How to Choose a Case Study Partner

BY Holly Yoos
February 17, 2022

You’ll find plenty of good reasons to work with an outside partner to create your B2B customer case studies.

But when you opt to work with someone outside, you have to choose very, very carefully.

Because when you work with an outside partner to create your customer case studies, you’re giving them permission to interface directly with your most valued customers. It’s a high-touch, highly involved process.

Which is why hundreds and hundreds of businesses have chosen Case Study Buddy as their case study partner.

Not convinced? Here are a few more reasons to choose us as your case study partner:

  1. Case studies are all we do
  2. We can help with strategy
  3. We offer expert guidance and advice at every stage
  4. We know how to deploy case studies (and their byproducts)
  5. We have high emotional intelligence
  6. Your customers deserve the best
  7. We’ve been doing this for years
  8. You get undeniable ROI
  9. You get what you pay for

1. Case studies are all we do

For us, case studies aren’t just one of many service offerings. They’re all we do.

We specialize in creating written and video case studies and the valuable assets you can derive from them.

So you can bet we know what we’re doing.

2. We can help with strategy

Because we’re specialists, we can also help with case study strategy.

If you’ve been creating case studies by choosing customers and projects that are easy and available—rather than those that are strategic—we can help get you on the path that puts you closer to your goals.

3. We offer expert guidance and advice at every stage

The path to every successful case study is pitted with potential pitfalls.

We can help you avoid them (when possible) and deal with them when you can’t, whether the issue is obtaining customer buy-in, getting them through legal, or something else.

4. We know how to deploy case studies (and their byproducts)

Our expertise doesn’t end with delivering a powerful, targeted case study. We can also give you expert guidance and advice on how to use them across your funnel.

In addition, we’re skilled at milking value from the “byproducts” of the case study creation process, from testimonial cards you can share on social media to one-sheets you can hand out at trade shows.

5. We have high emotional intelligence

Case studies don’t just require good writing, they require the ability to navigate relationships.

Often the hardest part of completing case studies is the delicate work of pushing it through edits and your customers’ approval process.


Often, the hardest part of a case study is the delicate work of pushing it through edits and approvals.


We have the emotional intelligence to get it done—while making sure you AND your customer feel good about the process.

6. Your customers deserve the best

What does it say to your customer if you put them in the hands of a generalist agency that doesn’t have tested, foolproof process for creating case studies?

How would your customer feel if your agency shows up late for the interview, gets snarky if the customer requests a few more edits, or drops the ball when approvals get complicated?

We’re not those guys.

One of the reasons our clients come back to us again and again is because we treat THEIR customers with the same level of professionalism and respect as we treat our own.

7. We’ve been doing this for years

Experience counts.

For the past six-plus years, we’ve created hundreds (likely thousands) of case studies. You can bet we’ve seen almost every possible scenario.

So if your case study hits an unexpected snag—maybe your customer is hesitant to speak on camera or their legal department won’t approve the written study—we can navigate those concerns and objections.

8. You get undeniable ROI

Consider the lifetime value of your customers.

If a case study helps you land even just ONE customer, it’s likely that new customer will cover the cost of that case study many times over—providing a high rate of return that can continue for years.

9. You get what you pay for

Could you find a freelancer or agency that’s willing to write your case studies for less? Possibly.

But you could end up with a case study that doesn’t hit your brief. Or gets stalled. Or doesn’t have powerful quotes or metrics that really connect with potential customers.

A good case study is an investment in your future success. It’s something you can use in multiple ways across your funnel for years to come.

So it’s worth doing right the first time.

Besides, if your “cheaper” agency doesn’t cut it—you may feel sheepish asking your customer for a do-over.

Choose Case Study Buddy as Your Case Study Partner

Choosing the right partner to create your case studies—whether video or written—is a big decision.

We get that.

Let us make the case as to why we’re the best choice.

Contact us to start the conversation.

Ya, you like that? Well, there’s more where that came from!

A B2B Case Study Example: How Stripe Is Paying It Forward

A good B2B case study example isn’t always easy to find. So when I saw Stripe sharing their customer success stories online, I was impressed. I was immediately struck by how Stripe consistently positions their customers as the hero of their customer success stories. It’s a thread that runs through all—and every part of—their stories, from the challenges section of their written case studies to their video testimonials to their social media posts. Stripe also puts these success stories to work across their...

BY Holly Yoos

How We Helped Lever Create 22 Case Study Assets in 12 Months

In a highly competitive industry, Lever’s ATS and CRM platform was gaining ground. But in order to truly rise above the crowd, they needed to turn out strategic case studies at scale. With eager customers lining up to share their successes, the small customer marketing team only lacked the time to produce the stories effectively. With Case Study Buddy, Lever gained a partner with tactical expertise and an enterprise-friendly process that delivered: 🎯 22 targeted case study assets produced in...

BY Laurie Zottmann

What the Top 50 SaaS Companies Do With Their Case Studies (Free Report!)

Learn valuable lessons for creating your customer case studies and video testimonials at scale. If you’ve ever looked at your company’s case studies and wondered: How many customer success stories should you have? Should you prioritize written case studies over video testimonials? Or vice versa? How long should your written case studies be? How can you help prospects (and your sales team) find case studies that are most relevant to them? How should you lay out your written case studies...

BY Holly Yoos

Let’s tell your stories together.

Get in touch to start a conversation.

Contact Us

SaaS Industry Report

 

The State of SaaS Customer Success Stories in 2023

See what the top 50 SaaS companies are doing with their case studies and video testimonials. 

Get valuable takeaways you can use to level up your own marketing, applicable to any size or type of company. 

The State of SaaS Customer Success Stories 2023