case study content video

How to Make Case Study Videos in 10 Steps [Examples Included]

Confidence in your brand is important, but it’s only the beginning. To make a real impact, you need to back up your claims with solid proof. That’s where case study videos come in. Let your satisfied customers do the talking giving new leads an authentic view into your products and services. Let’s look at how to create case study videos easily.

Article Last Updated: August 23, 2024

What is a Case Study Video?

Types of case study videos, why are case study videos important, how and where to use your case study video, how to create an impactful case study video.

Who doesn’t enjoy a captivating story? That’s likely why case study videos have become so popular. They’re more than just stories as they offer a deep dive into real-world scenarios, featuring genuine people and authentic businesses. Through these videos, companies showcase the real impact of their products and services, whether it’s through documenting product development , cultural shifts, or community impact.

To bring these stories to life, tools like Zight can be incredibly useful. With Zight’s features like screen recording , GIF creation , and easy file sharing , you can capture every moment and detail seamlessly. Imagine using Zight to record a customer’s success journey or create engaging visuals to complement your narrative. It’s all about making your case study videos as compelling and impactful as possible.

The question is, what does a good case study video look like? Our guide below will cover every aspect of case study videos, from their purpose, creating compelling videos, exploring what makes them successful, and sharing practical case study video examples and tips to help you craft impactful case study videos that resonate and drive results. Let’s get into it.

A case study video is a type of video content that demonstrates how other people are successfully using and benefiting from a product. It focuses on real customer success stories to show the value of a company’s products or services. In a crowded market of claims and promises, these videos serve as credible proof that your business delivers on its promises.

The strength of a case study video comes from its relatability. When potential customers see themselves in your stories, it fosters a true connection. Seeing real people handle challenges makes your business appear more trustworthy and your solutions more appealing. After all, who could offer a more credible opinion to potential customers than someone who’s experienced your services firsthand?

How is a Video Case Study Different From a Written Case Study?

Both written and video case studies aim to convert customers, but video case studies have several specific advantages:

• More Persuasive : While written case studies require readers to interpret the message, video case studies present it directly from the customer, making the impact more immediate and convincing.
• More Engaging : Videos captivate with dynamic visuals, vibrant colors, and sound, making them far more engaging than dense blocks of text. Who wouldn’t prefer a lively video over a long read?
• Higher Conversion Rates : Video marketing campaigns are very effective. It’s not surprising, given how seamlessly videos can be optimized for mobile devices—something text-heavy content struggles with.

Like in any film or video genre, you’ll notice certain styles and tones that recur frequently. This is also true for case study videos, where you’ll come across several common types as you explore case study videos.

That said, there are different types of case study videos that your business can produce, with different levels of complexity. Each type of case study video has a specific customer problem and appeals to different aspects of your audience’s decision-making process. Depending on your objectives and the topic, choosing the right style of case study video can effectively communicate the message you want to share.

1. Customer Testimonials

This type of video is quite simple to make and is one of the easiest case study videos to make. In customer testimonial videos, you interview your happy customers about their experience with your business and its impact on their lives. Since it involves just a straightforward interview with the customer, you only need one filming location and minimal editing to create the video.

Product or service review case study videos provide a thorough look at your offering’s features, functionality, and benefits. They offer an objective assessment and serve as valuable resources for new customers.

Target Audience : These videos target potential customers who are researching your product or service and need detailed information to make an informed decision.

Testimonial Video Example:

This video is a standout example of customer testimonials. Instead of simply listing features, the interviews highlight the challenges the company faced and how Zoom provided effective solutions . The video’s concise length keeps viewers engaged while still delivering a complete and compelling story in one location.

2. Customer Reviews

Customer reviews are authentic insights that highlight a product’s real-world performance. Much like a customer testimonial video, a customer review video features a happy customer discussing your product or service. However, there’s a key difference: in a customer review video, the customer focuses more on the specific features of the product or service, rather than just the value it provided them.

Depending on your approach, such videos may include footage of the customer using your product on camera. Generally, most case study video testimonials follow a Q&A style of storytelling .

Creating a customer review video is straightforward. The interview portion requires just one shoot location and minimal editing. If you decide to add footage of the product in action, the shoot and editing process will be more complex.

Target Audience : These videos are aimed at potential customers who are actively researching your product or service. They provide detailed information to help them make an informed purchase decision.

Customer Reviews Case Study Video Example:

This customer review case study video features Lana Blakely who explains how Notion has transformed her personal and professional life. She breaks down specific features like databases, templates, and task management tools, showing real-life examples of how she uses the app to stay organized. The video includes screen recordings of how she navigates the Notion workspace, providing viewers with a visual understanding of how the platform functions. Any potential customer actively looking for Notion will find information about the tool and can be able to make an informed decision.

3. Case Study Narrative

This is the most complex type of case study video. A case study narrative video involves on-camera interviews with customers and B-roll visuals, such as footage of the customer using your product or your team engaging with the customer. Additionally, these videos often incorporate graphics and text overlays. Due to its complexity, creating this type of video content demands more shoot time, strategic planning, and extensive editing .

Narrative case study videos focus on storytelling , aiming to engage viewers emotionally by presenting a compelling narrative highlighting a customer’s journey from problem to solution, often emphasizing the transformative aspects.

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

Case Study Narrative Video Example:

This video by LLLLITL is a case study of Dove’s “Turn Your Back” campaign, which was designed to raise awareness about the issue of body image. The video uses powerful storytelling to connect with viewers on an emotional level.

Case study videos can significantly enhance your video marketing strategy , particularly for B2B companies . They provide a rich, multi-faceted way to showcase a product or service and offer benefits beyond financial gains. Here is why they are important:

• Credibility and Trust : Case study videos provide authentic success stories that show how your products or services have made a real difference for customers. This helps build trust and credibility with potential clients.
• Engagement : Videos naturally draw people in more effectively than text or static images. With a case study video, you can tell a compelling story that keeps your audience engaged and interested.
• Demonstration of Expertise : These videos allow you to highlight your industry knowledge and position yourself as an expert. By showcasing real-world results, you establish your business as a reliable solution provider.
• Problem-Solution Narrative : Case study videos often follow a clear problem-solving structure, helping potential customers relate to the challenges and see how your product or service can address their needs.
• Personal Connection : Featuring customer interviews or testimonials adds a personal touch. Prospective clients can connect with real people who have benefited from your offerings, making your brand more relatable.
• Versatility : Case study videos are highly versatile and can be used across various platforms , including your website, social media channels, email marketing , and presentations . This ensures your success stories reach a broad audience.
• Measurable Impact : Including data and metrics in your videos demonstrates the tangible results achieved by your clients. This evidence of ROI can be very persuasive for potential customers.
• Lead Generation : Well-crafted case study videos can generate leads by addressing problems similar to those your potential customers face, making them valuable assets in your video marketing strategy.
• Storytelling : Effective visual storytelling in case study videos helps forge an emotional connection with your audience, making your brand memorable and engaging.

After perfecting your case study video, it’s time to share it with your target audience. But where should you promote it?

• Your Website – Embed the video prominently on your website’s homepag e or a dedicated landing page to make it easily accessible. Consider having a section just for case studies, giving prospects a convenient reference point.
• Social Media – Share the video on your company’s social media platforms like Facebook , Twitter, LinkedIn, Instagram, and YouTube . Optimize it for each platform and actively engage with your audience through comments, likes, and shares to boost its visibility.
• Email Marketing – Include the video in your email marketing campaigns , especially targeting those interested in the topic. Adding the video to your email signature can also create a dynamic touchpoint.
• Sales and Marketing Presentations – Integrate the video into your sales pitches and marketing presentations . Real-world examples of success can be highly persuasive during client interactions.
• Content Marketing – Use the video in blog posts, articles, or other written content related to the case study’s topic. Create videos as teaser content from snippets to pique interest and direct viewers to the full video for more details.

Now that you have seen some examples of case study videos, you can now create your case study video. Case studies don’t always stick to a strict timeline or template, but some key steps are usually involved in creating a case study video. Follow these steps to create an engaging case study video that will resonate with your audience.

1. Identify the Right Story

The first step in crafting an attention-grabbing case study video is selecting the right story. You need a story that resonates with your target audience and showcases clear results.

For instance, if you run a software company like Zight, don’t just feature any client who used your software. Highlight businesses that experienced a boost in efficiency with your platform . Numbers like these provide concrete proof of your product’s effectiveness.

Your audience is looking for solutions, so your story should present a compelling example of how you’ve delivered just that. A thoughtfully chosen story sets the stage for a truly engaging case study video.

2. Ask Important Questions

The next key step is to craft the right questions. These will be the basis of your case study video.

• Start by setting the scene for your viewers : Ask about the customer’s initial problem. For example, “What issues were you dealing with before using our product?”
• Then, dive into the specifics : Analyze the customer’s decision-making process with questions like, “What pulled you to our product instead of others?”
• Finally, highlight the results : Ask questions such as, “How has our product made a difference in your operations?” or “Would you recommend our service to others?”

This thoughtful questioning will help create a well-rounded story, listing the problem, the solution, and the impact of your product or service.

3. Choose the Right Audience

You might have a great customer success story and perfectly crafted questions, but they won’t make an impact if they don’t resonate with your target audience’s needs and interests.

Imagine you’re showcasing Zight. Your audience could range from tech-savvy professionals to small business owners who aren’t as familiar with advanced tools. If your case study highlights a large corporation using Zight’s advanced features , it might not connect with a small business owner looking for simple and effective screen recording solutions .

Before diving in, do some audience research. What challenges are they facing? What solutions are they after? Tailor your case study video to address these, using language and examples that speak directly to their needs.

4. Plan Out the Storyline

To craft an engaging storyline for your case study video, you need to guide the viewer through a story that resonates. Start with a compelling introduction that highlights a common problem your audience faces, making it instantly relatable.

For instance, if you’re showcasing Zight, an issue could be the struggle businesses face with lengthy communication chains that slow down decision-making. Many teams feel this pain, making it an effective hook. Then, introduce Zight as the solution. This is where you spotlight its unique features—like screen recording and sharing capabilities—that streamline communication and boost productivity .

Support your claims with testimonials or expert opinions to add credibility. Hearing from satisfied users can make a significant impact.

Finally, wrap up by showcasing measurable results . Use statistics or before-and-after comparisons to emphasize how Zight made a difference. Conclude with a clear call-to-action, guiding the viewer on what steps to take next.

5. Conduct Background Interviews

Conducting background interviews is essential before you start filming. These pre-shoot conversations offer valuable insights that can enhance your storyline. They help you understand the full scope of the customer’s experience , adding richness and depth to your case study video.

These interviews also help you identify key talking points and decide who should be featured in the video. Whether it’s the CEO providing strategic insights or a front-line employee sharing day-to-day benefits, understanding this in advance ensures you capture the most relevant content, saving you time and effort during production.

6. Develop Your Script

The video script is the backbone to create engaging video content, pulling together visuals, dialogue, and pacing to create a cohesive story. Here’s how to craft one that leaves an impact:

• Start by outlining the key points you’ve gathered from background interviews and your storyline.
• Be clear and specific—rather than saying, “Our product is great,” highlight its strengths with something like, “Our software boosts productivity by 40%.”
• Keep the tone conversational yet professional to ensure your message resonates.
• Make sure the script flows smoothly, making complex ideas easy to understand.
• Consider using bullet points or numbered lists to emphasize key features or benefits.

Wrap up with a compelling call-to-action , guiding viewers on what to do next, whether that’s visiting your website or reaching out to your sales team.

7. Back it up with Data

Including data and statistics adds credibility to your case study video. While a compelling story captures attention, solid data reinforces your claims and makes your video campaigns more convincing.

Incorporate charts, graphs, or other visuals to present the data. Visual elements help make complex information more digestible and memorable. Ensure the data aligns with your storyline and addresses the needs or concerns of your audience.

8. Select the Right Location

The location you choose for your case study video adds depth and context to your story. Opt for a setting that complements the narrative and enhances its authenticity. For instance, if your case study involves educational software, filming in a classroom or school can make the story feel more genuine.

Your location should also resonate with your audience. Remember to consider practical aspects like lighting , sound, and permissions. The perfect location can fall flat if it has poor acoustics or requires difficult-to-obtain permits.

9. Create a Shot List

A carefully planned shot list is essential for a smooth filming experience. It details every shot you need, acting as a guide for your production team.

For example, if you’re capturing a customer testimonial, your shot list might include:

• Close-ups of the customer speaking
• Cutaways of the product in action
• Wide-angle shots to set the scene

Your shot list should specify the type of shots—wide, medium, or close-up—and any particular camera movements like pans or zooms. This ensures you capture all the crucial elements of your video marketing campaign from product details to emotional moments.

A shot list also helps you manage time and resources efficiently, allowing you to anticipate special equipment or lighting needs ahead of time, and preventing last-minute scrambling.

10. Shoot and Edit

This is where all your planning comes to life. Stick to your shot list and script during the shoot, but be open to capturing spontaneous moments that could enhance the story. High-quality equipment is necessary for clear audio and well-lit scenes —these technical details can elevate your final product.

Editing is where you shape the story , choosing the best shots to create a compelling narrative. Use cutaways, transitions, and background music to keep the pacing dynamic and the viewer engaged.

Pay attention to color grading, sound mixing, and special effects, ensuring they match the tone and message of your video. Avoid overdoing effects, as they can easily overshadow the content.

Now that you’ve seen how major brands craft their case study videos, let these examples spark ideas for your own. Use them to motivate your sales team , improve your video marketing strategy, and captivate your audience.

In addition, incorporating tools like Zight offers practical solutions such as screen recording and GIF creation, these videos not only tell a compelling story but also demonstrate how your product can deliver tangible results. What are you waiting for? Sign up and get started .

Create & share screenshots, screen recordings, and GIFs with Zight

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7 Case Study Video Examples [Updated 2023]

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

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

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

What is a Case Study Video?

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

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

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

5 Features of Successful Case Study Videos

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

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

Now let's dive into the actual examples!

7 Case Study Video Examples

1. freshbooks case study (sarah).

Case Study Type: Testimonial

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

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

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

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

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

2. Slack Case Study (Sendie)

Case Study Type: Customer Success Story

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

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

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

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

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

Case Study Type: Video Infographic 

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

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

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

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

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

4. Zappos Case Study Video

Case Study Type: Combo Video

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

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

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

5. GoPro Case Study

Case Study Type: User-Generated Content Case Study

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

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

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

6. Google Ads (Princess Polly)

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

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

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

7. Duda Case Study (Moovs)

Case Study Type: Feature Review

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

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

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

8. HubSpot with EZ Texting

Case Study Type: In-Depth Use Case

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

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

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

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

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

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

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

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5 impactful case study video examples you can make in 5 minutes

Mattison Hofstedt

November 15, 2023

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?

Hello. We’re Storykit, the complete video creation tool that transforms any text into compelling video content. Our thing is video for everything, video for everyone. And by everyone, we mean everyone who wants to do high volume, even higher quality video. Everyone who doesn’t have the budget or time for traditional production. Everyone who has absolutely no editing skills. Everyone with a content plan. Everyone without a content plan. Everyone who’s never made video in their life. That everyone. Let’s do it. Let’s Storykit it.

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

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.

Written by Samantha Ferguson

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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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How to Create Highly Effective Case Study Videos

Phoebe Powell

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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Both serve the same purpose of customer conversion. However, a video case study has a number of advantages over a written case study, namely:

• It is more convincing. A written case study relies on the reader to interpret the message, whereas a video case study allows the message to be received verbatim from the customer in question
• It is more engaging. Videos offer moving imagery, bright colors, sound and an upfront run-time. When compared to an unbroken block of plain text, would you really choose the latter?
• Videos have a higher conversion rate. Video marketing is powerful . Which is not surprising, especially when considering how easily video can be optimized for mobile (text-heavy content is nowhere near as simple!)

In addition to attracting new customers, case study videos also boost your general brand awareness. Other benefits include:

• Versatility. Video case studies can be used across a number of different marketing channels (such as blog content or social media material). They make for excellent evergreen content, as the messaging is not time-sensitive.
• The power of persuasion. Having a customer authentically and enthusiastically endorse your brand or product is impactful, delivered in a very consumable and shareable format.
• The emotional connection. People have a natural affinity for people, so hearing a personal testimony delivered directly to the camera draws an emotional response and creates a much stronger bond than any ‘buy now’ message.

Most case study videos fall into one of three categories:

• Customer testimonials. Customer testimonials are simple, talking-directly-to-the-camera videos where a customer shares their experience with your company’s product or service (most testimonials follow a Q and A style of storytelling).
• Customer reviews. Review videos focus less on a storytelling narrative and more on specific features of your product or service.
• Narrative case studies. These are the most in-depth case study videos involving on-camera interviews, B-roll (background and transitional) footage and, when necessary, multiple shoot locations. Narrative case studies require more scripting, shoot and edit time than testimonials or reviews.

There are four core steps to creating a compelling video case study. We’ve expanded on each in more detail below. Script and plan out your story. What is the overall message you want to convey? Have you found your on-screen customer? Are there any key scenes?

• Prepare for your shoot. Have all the necessary equipment, locations, cast and crew prepped and ready.
• Shoot your footage. Make sure to capture both B-roll, close-ups and any other important shots.
• Edit your video. Select the best takes from your footage and put it together in a way that tells a cohesive story.

Ultimately your video case study exists to get results: either in the form of new customers or an increase in sales. However, measuring success by only looking at the bottom line does have its flaws: some customers may only convert over time, or pass the message on via word-of-mouth despite not getting involved themselves.

Two other ways to measure your case study effectiveness include:

• Usability. Has your video been scripted and edited in such a way that you can use it across all channels and over a long period of time?
• Tracking pixels and click-through rates (or foot traffic for retail stores). Implementing a tracking pixel in your video allows you to see how many people are actively engaging with and clicking through to your website. From here you can track bounce rates, conversions and time spent on the site.

Ready to Reap the Value of Video?

By following these case study video guidelines, you should have the confidence and knowledge to create high-quality videos that help sell your product or service. Of course, we at Superside can always help if you need a hand getting started.

Our team of skilled professionals will work with you every step of the way to ensure that your video is just the way you want it - and within budget. From scripting to shooting to editing, we'll take care of everything so that you can focus on what's really important: your message. Contact us today and let us show you how video case studies can take your business to the next level.

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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Table of Content

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.

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How to Create the Most Effective Case Study Videos

Corporate communications

(Updated 08-21-2024)

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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!

Melissa Francois

Head of Global Content & Comms

With over 10 years of experience in the wild world of SaaS, Melissa cares about building great brand stories and driving community engagement through engaging content. Off the clock, she enjoys long walks and a pint in a cozy country pub.

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Making Impactful Case Study Videos: A Deep Dive

Explore crafting impactful case study videos: narrative structure, production nuances, and post-production fine-tuning for resonant customer journeys.

As we journey through the complex landscape of video content, one format stands out for its authenticity and credibility: the case study video. Let's pull back the curtain and delve into what makes these videos such a compelling tool for marketers and how top-tier video production companies craft them for maximum impact.

The Power of the Case Study Video

At its core, a case study video showcases a company's solution to a specific problem and demonstrates the results achieved. But beyond the surface, it's a tale of transformation, with your customer as the protagonist and your product or service as the game-changing element. When done right, it's not just about numbers and outcomes; it's a narrative that resonates, persuades, and drives action.

Setting the Stage: Crafting the Narrative

The success of a case study video hinges on its narrative structure. Here's how it's done:

• Introduce the Hero : Start with the customer. Who are they? What challenges were they facing? Paint a vivid picture to create relatability.
• Present the Conflict : Delve into the pain points. This builds tension, gripping the viewer and setting the stage for the solution.
• Reveal the Solution : Enter your product or service. Showcase how it addressed the issues, but remember, it's not an overt advertisement. Keep it authentic and grounded in the customer's experience.
• Celebrate the Transformation : Highlight the results, both quantitative (like growth percentages) and qualitative (like improved team morale or customer satisfaction).

The Nuances of Production

To elevate your case study video, it's essential to get the details right:

Real Voices : Use actual testimonials. Scripted lines can't compete with the authenticity of a genuine customer recounting their journey.

Visual Storytelling : Use before-and-after shots, day-in-the-life sequences, or animated graphics to visually represent the transformation.

Subtle Branding : While the focus is on the customer's story, weave in your branding elements subtly, ensuring it feels organic to the narrative.

Fine-Tuning with Post-Production

Editing can make or break your case study video. It’s about refining the story, ensuring pacing, and enhancing with graphics or animations. And don’t forget the sound – background scores and sound effects add layers of emotion and can accentuate the message.

The Distribution Strategy

Once you've got a polished video, think about distribution. Where does your target audience hang out? LinkedIn might be perfect for B2B solutions, while Facebook or YouTube might cater more to B2C. Tailor your video's length and format based on the platform.

Wrapping Up

Creating a compelling case study video isn't just about showcasing results; it's about telling a story that captivates, convinces, and converts. By diving deep into the journey, understanding the nuances, and crafting a sincere narrative, you're not just producing a video; you're creating a testament to the power of your brand's solution. For marketers peeking behind the scenes, it's clear: an impactful case study video is equal parts art, strategy, and heart.

Written by Emily Malone Marketing Manager for Venture — a full-service video production agency that specialises in producing creative videos & campaigns that get real results.

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How to Make a Case Study Video in 10 Simple Steps

Case Study Videos are one of the most effective ways to showcase your expertise, but they can be tricky to put together.

A well-made case study video shows potential customers how you are different from other companies in your industry and why they should choose you over them.

It also humanizes your business, which can help build trust with potential customers. The more relatable a company seems the more likely people will be interested in buying from it.

In this guide, I’ll take you through the 10 key steps to creating a Case Study Video for your business.

Defining A Case Study Video

A case study video is a content coming from the experience of a customer. It tells the value of a product or service that helps viewers know if it'll be worth it to buy one.

The authenticity of case study videos makes it highly effective in persuading people to buy your product or service. It helps in marketing your brand to all viewers online.

An effective case study video will have the following:

• Camera interviews of customers
• Tells a story how a business solve a customer's problem
• Gives statistical data to back up the customer's testimonial video
• More emphasis on the benefits rather than the features

What are the benefits of case study videos?

Case study videos also allow you to showcase how your product or service helped your client solve their problem, which is great for getting people excited about the value you provide.

Here are the best benefits of using case study videos:

• Extremely persuasive : Videos are persuasive. When you show a person talking about how your product works, they retain 95% of the message.
• Very engaging : More than 72% of viewers online prefer to watch videos to learn about the benefits of a product or service. Testimonial videos are good at this since they encourage viewers to engage with the content.
• Expresses genuine emotion : There's a strong emotional connection when you use testimonial videos for marketing. Prospect customers connect more effectively with your business through your customer's testimonies.
• Flexible content : Testimonial videos can be used on different channels. You can flexibly use it in various marketing strategies.

Types of Case Study Videos

There are 3 main kinds of case study videos your business can make. Take advantage of this one to help your business grow.

1. Customer Testimonial

The most common type of case study video, this is the most effective way to use your customer's voice on camera. With a customer testimonial, you can show others what they have been saying about you in real time. It also helps build trust between you and your customers by showing that their experience is what matters most.

2. Customer Review

Customer review videos are a great way to get your customers talking about your products. They provide a simple, effective way for you to showcase the benefits of your products, and allow your customers to speak directly to their audience.

3. Case Study Narrative

This is the most complex kind of video content to make for a business. It takes longer shooting and video editing time. You'll also be going to use a mixture of on-camera interviews, B-roll visuals, and graphics.

‍ How to create case study videos in 10 easy steps

Careful marketing and video strategy, that are two main elements in creating a high-converting case study video. Let’s walk you through the 10 easy steps of making case study videos.

1. Put your self as the prospect customer

Create a detailed video marketing plan on how to create your videos. You have to put yourself in the shoe of your target audience . Know the things that would interest them. Know their pain points and find a way that your business can offer a solution for them.

2. List down the important questions

Write down the problems your target audience is having right now. Ask yourself how your business can make your potential customers’ life more convenient. If you can translate that into a case study video, that would be great!

3. Select the right customer

Once you’re done finalizing your video contents and scripts. The next essential step is to pick the right target market. One that would fit the message of your video testimonial.

After knowing your target audience, you need to be clear on what you want them to do at the last part of your videos. Your call-to-action must be clear and straightforward, otherwise, you’ll lose them, and effort is wasted.

4. Develop the story arc

Video contents must be effective in conveying a story. That said, your story arc must be defined properly. It must clearly lay out the details of your narrative video contents.

Around 80% of viewers believe that all brands must tell their brand story. It needs to connect with their audience the value they are offering to them. How they can make the lives of their prospect customers more convenient than before.

Below are the essential factors of crafting your story arc:

• Introduce the characters of your video. Of course, the customer sharing their experience would be the protagonist of the video.
• Highlight the problem. Narrate to your viewers the pain point of the story or customer experience. This is where you need to inject emotion since it helps connect with your target audience.
• In the video, you need to narrate how your business solve the problem. In doing that, you need to highlight the benefits and back it up with the features of your product or service. Take note, audience are more concerned with the benefits rather than product features.
• The final step is the resolution. This is where you tell your viewers what they need to do after viewing the video. You must be clear with your call-to-action, otherwise, you’ll lose your potential customers. It could be that you want them to purchase your product or service, or you want them to enroll on your online course. 

5. Know the background of your customer before shooting the interview

Doing an initial interview with your customer is a must to ensure your story telling will be smooth and cohesive. Ask questions that’ll help you know your customer and that would them prepare on the flow of questions during the final interview.

By doing this, you’re also pre-conditioning your customer to speak in front of the camera. This takes away the fear of speaking in front of the camera , and helps them naturally show their feelings about your product or service.

Here are some questions you can ask for initial interview:

• What is your business all about? Who are your target customers?
• Where is your store or office located? How long have you been in the industry?
• What are the challenges you’ve faced in the business?
• Why did you choose to have that product or service?

6. Scriptwriting

Even if you’re not a professional scriptwriter, you can still make a wonderful script. Use your story arc or brand story in making the script. This also helps you stay on track. Scriptwriting is highly technical, but you can always learn how to write scripts .

7. Insert statistical data to back up benefits

Numbers must be there on your content. People like to quantify things, especially on perceiving the benefits of your business. When you have stats included on your video, it helps make your case study video more effective in persuading potential customers to buy what you’re selling.

8. Picking the right location to shoot the video is critical

The setting where you’ll shoot the video is important since it adds drama and impact to your story arc. When the place is conducive to your customer’s story, it helps effectively convey the emotion and story of your video.

9. Prepare a shot list

List all kinds of shot you want to take on video production . You can take these shots at different angles to see which is the best angle. You can do a close up or medium shot. A B-roll shot would also be necessary. Plan this ahead of time before doing the final shoot. ‍

10. Get down with the details on the day of filming the video

This is the big day! And you don’t want to spoil it, right? To avoid that, you need to ensure all the things below are taken care of:

• Pick a quiet location for shooting the interview
• Pre-condition your customers for the interview. Let them feel comfortable and do some initial interview to know them better.
• Collect a B-roll shots showing the venue, the character being interviewed, and the products highlighted in the video.
• Don’t rush things. Have enough time to take as many shoots as you can to ensure you’re getting quality footages.

When you're ready to take your case study video production to the next level then contact us today to do it for you!

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How to produce multimedia customer case studies from A to Z

What type of content do you primarily create?

A good case study helps prospective buyers see their own potential in your customers’ success through real stories about how problems were solved or ideas were brought to life using your products or services.

Yet most case studies only scratch the surface of what happened instead of exploring how , holding them back from being valuable assets that simultaneously teach, inspire, and sell.

Concrete results like “5x more sales generated” or “40% less time spent” look nice on paper, but no one’s buying those without the story and proof to back it up.

After producing case studies for a variety of companies over the years, what’s made the biggest difference for me is developing a case study production process with all the right steps and tech in place.

What makes a compelling case study?

A case study should feel like a win to everyone invested in their creation:

• Positive press for the customer you’re featuring
• Demand generation content your marketing team can promote through ads, email, etc.
• Conversation starters your sales reps can use to warm up cold leads
• Inspiring stories your prospective customers can relate to

Case studies go a long way in B2B marketing, where trust is earned gradually over a longer buying process that involves multiple decision makers.

Superside , for example, uses customer case studies to showcase the value props of its unique creative subscription service and the different projects clients have produced through the platform.

Then there’s Mutiny , which positions many of its case studies as “playbooks” that chronicle different marketing experiments that have been run using its conversion optimization platform.

Producing your own library of case studies like this comes with its inherent challenges:

• Finding the right customers to feature and stories to tell
• Incorporating video to make it more engaging
• Avoiding sensitive info or competitive intel without sacrificing value
• Navigating multiple levels of approval before publishing
• Distributing the case study once it's published

Luckily, these challenges can be overcome with the right process in place.

How to produce case studies: A step-by-step framework

1. find happy customers to feature.

Naturally, the first thing you’ll need to start producing customer stories is willing customers with stories worth sharing.

Some great sources for potential case-study candidates can include: 

• Customer databases like Salesforce or HubSpot where all your customers are listed out with details like contact info, industry, company size, sign up date, and more
• Nominations from customer success reps, who likely have the most context on who your happiest customers are and potential angles you can explore
• Discounts and other incentives introduced by sales reps when a new customer signs on in exchange for participation in a case study

I recommend tracking your case study candidates in a spreadsheet that includes the following fields:

2. Schedule interviews

When you reach out to customers for an interview, remember that they’re already paying to use your products or services on top of making time for you in their busy schedules.

While some customers might be excited about the chance to be featured, others might appreciate a tangible incentive that can range from:

• Exposure to your email list and social media followers if there’s an overlap in target audiences between your brand and the customer’s
• An Amazon gift card
• A donation to the charity of the customer’s choice
• A discount or credit for your product or service

When you reach out, try to send the request from someone the customer already knows and trusts, like a coworker or the customer success manager assigned to their account.

I recommend using a scheduling tool like Calendly or Cal.com to avoid back-and-forth emails to find a time that works for both of you. For the meeting location, you can include a link to a Zoom call, Descript Rooms , or wherever you plan to host the interview. 

You can adapt the following email template to reach out to customers for an interview:

Subject: [Your Company] would love to feature your success story! Hi [Customer's Name] , I hope you’re doing well. My name is [Your Name] , and I’m [Your Position] at [Your Company] . I’m reaching out because we’ve been incredibly impressed with how you’ve been using our [product/service] to achieve [specific result or success] . We believe your story could inspire others and demonstrate the real-world benefits of our [product/service] . We would love to feature your experience in a case study on our website and marketing materials. Would you be open to a 30-minute interview to discuss your journey and the impact [product/service] has had on your business? As a token of our appreciation, we’d be happy to [incentive] , and of course, we will share the final case study with you for approval before it goes live. If you’re interested, let me know your availability or you can pick a time that works for you here: [scheduling link] .  Thanks for considering this, and we look forward to the possibility of showcasing your success! [Your Full Name, Position at Company]

3. Prepare your case study interview questions

Once you’ve scheduled your customer interview, it’s often a good practice to send over an interview outline in advance so they can prepare answers if needed.

Case study interviews typically last 45 minutes, so you don’t want them to waste time hunting for numbers or examples on the spot.

Here are some good questions to keep in mind:

• Briefly describe your company and your role within it.
• What was the biggest challenge you were facing as a [job title]? What was the impact of it on the business at large?  
• What solutions did you try before discovering our product/service and why did you ultimately choose us?
• How has our product/service addressed these challenges, changed your day-to-day work, or affected the overall business?
• Can you share any measurable results or wins since implementing our product/service?
• What are your favorite features of our product/service?
• Have you received any feedback from your team or customers about our product/service?

“Who would you recommend our product/service to without any hesitation?” is a personal favorite of mine. It almost always gets an insightful and honest answer that doubles as a relatable testimonial.

During the actual interview, you don’t need to stick to the script. Sometimes the conversation reveals a better story than the one you went in expecting to tell. Let your curiosity take the lead and ask those unscripted follow-up questions to see where they take you.

In his book Stop Asking Questions , Andrew Warner, host of the popular business podcast Mixergy, says,  “The best interviews are conversations, not interrogations.”

Warner recommends getting aligned on the “Why” for both sides before you hit record—sharing what you hope to get out of the interview and also asking what your guest hopes to get out of it as well.

Sometimes your guests want to celebrate a recent win they’re proud of, promote an upcoming launch, or tell a specific story about their brand. If you can accommodate them, they’re more likely to get excited about the interview.

4. Record the interview using multitrack recording

While in-person customer interviews allow for higher quality video content, they can quickly introduce costs and complexity—especially when you can still create engaging videos from remote recordings with a bit of planning.

But even with remote interviews, a lot can go wrong depending on how you record them. 

In one of my first case study interviews, my recording software failed to capture my guest’s side of the conversation. With no audio or transcript, I had to go off my memory and notes (and a bit of lip reading) to salvage it.

But choosing the right recording method isn’t just about peace of mind—it's also about quality and flexibility.

I recommend using multitrack remote recording software like Descript that captures separate audio, video, and screen-sharing tracks locally for you and each of your guests.

Doing so, you can:

• Guarantee the highest quality audio and video capture
• Ensure local backup on the off-chance something goes wrong, like you lose your internet connection during the interview. 
• Record multiple guests simultaneously while making it easier to manage cross-talk and interruptions during editing
• Generate transcripts and label speaker with greater accuracy
• Edit with more control, adjusting volume levels or removing background noise for individual speaker tracks

The biggest benefit: Repurposing the interview into other formats with more flexibility, speed, and polish (more on that later).

4. Generate a transcript to annotate

With your interview recorded, the next thing you’ll want to do is transcribe it to make it easier to sift through the interview to find your story.

These days, you don’t need to waste time or money on manual transcription services or suffer through DIY transcription. You can get an accurate transcript, including time codes and speaker labels, almost instantly using AI. 

If you use Descript for transcription like I do, your transcript will be synced to your audio and video file during playback and editing.

There are several benefits to this, like:

• Leaving highlights and comments on the transcript as you go over the interview recording to make notes
• Instantly removing filler words and repetition from the transcript and video at once
• Using AI to find the best moments in the interview, generate a summary, even brainstorm headlines all within the transcript
• Highlighting excerpts within the transcript to turn into clips  

5. Draft your case study article

Now it's time to turn your 45-minute customer interview into a cohesive story designed for both busy skimmers and curious readers.

Most case study articles follow a similar structure:

• TL;DR. Hook readers with a summary of success metrics and/or a compelling quote upfront.
• Background. Quickly introduce the main characters and any essential company context.
• Challenge. Frame the biggest problems facing the customer and identify their goals. Establish why the status quo wasn’t working and how other solutions fell short. 
• Solution. Walk through the process of solving the problem using your product/service. Include specific tips, features used, and examples.
• Results. Summarize the most significant outcomes from using your product. This can include both hard numbers as well as qualitative feedback.

It’s worth creating a custom page template just for customer stories, like in this example from Superside , so you can surface the bottom line up-front for busy prospects. 

With a transcript of your interview and a multitrack recording, writing your case study becomes a lot easier since you can now:

• Generate a rough draft or specific sections from the transcript with AI.
• Turn examples or visuals your customers screenshared during the interview into screenshots or GIFs you can embed into the article.
• Brainstorm supporting copy like headlines, meta descriptions, and more.

6. Incorporate video and other visual elements

If you captured your customer interview as a multitrack recording, you’ll have an easier time editing it into polished visual content, such as:

• Long-form video of an edited version of the interview
• Screenshots and GIFs illustrating how the customer uses your product 
• Short clips sharing your customer’s expertise or endorsement, with landscape, square, or portrait variations for different channels and placements 
• Video testimonials you can run as ads or embed on your website
• Highlight reels that showcase multiple customer testimonials

Voice-only audiogram video can be a great way to accommodate customers who may not be comfortable on camera. 

You can create these videos in Descript from start to finish or quickly produce a rough cut you can hand off to a professional video editor. 

There are plenty of creative ways to use video to tell customer stories besides the standard talking head format, like combining animated text with screen sharing to showcase a specific feature.

6. Ask for feedback and get approval to publish

Unlock most articles on your blog, you’ll need explicit permission from the customer before you can publish.

Depending on the company’s size and industry that might include approval from its legal team or senior leadership to make sure the brand is reflected well and no sensitive information is shared.

Generally, larger enterprises or public corporations will have more layers of approval to navigate than small businesses and private companies.

To be mindful of the customer’s time and avoid unnecessary back and forth:

• Leave comments on specific sections in the draft where you’d like their input
• Be upfront about exactly how you plan to use the interview early on in the process—you don’t want to waste time creating video ads if the customer isn’t comfortable with it
• Avoid details that may damage the brand reputation or give away sensitive info
• Don’t be afraid to lightly edit quotes to keep them coherent
• Invite the customer to suggest changes and make comments directly in the draft

7. Publish and promote your case study

Once you’ve secured permission and finally published your case study, you might be inclined to move on to the next one in your pipeline. But you’re not done with it yet. 

What’s the point of a shiny new case study if no one sees it?

Here’s how you can help your new case study get in front of the right people:

• Send a link to the customer you interviewed in case they want to share it with their personal network
• Let your sales team know that a new case study is up, and add it to a sales enablement library to arm sales reps if you have one
• Share any video clips with your audience on Instagram, Facebook, LinkedIn, etc. Make sure to include a link to the full case study in the caption.
• Embed video clips with a link to the full case study on relevant pages on your website or blog.
• Design carousel posts that summarize the customer story, which can include a mix of images and videos depending on the platform.  

Since case studies are often shared through direct messages and social media feeds, I recommend optimizing the Open Graph image and text (i.e. the preview that renders when a link is shared) to sell the story before the click.

The final product is only as good as your process

Case studies can be one of the most powerful forms of social proof in your B2B marketing mix—but only when they prioritize telling a good story that teaches and inspires just as well as it sells.

It starts with an intentional process, from sourcing customers to recording interviews to creating content, that doesn’t just make case studies easier to produce; it makes them more interesting to consume.

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The Creative Toolkit for Marketers

What is a case study video and why is it useful.

Bryan Johnston

Success leads to more success.

That may sound like fortune cookie wisdom but it’s absolutely true. It’s also at the root of one of your most effective sales and marketing tools—the case study video.

A case study encapsulates a positive customer experience. It describes how your product or service helped a client achieve their business goals. And frankly, you can’t have enough of them.

The Holy Grail of business success is word of mouth. When somebody likes what you did for them, they’ll tell somebody else, who tells somebody else, who tells somebody else. It’s like a big, profitable game of Telephone. The trick is to get that initial word of mouth going. That’s where case studies come in.

Types of Case Study Videos

1. testimonials.

When you make a customer happy, the first thing you should do as a business owner is to ask the customer if they would be willing to give you a testimonial. Even if it’s one sentence of praise, you can use that.

Collect enough of them and suddenly you have a very compelling series of “Atta Boys” that can go a long way in the world of brand awareness.

Another reason why testimonials are so effective is that you’re not blowing your own horn, someone else is. Better yet, it’s a customer. According to research from Nielsen, 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

This case study lets customers of Kevin Green’s wealth seminars do all the bragging for him.

2. Story-Driven Case Studies

You already know the power of storytelling in the world of marketing. It’s unequivocal: People love stories. Any time you can frame a win or success in a story format is good news for you.

You’re taking a positive customer experience and packing it nice and neatly in a consumable way for other potential customers to discover.

In this case study, Canon USA shows very clearly how storytelling raised their company awareness.

READ: 9 DIFFERENT TYPES OF MARKETING VIDEO

Why Use Case Study Videos?

1. case studies help build trust.

As indicated in the Nielsen research numbers stated earlier, case studies help build trust between you and your customers. You’re showcasing how your product or service benefited someone else from that person’s point of view.

When others see that, it gives your business credibility, and credibility ultimately leads to trust .

Case studies can also show how your company is going above and beyond the call of duty to satisfy your customers. It shows you’re innovating, and this approach engenders respect and trust.

What do I mean by this? This case study from Wonderbra showed the world just how far they’ll go outside the box and push the edge of the envelope to provide exceptional service for their customers.

2. People Love Winners

Even more so, people like to associate with winners. Bandwagon jumping is a real thing. The more successful a company becomes, the higher the recognition factor. The higher the recognition factor, the more successful they become. It’s wonderfully self-propelling.

Case studies point out the positives and show your company is good at what you do. And that’s very attractive.

Your business can also benefit from drawing attention to your more high-profile clients. People like to do business with companies that do business with recognizable brands . The thinking is, “Well, if they’re doing work for Nike, they must be good!”

HUSH digital agency rides on the coattails of Nike’s name recognition in this case study. You may not have heard of HUSH, but you certainly have heard of Nike.

3. Case Study Videos Help Build Image and Brand Recognition

Case studies don’t always have to be about a particular win for your company. A case study can be used to simply make viewers more aware of your company’s culture or background. It can be very effective as a “Get to know us” video, because people like to do business with companies they can relate to or are more familiar with.

In this case study, Liddle Surfboard s lets the viewer get up close and personal with the history of the company.

READ: HOW TO BUILD TO REVAMP A BRAND FOR YOUR BUSINESS

Case Study Video Best Practices 

If you want to show proof that your product or service helped a customer, see if that customer has any metrics that support that.

Did they get more visits to their website? If so, how many? Did their sales figures go up? How much? Numbers speak volumes and make it easy to see the tangible results.

If a customer got a 200% ROI (return on investment) courtesy of your service, that’s a big selling point in your favor and you need to let everyone know about it. Numbers don’t lie.

Here are two case study videos that have the metrics to reflect the success of their respective campaigns.

Moving Forward With Case Study Videos

82% of marketers use case studies in their marketing because it’s proven to be effective. Case studies allow people to learn more about your business, products, or services through the eyes of a customer, which can help build credibility and brand recognition. They can also help bring new clients in the door.

So, if you already have a great customer who’s tooting your horn, ask them if they’ll go on-camera and tell the world! You may be surprised at how many people are willing to do so for companies they trust and value.

At VMG Studios , we’re masters at the art of creating video case studies. We’re storytellers at heart.  If you’ve got a success story you want to spread to the masses we can help. Remember, success leads to more success. We’re big fans of this particular fortune cookie wisdom.  

Learn more about how much a case study video can cost below

Tags: Video production , Case study video , customer case study , testimonial , Case study

Written by Bryan Johnston

Bryan Johnston is the Creative Director at VMG. He loves movies, sports, reading, and writing. In no particular order. His one wish is to see the Seattle Mariners win the World Series in his lifetime. He is not holding his breath.

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

• October 26, 2022
• Content Strategy

The play button is the most compelling call-to-action on the web. Michael Litt

Your SaaS business might be sleeping on an underrated approach to showcase notable success stories – case study videos. This claim is well-founded too!

A joint survey report by Vidyard and Content Marketing Institute, released in the fall of 2021, revealed that an overwhelming majority of content marketers believe that video has become more important to their organizations.

51% of the respondents shared that they use video to present case studies or customer stories. Moreover, 48% of respondents believed these videos produced the best content marketing results in the previous 12 months.

Moreover, according to G2 , 84% of marketers say video marketing improves lead generation. On the other side of the counter, 94% of users say that videos help them make purchase decisions.

Underutilization of Case Study Videos

However, many SaaS businesses need to pay more attention to the power of case study videos.

Why do we say so? While conducting extensive research for this content piece, we combed through dozens of SaaS websites and noticed fewer case study videos than traditional text-based ones tangibly.

Moreover, we have yet to find SaaS businesses habitually embedding such videos to supplement their blog-style case studies. This golden practice can improve the chances of Google indexing your case study video and encourage visitors to stay on your site longer.

Pro tip: If you need 30 standout SaaS growth hacks to attain double the growth for your SaaS business, fill out the form below!

But before you move ahead with a case study video to showcase the value of your work and grow your business, it will be beneficial to understand the building blocks of a case study video.

Elements of a Successful Case Study Video

Seven elements go into making a case study video, which can state having “hit the home run.” Let’s touch upon them briefly.

#1 – Compelling storytelling

It helps to present your case study video by incorporating storytelling frameworks. One such example is “The Hero’s Journey” framework. You can read our article on how this framework can help us decode why the Squid Game is so popular .

#2 – Relatable pain points

Your case study video is more effective if it highlights your ideal customer profile’s pain points. For example, a case study on software targeted towards small and medium-sized businesses will resonate more if it showcases related users who discuss their pain points and hurdles.

#3 – Backed with data

A case study video doesn’t have to be devoid of numbers! Armed with credible statistics, your clients can mention, as a “matter of fact,” the efficiency their business has achieved from your services – man-hours saved, reduced operating costs, and increased revenues.

#4 – Embedded with social proof

A case study video allowing multiple stakeholders to talk about your service adds to social proof. It’s contagious!

#5 – Video elements – script, music, visuals

A case study video allows you to add emotion to the storytelling. You have the leeway to add stage-appropriate sound effects and compelling visuals. This is an addition to your primary arsenal, the script.

#6 – SaaS product showcasing

A well-produced case study video also allows you to give your prospects a peek behind the curtains and showcase how your SaaS product looks and works.

#7 – Ideal duration

What is the optimal video length? Take it from the leading SaaS internet video hosting and analytics company, Wistia – 2 minutes is the sweet spot .

10 Best Case Study Video Examples You Can Copy

Now that we have established the vital elements of a case study video, let’s learn from some examples from the past twelve months. Additionally, we’ll explain why we chose to present the selected video case studies.

#1 – Tableau

#2 – slack, #3 – drift, #4 – canva, #5 – xero, #6 – grammarly, #7 – hubspot, #8 – salesforce, #9 – workday, #10 – dropbox.

In the Tableau case study video, viewers can delight themselves by viewing stunning visuals aided by tight-knit storytelling.

The case study highlights why the product is a perfect fit for solving the client’s pain point of visualizing constant streams of vast and disparate data. Their client’s goal is to deliver a superior customer experience. Viewers can easily understand how the data visualization software helped the client achieve their business goals.

The case study allows employees throughout the hierarchy to share how Tableau makes their work more efficient and productive.

The case study showcases snapshots of the software and provides actionable use cases.

The video wraps up in just over 2 minutes.

In the Slack case study video, one can see an authoritative thumbs up from Samsung’s Vice President of Framework R&D Group of its mobile communications division.

The case study discusses the pain points of using Slack alternatives like email and messengers. To support these claims, the client talks about the positive effects of adopting Slack, like smoother communication, a stronger organizational culture, and a boost in productivity.

The client inadvertently provides social proof of Slack and its credibility by mentioning it received adoption from a giant like Samsung since many other high-profile businesses vouched for it.

Viewers can also receive a walkthrough of the application and its custom use cases, such as creating topic-specific “channels” and creating bots.

This case study is shy of 5 minutes in length but an engaging and pleasant watch.

In the Drift case study video, target users can immediately relate to critical sales metrics that Drift helps to improve.

The customer discusses how Drift helped improve common pain points, such as the “engagement and connection with the customers and prospects” and “help in pipeline acceleration.”

Moreover, it provides a use case of Drift to better engage with customers and prospects in a highly personalized way.

To add weight to their claims, the client also shares increased sales figures after implementing the software (>$1 Billion) and improved response time by sales development representatives (<5 minutes).

It is a simple case study video with minimal post-production efforts.

The case study spans just under 3 minutes in length.

In the Canva case study video, viewers can immerse themselves in a fast-paced video filled with popping visuals.

The case study brilliantly captures the brand’s vibe and target audience.

Wondering how?

It showcases how the software allows small businesses and non-tech-savvy people to follow their dreams and be creative. Viewers also receive a walkthrough of the software to see how intuitive and seamless it can be to use.

The case study is a minute and a half in length.

In the Xero case study video, viewers can immediately identify the target audience of “accounting software for small businesses and their advisors.”

This light, breezy case study provides context around the client’s business and which offerings it is using from the Xero product suite.

The case study carefully mentions common pain points that the software resolves by stating features like “cloud-based,” “synchronization,” and “user-friendly,” which “helps to streamline operations and be efficient.”

The case study also gives an example of a typical use case by the client and the efficiencies it achieved (saving more than 200 man-hours per year.)

The case study is just under two minutes in length.

In the Grammarly case study video, viewers can learn from an appropriate user base, the client’s content marketing team, who advocate for its usefulness and efficacy.

The case study offers pleasing visuals and a soothing background score.

The client vouches for the software by allowing different employees to share how they managed to communicate the brand voice and tone in an intended manner.

The case study uses motion graphics to show how the software operates in real time. These visual cues are incorporated in parallel as employees share critical statistics about “style guide suggestions” from Grammarly.

Moreover, to provide concrete social proof, The client calls Grammarly an extension of their team.

The case study is just under three minutes in length.

In the HubSpot case study video, prospects can learn about the software’s capabilities and dependability in a crystal clear manner. The case study seamlessly narrates what prompted the need to adopt HubSpot, its onboarding, and its ensuing benefits.

The case study addresses common pain points faced by the client’s sales team – working in silos – to how HubSpot allowed them to “talk to one another” and ensure consolidation and simplification.

The client champions the ease of transition without requiring lengthy delays and hiring expensive outside talent. Moreover, a product walkthrough highlights the different features which have led to better user experience and dramatically driven product adoption.

Giving a confident thumbs up for HubSpot, the client also sheds light on how they aim to integrate HubSpot deeply in the future.

This case study is just over two minutes long.

In the Salesforce case study video, viewers can enjoy a fast-paced, well-produced case study of two business partners working together towards a common goal.

In addition to giving an overview of the vast scale of operations conducted by Dell, the case study spotlights the Chief Information Office and Chief Data Officer of Dell to lend authority to the case study.

The case study gives statistics on how many Dell employees used Salesforce at the onset of the pandemic—a whopping 150,000.

Employees at different levels of the organizational chart mention important aspects enabled by Salesforce – “structured processes,” making the “sales organization more productive,” “providing a 360-degree view of the sales cycle,” and “offering a single source of truth information at their fingertips.”

To add social proof, a senior Dell employee states that she works for “two companies” – since Dell and Salesforce dedicate themselves to achieving a common goal.

The Workday case study video is a noteworthy example of letting each stakeholder present an honest review of using a product or service.

This case study offers a pleasant viewing experience.

It establishes context around the client and the core issue of improving the experiences of students, faculty, and staff – fulfilling their basic “expectations.”

The case study gives a product walkthrough and presents a before and after picture. Then, stakeholders establish social proof by describing the software using terms like “integrated, accessible, responsive, and user-friendly.”

The case study is three minutes in length.

Consider the Dropbox case study video as a short film, if you will!

It utilizes beautiful storytelling and high production value to present the “rising from the ashes” effect of the software on a stagnating town.

With the odds heavily stacked against the “protagonist,” the case study provides context around the product’s adoption and subsequent dependency.

Aided with a product walkthrough, the client presents use cases of how the software helped lay the foundation for their small business and build and catapult it to success.

The case study ends poignantly, showcasing how the client and their local community thrived in trying times because of Dropbox.

The software helped them become “anti-fragile.”

This case study is just over four minutes long.

Parting Thoughts

To round up this piece, here are some important takeaways on publishing case study videos your SaaS business should consider implementing from the get-go:

• Establish from the outset how to implement the seven successful elements in your case study video
• Build relatability by shedding the spotlight on your ideal customer profile and presenting credible statistics of your SaaS product solving their common pain points
• Demonstrate how your product works using walkthroughs
• Bring out your creativity! Don’t underestimate the power of catchy visuals, sound effects, and tight-knit storytelling to drive home your point

Side note: Are you just getting started with making case studies? Consider reading our piece on 8 B2B SaaS case study best practices to get more leads and customers !

We are a content marketing agency that brings business, not just website traffic. We curate well-researched and engaging content as per your company’s requirements and philosophy because we believe in the power of meaningful information.

Does your B2B (SaaS) business want a case study prepared to get more leads and users? Let’s connect over a short call. Block our calendar today!

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Case Study Video Maker Online for Free

Take a couple of minutes to create digestible and effective case study videos with FlexClip's free case study video maker! Decide on the specific theme (review, interview, testimonial, or narrative) to produce with FlexClip's well-designed case study video templates. Lure a chunk of potential audience, strengthen brand awareness, and drive revenue by making edits for your video, such as adding music, text, voice-overs, and animations, splitting or trimming imported footage, or removing unwanted image backgrounds. No experience is necessary. Make your case study videos for free, online, on every device!

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Professional Case Study VideoTemplates for Free

Why you need to make a case study video, boost sales.

A compelling video can absolutely influence buying behavior, leading directly to sales.

Increase Traffic

Nothing can compare to the power of video content when it comes to driving traffic to your site.

Encourage Social Shares

Videos on social media platforms generate more likes and shares than images and text combined.

How to Make a Case Study Video in 3 Steps

Add videos or photos from computer or stock libraries to the scene.

Add text, music, and voiceover to customize your case study video.

Download your case study video in various ratios and definitions or share it online with the world.

Related Themes

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What is a Case Study Video (And Should You Make One?)

By Sam Stemler on June 6, 2023

Case studies are powerful tools for introducing your business, showing your impact, and demonstrating your competitive advantages. Case studies allow prospective clients to see the solutions you’ve provided to others similar to them, and they’re one of the most compelling types of testimonials. Case study videos bring classic case studies to a new format, and they can be even more compelling, impactful, and even easier to make.

What is a Case Study Video?

A case study video explores a customer’s problem or challenge, and the results and solution a business provided, in a video format. Just as a traditional case study takes a more in-depth look at a business’s process and results they achieved, a video case study also uses more details than other types of promotional videos . A case study video uses a customer’s perspective to show how a business works, and show new prospective customers the competitive advantages of the business.

In general, a case study will explain:

• Who the customer is, and what challenge they were facing.
• How the customer found the business.
• The results the customer experienced after working with the business.
• What the customer enjoys about working with the business.
• How the customer’s challenge or problem has changed since working with the business.

Use Boast to record, edit, and post your case study video easily Give it a try >

How Are Case Study Videos Different?

A traditional case study may use a variety of information to create a compelling story, including a text-based narrative, before-and-after comparisons, quantitative results, direct customer quotes, charts, and more. A case study video may contain similar information, though it will be slightly different.

A great case study video will use footage of a customer interview to tell a story, and combine it with engaging video effects, music, transitions, and footage of the company, product, service, and staff in action. It may also use charts and numeric information to show results more clearly. Instead of using a few direct quotes from the customer, the video case study will focus heavily on the customer’s own words, allowing them to tell the story and explain the business’s benefits.

Are Case Study Videos Better Than Traditional Case Studies?

Case study videos offer a number of advantages over traditional case studies. First, customers find videos to be more authentic and reliable, since they are harder to fabricate. The customer tells the story themselves, which is much more compelling to prospective customers. Second, most people prefer to watch a video, and they are much more likely to absorb the information in a video, rather than skimming a page of text. Finally, videos get more engagement and views than text-based content, so your customer’s story is likely to reach even more potential customers.

How to Make a Case Study Video

A case study video doesn’t have to be complicated to make. With some basic tools for editing and recording, you can make a great case study video to display on your site, social media, email, and more. Go through these steps and you can create your first case study video.

• Meet with your customer: talk with one of your long-standing or best customers, and ask them if they would participate in a case study video.
• Provide a script: use strategic case study questions to get a strong narrative, and show your business’s best qualities. Share these questions with your customer ahead of time, so they’ll be prepared. Explain how you plan to use the case study, and get your customer’s consent, in writing, to do so.
• Film the interview: you don’t need a lot of equipment to film the interview with your customer. Set up some lighting, and place a steady camera.
• Lay out your case study: once you have your footage, review it, and do a bit of editing to make a cohesive narrative.
• Additional video: instead of focusing completely on your customer, splice in some dynamic shots of your company, products, or staff. This will make your case study video more engaging, and it gives you a chance to show your products or people at work, too.
• Add effects: when you move between shots, add in some basic transitions. You might also use music, or simply use your customer’s audio. You might also use a chart to show results or highlight specific benefits your customer experienced, such as time or costs saved.
• Review: give your case study video one last run-through, and show it to a few others, too. Don’t forget to add subtitles, since lots of viewers watch videos without sound.
• Post: with your case study completed, it’s time to post! Don’t be afraid to show off your case study video on social media, on your website, in your emails, or wherever you might reach new prospective clients. You can use your case study video multiple times, and it can continue to provide value for years to come.

Now that you know what a case study video is and how it’s different from a traditional case study, should you make one? Absolutely! Your case study video is likely to engage more potential leads and get more engagement than a traditional case study. Set a time to meet with one of your best customers and start a free trial of Boast to record, edit, and display your case study.

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Join 8,000+ organizations embracing Proof-Based Marketing to build trust, improve customer relationships, and increase sales. Start collecting feedback and sharing praise in minutes.

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3 Ready-to-Use Case Study Video Templates

August 14, 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. Case study video presentations are a great way to showcase customer success in a structured, compelling format.

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 .

Video marketing case studies that focus on measurable results tend to perform exceptionally well.

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. Testimonial video templates can be a great starting point for businesses new to video marketing.

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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Case Study: Video Interpreting Reduces Cancellations, Improves Experience at Hospitals

August 27, 2024 by scott brown.

Innovative technology that allows for 240 languages to be interpreted at the touch of a button is improving patient experience and reducing appointment cancellations at University Hospitals of Derby and Burton.

The healthcare network has added the LanguageLine app to wireless devices across its hospitals. The app allows for one-touch, on-demand access to professional interpreters in more than 240 languages, including American Sign Language and British Sign Language. Interpretation is available in video and audio-only formats. 

Despite in-person interpretation already being in place at the hospital sites, unavoidable delays for both patients and interpreters led to an increase in appointment cancellations. This prompted the Estates and Facilities team, led by Nicola Wigley, to explore new ways to offer patient-centered language and interpretation services.

As Wigley explains, the LanguageLine app provides a timely and efficient option for colleagues to use when seeing patients who do not speak English as their first language.

"We are a busy hospital, and people can often get delayed, whether that’s the interpreter or the patients,” Wigley said. “When that happens, sometimes the appointment cannot go ahead, which is really frustrating for our patients and impacts our waiting lists and patient satisfaction.

"Using this technology allows us to be responsive without having to reschedule an appointment if there is no interpreter available. By utilizing this new equipment, we can ensure we continue to deliver care to patients who speak a different language, particularly when they come through our emergency room."

A ‘Phenomenal’ Response

The rollout began with a trial in the emergency, prenatal, and endoscopy departments, and the response was “phenomenal,” Wigley said, with positive feedback from both patients and staff about the difference it made to patient experience and running services more efficiently. This success led to the order of more than 20 additional machines for use across the healthcare network.

Wigley added: "We chose to trial the machines in the Prenatal and Endoscopy outpatient areas after studying data that suggested these departments had a heavy use of interpretation services and a high number of canceled appointments.

"It means that if an interpreter has been booked for a patient and they are unable to get here, the patient is still able to have the appointment and get all of the information they need using the readily available interpreter. If a department has one of the machines, they can choose to use it instead of booking an interpreter to avoid any cancellations.

"Even very early results show that the number of canceled appointments has been reduced."

Wigley emphasized that implementing this technology allows for equity and equality for all patients who come through the doors of the hospitals within the healthcare network.

"We know that for some people, it can be scary going to the hospital,” Wigley said. “This is one of the ways to break that barrier and comfort anxious patients who might normally find it difficult to attend appointments because of a language barrier.

"The reason it has been successful and staff love it is because it is so easy to use. It is secure and is already very popular with patients, staff, and visitors.

"It's such a helpful tool. We think this technology will make a huge difference for those who require interpretation and give much-needed confidence when breaking down language barriers while visiting our hospitals."

LanguageLine Can Help

The magic of VRI lies in its versatility and effectiveness. For American Sign Language (ASL) users, the visual component is indispensable, making VRI a game-changer. Beyond the immediate communication benefits, VRI is linked to better health outcomes, fewer readmissions, and reduced costs. It’s a win-win for both patient satisfaction and the healthcare provider’s bottom line. Research backs this up, showing that effective interpreter services can drastically improve patient understanding and adherence to medical advice, which is crucial for better health outcomes​.

In terms of efficiency, VRI reduces the reliance on on-site interpreters, cutting down on logistical headaches and costs. This means healthcare staff can focus more on what they do best: caring for patients. Immediate access to remote interpreters boosts staff productivity and ensures that no patient is left waiting due to language barriers. In a nutshell, VRI isn’t just a service; it’s a smarter way to deliver healthcare that meets everyone’s needs by seamlessly bridging language barriers when the need arises.

Let’s talk solutions. We encourage you to contact us today so that we can learn more about the opportunities that lie within your healthcare organization. 

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Carat/Microsoft Azure

Azure signups are extremely low funnel conversion events, typically occurring on desktop devices and involving higherpriced purchases that are primarily made by business leaders. Carat needed a way to prospect new users most closely matching Azure’s first-party retargeting audiences across multiple global markets. They chose to run a direct campaign using Modeled Audiences in Microsoft Invest to help them target the right people and expand their reach among audiences similar to their first party audiences.

The solution

Carat set up multiple Line Items in Invest that each targeted a Modeled Audience in tandem with a different market within North America, EMEA, and LATAM. Invest populated Modeled Audiences within 48 hours of the segment being requested in the UI. It was also able to support modeling multiple seed audiences that were relevant to Azure’s campaign, further expanding their retargeting segments. By additionally using splits, Carat was able to execute on their more granular goals with more sophisticated targeting.

“Modeled Audiences proved effective in driving incremental scale and achieving efficiency below our target KPI. We are excited about further testing in additional markets."

— Ella Baginski, Director/Display, Carat

The results

The Modeled Audiences campaign results were outstanding. In some geographic areas, CPA was reduced by an astounding 85%. Moreover, the average delivery rate was 95%, with a remarkable 100x increase in reach when Carat modeled segments were compared to the seed segment.

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Seamless Giving: How Greater Good Charities leverages Fundraise Up’s platform with PayPal Complete Payments

PayPal Editorial Staff

August 30, 2024

Greater Good Charities is a global nonprofit organization that works to amplify the good in the world. They work to help people, pets, and the planet by mobilizing in response to need. 1

Fundraise Up is a technology company unlocking the world’s generosity potential by optimizing how people give. Their goal is to remove obstacles in online donations, enabling nonprofits of all sizes to connect more effectively with their supporters and increase revenue. 2

We spoke with both Noah Horton, Chief Operating Officer of Greater Good Charities and Salvatore Salpietro, Chief Community Officer of Fundraise Up. We discussed the importance of their partnership and how PayPal’s Complete Payments (PPCP) contributes to their shared success.

Success metrics

• 62% increase in donor duration with Fundraise Up. 3
• 48% of Greater Good Charities donors choose PayPal. 3
• 50% increase in new recurring donors with Fundraise Up. 4

The opportunity

The relationship between a charity and their technology platform is critical. Essential to a charity’s success is a seamless experience for donors.

Greater Good Charities wanted to offer their donors payment choice and simplify recurring donations. To accomplish this, they needed a technology company with expertise, flexibility, and integration capabilities for their existing platforms.

Fundraise Up helps nonprofits make their donation process as easy as possible. Their goal for Greater Good Charities was to help improve the donation experience and increase revenue. Fundraise Up incorporated PayPal as part of their tech stack from day one and more recently, integrated PPCP.

The solution

In June 2021, Greater Good Charities implemented Fundraise Up, after having tried several other vendors over the years. Horton commented that “We finally had the tools we dreamed of with Fundraise Up, and their team has been outstanding. From both a back-end user experience standpoint and a technical implementation standpoint, Fundraise Up makes it easy,” said Horton.

According to Salpietro, “Fundraise Up offered the first on-page modal donation flow on the market to help nonprofits unleash the generosity potential of donors. Every click in the checkout experience is an opportunity for error. We must be extra sensitive that it’s frictionless in the nonprofit space. PayPal Complete Payments helps us ensure that seamless experience for donors.”

Since selecting Fundraise Up, Greater Good Charities has seen their core KPIs improve to optimize the donor journey. Recurring donations are crucial for nonprofit organizations as they represent highly engaged donors and provide sustainable revenue. With Fundraise Up, Greater Good Charities experienced an increase in both the conversion of first-time donors into recurring donors, as well as the duration of recurring donations. “We’ve seen the average duration of recurring plans grow from around 10-11 months to about 17 months with Fundraise Up,” said Horton. “And for recurring donors who use PayPal rather than credit cards, there is less attrition,” explained Horton.

“We saw a significant uptake in PayPal usage after enabling it through Fundraise Up. 48% of our donors now choose PayPal, which speaks to its popularity.”

Salpietro added, “The first thing that comes to mind with PayPal is it’s reliable. It’s known by donors. It’s known by consumers. It’s known by companies.”

Greater Good Charities highly recommends Fundraise Up and PayPal to other nonprofits. “Fundraise Up’s customer success team is among the best that I’ve worked with. They provide donors with a flexible, seamless experience, which is essential. And PayPal, is a preferred payment method among our donors, contributing significantly to our success,” said Horton.

Amplifying good is no easy task. It requires dedication, loyal donors, cutting-edge technology, and a compelling cause. For Greater Good Charities, that means ensuring donations are seamless with Fundraise Up’s technology. And for Fundraise Up, that means partnering with PayPal’s Complete Payments.

Learn how PayPal can help customize the journey of your donors

Greater Good Charities & Fundraise Up Case Study (PDF)

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TelevisaUnivision Case Study: How Vix is Now Able to Deliver Over 7,000 Hours of Live Event Content Per Year

By SVG Staff Wednesday, August 28, 2024 - 11:09 am Print This Story | Subscribe

Story Highlights

When you set out to break the boundaries of live event production and distribution, you need the right technology partner at your side. That’s why TelevisaUnivision relied on LTN to help launch its global streaming service, ViX. With the reliability, efficiency, and scalability of LTN technology, TelevisaUnivision distributes thousands of hours of highly customized live sports content every year, to 600M fans worldwide.

TelevisaUnivision needed support to efficiently brand, monetize, and version live content for its diverse streaming audiences — bringing up to 4,500 live events per year, with as many as twenty aired concurrently, to ViX viewers. The company required a technology partner to enable customized Spanish-language audio, graphics, ad insertion, and tailored, culturally relevant live sports experiences.

With a proven track record of providing production and transport support for premium live sports events through automation-driven technologies and its IP multicast network backbone, LTN was the partner of choice to support the launch of ViX. Backed by the LTN Network’s ultra-low latency (<200ms) and 99.999% reliability, Live Video Cloud cloud ingest, and LTN’s automation-driven content versioning platform, TUDN can seamlessly acquire and aggregate high-quality live signals from sports stadiums across Europe, North, South, and Central America in various formats and bitrates.

To read the full case study, click HERE.

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