video case study solution

How to Create Highly Effective Case Study Videos

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

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

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

What is a Case Study Video?

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

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

Successful case study videos:

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

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

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

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

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

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

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

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

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

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

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

1. Think Like a Potential Customer

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

2. Ask the Important Questions

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

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

3. Choose the Right Customer

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

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

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

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

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

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

4. Plan Out the Story Arc

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

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

5. Conduct Background Interviews

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

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

Here are some questions to consider:

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

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

6. Write Your Script

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

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

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

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

7. Back it Up With Stats

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

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

8. Choose a Shoot Location

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

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

9. Develop a Shot List

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

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

10. Sweat the Details on the Day of the Shoot

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

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

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

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

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

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

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

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

1. Zoom Testimonial from Zendesk

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

2. Google AdWords Case Study

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

3. Slack’s Unique Take on the Case Study

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

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

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How to Make Killer Video Case Studies

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

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

Key Takeaways

What is a video case study?

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

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

What are the benefits of video case studies?

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

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

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

Are there different types of video case studies?

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

Product/Service Reviews

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

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

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

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

• Testimonials

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

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

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

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

Narrative Case Studies

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

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

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

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

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

How to make a video case study

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

1. Planning and Pre-production

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

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

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

2. Research and Interviews

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

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

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

3. Filming and Production

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

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

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

4. Post-production

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

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

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

5. Finalization and Distribution

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

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

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

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

6. Monitoring and Analysis

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

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

7. Post-Release Engagement

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

8. Case Study Promotion

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

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

10 top tips for video case studies that succeed

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

Find an engaging story

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

Camera-friendly interviewees

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

Choose the right format

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

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

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

Great visuals

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

Use motion graphics

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

Impressive results

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

Did you reduce costs by 30% or increase productivity?

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

Have you improved employee retention by 20%?

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

High content. Short timeframe.

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

Create alternate versions of the same story.

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

Tease your video case study

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

Add a whitepaper

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

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

Where to use video case studies

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

1. Your Website

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

2. Social Media

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

3. Email Marketing

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

4. Sales and Marketing Presentations

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

5. Content Marketing

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

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

Case study video examples worth watching

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

Video case study example 1

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

Video case study example 2

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

Video case study example 3

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

Cynthia Kay

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

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How to Create Case Study Videos That Convert New Customers

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

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

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

Table of Contents

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

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

To be considered a great testimonial video, it must:

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

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

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

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

They’re Persuasive

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

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

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

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

They’re Engaging

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

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

They’re Emotional

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

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

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

They’re Versatile

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

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

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

Customer Testimonial Video

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

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

Customer Review Video

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

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

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

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

Case Study Narrative Video

This is the most complex type of case study video.

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

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

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

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

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

Think Like Your Ideal Custome r

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

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

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

Ask the Right Questions

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

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

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

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

Choose the Right Featured Customer

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

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

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

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

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

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

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

Plan Out Your Video

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

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

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

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

Gather Background Interviews

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

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

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

Some questions to consider asking during this stage include:

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

Write the Script

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

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

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

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

Add in Stats and Facts

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

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

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

Choose Your Shoot Location

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

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

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

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

Draw up a Shot List

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

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

Don’t Forget Day-of Details

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

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

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

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

Some ways to utilize your new corporate testimonial video include:

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

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

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

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

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

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

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

Why case study videos matter

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

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

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

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

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

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

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

Myth busting: You don't need client footage

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

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

5 fast and effective case study video examples

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

Example 1: Challenge, Solution, Impact

The structured approach.

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

Example 2: Authentic Testimonials

Customer voices amplify your brand.

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

Example 3: Powerful Single Quotes

A quote that speaks volumes.

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

Example 4: Results-driven stories

Highlighting success stories.

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

Example 5: Narrative storytelling

Engage with a story.

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

Effortless case study video creation with Storykit AI

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

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

Quick and user-friendly process

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

Personalization and flexibility

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

A five-minute transformation

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

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

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

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How to Create A Video Case Study and Customer Testimonial

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

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

The Benefits of a Video Case Study

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

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

How to Prepare for a Video Case Study

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

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

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

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

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

How to Conduct Interviews via Zoom Video

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

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

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

Editing Best Practices

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

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

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

Finding the right soundbites for the story

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

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

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

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

Add Captions to Video Case Studies

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

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

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

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Home › Blog › Audience Ops Case Studies › Video Case Studies for Marketing

Video Case Studies for Marketing

We live in a world where it’s increasingly difficult for businesses to draw attention to themselves. Marketing methods are constantly evolving and “traditional” avenues often lose their effectiveness. Businesses need innovative ways to engage their audiences and compel them to take action.

Video case studies are a modern and effective marketing tool that have proven to be a game-changer for many companies. There’s a good reason why video is a top marketing investment among brands…

The great news is that video case studies are a marketing strategy that can work for businesses at all stages – not just those with huge audiences and years of content. Let’s dive into how they work, and how you can make them work for you.

What is a Video Case Study?

A video case study is a powerful storytelling tool that encapsulates three essential elements: the subject (your customer), the story (their experience), and the solution (your product or service). It weaves together these elements into a compelling narrative that resonates with your target audience.

Key Elements of an Effective Video Case Study

• The Subject (Customer): The heart of any case study is your customer. Their authenticity and relatability are crucial in establishing a connection with your audience.
• The Story (Experience): Your case study should vividly narrate the customer’s journey, focusing on the challenges they faced, the solutions they sought, and the transformation your product or service enabled.
• The Solution (Your Product/Service): Showcase your offering as the hero of the story, demonstrating how it provided the ultimate solution to the customer’s problems.

Why Video Case Studies are Crucial for Marketing

Video is nothing new, but video case studies have emerged as a critical part of marketing strategy for businesses of all sizes. (If you’re not sure about what we mean by case study, check out this post: What is a Marketing Case Study? ).

Video case studies are great for providing the following advantages:

Engagement: Videos Trump Text and Images

One of the primary reasons video case studies are indispensable for marketing is their unparalleled engagement factor. Videos have the unique ability to captivate and retain viewers’ attention better than static text or images. They provide a multisensory experience that resonates deeply with the audience. According to this article from Sprout Video , viewers remember 95% of a message when delivered by video, compared to just 10% when delivered via text.

Video is Popular Online 

Statistics don’t lie. According to recent studies, video content accounts for a significant portion of online traffic. Viewers are more likely to click on and engage with videos than with any other form of content. Consider these figures:

• Video is the top marketing investment of B2B brands.
• 92% of video marketers report that it gives them a positive ROI.
• People watch an average of 17 hours of online video per week.

Our Brains Prefer Video

Our brains are wired to process visual information faster and more effectively than text. Videos leverage this innate preference, making it easier for your message to sink in and leave a lasting impression. Furthermore, video provides a more evocative experience for the senses, helping to drive an emotional response.

Building Trust Through Real Stories

In a world where skepticism reigns, authenticity is your greatest ally. Video case studies provide a platform for real customers to share their genuine experiences, helping you build trust with your audience. “Social proof” is a critical influence over consumer purchase decisions, and people look to real-life examples to reassure themselves that they’re making a good choice.

Video is Highly Shareable

Videos are inherently shareable on social media platforms. A well-produced video case study has the potential to go viral, dramatically expanding your reach and impact.

Produce Written Case Studies to Pair with the Video for Maximum Impact

Even though we’re wired for video, you may want to pair a video case study with a more traditional written case study.  Some individuals and companies will appreciate both the written and video presentation of social proof. 

Once an interview is complete, you’ve already got the basis for written content, so learn how to create a solid written case study and you now have more options for your sales and marketing teams to use.  

Benefits of Video Case Studies for Businesses

Businesses can derive several benefits from video case studies. Check these out:

Sales and Conversions

The ultimate goal of marketing is to drive sales and conversions. Video case studies play a pivotal role in achieving this objective by providing tangible proof of your product or service’s effectiveness. 80% of video marketers say video has directly increased their sales.

Boosting Online Visibility

Video content can enhance your website’s search engine optimization (SEO). Search engines love videos, and they reward SEO-optimized videos with higher rankings, leading to increased organic traffic. On Google search results, video hits are shown near the top, helping to further boost visibility.

Repurpose Across Different Channels

Video can give your brand an extra visibility boost when you repurpose it across different channels. One video can be used for multiple different formats. For example, you might post outtakes to Instagram or Facebook, or even take quotes from the video to use in text.

Brand Image and Reputation

Your brand’s image is influenced by the stories you tell. Real success stories featured in video case studies help you cultivate a positive reputation, fostering customer loyalty. The biggest “pull” factor is that customers tell stories in their own words and help to attract others who may have similar circumstances. People tend to look for other people who have similar needs to their own.

Gain Valuable Feedback

Video case studies also serve as a valuable feedback tool. They allow you to gain insights into your customers’ experiences, identify pain points, and make improvements where necessary. You can get excellent, candid feedback from customers who are comfortable enough to help with a video case study.

Common Misconceptions About Producing Video Case Studies

We get it, sometimes the very thought of producing video of any sort just sounds like a lot of work. If you’re always busy, you might be thinking, “but I don’t have time to manage this,” or “this will be expensive to get someone else to do.” The good news is, these don’t have to be barriers to getting your own quality video case studies produced. Common misconceptions include:

Cost: Are Video Case Studies Expensive?

Producing high-quality video content doesn’t have to break the bank. While there are costs associated with video production, the return on investment (ROI) through increased sales and brand visibility often justifies the expense. 

Can you do it yourself? Sure! Video case studies don’t necessarily need a huge amount of expensive equipment to produce. One thing to be aware of is that they do need a significant amount of time. You need to take enough time to work with the client and ensure you craft a compelling story. You’ll need someone who is skilled as an interviewer so that the best stories are extracted.

Not into doing it yourself? You’ll find that as you look around, there is huge variation in cost. Some might seem on the cheap end while others will seem expensive. Our recommendation is to check out samples of their finished products and find out about their process for producing them. Find a service provider with a finished product that you like who follows a process that works for you and your customers.

Time: Does it Take a Lot of Time to Produce a Good Video Case Study?

There’s no sugar coating it; creating a high-quality video case study requires time and effort. Some of the tasks involved include:

• Identifying customers who would be great case studies.
• Reaching out to those customers and getting their buy-in.
• Setting up goals and desired outcomes for your case study.
• Devising questions.
• Setting up an interview or interviews.
• Technical set up including sound and visual quality.
• Conducting the interview.
• Editing the interview video and identifying the most impactful parts.
• Producing a final video.
• Checking in with the customer to make sure they’ve happy with the video.

However, you’ll find that long-term benefits far outweigh the initial time investment. The value of a well-crafted video case study continues to grow over time.

Complexity: Is Video Production a Complex Process?

The production process for video case studies may seem complex, but with the right team and resources, it becomes a manageable and rewarding endeavor. At a bare minimum you need a strong interviewer and a great videographer/video editor. Of course, you also need the right equipment to produce a quality video, but here’s a secret – your equipment doesn’t need to be hugely expensive and you don’t even have to be in the same location as your interviewee.

Experienced teams will have a process worked out that helps them to reduce complexity and efficiently produce a great video every time. For the sake of reducing your own workload, it can pay off to hire a service to produce video case studies for you.

Success Stories: Video Case Studies

What do successful video case studies look like? Here are some examples of videos that have been produced by Audience Ops for clients. These clients are successfully using the case studies to share impactful stories of their customers and draw in more business.

Successful Dockwa user, Menemsha Harbor makes for a compelling “why” for other marinas to use their software. You can see that a key factor which makes their story so attractive is the inclusion of concrete numbers. Viewers can see that Menemsha Harbor had a marked improvement in KPIs. They also tell a relatable tale of their former struggles with the administrative side of marina management.

Mothership has produced a few different case studies with Audience Ops, each profiling a different client that successfully works with their software. What makes these successful? Each user tells a compelling story about how their business has been improved through using Mothership. They include numbers and give a vivid picture of “before and after,” to help viewers relate to their story.

Case studies are perhaps especially important when it comes to anything involving health and wellness. Bened Life is well aware of this, and of the healthy dose of skepticism that people who have managed symptoms for a while tend to carry with them. Their video case study was produced by Audience Ops and is impactful because the interviewee doesn’t mince words when it comes to her experiences. It’s a raw, human look at how their product has made a difference.

Why Choose Audience Ops to Produce Your Video Case Studies?

Audience Ops is an expert team when it comes to telling the stories of your customers that people want to hear. We offer:

• End-to-end service. “Done for you” is a pretty big deal in these hectic times, and that’s exactly what we offer. From conceptualization, to interviewing, through to final edits, we handle it all. 

Here’s what the clients who hired us for those case studies had to say about about us:

Final Thoughts About Video Case Studies for Marketing

Video case studies are a powerful marketing tool that can transform the way your business connects with its audience. They offer unparalleled engagement, authenticity, and shareability, making them essential in today’s marketing landscape. 

By embracing video case studies, you can build trust, enhance your brand image, and build lasting relationships with your customers. It’s time to harness the storytelling potential of video case studies and propel your marketing strategy into the future.

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How to Create Case Study Videos That Convert

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

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

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

And people are buying online now more than ever.

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

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

And nothing does this better than video.

To be specific: case study videos.

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

Create a stunning video in minutes

What makes a good case study video?

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

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

Sounds technical?

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

And they’re highly effective at boosting sales.

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

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

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

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

Which types of case study videos can you create?

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

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

Testimonial video

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

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

Q&A style interview video

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

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

There are several ways to conduct this kind of video.

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

Review video

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

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

Narrative video

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

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

💡 PlayPlay Pro Tip

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

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

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

Define your audience and their pain points

First and foremost, understand and define your audience.

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

Be as comprehensive as possible in defining your target audience.

Define the key message and objective of the video

Next, what message are you giving via your video?

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

So your objective can differ depending on,

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

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

Be crystal clear.

Select your subject or subjects

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

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

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

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

Write your video script

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

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

• Outline the pain points of your target audience

What difficulties are they going through?

What challenges are they facing?

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

• Introduce the hero of your story

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

• Explain the solution

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

• End with a call-to-action

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

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

Include numbers and stats

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

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

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

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

Decide the format of your case study video

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

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

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

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

💡 Thinking about the cost of producing a corporate video?

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

Create and edit your video

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

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

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

This hampers their video creation and editing process.

The solution?

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

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

Start creating videos

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

By Maxime Hoppenot

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

Written by samantha ferguson.

Last updated on 29th November 2023

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

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

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

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

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

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

What is a case study video?

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

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

Case study video benefits

1. increase trust & credibility.

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

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

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

2. Relate to your customers

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

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

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

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

3. Boost sales

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

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

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

4. They’re easy & inexpensive to make

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

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

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

5. Strengthen your relationship with existing customers

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

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

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

How to create a case study video in 10 steps

1. decide on a goal.

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

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

2. Identify your target audience

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

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

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

3. Choose the right customer

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

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

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

4. Write a script

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

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

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

5. Add stats where possible

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

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

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

6. Find the perfect location

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

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

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

7. Create a shot list

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

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

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

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

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

8. Shoot your video!

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

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

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

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

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

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

9. Edit your video

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

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

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

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

10. Share your video

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

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

7 Top examples of case study videos

1. wyzowl – uberflip.

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

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

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

2. Google Ads – Chuckling Goat

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

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

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

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

3. Zoom – Customer Stories

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

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

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

4. Wyzowl – Oxford University Press

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

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

5. Samsung – Superdry

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

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

6. Hubspot – Avison Young

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

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

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

7. Claranet – Pets at Home

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

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

Final thoughts

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

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How to Create Convincing Case Study Videos [Free Guide]

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

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

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

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

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

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

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

7 Simple Steps to Creating Convincing Case Study Videos

1. set clear, specific goals.

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

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

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

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

2. Decide on Your Target Audience

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

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

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

3. Find the Problem, Solution, and Your Message

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

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

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

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

4. Choose the Right Client & Get Them Onboard

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

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

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

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

5. Craft the Story Through the Right Questions

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

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

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

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

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

6. Create the Visual Style

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

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

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

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

7. Get Your Case Study Out There

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

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

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

Round-Up: Plan for Case Study Success

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

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

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

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

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9 Tips For Creating Brilliant Case Study Videos

Video Transcription

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

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

So, make sure you stick around!

Hi, I’m John here at Spiel Creative.

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

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

TIP 1: MANAGE OBJECTIONS

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

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

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

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

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

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

Ok, now, on to my next tip…..

TIP 2: DIFFERENTIATE YOURSELF

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

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

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

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

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

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

So how should you decide who to include?

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

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

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

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

Which moves me nicely onto…

TIP 4: HAVE A GOOD STRUCTURE

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

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

PART 1: INTRODUCE YOUR CUSTOMER

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

PART 2: LIFE BEFORE

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

PART 3: LIFE AFTER

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

And finally…

PART 4: YOUR CUSTOMER’S RECOMMENDATION

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

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

TIP 5: INCENTIVISE YOUR CUSTOMERS TO DO THE SHOOT:

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

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

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

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

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

TIP 6: MAKE IT SHORT AND SWEET

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

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

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

Ok, let’s move on to our next tip….

TIP 7: MAKE IT BELIEVABLE

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

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

You get the idea!

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

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

TIP 8: PREPARE YOUR CONTENT PROPERLY BEFORE SHOOTING

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

TIP 9: USE INTERESTING VISUALS

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

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

So that’s if folks.

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

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

Bye for now!

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

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Boost Campaign Performance Through Video

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The Complete Guide to Creating Case Study Videos

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

You need to back your claims up with evidence.

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

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

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

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

What makes a great case study video?

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

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

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

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

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

Here’s a step-by-step breakdown:

Pre-production

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

1. Choose the right customer

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

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

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

2. Lead the interview process

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

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

3. pick a viewing format.

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

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

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

4. Use the proper equipment

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

Production and shooting

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

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

1. Don’t veer off course

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

Film dialogue – thankfully! – is not.

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

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

2. shoot more footage than you need.

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

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

3. Sweat the details

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

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

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

Post-production.

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

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

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

1. Add graphics and narration

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

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

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

2. Let your customer help promote the video

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

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

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

3. Wrapping up!

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

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

Keep learning

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

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

Published: January 04, 2018

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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 • 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 .

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

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.

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.

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.

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.

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.

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.

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?

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.

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 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.  

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.

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 .

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.

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.

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.

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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7 Case Study Video Examples [Updated 2023]

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

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

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

What is a Case Study Video?

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

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

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

5 Features of Successful Case Study Videos

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

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

Now let's dive into the actual examples!

7 Case Study Video Examples

1. freshbooks case study (sarah).

Case Study Type: Testimonial

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

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

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

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

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

2. Slack Case Study (Sendie)

Case Study Type: Customer Success Story

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

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

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

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

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

Case Study Type: Video Infographic 

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

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

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

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

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

4. Zappos Case Study Video

Case Study Type: Combo Video

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

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

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

5. GoPro Case Study

Case Study Type: User-Generated Content Case Study

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

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

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

6. Google Ads (Princess Polly)

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

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

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

7. Duda Case Study (Moovs)

Case Study Type: Feature Review

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

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

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

8. HubSpot with EZ Texting

Case Study Type: In-Depth Use Case

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

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

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

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

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

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

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

Create personalized videos today

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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VIDEO TESTIMONIAL

3 Ready-to-Use Case Study Video Templates

June 11, 2024

How can we effectively show the success of the product/service achieved to increase credibility for the brand?

This can be done with case study videos. They provide a clear picture of what kind of results your product has achieved. These videos follow a timeline, starting with identifying the problem, finding solutions, and getting to the outcomes.

A compelling case study video highlights your brand and gives prospects valuable insights. They show the use cases and provide metrics that prove the product value proposition .

According to Upliftcontent , case studies are the #1 effective marketing tactic to increase sales, and almost 40% of SaaS marketers say that case studies are very effective at increasing sales.

Case studies generally come in written format, featured in a separate section on your website, and included in newsletters, and webinars. But they can be easily turned into video content through content repurposing .

The process can be simplified using case study video templates. These templates come with a ready-made structure , making it easier to create impactful case study videos. These templates help you save time and effort in creating a video.

Before creating a case study video or choosing a video case study template, here are a few questions you might have.

• What sets the product apart from its competitors?
• And how can we show these differentiators effectively in the case study video?
• What specific metrics show the real impact of the solution on customers’ businesses?

Before creating a case study video, let’s first know what it is and why it’s beneficial for our businesses.

What is a Case Study Video?

A case study Video goes beyond conventional marketing. It focuses more on benefits and results rather than in-depth product features.

Case study videos show the success achieved using the product/service. They answer questions prospects might have before making a purchase. They show how using the product can benefit the business.

These videos are highly credible as they discuss real customer stories from problem to solution to post-purchase results. They also show how your product easily collaborates with different tools, highlighting its compatibility and effectiveness.

Prospects relate to stories and experiences more than just statistics. It assists them in their decision-making process.

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

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

3 Case Study Video Template

A case study video template provides a framework for effectively presenting the solution and the goals achieved.

1. The Problem-Solver Template

The video case study template discusses the key problem the client was facing and the adverse impacts on their business(high costs and decreased efficiency). Explain how you solved the problem and the results achieved.

Introduction: Company’s Intro

Shot 1: Introduce the client and add the logo.

Voiceover: Narrate about the client and their company – what work they do and the date of establishment.

Visuals: Customer video introduction, stock footage of business environment

Scene 1: The Company’s Challenge

Shot 1: List the challenges faced.

Shot 2: How it was affecting the business.

Voiceover: Narrate the problems faced before implementing the solutions and describe their impacts on productivity and management.

Visuals: Executives looking concerned, stock images of graphs and charts, disorganized data flows

Scene 2: The Research

Shot 1: Searching for a brand that provides solutions.

Voiceover: Narrate previous experiences and how they found your brand

Visuals: Stock footage of online research.

Scene 3: The Solutions Offered

Shot 1: Approach followed, e.g., Design thinking (Empathize, Define, Ideate, Prototype, and Test)

Shot 2: Solutions (product/service)

Shot 3: Focus on major improvements observed after using your product.

Voiceover: Narrate why this approach was used and how useful the product was in solving the problem.

Visuals: Sketching ideas on a whiteboard, teamwork, product’s UI.

Scene 4 - Results

Shot 1: Use various statistics (graphs, percentages), specify the metrics(numbers), and show the impact of the product.

Shot 2: Show customer satisfaction (Include a quote).

Voiceover: Narrate how the metrics and results improved after solution implementation. Also, discuss potential future collaboration.

Visuals: Montage of specific metrics, satisfied clients

We know how to sell your story using your product UI

2. The Comparison Template

This case study video template discusses the before and after scenarios of using the product. This emphasizes the benefits of using your products.

Introduction: Client’s Intro

Shot 1: Introduce the client and show their industry expertise.

Voiceover: Date of establishment, founders, and core offerings

Visuals: Client introduction video, company logo, stock footage of work environment, and team collaboration.

Scene 1: The Problem

Shot 1: List the problems faced and how it was affecting the company.

Voiceover: Talk about the challenges faced and how they disrupted the smooth functioning of the organization.

Visuals: Executives looking concerned, stock footage of changes in percentages.

Scene 2: Before and After Comparison

Shot 1: Split screen comparing Before and After charts.

Shot 2: Emphasize the benefits observed after solution implementation.

Voiceover: Narrate the experiences before and after solution implementation.

Visuals: Comparison montage of before and after scenarios, comparison tables, or graphs.

Scene 3: Problem Identification and Solution Implementation

Shot 1: Implementation and use cases of the product/service.

Voiceover: Narrate how useful the product was in solving the problem.

Visuals: Stock footage of teamwork, snippets of the product’s UI.

Scene 4 - Results and CTA(Call to Action)

Shot 1: Use tables to show growth metrics(numbers) and the impact of the product.

Shot 2: Add a short CTA and contact information at the end of the video.

Voiceover: Narrate the significant improvement seen with the solution. Mention an increase in percentages and metrics.

Visuals: Satisfied clients, visuals of data analytics dashboards, charts, and graphs

3. Data-Based Case Study

This case study video template discusses efficiency, growth, and performance gains after partnering with your business.

Shot 1 : Logo, an overview of work, mission, and values.

Voiceover: Narrate about the company’s work, mission, and history.

Visuals: Customer introduction video, stock footage of the office environment.

Scene 1: Problem Identification through Data

Shot 1: Problems and areas that needed improvement, backed by statistics and relevant data.

Shot 2: Effects on the business.

Voiceover: Narrate the challenges observed and what are the goals they want to achieve.

Visuals: Stock footage of numbers dropping or fluctuations in business performance

Scene 2: Impact Assessment

Shot 1: Comparison charts and metrics.

Visuals: Comparison tables or graphs.

Scene 3: Solution Implementation

Shot 1: How the solution is implemented and its contribution to improvement in overall workflow and productivity.

Voiceover: Narrate how the company benefited from using the product.

Visuals: Stock footage of customer satisfaction and automated workflows.

Shot 1: Use various graphs and percentages to show the impact of the product.

Shot 2: Predictions or projections based on the success of the implemented solution, showcasing the potential for future growth.

Shot 3: Add a short CTA and contact information at the end of the video.

Voiceover: Narrate how satisfied the client is with the improvements in KPI.

Visuals: Charts and graphs with predictions, Stock footage of CTA demonstration

How are Case Study Videos Structured?

An effective case study video has a specific outline. For the ease of production, you can use case study video templates.

1. Introduce the Client

Provide a brief introduction of the client, including their name, the company they work for, as well as their job role.

2. The problem faced

Explain the challenges and pain points the client faced before purchasing your product. This gives context to the rest of the video.

3. Their previous attempts to solve the problem

Discuss the previous solutions they have tried before approaching your brand. This gives you a chance to highlight the USP of your brand .

4. Your product/service

Highlight your product benefits and explain how it addresses the problem. Give details about how and for what purpose the product or service was used.

Show the outcomes and results achieved by the customer after implementing your solutions. Include any statistics and graphs showing KPI improvements.

Include a CTA (Call to Action) – it can be as simple as viewing another case study or directing them to “Contact us”. This gives prospects a clear idea of the next step.

Here are a few case study video examples:

A. Content Beta’s case study on Kissflow

Challenge: To perfect onboarding.

Solution: Content beta helped Kissflow with the script, storyboarding, voiceovers, and video editing

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

B. Gong’s case study on HubSpot

Challenge: Scale and support its coaching culture.

Solution: Reduce new rep ramp time, increase rep productivity, and gather rich customer insights for different teams.

C. Hubspot’s case study on Avison Young

Challenge: Low adoption of the CRM system among brokers, impacting productivity.

Solution: Transition to HubSpot as the global CRM simplified processes, increased adoption to 90%, and improved efficiency with forecasting and senior leader involvement features.

Why are Case Study Videos Important?

Case studies are subtly persuasive and give prospects an idea of what results they can expect from your product. You can:

• Place them on your website.
• Share it with your email lists .
• Share them on social media.
• Use them in sales presentations.

1. Provides credibility

Case Study videos show the benefits and results of using your product or service. They cut through mere marketing claims and discuss the benefits in detail.

2. Relatable Scenarios

Case studies often present scenarios that match the target audience. When prospects see similar situation s, they will be intrigued and consider you to solve their problem.

3. Authenticity

Case study videos are realistic, believable, and not exaggerated. This increases trust in the brand and its product/service.

4. Confidence Building

Seeing successful outcomes for other companies helps prospects feel more confident in expecting similar results for their business.

How to Choose the Best Questions for Your Case Study?

Choosing the best questions for your case study video will help gather valuable information. Based on the main goal, choose a case study video template. Or you can design your video case study template with the help of the information collected.

Questions should focus on key issues, product benefits, and the result metrics . A few questions to ask for a case study video are:

• What is the key issue the client was facing?
• What effects did it have on efficiency and workflow?
• What were the previous approaches to solving the problem?
• What exactly do they use the product for?
• What stood out in the product/service?
• What specific product feature was most helpful for the client?
• What kind of results did you notice after using the product?

Before choosing the questions, select the right client. The chosen client should match:

• Choose a client who closely resembles your target customer group .
• The work done for the client should be replicable for other prospects.
• The chosen client should be able to provide sufficient metrics to show the impact and effectiveness of your product.
• Ensure the client is okay with being part of the case study and has given permission to use their info.

Case study videos show the practical benefits of your product or service with measurable results or data. This provides credibility and shows how effective your solutions are.

Case study video templates can make the process much easier. These templates are ready to use and help you create videos quickly.

A case study video should include the client’s introduction, the problem, the solution provided, and the results achieved. The case study video template can help you create the video in the proper format.

This organized approach helps your audience understand the success story, making your offerings more trustworthy and impactful.

Frequently Asked Questions (FAQs)

How long should a case study video be?

A case study video should be less than 2 minutes. This duration helps keep the information precise and to the point.

Can I customize these templates for different clients?

Yes, you can customize these templates for different clients by making minor changes and adding relevant information.

Can these templates be used for both video and written case studies?

Yes, these templates can be used for both video and written case studies.

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6 Best Case Study Video Examples You Should Watch To Seek Inspiration

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.

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Deaver Brown and Cross River Inc Video Case Analysis and Case Solution

Posted by Peter Williams on Aug-09-2018

Introduction of Deaver Brown and Cross River Inc Video Case Solution

The Deaver Brown and Cross River Inc Video case study is a Harvard Business Review case study, which presents a simulated practical experience to the reader allowing them to learn about real life problems in the business world. The Deaver Brown and Cross River Inc Video case consisted of a central issue to the organization, which had to be identified, analysed and creative solutions had to be drawn to tackle the issue. This paper presents the solved Deaver Brown and Cross River Inc Video case analysis and case solution. The method through which the analysis is done is mentioned, followed by the relevant tools used in finding the solution.

The case solution first identifies the central issue to the Deaver Brown and Cross River Inc Video case study, and the relevant stakeholders affected by this issue. This is known as the problem identification stage. After this, the relevant tools and models are used, which help in the case study analysis and case study solution. The tools used in identifying the solution consist of the SWOT Analysis, Porter Five Forces Analysis, PESTEL Analysis, VRIO analysis, Value Chain Analysis, BCG Matrix analysis, Ansoff Matrix analysis, and the Marketing Mix analysis. The solution consists of recommended strategies to overcome this central issue. It is a good idea to also propose alternative case study solutions, because if the main solution is not found feasible, then the alternative solutions could be implemented. Lastly, a good case study solution also includes an implementation plan for the recommendation strategies. This shows how through a step-by-step procedure as to how the central issue can be resolved.

Problem Identification of Deaver Brown and Cross River Inc Video Case Solution

Harvard Business Review cases involve a central problem that is being faced by the organization and these problems affect a number of stakeholders. In the problem identification stage, the problem faced by Deaver Brown and Cross River Inc Video is identified through reading of the case. This could be mentioned at the start of the reading, the middle or the end. At times in a case analysis, the problem may be clearly evident in the reading of the HBR case. At other times, finding the issue is the job of the person analysing the case. It is also important to understand what stakeholders are affected by the problem and how. The goals of the stakeholders and are the organization are also identified to ensure that the case study analysis are consistent with these.

Analysis of the Deaver Brown and Cross River Inc Video HBR Case Study

The objective of the case should be focused on. This is doing the Deaver Brown and Cross River Inc Video Case Solution. This analysis can be proceeded in a step-by-step procedure to ensure that effective solutions are found.

• In the first step, a growth path of the company can be formulated that lays down its vision, mission and strategic aims. These can usually be developed using the company history is provided in the case. Company history is helpful in a Business Case study as it helps one understand what the scope of the solutions will be for the case study.
• The next step is of understanding the company; its people, their priorities and the overall culture. This can be done by using company history. It can also be done by looking at anecdotal instances of managers or employees that are usually included in an HBR case study description to give the reader a real feel of the situation.
• Lastly, a timeline of the issues and events in the case needs to be made. Arranging events in a timeline allows one to predict the next few events that are likely to take place. It also helps one in developing the case study solutions. The timeline also helps in understanding the continuous challenges that are being faced by the organisation.

SWOT analysis of Deaver Brown and Cross River Inc Video

An important tool that helps in addressing the central issue of the case and coming up with Deaver Brown and Cross River Inc Video HBR case solution is the SWOT analysis.

• The SWOT analysis is a strategic management tool that lists down in the form of a matrix, an organisation's internal strengths and weaknesses, and external opportunities and threats. It helps in the strategic analysis of Deaver Brown and Cross River Inc Video.
• Once this listing has been done, a clearer picture can be developed in regards to how strategies will be formed to address the main problem. For example, strengths will be used as an advantage in solving the issue.

Therefore, the SWOT analysis is a helpful tool in coming up with the Deaver Brown and Cross River Inc Video Case Study answers. One does not need to remain restricted to using the traditional SWOT analysis, but the advanced TOWS matrix or weighted average SWOT analysis can also be used.

Porter Five Forces Analysis for Deaver Brown and Cross River Inc Video

Another helpful tool in finding the case solutions is of Porter's Five Forces analysis. This is also a strategic tool that is used to analyse the competitive environment of the industry in which Deaver Brown and Cross River Inc Video operates in. Analysis of the industry is important as businesses do not work in isolation in real life, but are affected by the business environment of the industry that they operate in. Harvard Business case studies represent real-life situations, and therefore, an analysis of the industry's competitive environment needs to be carried out to come up with more holistic case study solutions. In Porter's Five Forces analysis, the industry is analysed along 5 dimensions.

• These are the threats that the industry faces due to new entrants.
• It includes the threat of substitute products.
• It includes the bargaining power of buyers in the industry.
• It includes the bargaining power of suppliers in an industry.
• Lastly, the overall rivalry or competition within the industry is analysed.

This tool helps one understand the relative powers of the major players in the industry and its overall competitive dynamics. Actionable and practical solutions can then be developed by keeping these factors into perspective.

PESTEL Analysis of Deaver Brown and Cross River Inc Video

Another helpful tool that should be used in finding the case study solutions is the PESTEL analysis. This also looks at the external business environment of the organisation helps in finding case study Analysis to real-life business issues as in HBR cases.

• The PESTEL analysis particularly looks at the macro environmental factors that affect the industry. These are the political, environmental, social, technological, environmental and legal (regulatory) factors affecting the industry.
• Factors within each of these 6 should be listed down, and analysis should be made as to how these affect the organisation under question.
• These factors are also responsible for the future growth and challenges within the industry. Hence, they should be taken into consideration when coming up with the Deaver Brown and Cross River Inc Video case solution.

VRIO Analysis of Deaver Brown and Cross River Inc Video

This is an analysis carried out to know about the internal strengths and capabilities of Deaver Brown and Cross River Inc Video. Under the VRIO analysis, the following steps are carried out:

• The internal resources of Deaver Brown and Cross River Inc Video are listed down.
• Each of these resources are assessed in terms of the value it brings to the organization.
• Each resource is assessed in terms of how rare it is. A rare resource is one that is not commonly used by competitors.
• Each resource is assessed whether it could be imitated by competition easily or not.
• Lastly, each resource is assessed in terms of whether the organization can use it to an advantage or not.

The analysis done on the 4 dimensions; Value, Rareness, Imitability, and Organization. If a resource is high on all of these 4, then it brings long-term competitive advantage. If a resource is high on Value, Rareness, and Imitability, then it brings an unused competitive advantage. If a resource is high on Value and Rareness, then it only brings temporary competitive advantage. If a resource is only valuable, then it’s a competitive parity. If it’s none, then it can be regarded as a competitive disadvantage.

Value Chain Analysis of Deaver Brown and Cross River Inc Video

The Value chain analysis of Deaver Brown and Cross River Inc Video helps in identifying the activities of an organization, and how these add value in terms of cost reduction and differentiation. This tool is used in the case study analysis as follows:

• The firm’s primary and support activities are listed down.
• Identifying the importance of these activities in the cost of the product and the differentiation they produce.
• Lastly, differentiation or cost reduction strategies are to be used for each of these activities to increase the overall value provided by these activities.

Recognizing value creating activities and enhancing the value that they create allow Deaver Brown and Cross River Inc Video to increase its competitive advantage.

BCG Matrix of Deaver Brown and Cross River Inc Video

The BCG Matrix is an important tool in deciding whether an organization should invest or divest in its strategic business units. The matrix involves placing the strategic business units of a business in one of four categories; question marks, stars, dogs and cash cows. The placement in these categories depends on the relative market share of the organization and the market growth of these strategic business units. The steps to be followed in this analysis is as follows:

• Identify the relative market share of each strategic business unit.
• Identify the market growth of each strategic business unit.
• Place these strategic business units in one of four categories. Question Marks are those strategic business units with high market share and low market growth rate. Stars are those strategic business units with high market share and high market growth rate. Cash Cows are those strategic business units with high market share and low market growth rate. Dogs are those strategic business units with low market share and low growth rate.
• Relevant strategies should be implemented for each strategic business unit depending on its position in the matrix.

The strategies identified from the Deaver Brown and Cross River Inc Video BCG matrix and included in the case pdf. These are either to further develop the product, penetrate the market, develop the market, diversification, investing or divesting.

Ansoff Matrix of Deaver Brown and Cross River Inc Video

Ansoff Matrix is an important strategic tool to come up with future strategies for Deaver Brown and Cross River Inc Video in the case solution. It helps decide whether an organization should pursue future expansion in new markets and products or should it focus on existing markets and products.

• The organization can penetrate into existing markets with its existing products. This is known as market penetration strategy.
• The organization can develop new products for the existing market. This is known as product development strategy.
• The organization can enter new markets with its existing products. This is known as market development strategy.
• The organization can enter into new markets with new products. This is known as a diversification strategy.

The choice of strategy depends on the analysis of the previous tools used and the level of risk the organization is willing to take.

Marketing Mix of Deaver Brown and Cross River Inc Video

Deaver Brown and Cross River Inc Video needs to bring out certain responses from the market that it targets. To do so, it will need to use the marketing mix, which serves as a tool in helping bring out responses from the market. The 4 elements of the marketing mix are Product, Price, Place and Promotions. The following steps are required to carry out a marketing mix analysis and include this in the case study analysis.

• Analyse the company’s products and devise strategies to improve the product offering of the company.
• Analyse the company’s price points and devise strategies that could be based on competition, value or cost.
• Analyse the company’s promotion mix. This includes the advertisement, public relations, personal selling, sales promotion, and direct marketing. Strategies will be devised which makes use of a few or all of these elements.
• Analyse the company’s distribution and reach. Strategies can be devised to improve the availability of the company’s products.

Deaver Brown and Cross River Inc Video Blue Ocean Strategy

The strategies devised and included in the Deaver Brown and Cross River Inc Video case memo should have a blue ocean strategy. A blue ocean strategy is a strategy that involves firms seeking uncontested market spaces, which makes the competition of the company irrelevant. It involves coming up with new and unique products or ideas through innovation. This gives the organization a competitive advantage over other firms, unlike a red ocean strategy.

Competitors analysis of Deaver Brown and Cross River Inc Video

The PESTEL analysis discussed previously looked at the macro environmental factors affecting business, but not the microenvironmental factors. One of the microenvironmental factors are competitors, which are addressed by a competitor analysis. The Competitors analysis of Deaver Brown and Cross River Inc Video looks at the direct and indirect competitors within the industry that it operates in.

• This involves a detailed analysis of their actions and how these would affect the future strategies of Deaver Brown and Cross River Inc Video.
• It involves looking at the current market share of the company and its competitors.
• It should compare the marketing mix elements of competitors, their supply chain, human resources, financial strength etc.
• It also should look at the potential opportunities and threats that these competitors pose on the company.

Organisation of the Analysis into Deaver Brown and Cross River Inc Video Case Study Solution

Once various tools have been used to analyse the case, the findings of this analysis need to be incorporated into practical and actionable solutions. These solutions will also be the Deaver Brown and Cross River Inc Video case answers. These are usually in the form of strategies that the organisation can adopt. The following step-by-step procedure can be used to organise the Harvard Business case solution and recommendations:

• The first step of the solution is to come up with a corporate level strategy for the organisation. This part consists of solutions that address issues faced by the organisation on a strategic level. This could include suggestions, changes or recommendations to the company's vision, mission and its strategic objectives. It can include recommendations on how the organisation can work towards achieving these strategic objectives. Furthermore, it needs to be explained how the stated recommendations will help in solving the main issue mentioned in the case and where the company will stand in the future as a result of these.
• The second step of the solution is to come up with a business level strategy. The HBR case studies may present issues faced by a part of the organisation. For example, the issues may be stated for marketing and the role of a marketing manager needs to be assumed. So, recommendations and suggestions need to address the strategy of the marketing department in this case. Therefore, the strategic objectives of this business unit (Marketing) will be laid down in the solutions and recommendations will be made as to how to achieve these objectives. Similar would be the case for any other business unit or department such as human resources, finance, IT etc. The important thing to note here is that the business level strategy needs to be aligned with the overall corporate strategy of the organisation. For example, if one suggests the organisation to focus on differentiation for competitive advantage as a corporate level strategy, then it can't be recommended for the Deaver Brown and Cross River Inc Video Case Study Solution that the business unit should focus on costs.
• The third step is not compulsory but depends from case to case. In some HBR case studies, one may be required to analyse an issue at a department. This issue may be analysed for a manager or employee as well. In these cases, recommendations need to be made for these people. The solution may state that objectives that these people need to achieve and how these objectives would be achieved.

The case study analysis and solution, and Deaver Brown and Cross River Inc Video case answers should be written down in the Deaver Brown and Cross River Inc Video case memo, clearly identifying which part shows what. The Deaver Brown and Cross River Inc Video case should be in a professional format, presenting points clearly that are well understood by the reader.

Alternate solution to the Deaver Brown and Cross River Inc Video HBR case study

It is important to have more than one solution to the case study. This is the alternate solution that would be implemented if the original proposed solution is found infeasible or impossible due to a change in circumstances. The alternate solution for Deaver Brown and Cross River Inc Video is presented in the same way as the original solution, where it consists of a corporate level strategy, business level strategy and other recommendations.

Implementation of Deaver Brown and Cross River Inc Video Case Solution

The case study does not end at just providing recommendations to the issues at hand. One is also required to provide how these recommendations would be implemented. This is shown through a proper implementation framework. A detailed implementation framework helps in distinguishing between an average and an above average case study answer. A good implementation framework shows the proposed plan and how the organisations' resources would be used to achieve the objectives. It also lays down the changes needed to be made as well as the assumptions in the process.

• A proper implementation framework shows that one has clearly understood the case study and the main issue within it.
• It shows that one has been clarified with the HBR fundamentals on the topic.
• It shows that the details provided in the case have been properly analysed.
• It shows that one has developed an ability to prioritise recommendations and how these could be successfully implemented.
• The implementation framework also helps by removing out any recommendations that are not practical or actionable as these could not be implemented. Therefore, the implementation framework ensures that the solution to the Deaver Brown and Cross River Inc Video Harvard case is complete and properly answered.

Recommendations and Action Plan for Deaver Brown and Cross River Inc Video case analysis

For Deaver Brown and Cross River Inc Video, based on the SWOT Analysis, Porter Five Forces Analysis, PESTEL Analysis, VRIO analysis, Value Chain Analysis, BCG Matrix analysis, Ansoff Matrix analysis, and the Marketing Mix analysis, the recommendations and action plan are as follows:

• Deaver Brown and Cross River Inc Video should focus on making use of its strengths identified from the VRIO analysis to make the most of the opportunities identified from the PESTEL.
• Deaver Brown and Cross River Inc Video should enhance the value creating activities within its value chain.
• Deaver Brown and Cross River Inc Video should invest in its stars and cash cows, while getting rid of the dogs identified from the BCG Matrix analysis.
• To achieve its overall corporate and business level objectives, it should make use of the marketing mix tools to obtain desired results from its target market.

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How Retailers Became Ad Platforms

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It’s a major growth opportunity — if companies can navigate the strategic challenges.

Major retailers are today, most notably Amazon, are creating and operating their own advertising platforms — and they’re making millions doing it. McKinsey estimates that by 2026, retail media will add $1.3 trillion to enterprise values in the U.S. alone, with profit margins between 50% and 70%. In this article, the authors introduce readers to the main kinds of retail media, discuss three strategic challenges that they present, and provide guidance for effectively managing those challenges.

A rapidly growing number of major retailers are today creating and operating their own advertising platforms — a phenomenon widely referred to as retail media.  Nobody has had more success in the space than Amazon, which in 2023 earned $46.9 billion from advertising, comprised primarily of sponsored ads on its site. This figure exceeds the annual global revenue of Coca-Cola and makes Amazon the third-largest advertising platform in the United States, behind only Google and Facebook.

• SG Sebastian Gabel is an assistant professor of marketing at Erasmus University. His research focuses on developing deep learning for targeting applications in retailing. Prior to his academic career, Sebastian co-founded a retail-media services company that was sold to the Schwarz global retail group.
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Hanwha Vision unveils BFP Service’s photovoltaic perimeter thermal protection system

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• Challenge Design a surveillance system that was operational 24 hours a day and that reduced manual surveillance on the site
• Solution Designed a perimeter protection system using both thermal and visible cameras, and installed 5MP cameras with on-board AI algorithms capable of identifying people from other irrelevant motion at juncture points
• Result A 360° service that began with the protection project and ended with the centralisation and remote monitoring of the site

The challenge

BFP Service is an important EPC that is investing significant resources in the construction of photovoltaic fields in Italy, following the growing demand for renewable energy.

A photovoltaic field is a site with a complex orography that is mostly irregular and may therefore have vulnerable points along its perimeter which malign actors could seek to exploit.

Solar panels within photovoltaic fields contain expensive materials, with theft attempts commonplace.

Brintek’s challenge was to design a surveillance system that was operational 24 hours a day and that reduced manual surveillance on the site.

The solution

Brintek, with the help of the technical and commercial staff of Hanwha Vision and the local support of distributor Compass Distribution, designed a perimeter protection system using both thermal and visible cameras.

The technology, with advanced edge analysis, enables real-time alarms in the event of an intrusion.

The thermal cameras, given their ability to operate in all light conditions and in most weather conditions, including fog and rain, were placed on the fence around the site.

Additionally, 5MP cameras with on-board AI algorithms capable of identifying people from other irrelevant motion, such as animals or moving trees, were installed at juncture points.

The word to the integrator

“We have been working in the world of physical security for many years, and combine the skills of a systems integrator with the centralisation of sites we protect in our control room in Brindisi.

“The project for BFP Service provided results in just a few days of testing – promptly and immediately identifying two intrusion attempts. The site was targeted by malign actors who cut through the metal mesh fence.

“The Hanwha Vision perimeter protection system with thermal cameras immediately identified the intrusion, sending the event to our alarm reception centre.

“The correct alerts were activated at the power station for an intervention by on-site security personnel who warned away the intruders, saving the site and keeping the photovoltaic system online and free of interruptions.

“This system is just one of many that Brintek has designed and created with Hanwha Vision cameras in thermal and visible technology.” (Alessandro Annigo, General Manager Brintek)

The word to the end user

“We chose Brintek for its strong position as a systems integrator. We were offered a 360° service that began with the protection project and ended with the centralisation and remote monitoring of the site. Brintek proved to be a competent and professional company, and the choice of Hanwha Vision cameras and technology was the right one for our needs.

“As a builder and O&M operator of several similar sites, our company will use this operating model as a standard for the protection of all other sites we build in the area. The operational continuity of the power plants of which we are O&M operators represents an intrinsic value in the ability to produce energy without theft or interruptions.” (BFP Service CEO Annarita Mitola).

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Hanwha Vision is the leader in global video surveillance with the world's best optical design / manufacturing technology and image processing technology focusing on video surveillance business for 30 years since 1990.

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