How to Create a First-Class Case Study | Ep. #149

Published Dec 27, 2016, 11:00 AM

In Episode #149, Eric and Neil discuss how to create a first-class case study. Tune in to discover the ins and outs of a well-designed case study and how case studies will boost your marketing and draw in those quality leads you’ve been needing.

Time Stamped Show Notes:
  • 00:27 - Today’s topic: How to Create a First-Class Case Study
  • 00:40 – It is important to have a data that stands out
  • 00:55 – Be specific with numbers
  • 01:19 – Start your case study with the result
    • 01:30 – If you’re doing an SEO, start with the results
    • 01:48 – Neil’s sample headline is “Neil took me from $600K a year to $15M a year”
    • 02:00 – Break down the solution
    • 02:20 – Show people how they can do it too—not just screenshots
    • 02:58 – Break down the form fields into multiple steps to get to the most relevant leads
  • 04:11 – Conversion-Rate-Experts.com has in-depth and well-designed case studies
  • 04:30 – Find a good presentation or PDF design with Dribbble and 99designs
    • 04:40 – Neil was paying $20,000 a month for CRO services
    • 05:10 – They created a lot press and got great leads
    • 05:25 – Case studies can be left open
    • 05:48 – “They key is not getting a lot of leads, it’s getting quality leads.”
  • 05:50 – Look at your competitors case studies
  • 06:05 - That’s it for today’s episode!
3 Key Points:
  1. Thoroughness in a case study is what drives the most qualified leads.
  2. Data is the most significant part of a case study – make sure it stands out and is executed well.
  3. Look at the case studies of your competitors to give you a starting point for your own format.

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Get ready for your daily dose of marketing strategies and tactics from entrepreneurs with the guile and experience to help you find success in any marketing capacity. You're listening to Marketing School with your instructors Neil Patel and Eric Sue. All right, guys, before we start, we got a special message from our sponsor. If you want to rank higher on Google, you gotta look at your page speed time. The faster website loads, the better off you are with Google's Core Vital update. That makes it super super important to optimize your site for low time. And one easy way to do it is use the host that Eric and I use, dream Hosts. So just go to dream host or Google it, find it, check it out, and it's a great way to improve your low time. Welcome to another episode of Marketing School. I'm Eric Sue and I'm Neil Batal, and today we're going to talk about how to create a first class case study. So I think when you're going about creating a case study to impress potential clients or you're trying to sell your your product, I think the first thing is having data that stands out, whether it's data that you have internally. Ideally it's internally, but you can pull data from other sources too if you want them, just make sure that you're citing them. But the data always bolsters your case studies, and it just adds more credibility once you're being specific about the numbers, because if you're just talking theory all the time, you're talking high level stuff that's not really going to impress people. It's not really good to drive them further down the funnel. So I'll only have one thing and then I'll let you do the rest of that episode or give the feedback. All right, So I've done a lot of av tests on case studies, and here's what I found to drive the best quality of leads. You're not gonna get the most, but you're gonna get the highest quality leads, which should cause you to get the most revenue. Start your case study with what you ended up doing. So I usually start off with, like, let's say if you do their se or whatever it may be, all right, then that's what they can CITI is going to be around, so imagine you're doing your SEO firm. Then I would start off with at the first part of the testimonial or I mean the case study, I would talk about the results. So now that you know what you've done, the first section would be like the headline could be Neil took me from six hundred thousand dollars a year to fifteen million whatever. I'm making up the number, and then you put the quote by whoever. Then you show a graph of what you did. Then you talk about the problem the results, and then you get into the solution, and the solution typically is every little thing that you've done for them. So you would break down, hey, I did for on page SEO, I did these changes, I did link building, then I got into ab testing the title tax to get more clicks from Google, whatever it may be. And you don't just take screenshots, but you actually break down what you did and you show them how they can do it too, because then people are like, wow, this is actually actionable. This guy's not making up this case study. It's real. And then I end the case study with after I break down everything you've done, then I go into hey, check out this client testimony, like do these results seem too good to be true? We'll watch this video and then the video is of the person just giving your raving testimonial, and then from there you can link to other related case studies. Then from there you can talk about your strategy, your core values, et cetera. While you guys are amazing and what makes you different, and then you can be like, want to work with us? Put in your name, email, et cetera. Break down the form fields into multiple steps. So if you're doing name, email, phone number, business name, company, size, revenue, et cetera, you want to ask all at once. You make them put in their name and email, and then they click continue, and then not the whole page loads, but just the form fields change out to like maybe phone number, company name, revenue, URL, et cetera. So you make the forms multiple steps, and by doing this you'll collect the most amount of relevant leads. I know that's a really long case study, but keep in mind it first starts off with what you did, not necessarily writing that in text, but what you did as an SEO. If you did SEO, then you create a case city just purely around SEO. You don't want to have a case city about SEO, pay per click, social media, et cetera. All in one. It gets too convoluted. I've tested that as well. You can get leads for really large corporations doing that because it shows you're all in one, but you don't get enough leads. I found that it's more profitable to break down each case study based on a specific tactic, so it's just SEO. You can talk about the strategies you used with in SEO, but that case study should only be about SEO. So that way, when someone listens or reads it and they're looking for SEO, they're much more likely to convert into a lead. You know, there's a really good example of a case study from Conversion Rate Experts and I think it was it was either for Crazy Ach or maybe it was for another company. But if you go to Conversion hyphen Rate hyphen Experts dot com, their case studies are really good. They're very long, they're very in depth, and they're well designed. If you're looking for really good presentation or PDF designers, Neil, where do you going to find these great people? Dribble dribbbl dot com. You can also check out ninety nine Designs, but I found that dribble works way better. And I actually learned this from them because there I was a customer of theirs. I was paying them twenty thousand dollars a month they were giving us cro services they made us probably I don't know, like extra hundred two hundred percent whatever it was in additional revenue, or at least that's what their case study was on. And it was true. I forgot what the number was. And not only did they create the case study that was long in detail and it showed exactly what they did step by step in why, but then they also filmed video testimonials about me and my co founder and then they added that into their site. So by combining it all, they were able to create amazing case study that not only got a lot of press, but it generated leads as well. From all right, and the other item is I guess the question for you, Neil would be typically with case studies, are you leaving them open or are you gating them or you requiring the email sign up? What does that look like for you? And why I just leave them open that way they're indexible. I try to rank for the company's name too that the case study is around and I just have lead cap performs at the very bottom. But keep in mind, thorough thoroughness is what drives the most qualified leads the key is not getting a lot of leads, it's getting quality leads. Perfect. So I think this one's pretty brief. There's not a lot to add this. Checkout conversion rate experts. And then I would also say, if you're in the agency world, you can look at your top competitors, look at what their case studies look like. Not saying you need to emulate exactly what they have, but it at least gives you some ideas that you can craft into your own, your own template. Neil, anything else aid before we hop off. More thorough the better. When it's not thorough, people feel like the case studies bullshit and they don't really do anything with it. All Right, that's it for today's episode. Well, we'll see you tomorrow. This session of Marketing School has come to a close. Be sure to subscribe for more daily marketing strategies and tactics to help you find the success you've always dreamed of, and don't forget to rate and review so we can continue to bring you the best daily content possible. We'll see you in class tomorrow right here on Marketing School