How do I create case studies

ROI insights

As Australian SMEs, you know retaining customers is often more profitable than constantly chasing new ones. One of the most powerful – yet underutilised – tools for boosting customer retention is the case study. They’re not just bragging rights; they’re persuasive evidence that demonstrates the value you deliver. But how do you create case studies that actually work?

We often see businesses hesitate, thinking case studies are complex or time-consuming. They aren’t. The key is focusing on the *story* of your customer’s success, not just listing features. Here’s how to approach it:

  • Identify the Right Customers: Don’t just pick anyone. Look for clients who’ve experienced significant, measurable results from working with you. Think about those who’ve overcome a specific challenge, achieved a substantial ROI, or publicly praised your work.
  • Focus on the Problem, Not the Product: The most effective case studies centre around the customer’s initial pain point. What were they struggling with *before* they engaged your services? This resonates with potential customers facing similar issues.
  • Quantify the Results: “Improved efficiency” is vague. “Increased sales by 23% in six months” is compelling. Use numbers whenever possible to demonstrate the tangible impact you’ve had. This builds trust and credibility.
  • Keep it Concise and Visual: No one wants to read a novel. Aim for around 500-800 words, supported by images, charts, or even short video clips. A visually appealing case study is far more engaging.

Don’t underestimate the power of a well-crafted quote from the customer themselves. A genuine testimonial adds significant weight to your claims. Remember to get their explicit permission to use their story and branding, of course. We recommend a simple release form.

Finally, actively promote your case studies. Feature them prominently on your website, share them on social media, and include them in your sales materials. Consider repurposing the content into shorter social media posts or email newsletters. By showcasing real-world success, you’ll build confidence with prospective clients and strengthen loyalty with existing ones, setting you up for continued growth into 2026 and beyond.

Your next step? Identify three ideal customers and reach out to discuss creating a case study with them. It’s an investment in your future success.

The bottom line

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