Love ‘em or hate ‘em, well written, relevant case studies can help you win business.

Why?  Because they give your potential customer proof that you can do what you say you do.  And a bit like PR, case studies have some of the kudos that comes from a third party endorsement.  After all, you wouldn’t go bandying about a case study without approval from the customer you’re name dropping.  (Would you?)

So we get straight to the nub of the case study issue.  Unless your existing customer is prepared to be named, your case study really isn’t worth the paper it’s written on.  After all, any unscrupulous business could invent a whole host of ‘generic’ and anonymous case studies extolling their virtues. . . but without at least a solid nod to customer reference or endorsement the whole thing falls a bit flat.

For me there’s a clever way to short-circuit such a problem ever arising.  But it takes some marketing savvy and smart planning to execute.  The key is building in an expectation amongst your existing customers that you will want to ‘case study’ or showcase their successes, early on in your relationship.  And the key to making this palatable is to make sure your case studies glorify your client (i.e. have some use and purpose to them - even if it’s only for your key contact to show to his boss come appraisal time to prove how smart he/she has been in finding you and buying from you).

Sure this approach may throw up a few issues if you’re in some kind of turnaround or ‘embarrassing problem curing’ type of business.  Your customer may never want to admit to needing your help.  But in most other cases, writing a shared success story that your customer will be proud enough of to let you share, is a creative challenge just like any other. . . .there’s an angle to be found, you’ve just got to find it!  If you’re a super smart cookie, the way you write the case study may form the bones of a bit of  PR for your existing client as well.  Afterall, a lot of trade publications are on the look out for smart thinking and good new stories. Bingo - you’ve got a win-win with your customer and a credible case study in you bag to impress your prospects!