that you understand and value their input.

Where To Promote Your Corporate Case Study Videos

You’ve made your case study, so how do you use it as a part of your marketing efforts? Here are four proven methods for promoting your case study testimonial video:

  • Retargeting PPC Campaigns
  • Video SEO – YouTube And Your Website
  • Email Automation And Lead Nurturing
  • Repurpose Your Case Study Video As Short-Form Social Media Posts

1. Retargeting PPC Campaigns

Retargeting ads are a powerful way to promote your case studies, particularly to your target audience.

Research from SKAI found that consumers are 70% more likely to convert through this kind of advertising.

The reason retargeting ads are so successful is that they remind interested people about your product. A retargeted ad is only shown to someone who visited your website and left without taking action.

Because case studies are BOFU (bottom-of-the-funnel content), they’re perfect for getting a potential customer over the finish line and finally making that purchase.

2. Video SEO – YouTube And Your Website

For the most part, the modern buyer cycle begins with a Google search. In fact, more than 40% say that this is their main reason for using the internet, period ( Data Reportal ).

Before making a purchase, an online buyer wants to see reviews, case studies, or testimonials that will support your product’s credentials. As a result, you need to be ranking for keywords that feature your brand name. For example, “[brand-name] case studies.”

To get the best results, you need to target SEO on your website and on YouTube. We’ve written an entire blog post on how to search engine optimize your YouTube videos and boost rankings. In simple terms, that means creating a dedicated landing page on your website for all case study content and uploading it to YouTube.

If you don’t, other brands could hijack your keywords and trash your credibility.

3. Email Automation And Lead Nurturing

If you’re not doing this already, today is the day to start collecting email addresses. The easiest way to do this is through a newsletter.

An email address is a green light to begin marketing to someone. Most companies have an automated email chain set up so that once they acquire an email address, that person begins to receive a steady stream of content from them. The ideal outcome is a sale somewhere down the line.

One such email should be a case study. You don’t want to begin with this. Warm up with a welcome email, and some soft promos. Later down the line, when your lead has become familiar with your product and is further along the marketing sales funnel, that’s when you send the case study video.

Don’t forget to mention the word “video” in your subject line. Studies have shown that open rates increase when this is used.

For more advice on how to use video content in your email campaigns , follow this link.

4. Repurpose Your Case Study Video As Short-Form Social Media Posts

Social media platforms don’t like it when users publish content that links away from the platform itself. As a result, they actually penalize social media accounts that do this by burying the content.

It’s social media marketing 101 to post your video content directly to the platform, using that platform’s dashboard. So, if you’re posting on Facebook, don’t use a YouTube link.

For the best results, create short, snappy case studies that will work for social media. If you have a longer piece of content, consider splitting it up into multiple 30-second sound bites.

Final Thoughts

A powerful case study can be the difference between converting a customer and missing out on a sale altogether.

The challenge is creating a video that’s engaging, compelling, and “human.” Of all the video types, case studies are one of the best converters, but only when done right.

Anyone can make a video packed with key messaging; the best case studies help a customer overcome their problems. Viddyoze helps you tell your story, your way. And the best bit? Anyone can use it. Start your free trial here.

What makes a good video case study? 

A good video case study shows the viewer how a product can help them overcome a pain point or problem.

How long should a case study video be?

There’s no case study video template when it comes to length. Anything between two to three minutes should be fine.

What are the 4 parts of a case study?

Be honest, use storytelling, show how your product helps the viewer solve their problems, and use stats and figures to emphasize your points.

What is the purpose of a case study?

The purpose of a case study is to eliminate any lingering doubts about your product. It is the last piece of video content you show someone to get the sale over the line.

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case study video examples

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case study video examples

David Chamberlain

4 Case Study Video Templates You Can Start Using Today

4 Case Study Video Templates You Can Start Using Today

Customize our high-quality case study video templates to tell a powerful story about your business and inspire potential customers to convert..

Steve Norall

Steve Norall • July 05, 2023

Video case studies are most effective when they have a strong narrative arc that speaks to your customer’s pain point, offers a solution, and shows the positive impact your business has made. They’re a powerful way to build your brand’s identity online and connect with new clients facing the same challenges.

So why doesn’t every business use case study videos in their marketing campaigns? Usually, it’s because one hundred percent of these videos used to be expensive, labor-intensive, or complicated to produce.

Our platform, Vocal Video, is a complete solution for producing video case studies featuring your best customers. With our tried-and-tested case study video templates, you can start creating video case studies without any prior filming or editing experience.

Here’s an example of what you could produce using Vocal Video:

We’ll show you how to use our most popular case study video templates, including:

Using our B2B case study template to collect customer testimonial videos with a captivating narrative arc
Customizing templates to get more detailed or industry-specific responses from your customers
Editing case studies with Vocal Video’s automatic editing and built-in tools to make them even more engaging and informative
Sharing your videos to get more responses and add a variety of authentic customer stories to your marketing campaigns

Convinced? Sign up for a free Vocal Video account to start using our case study templates today.

Use Case Study Video Templates to Start Recording in Minutes

Vocal Video’s high-quality case studies start with a Video Collector — that’s the interface you share with your customers to guide them through the recording process. Video collectors are quick for you to set up and simple for your respondents to use on PC, Mac, iOS, or Android without downloading any additional software.

It’s easy to build a Video Collector from scratch, but the process is even simpler when you choose one of our industry-specific template video collectors. Our customizable templates are designed to help you create impactful case studies that showcase the benefits of working with your company.

To use a template, go to your Vocal Video dashboard and select “New Video Collector.” On the next screen, you can choose from 46 templates .

Let's create a Video Collector: Explore Our 45 Customizable Templates

For case studies, we recommend the B2B Case Studies template , which you’ll find under “Customers & Clients.”

B2B Case Study Videos

Start by clicking “Use This Template” and setting the collector to match your branding.

Throughout the process, you’ll be able to see how these changes will look to your respondents on desktop or mobile with the live preview.

Vocal Video Collectors Look Great on Any Device

How to Choose the Best Questions for Your Case Study

Vocal Video templates give you pre-written questions designed to get detailed and relevant answers for your case study.

In the B2B Case Studies template, the questions create a strong three-act narrative that emphasizes the benefits your customer experienced when they worked with you.

  • What problem was your company dealing with before [your product or service]? This first question gets the respondent to set the scene by talking about their previous frustrations. The person watching the case study video may be in the same situation, so this intro makes a strong connection with potential customers.
  • How did [your product or service] help resolve this challenge? The second question encourages your respondent to talk about how you improved their life — whether that’s speeding up the processes their team uses to collaborate, saving them money, or filling a gap in the market that no one else was addressing.
  • What results did you get with [your product or service]? The final question prompts the respondent to talk about the long-term benefits of working with your company. This is a great way to show the viewer your company represents a solid investment with a loyal customer base, which can make all the difference if they’re still comparing options.

With our Video Collector builder, you’ll be able to customize these questions to suit your business or add more questions to make a longer case study video to use in other parts of your content marketing strategy. Whatever prompts you decide to use, encouraging the respondent to tell this “before, during, and after” story creates a video with a clear, compelling, and easy-to-follow structure.

Find full video tutorials to help you build your collector in the Vocal Video help center .

3 More Industry-Specific Templates to Create Convincing Case Study Videos

If the B2B case study template doesn’t quite fit your needs, get started with one of these templates instead.

B2B Services Reviews Template

Under “Customers & Clients,” you’ll also find the B2B Services Review template designed to build confidence in your brand and convert more of your marketing prospects.

B2B Services Review Videos

This collector also comes with three template questions to create a business case study with a strong narrative arc.  

  • What was the main challenge you needed to overcome with [your product or service]?
  • Could you describe a time [your product or service] helped your business, including any metrics that come to mind?
  • What has been the most significant impact of working with [your product or service]?

The questions encourage the respondents to analyze their relationship with your company, speaking about their pain points, their experiences, and their overall customer success story . Importantly, this case study template also asks the respondent to give statistics and specific examples. In a B2B context, this is valuable evidence for prospective customers who are still learning about the service you provide.

Customer Success Videos for Internal Communication

As well as acting as marketing tools, Case study videos can motivate your employees by showing the positive impact your team is making. When you send this template to the people on, for example, your sales team, they can explain what they’ve been working on and create a video to share ideas and inspiration with their colleagues.

Vocal Video Incentives: Boost response rates with our complimentary prize drawing or your own custom incentive.

This case study template also focuses on giving context and measurable results to make the finished video more convincing.

  • What challenge was the client facing before [your product or service]?
  • How did you help them achieve their goals?
  • What results have they realized? Anything else to note?

Beneficiary Testimonials

Testimonials and case studies are essential resources for nonprofits raising funds for important causes — that’s why Vocal Video also provides Video Collector templates designed for donors, non-profit partners, and beneficiaries.

Beneficiary Testimonials

This template keeps things simple, with only two open-ended prompts:

  • Please introduce yourself and share how [your non-profit] has helped you.
  • Is there anything else you’d like to add?

This invites the beneficiary to tell their story in a way that makes them feel comfortable. The result is an authentic testimonial that can help encourage more people to donate.

Foundation Academies use Vocal Video to produce marketing case study videos for their “Giving Tuesday” campaign . They’ve produced a simple gallery of clips in which beneficiaries describe what makes FA so special.

Foundation Academies: Student Testimonials

Customize Your Collector Questions to Hear More of the Story

If you want a video that goes into more detail to appeal to people within your industry, you can customize the questions in our case study templates, and even add two more. Just click “Add a Question” within the Video Collector builder.

Add a Question

You could ask the respondent to speak about what it was like to implement your product by adding a question like “Could you describe the onboarding process?” or “How easy was it to set up [your product or service]? ” before you ask them to talk about the long-term benefits.

For example, SecurEnds uses Vocal Video to power their Customer Testimonials and Case Studies Page . Their additional questions include:

  • What has been the impact for you and your team since integrating SecurEnds?
  • “What does SecureEnds do differently?
  • Now that the tool is up and running, how does your process look different than it used to?

SecurEnds Customer Testimonials

The most effective video collectors use questions like “why”, “what”, and “how” to steer the respondent away from simple yes/no answers. Prompts like “tell us” or “describe” can also encourage people to talk about their experience in more detail.

For more information and sample questions, see 34 Proven Customer Testimonial Questions .

How to Share a Case Study Video Collector to Get More Responses

Once you’re happy with the questions, we’ll automatically generate a link so you can share the collector with your customers and start collecting responses. Simply go to “Get Responses” to copy the URL. You can also edit the URL or create a personalized link to send the collector to a customer with their details pre-filled.

Once you have the URL, you can:

  • Send the link in an email
  • Share it on any other messaging platforms you use
  • Post it on your social media pages
  • Use it to make your video collector a permanent feature of your website.

Because Vocal Video works on desktops, smartphones, or tablets, your customers can record their responses wherever they open the link.

The Vocal Video 3-Touch Email Sequence: Proven Email Templates to Get More Responses

With the free Vocal Video plan , you can invite as many customers as you like to record compelling case study videos. When you want to contact a larger number of people , an email template can speed up the process and get more responses.

We recommend this simple 3-touch email sequence to encourage more customers to record engaging video content.

Email # 1 – Pre-ask

The first email is a pre-ask, where you’ll touch base with the customer, thank them, and tell them you’re interested in using their experience to make a case study video.

Thanks so much for being such a great customer! Would you be able to record a short video case study for us in the next week? We’re using a platform called Vocal Video to collect the video, so it should only take 5-10 minutes of your time and can be easily done from your phone or laptop. Let me know if you're open to this and I'll share the link you can record the video with, as well as the questions in advance.

Email # 2 – Invitation

Once they’ve decided they’d like to feature in a case study, send the customer the link to your Video Collector. Giving a short explanation and some tips can help them feel at ease.

Thank you so much in advance for recording a video case study for us. We really appreciate it and are excited to share your story with our community. Here are the details on recording a video — it should take 5-10 minutes altogether. Here's the link to the Vocal Video collector: <paste your collector here> The 3 questions we'd like you to answer are: ° What problem was your company dealing with before [your product or service]? ° How did [your product or service] help resolve this challenge? ° What results did you get with [your product or service]? Here are a couple of tips: ° Pick a quiet and well-lit place. ° To prevent glare, avoid having windows or a light source in the background. ° Look directly at the camera. ° Relax and be yourself — you’ll do great! Let me know if you have any questions, and thanks again!

Email # 3 – Reminder

The final email in the sequence is a gentle reminder for your customer.

I wanted to bump this to the top of your inbox to see when you might be able to set aside 5-10 mins to record a video testimonial for us. Thank you so much! Here's the link to the Vocal Video collector, which will include all the prompts for you to record your video: <paste your collector here>

Whether you use a CRM platform to automate these messages, or you ask for one case study video at a time, these template emails can help to make collecting case study videos a natural part of your follow-up interactions with your customers.

Read more about our proven template emails and other tips for a higher response rate .

Edit Case Study Videos Without Technical Skills

One of the main benefits of Vocal Video is our automatic editing features. Every video response you get arrives in your library automatically edited and ready to share. This means we’ve already …

  • Added the colors and logo you set in your dashboard to align the video with your brand.
  • Inserted question cards and text overlays with the customer’s name and title, with smooth animations and transitions between answers.
  • Applied default background music and added subtitles so it can be watched with or without sound.
  • Created a final slide with a call-to-action.

You can see these automatic editing features in action — with brand elements from Endless Events — in this great case study video:

Additional Features to Expand and Fine-tune Your Case Studies

If you’d like to add more information to your case study, make tweaks to the subtitles, or just try out a new look, the Vocal Video editor makes that easy too.

  • Change the order of the scenes and edit the text overlays and slides, including any corrections you want to make.
  • Choose a new theme to change the video’s personality by updating the fonts and transitions.
  • Include additional video footage, photos, or an infographic from your library.
  • Add clips from different speakers to make a highlights reel.
  • Try out different background music from our library of licensed tracks.

Whatever type of case study you want to use in your video marketing, we also recommend the following tricks to make the video as informative and convincing as you can.

Use Slider Tools to Trim the Clips

Concise videos can often give the viewer a clearer picture of the value of your business.  You can use slider tools to trim the beginning and end of each answer in your respondent’s video, helping to hold the viewer’s attention by keeping the video on message.

To trim the clips, go to the scene you want, click “Edit this Scene” and then “Trim Video Scene” to bring up the tools you need.

Trim Video Scene: Trim your video scene by editing the start and stop points

Add Slides with Additional Data

Effective case studies are built on evidence, but it doesn’t always sound natural to have the respondent read statistics from their notes. Instead, try adding extra text slides to your case study video with visuals like graphs, quotes, or survey results to back up what they’re saying. You could also provide additional background information to give context or set the scene at the beginning of the video.

To add supporting data, open the draft video and go to “Add Scene.” You can choose whether to add additional videos from your files or a text slide. If you have a graph to share, you can also upload it to add as a background image on a text slide.

Add a Scene: Video, Audio, Text, Logo, Copy from Another Video, Upload a Video Clip

Add Videos From Another Speaker

If you have more than one video in your library, you can also add clips from multiple speakers to a highlight reel. To add another voice to your case study video, go to “Add Scene” and click the “Copy From Another Video” option.

This can be especially effective if you’ve used the video collector to ask more than one person at a company about their experience with your product. For example, if people from different departments have been using your software to collaborate, it’s helpful to ask someone from each department to contribute to the case study.

Adding a scene from another video is also an easy way to include your voice and explain why your company was perfectly placed to help your client.

Share Your Case Studies on All Your Channels

Once your case study is ready to publish, Vocal Video makes it easy to share it across all the channels you use to connect with your customers. Just go to “Share” to either download the video to share on platforms like YouTube, Instagram, or TikTok, or share it directly in a Tweet, LinkedIn post, or an update for your target audience on Facebook.  

Share This Video: Copy Public Link, Embed on your site, Share to Twitter/Facebook/LinkedIn, Upload to YouTube, Instagram, etc.

You can also embed your video seamlessly on the case study page of your website.

Go to the published video and select the option “Embed.''  Then, choose whether you want to embed “Just the Video” or add extra design flourishes with an eye-catching video card , which includes a featured quote from your transcript. Use the features in the video card builder to find a layout to suit the format of your website.

Video Card Builder example

If you choose the “Just the Video” option, you’ll be able to see a live preview of your video before generating the code you need to embed the video. It’s a simple matter of copying and pasting the code, so even if you’ve never coded before, you can seamlessly and professionally embed a video case study on your site .

Video Embed Builder: Live Preview

Once you’ve copied the embed code, log into the backend of your website, add a new HTML block on the page where you want the case study to appear, and paste the code. Then, just save and refresh the page to see your published video.

Use Vocal Video Templates and Automatic Editing to Create a Case Study Series

Traditionally, marketing departments could burn through a sizable chunk of their budget on one case study. But when you don’t need to pay for the equipment and hire the pros, you can use Vocal Video to collect case study videos from as many customers as you can.

Consider using them as the foundation for a digital marketing campaign, or adding a whole gallery of case studies to your website as a form of convincing social proof — like this carousel gallery from Vocal Video users.

Bonus: Use Your Video Transcript to Create a Written Case Study in Seconds

Video testimonials can make a deep and persuasive connection with a prospective customer in a short time, but written case studies still have their place. Whether you choose to use them alongside your video to make the content more accessible or share written testimonials in printed marketing materials, Vocal Video makes it quick and easy to generate a transcript of what your respondent has shared.

case study video examples

To get a transcript for your video case study, go to the “Published” section of your dashboard to open a video. Then, go to the drop-down menu in the top right of the screen and select “View Transcript.” This brings up the full transcript of your video, which you can copy to your clipboard or download as a txt. file.

Many Vocal Video users use the transcript to turn their case study into a ready-made blog post — something we call two-for-one testimonial writing .

For example, the team at Moki creates a new post in their news section for each testimonial they want to share.

Moki User Joseph Lindley of Burlish Park Primary School

Underneath the video, they include the full transcript for visitors who would rather skim the information, read at their own pace, or use a text reader.

Moki User Joseph Lindley of Burlish Park Primary School testimonial

As well as making it easy to generate fresh content for your blog or news feed, there are significant SEO benefits to publishing the written and video testimonials. The text of the transcript is easy for search engines like Google and Bing to crawl, which means they can recognize the cluster of keywords your respondent has used to talk about your product or service. This makes it more likely that the case study page of your website will rank for questions connected to the problems other people are trying to solve.

For a great example of how to use a Vocal Video interview as a summary of a longer and more detailed case study, you can also check out our client Thoropass’ news article on the importance of GDPR compliance .

Vocal Video: An Easy and Affordable Way to Make High-Converting Video Case Studies

When you want a free template for a case study video that raises brand awareness, Vocal Video has all the prompts, customization features, and editing tools you need.

Compared to the laborious process of storyboarding, scouting locations, scheduling filming, and hitting the editing suite, Vocal Video makes it affordable and efficient for businesses of any size to produce a versatile case study video.

With our video templates, you can start gathering case study videos, direct from your happy customers, in minutes.

Register for your free Vocal Video account to start collecting clips, editing, and sharing powerful case studies with your audience today.

Steve Norall

Product strategy, marketing, customer success (oh, and CEO too).

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6 Best Case Study Video Examples You Should Watch To Seek Inspiration

case study video

Table of Contents

Suppose you’re a customer, and in this instance, we ask you to describe your favorite brand. How would you do that?

You might start off by highlighting their core products or services. You can also talk about your experience with them. That’s all you can do.

But have you ever thought that you leave a lot of things behind you and nobody, including you, pays attention to those?

And we honestly don’t blame you or others for it.

In this era, when almost all businesses look and feel the same, it becomes a necessity to shape your brand in a way that it gets instantly recognized by your potential customers in order to succeed.

For some of you, this might be a challenging task, but believe us; it’s not!

To do this, you first need to comprehend how you can make an emotional connection with your target audience.

One of the best and the easiest way to do this is narrating a tale, or you can call it storytelling.

From our childhood, we have loved reading and listening to stories.

This is the one habit that stays with us forever, and you can take leverage of it to succeed.

When you tell stories of your brand, it helps in plenty of areas like:

  • Understanding the origin of your company/brand.
  • What motivated you to provide this specific solution?
  • What sets you apart from your competitors?

As you know, many businesses are turning towards this new emerging content marketing strategy -Video.

It is becoming increasingly popular among organizations as a means to tell their company’s narrative and promote their core values.

To provide more insights, now that they’ve started using case study videos to showcase how their brand stands out from the crowd as something truly exceptional, one that customers feel a part of and proud to support with every purchase.

And guess what? This strategy is working pretty well.

In one of our blogs on video marketing , we stated that videos can easily boost conversions by as much as 134% on websites and bring in more targeted visitors on social media at a lesser cost.

Pretty impressive, right?

So, how would you apply this new marketing tactic to bring in similar results?

Don’t think too much because we are here to help.

Let’s dive in together to take a deeper look.

What is a Case Study Video? – An Irresistible Introduction

To begin, the purpose of a case study video is to provide a platform for a business to introduce itself to a wider audience in a more personable and genuine manner.

You let people go behind the scenes of your business and uncover the human aspect of your organization in a superb case study video.

The video tone should be raw and unedited, and the ultimate aim should be to evoke strong feelings.

Rather than making a safe, generic business statement, you should want to stand out.

You’ll hit closer to home if you’re vulnerable and open up about your flaws with honesty in front of your audience – after we all have some flaws, it’s nothing to be ashamed of.

Indeed, the more you relax and reveal your struggles, the more people will identify with you and view you as more than just another faceless corporation.

Bear in mind that a case study is not always an advertisement.

Although both might share elements, advertisements are often more financially motivated and designed to compel the audience to act immediately.

The purpose of a case study is more like that of a branding exercise, in which the audience’s impression of the firm or product is shaped.

Here, you want to create trust gradually and not pressure the audience to take any kind of instant action.

A marketing firm, for instance, may like to provide a case study on its website outlining its process of working with clients, praising the strong relationships they establish with its partners, and lauding the successful outcomes they achieve.

Unfortunately, there was no encouragement to take any action.

The perfect case study would leave a lasting impact on the reader and persuade them of the agency’s superior quality.

When the moment is perfect, the customer won’t need much persuading because the agency will become the clear favorite.

The Elements of an Incredible Case Study Video Should Encompass

Well, a case study video should persuade the audience that your company is the best option for a certain service or product by altering their initial impression of it.

How can you make it happen?

Start off by establishing rapport with the audience first.

Your video should not have a “business” or “bland” vibe but rather a personal one so that viewers can identify and connect with you on a personal note.

If you want to help people with an issue, you can’t act like a faceless company. You’re not looking to make a quick buck but rather establish a long-term working relationship.

I guess I have made my point.

Next, it should go without saying that your video should be interesting to the viewer.

Don’t use tired expressions – we have enough negative in our lives, and we are dealing with it, so no more, please.

Be irreverent and make up spontaneous bits that shock and entertain your viewers.

Is your company’s CEO, once again, making a budget speech to the press in his office? If you want to showcase that your firm is more than simply accountancy, why not perform the same thing while surrounded by employees or while wandering around your factory?

You know everything, and anything is possible. The only limit is in one’s imagination.

Moreover, for your video to be successful, it must persuade its intended viewers. Furthermore, nothing is more persuasive than testimonials from actual consumers.

Instead of praising yourself, have your clients do it for you by telling the tale from their perspective. If a business were to do all the talking, most consumers would tune out, but they would likely pay close attention if the same message were provided by actual customers.

So, after reading a thousand reviews, which do you think gives a more accurate portrayal of the product?

Creating a video case study also gives you the chance to speak directly to each of your niche markets.

Indeed, it is crucial to tailor your messaging, so it corresponds to the unique pain concerns of your various customer categories (students, families, homeowners, retirees, etc.).

Don’t be afraid to tailor your message to different groups of people by creating several case study videos; the more specific your videos are, the more likely they are to pique people’s interest and ultimately win them over.

Last but not least, while thinking about how to organize your case study, there’s no need to start from scratch when you have the whole flowchart in your hand.

The tried-and-true method of Problem > Solution > Outcome is usually effective. You start by outlining the problems your customers are experiencing.

Once you’ve found the key to the problem, you have to prove it. To wrap things up, you stress the enhanced quality of life your product or service has brought to the consumer. It’s as simple as that.

Okay, enough of the procedure.

We believe when we are writing about a how-to blog, it’s necessary to show real-life experiences.

So, let’s move to that.

Case Study Video Examples That Will Put You in Trance

Well, if you search on YouTube, you’ll find innumerable case study videos. However, not every video met the standards we had set. Plus, we wanted to set the benchmark up high so you can achieve your goals faster.

So, let’s take a look at some of the best case study videos created by industry giants for their businesses.

Do you have any idea why this case video works so well?

Even though PayPal is a million-dollar enterprise, still it’s supporting small businesses and helping them to succeed.

Pretty amazing, right? After all, who does that today?

Moreover, it’s not them who tell tales of their success. They let their customers do the talking and praising – a great tactic to prove your credibility.

This video does a great job of summing up the difficulties encountered by the company and showing how Paypal’s payment services provided a simple solution.

When we were watching the video on YouTube, we saw comments saying good things about it.

The opening scene is riveting and effective in setting the tone for the GoPro narrative to follow. The audience is taken on a trip down memory lane through flashbacks as several workers discuss the significance of GoPro and its effects.

The viewers of this video can be inspired to follow in the footsteps of the company by realizing that their own consumers are at the heart of its success.

3. LaunchHub

In order to ensure the success of your mobile app’s marketing strategy and take it to the next level, you need to know what you’re doing.

The future success of your app is very important, given the current climate of uncertainty. This is why you need LaunchHub

LaunchHub opted for an animated video style to explain its product. They take a narrative approach and their expertise in the field to choose the most effective means of explaining their work to others.

The LaunchHub crew knows their stuff, and it shows in the animated video case study they created to present their predictive mobile analytics technology to mobile marketers.

If you want to create a video like this, get in touch with any of the video animation studios we have listed in our blog, top-rated Houston-based animation studios , you should hire for your animated video projects.

4.  Hyatt

Probably, this is one video that’s entertaining apart from being informative.

In this video, Hyatt takes the safe route while yet sending a powerful statement. Watch how the video pivots to talking about Google and their new video ad distribution option at the midway point.

Google sees this strategy as a wonderful method to establish trust before introducing its own brand narrative to the world.

5.  Slack

Why it works: Pretend to be interested in your goods if you can’t (or won’t) use genuine ones.

Here, Slack has gone above and above in terms of imagination by providing a completely made-up scenario to show what can be expected when a tech business begins using Slack.

You can also show in great detail how to utilize the product and how it helps with a variety of difficulties while still being witty and irreverent in this approach.

6.  Cool Paal Flex

It’s pretty surprising to see how pharmaceutical product manufacturers are now investing in animated case study videos to connect with their potential customers and build the credibility of their brand.

The case study video narrates the story of how MissionPharma was requested to deliver insulins to their warehouse in Goma Democratic.

Due to some circumstances, they had to change their destination, which brought the issue of keeping the products at the right temperature while they were transported.

It was a pretty challenging task, but Cool Paal Flex stepped to the rescue – arrange high-performing bulk shippers.

The video showcases how the solution the company proposed to their client helped them in safely delivering their products.

This video has a great storyline, great use of color, and is visually appealing, which is why we thought it deserves a spot in our blog.

Helpful resources for readers looking for animation studios:

  • Reputable 3D animation agencies you can work with.

Creating Case Study Videos – Hiring the Video Experts

Well, the heading says it all.

Video production is not an easy task at all. You might not know or have a clue about the fact that a video goes through three processes (pre-production, production, and post-production), then you get the final results.

No matter what video style you choose, like live-action or animation, the process is the same.

If you don’t have the right set of skills, then outsource your video to any video production studio. If live-action video style works for you, then give a read to our listicle blog, video production companies NYC serving people across the globe.

Or, if you like the animated video style more, which is pretty evident why you can also hire video animation experts.

Animation is something that not everyone can do. If you find a company that offers video production services, it’s not necessary that they can offer animation services, too, like cel-animation 2D animation or 3D animation services .

There are some other studios who are solely providing top-notch video animation services like us. Not bragging, but our work speaks volumes.

You can go and check out our portfolio to witness our work yourself.

Go One Step Ahead with Case Study Videos

As you know, using case studies for marketing is a common practice in the digital world because it’s proven case studies help in spreading awareness and building credibility.

If you already have a massive number of loyal customers in your hand, you can ask them out to join hands with you, stand in front of the camera and tell the world how amazing you are.

If they truly value and trust you, you’ll get an unbelievable response.

If you’re camera shy and not ready to do it yourself, then, BuzzFlick is here all set to jump in and help you produce impeccable case study videos.

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An animation enthusiast who enjoys explaining complex animation techniques, mediums, and videos. Her love for animated films drives her. In her spare time, she enjoys watching animated films from Pixar, Disney, and Illumination productions.

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Blog Graphic Design

15+ Professional Case Study Examples [Design Tips + Templates]

By Alice Corner , Jan 12, 2023

Venngage case study examples

Let me ask you a question: Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

For businesses selling consumer goods, having raving reviews is a good way to get more customers. The same thing applies to B2B and/or SaaS businesses — but for this type of business, besides regular, short reviews, having a detailed case study can help tremendously.

Case studies are an incredibly effective form of marketing that you can use to help promote your product and plan your marketing strategy effectively. You can also use it as a form of customer analysis or as a sales tool to inspire potential customers.

So what does a case study look like and how can you create one? In this article, I’m going to list over 15 marketing case study examples, case study tips, and case study templates to help you create a case study that converts.

Bold Social Media Business Case Study Template

Click to jump ahead:

  • What is a Case Study?
  • Marketing Case Study Examples

Sales Case Study Examples

Simple case study examples, business case study examples.

  • Case Study FAQs

What is a case study?

A case study is a research method to gain a better understanding of a subject or process. Case studies involve in-depth research into a given subject, in order to understand its functionality and successes.

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

Case Study Definition LinkedIn Post

As well as being valuable marketing tools, case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

What is a marketing case study?

A marketing case study is a type of marketing where you use your existing customers as an example of what your product or services can achieve. You can also create case studies of internal, successful marketing projects.

Here’s an example of a marketing case study template:

marketing case study example

Return to Table of Contents

Marketing case study examples

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Light simplebusiness case study template

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Modern lead Generaton Business Case Study Template

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Social Media Business Case Study template

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

Color combination examples

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Gray Lead Generation Business Case Study Template

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Venngage's accessible color palette generator

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

Lead generation business case study template

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Lead generation case study example short term goals

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

In sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Vibrant Content Marketing Case Study Template

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

Case study example pursuasive language

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Bold Content Marketing Case Study Template

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Teal Social Media Business Case Study Template

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Coral content marketing case study template.jpg

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

Blue case study example case growth

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Blue Content Marketing Case Study Tempalte

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Blue Simple Business Case Study Template

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

Venngage orange marketing case study example

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

Purple SAAS Business Case Study Template

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

Purple SAAS Business Case Study Template Header

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Red SAAS Business Case Study Template

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

event marketing project management gantt chart example

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

Case study peer recommendation quote

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

Contrast Lead Generation Business Case Study Template

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Case Study Examples Summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website .

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case Study FAQ

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers , business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

Related: How to Present a Case Study like a Pro (With Examples)

Some good questions you could ask would be:

  • Why do you use our tool or service?
  • How often do you use our tool or service?
  • What does the process of using our product look like to you?
  • If our product didn’t exist, what would you be doing instead?
  • What is the number one benefit you’ve found from using our tool?

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