Creating Case Studies That Convert: A Step-by-Step Guide for Sales Professionals

In this episode of The Growth Lab podcast, I break down how I created an effective case study as a sales aspect for prospecting.

Case studies demonstrate the value of your product or service as a form of social proof.

I outline the process I used to prepare effective case studies for clients, including identifying the right clients, conducting case study interviews and different formats for publishing a case study.

I also included some recommended tools and explained why you must invest in design to create the perfect case study.

Want a written breakdown of this episode? Go here:

76. How to Write a Case Study that Sells your Service (3 Steps)

Key Takeaways

• Case studies are a powerful sales asset that demonstrates the value of a product or service.

• Social proof and testimonials from business clients are essential for building credibility.

• Creating a case study involves preparing for it, finding the right clients, conducting interviews, and publishing the study.

• Tools like Otter AI can be used to make meeting notes and transcriptions.

• Working with a designer can enhance the visual appeal of a case study.

Chapters

00:00 Introduction

00:13 The Importance of Sales Assets

01:06 Step 1: Preparing for the Case Study

02:13 Step 2: Finding the Right Clients

02:48 Step 3: Conducting Interviews

03:36 Step 4: Publishing the Case Study

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My website: https://www.iammattharris.co.uk/