Marketing & Branding Advice

Tell Me a Story: How to Write a Great Case Study

Open Book On Grass

By Doug Stern and Vanessa Schaefer

You may have noticed that many legal, architecture, and other professional service websites sound a lot alike. They say the same things. “We do the best work, we went to the best schools, we care the most about our clients,” etc.

Other firms, however, set themselves apart and make their sites more engaging by sharing stories about how they’ve created value for a client. So, instead of merely asserting your capabilities and value, client stories demonstrate them.

The question is, how do you present a great client success story? How do you write, format, and illustrate an engaging description that relates to a client’s problems and needs at least as much (or more) than it talks about you and your strengths?

First and foremost, be strategic

Client stories are a good way to illustrate:

  1. Services and industries in which you specialize
  2. Expertise and other capabilities your team members possess

Therefore, when you’re picking a project or matter to showcase, begin by thinking strategically. Consider the specific service or industry you want to highlight and select a case or project accordingly. If you want to showcase an individual’s or a team’s responsiveness, choose a situation where you met very tight, critical deadlines crucial to the client’s success.

A recipe

We prefer a simple, four-part summary that generally looks like this:

Title: “A catchy, seven-or-eight-word headline goes here”

  1. Who was the client? Make sure to get permission to use your client’s name and photos. Sometimes it’s necessary to generally describe the client and avoid the issues that come with naming names.
  2. What was the problem? The client needed something when they called you. What was it? For instance: “When a university wanted to expand its tech transfer program, it knew it needed legal support.” (Add a sentence or two to flesh out the issue, if necessary.) Or: “A local college was in the early planning and fund-raising stages for a new, on-campus dorm project. The site presented interesting challenges and opportunities (describe these in a sentence or two). The president of the college wanted something that would be a source of pride for the school’s stakeholders and that would inspire donors.”
  3. What did you do about it? Here is where you demonstrate your added value to your clients. For instance: “We began with a thorough review and assessment of the institution’s IP goals and objectives as well as the agreements it had in place.” (Again, elaborate sparingly…if at all.) Or: “We kicked off our process with a public charrette for students and others in the college and nearby residential neighborhood, using social media to build interest and awareness. We leveraged donor interest through the schematic designs, development of presentation materials, and general budgeting, collaborating closely with the college’s admin and development people.” Here’s your chance to provide a sense of how you work, your methods, style, and personality.
  4. The results. Maybe something along the lines of: “Thanks to a better IP footing, the university attracted tech transfer projects that it was reluctant to seek or undertake in the past, thereby adding new revenue and prestige to its brand.” Or: “The college raised $X million in record time, and construction of its new dorm began sooner than anticipated.”

Remember to keep everything client-facing and how you helped them… not just boasts about your excellence.

Another word (or two) about writing style

First, the title ought to be catchy, but not cute or too clever. Compose something with one or two keywords in it that relate to the story content and arrest the eye. Such as: “Tech transfer gets a solid legal footing, enhances university’s revenue and brand,” or “Charrette helps launch successful dorm project.”

When you select an image (or images), pick something that relates specifically to the copy. If there’s a way to incorporate a caption, remember that it may be the first thing that a reader reads. Make it count.

The client comes first

The more client-facing your client story and other sales and marketing content, the more readable and engaging. The more readable and engaging your content, the longer a prospect or client might spend with it. The longer your visitor spends with your story, the more trust you establish. The more trust you establish, the greater the chances that you’ll get hired. Remember: It adds variety when you don’t over-rely on “our,” “the company,” “we” and their repetitive variations.

Scalability

Sometimes we adapt our recipe for short, bullet-list project summaries. Such as…

  • A university hired us to put its tech transfer program on a solid IP footing, which helped attract projects that were strategically and financially important.

Or

  • A local college hired us at the fundraising stage of a dorm project, which helped interest donors and get the project started in record time.

However it’s applied, a great client success story sets you apart, connects with your client or prospect, and moves you closer to getting hired. What more could you want?


About Doug Stern: Doug Stern is an award-winning freelance writer-editor-strategist. He writes and edits marketing content for businesses all over the world… and remembers when the IBM Selectric was considered really high tech.

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