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

Written by samantha ferguson.

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.

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How to Create Highly Effective Case Study Videos

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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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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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 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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How to Create Convincing Case Study Videos [Free Guide]

Craft persuasive case study videos by showcasing problem-solving in 7 steps.

Case study videos are a powerful way to demonstrate how much value your brand will bring to a prospective customer. Using stories from real customers you can create compelling content that convinces you audience to take action.

To watch some example case study videos we've created for our clients:   click here!

Download our guide to learn how to research, plan and create captivating customer case study videos that will inform, educate and   inspire your audience to take action .

The process of planning and producing video is subtly different each time. Each case study is unique, because each of your customers is unique.

Luckily, there are some general guidelines that should always be followed when creating video success stories.

We've put together a Straightforward Guide to Case Study Video  to lead you through the 11 key steps to creating case study videos that  build trust, convert leads and close sales. Keep scrolling for an overview of its contents, or just click the button below to download it now.

7 Simple Steps to Creating Convincing Case Study Videos

1. set clear, specific goals.

The first step to getting what you want from case study video is deciding what success looks like. Set some clear and achievable objectives that tie into your wider business goals.

Most likely y ou'll want to use your video case studies to help close sales, convert leads and make your sales team a bit more smiley.

But tweak your goals based on whatever specific target you want to achieve (and make them specific). This way you'll be more likely to hit your target, prove that you hit it, and ask for more money to hit it again in the future.

Free resource: You can use our Video Objectives Template  to help you set video goals.

2. Decide on Your Target Audience

How can you create a successful case study without knowing who you're trying to convince?

So it's vital that you narrow down which buyer persona your video is targeted at before jumping any further. This might seem like a simple step, but you'd be surprised how many smart people forget it.

Remember: if you try to appeal to everyone you'll end up appealing to no-one. It's simply not possible to speak effectively to all your diverse target audiences in one case study, so go ahead and just choose one.

3. Find the Problem, Solution, and Your Message

Do you know your target audience's biggest problem and how you solve it?

It's time to identify it. Because this is the cornerstone of your case study video . It's the thing that will prove to viewers you've solved their issues before for others and convince them that you can help them too.

Whatever that core problem is, it'll also become the core message of your video.

This is the major reason why your target audience buy from you. So it needs to be focused on throughout your case study, both in the interview questions and the story (more on that in a second).

4. Choose the Right Client & Get Them Onboard

Now it's time to get down to details. You know which buyer persona your client will need to belong to, but you still need to ask a real client to be involved in your case study video.

It begins with a screening process. You should go through all of your customers and narrow them down based on the target audience/buyer persona they belong to (this will most likely involve job titles and industries), and their ability give a set of compelling answers on camera.

A good rule of thumb: the more similar your chosen client is to the audience of your video, the better . That way viewers will identify with your client more readily, making them more likely to be swayed by your case study.

When it comes to asking your client to be interviewed, it's important to ease any concerns they may have. Be upfront yet gracious. Negotiating 101: the more issues of theirs you alleviate, the more likely they'll be to say yes.

5. Craft the Story Through the Right Questions

All great case studies rest on a compelling story. To extract that story from your client, it's necessary to have some sort of informal pre-interview chat with them to talk through their experiences (and their suitability as case study subject).

Next, the story must be constructed from your client's background, their core problem and their experiences with your product or service. The best structure to follow is the classic 4-part format :

• the situation,
• the problem,
• the solution,
• the outcome.

But how do you get your client to tell that story in a natural way? Through the right interview questions.

These questions should set your interviewees up so that they reveal the story and message of the case study authentically through their answers. Make sure they're open-ended, rather than yes/no, to get the most interesting responses.

6. Create the Visual Style

Video is a unique medium. It allows you to express your case study through visuals and sound as well as words.

This is a powerful opportunity, and you should take advantage of using colour, editing and music to reinforce the story you're telling and the brands you're representing.

Good case study videos have a good production value, which subtly confirms that you care about your client and their story. The best videos intersperse their interviews with supplementary footage (also known as B-roll) to keep viewers engaged.

An experienced video agency will help you create the right visual style for your brand before filming, on the shoot itself, and afterwards. In fact, they should support and advise you through the entire case study video process ( like us !).

7. Get Your Case Study Out There

Planning and production aren't the only steps to an effective case study video. You also need to create a marketing strategy for how and where it will be used.

Your case study can be distributed in an almost limitless number of places. This plan should be based on your original objectives and your target audience. Some good general uses for your video include putting it on your website, using it video marketing, and showing it during sales pitches.

And don't forget to include a specific Call-to-Action if you want your audience to take action after watching your video (you most likely do).

Round-Up: Plan for Case Study Success

Follow these steps and you'll be well on your way to creating effective case study videos .

But I'd be lying if I said there isn't more to it than that. There are plenty of other considerations to keep in mind when creating your video, and useful advice that can be invaluable (especially if you're new to the whole process).

Our Straightforward Guide to Case Study Videos will lead you through this process in much more detail, with examples, tips and tricks. Download it for free now to learn the 11 key steps to creating convincing & compelling case study videos that build trust, convert leads and close sales.

Written by Lydia Cockerham Copywriter for Venture Videos — a full-service video production agency that specialises in producing creative videos & campaigns that get real results.

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How to Create A Video Case Study and Customer Testimonial

Rev › Blog › Media & Entertainment › How to Create A Video Case Study and Customer Testimonial

The business world values a well-written case study, but the world is changing. With video now being prized above other forms of media messaging, video case studies are worth producing. How can you begin using this new method of sharing your brand? What first steps should you take before ever filming? Here’s how you can plan, schedule, shoot, and edit video case studies; the results will have potential clients wanting to know more about what you offer.

The Benefits of a Video Case Study

Case studies can help clients and customers share your unique benefits in a way you just can’t do yourself. Written case studies can provide good context. Customer testimonial videos allow clients to use their own voice and show them in their actual environment. This makes it easier for viewers to connect and imagine how your offerings can make their lives better, too. Video case studies are also incredibly shareable. When posted to social media or your website (such as to celebrate #GettoKnowYourCustomersDay ), they can positively impact reach. People will be more likely to share the video testimonial with their own connections.

A case study requires a time investment of your featured client. Why would they want to help you? By reminding them of how you’ll widely market the visual case study, they may be more invested. Exposure for you means exposure for them. It’s a marketing strategy win-win.

How to Prepare for a Video Case Study

Compared to the filming and editing phases, the preparation phase may be the longest. That’s because you have to do several vital steps before you ever get to the shooting location, including:

• Creating a storyboard that highlights your benefits while giving time for the subject to tell their customer story
• Researching how the client used your product or service
• Creating leading questions that help the client relay their experience in their own words
• Contacting the client to set expectations and make them comfortable with the process
• Choosing and setting up filming locations – preferably someplace that reflects your brand and maximizes natural light and creative elements
• Hiring and placing your film team
• Gathering the right equipment for the shoot, including the equipment used by a client on a virtual meeting solution

If you are conducting the interview virtually, through a video chat software, your list will be a bit different. Instead of finding a place to shoot, you’ll help guide the client on how to set up their workspace. You can share with them how to create a neutral background instead of using virtual backgrounds. Tips for controlling volume or using accessories for better sound quality should also be passed along.

(How can you know what best practices to share? Use the FAQ or help sections of the video conferencing provider of your choosing to start. Sites like Zoom have their own success tips for getting great video results.)

Some companies assemble a video kit with lighting and all the accessories needed for a good video call. You can mail this to your interviewee ahead of time and send return postage to have it mailed back. This small investment can have big returns on the quality of your video.

How to Conduct Interviews via Zoom Video

Now that you’re ready to start filming, the real fun begins. Are you using a video conferencing solution? You will have to take some extra time to get the lighting and sound just right for your visual content. Thankfully, Zoom has some features that let you stream in high def and record everything for download later. Be sure to tell your client to use an ethernet internet connection, if available. It’s more stable than wireless and can help boost your video quality and recording settings.

Don’t feel you can’t start over or ask questions more than once. Above everything, let the client tell their story. Even if they provide much more than you need, a natural flow of conversation will work best. You can always edit later.

Be sure you start video recording at the very beginning. Let the interviewee know that they are live before you start the interview. If you screen share, capture both the video and audio for later use.

Editing Best Practices

The work of editing video case studies can be overwhelming without a plan. While you should have created your questions to provide a great story, editing can fill in any gaps. The story should include, at a minimum:

• An introduction of the company, who they are, and what they do
• Their problem to be solved
• The solution they were seeking
• How the product or service you provide met that challenge
• Recommendations for others wanting to use your offering
• Results, including any measurable ROI in dollars, time saved, time to market, etc.

You aren’t limited to just what the client says. Their own words, however, should be the foundation of your case study. Soundbites that should be included include any clips where they tell a personal story or feel especially passionate about what they are sharing. Catchy lines or soundbites that would make good slogans should be included.

Finding the right soundbites for the story

With potentially hours of video footage to scrub through, it may be hard to find the moments that are going to best tell your customer story.

The best approach is to get your interviews transcribed with Rev. Once you have the interview as text, you can easily find those one-liners, shoutouts, and brand or product mentions that you’re looking for.

And, you can look for the best phrasing of ideas if the person on-screen said things a different way at another point in the interview.

Don’t shy away from b-roll from video interviews, still photos, or your own animations.

Add Captions to Video Case Studies

One of the best ways to get your point across is through compelling video case studies is to make them accessible and easy to watch when the sound is off on the viewer’s device. You can create closed captions for any of your Zoom video calls by using Rev. Simply visit the closed captions order page and upload your final edited video or the audio file of your Zoom meetings.

Within hours, you’ll have closed captions or subtitles ready to publish with your video. You can use it to accompany your video on your website or social media.

Zoom recording has changed the way we do interviews, making video case studies easier than ever. The added simplicity of intuitive recording features create video at the touch of a button. Even novice directors can make their big debut. Whether you do single person interviews or feature entire teams, today’s online video solutions can manage it. Video conferencing isn’t just bringing people together; it’s documenting successful business partnerships for the whole world to see.

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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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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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Video Production

How to Make Case Study Videos: The Complete Guide

A case study video is a short film or documentary that tells the story of a real-life customer or client who has used a product or service and had a positive experience as a result.

Table of Contents

What is a case study video, purpose of a case study story.

The purpose of a case study video is to show potential customers or clients how your product or service has helped others achieve their desired results. This type of video can be an effective marketing tool, as it helps to build trust and credibility with your audience.

How to shoot a case study video

When creating a case study video, it is important to keep the following in mind:

• Choose your subject wisely - make sure you choose someone who is articulate and can tell their story in an engaging way.
• Keep it focused - don't try to cram too much information into your video, otherwise, it will become confusing and overwhelming for viewers. Stick to one key message and make sure it comes across clearly.
• Make it visually appealing - use high-quality footage and graphics to bring your case study to life and keep viewers engaged from beginning to end.
• Promote your brand - make sure your logo and branding are prominently featured throughout the video so that viewers remember who you are after watching it.

Where to Use Case Study Videos

A case study video can be a powerful tool in your sales process. By showing potential customers how your product or service has helped others achieve their goals, you can help them see how your offering could benefit them as well.

You can publish your case studies videos on your website

If you have a website, including a case study video on your site can help increase conversion rates by providing visitors with real-world proof of your product or service in action.

Create case studies for social media

Sharing case study videos on social media is a great way to reach new audiences and generate leads. When sharing on social media, be sure to include a call-to-action (CTA) that encourages viewers to learn more about your product or service.

Creating case studies for email marketing

Including a case study video in your email marketing campaigns can be an effective way to engage recipients and get them interested in learning more about your product or service.

Which types of case study videos can you create?

Marketing case study videos: testimonial video.

A testimonial video is a short video featuring a satisfied customer talking about their experience with a product or service. Testimonial videos are often used by businesses to build trust and credibility with potential customers.

There are a few things to keep in mind when making a testimonial video:

• Find someone who is genuinely happy with your product or service and who can articulate why they're happy.
• Keep the video short, sweet, and to the point. No one wants to watch a 10-minute testimonial!
• Make sure the audio and visuals are of good quality. No one wants to watch a shaky, low-quality video.

Q&A style interview video

You need a DSLR or mirrorless camera, a microphone, and a tripod. You can find interviewees by contacting people in your industry or by searching online.

You'll need to gather information about your topic, choose a format for your video, and then film and edit your footage.

Advertising Case Study Videos: Review Video

A review video is a type of case study video that showcases a product or service in order to promote it. In order to make a review video, you will need to gather some basic information about the product or service you wish to showcase. This can include things like its features, benefits, and any other relevant information. Once you have this information, you can start putting together your video.

You will need to create an introduction that provides viewers with an overview of what they are about to see. After that, you can start going into more detail about the product or service itself. Be sure to highlight its key features and benefits throughout the video. Finally, wrap up your video with a conclusion that gives viewers a summary of what they just saw.

Advertising Case Study Videos: Narrative Video

A case study video is a short film that tells the story of how a product or service has helped a specific customer.

Start by interviewing your customer about their experience with your product or service. Then, use footage of them using your product or service, along with their testimonial, to create a compelling narrative.

Marketing Case Study Videos: Customer Case Study Review Videos

A customer review video is a type of case study video that showcases what your customers think about your product or service.

To make a customer review video, you will need to interview your customers and ask them questions about their experience with your product or service. You can then edit the footage to create a compelling customer review video.

Customer review videos are a great way to show potential customers what others think about your product or service. They can also be used to build social proof and increase trust in your brand.

Good Case Study Video Plan: Creative Case Study Videos in 10 Steps

Ask the right questions.

The first step to creating a case study video is to identify the problem that your target audience is facing. This will help you determine the goals of your video and who your target audience is.

Determine Your Goals

Once you have identified the problem, you need to determine the goals of your video. What do you want to achieve with your case study video? Do you want to educate your viewers on a certain topic? Do you want to sell a product or service? Or do you simply want to entertain your viewers?

Once you have determined the goals of your video, you need to define your target audience. Who are you making this video for? What are their needs and wants? How will they benefit from watching this case study video?

Creating buyer personas

Once you have defined your target audience, it's time to create buyer personas. Buyer personas are fictional characters that represent your ideal customer. They help you understand what motivates and interests your target audience so that you can create content that appeals to them.

Think Like Your Ideal Customer

The first step to creating effective case study videos is to identify your target audience. Who are you trying to reach with your video? What are their needs and wants? What kind of information do they need in order to make a purchasing decision? Once you have a good understanding of your target audience, you can begin to create buyer personas.

Understand Customer's Needs

Your target audience has specific needs that must be met in order for them to purchase your product or service. It's important that you understand these needs so that you can address them in your video. Take some time to research your target audience and understand what they're looking for. Then, create a video that meets those needs. When you understand your customer's needs, you are ready for working with a camera crew.

Choose the Right Featured Customer

You will need to get your customer's agreement to be featured in your case study video. This is important because you will be asking them questions about their experience with your product or service, and you want to ensure they are comfortable with being recorded.

Gather Background Interviews in Case Study Video

• The people directly involved in the project or situation being discussed in the case study. This would include project managers, designers, developers, etc.
• Customers or clients who were impacted by the project or situation.
• Experts who can provide context and insights about the industry or field related to the project or situation.

Conducting interviews

In-person interviews are best whenever possible as they allow for a more personal connection with interviewees and usually result in richer data due to body language cues that can be picked up on; however, they are not always practical given schedules and geographical location so phone/video calls can be just as effective.

It is important to establish rapport with interviewees from the start and let them know what the purpose of the interview is and how their insights will be used.

Add in Stats and Facts

Statistics and facts are essential in order to understand the world around us. They help us make sense of data and understand trends. Additionally, statistics and facts can be used to persuade people to see things from our point of view.

There are a number of ways to find statistics and facts. One way is to search for them online using a search engine such as Google. Another way is to visit the website of a government agency or organization that deals with the topic you're interested in. Finally, you can also find statistics and facts in books, magazines, and other printed materials.

Draw up a Shot List for the Video Content

A shot list is a document that details all of the shots that a filmmaker intends to capture during the production of a film. The shot list typically contains information such as scene number, location, description of the shot, and any other relevant details.

Shot lists are an essential tool for any filmmaker. They help you plan and organize your shoot, ensuring that you capture all the shots you need. Shot lists can also be used as a reference during post-production, making it easy to find specific shots when editing your film.

To increase brand awareness and feature services or products, you can shoot a case study video. Get Camera Crew has production experience in many different fields. If the subject is case study videos, you can contact us.

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4 Case Study Video Templates You Can Start Using Today

Customize our high-quality case study video templates to tell a powerful story about your business and inspire potential customers to convert..

Steve Norall • July 05, 2023

Video case studies are most effective when they have a strong narrative arc that speaks to your customer’s pain point, offers a solution, and shows the positive impact your business has made. They’re a powerful way to build your brand’s identity online and connect with new clients facing the same challenges.

So why doesn’t every business use case study videos in their marketing campaigns? Usually, it’s because one hundred percent of these videos used to be expensive, labor-intensive, or complicated to produce.

Our platform, Vocal Video, is a complete solution for producing video case studies featuring your best customers. With our tried-and-tested case study video templates, you can start creating video case studies without any prior filming or editing experience.

Here’s an example of what you could produce using Vocal Video:

We’ll show you how to use our most popular case study video templates, including:

Using our B2B case study template to collect customer testimonial videos with a captivating narrative arc

Customizing templates to get more detailed or industry-specific responses from your customers

Editing case studies with Vocal Video’s automatic editing and built-in tools to make them even more engaging and informative

Sharing your videos to get more responses and add a variety of authentic customer stories to your marketing campaigns

Convinced? Sign up for a free Vocal Video account to start using our case study templates today.

Use Case Study Video Templates to Start Recording in Minutes

Vocal Video’s high-quality case studies start with a Video Collector — that’s the interface you share with your customers to guide them through the recording process. Video collectors are quick for you to set up and simple for your respondents to use on PC, Mac, iOS, or Android without downloading any additional software.

It’s easy to build a Video Collector from scratch, but the process is even simpler when you choose one of our industry-specific template video collectors. Our customizable templates are designed to help you create impactful case studies that showcase the benefits of working with your company.

To use a template, go to your Vocal Video dashboard and select “New Video Collector.” On the next screen, you can choose from 46 templates .

For case studies, we recommend the B2B Case Studies template , which you’ll find under “Customers & Clients.”

Start by clicking “Use This Template” and setting the collector to match your branding.

Throughout the process, you’ll be able to see how these changes will look to your respondents on desktop or mobile with the live preview.

How to Choose the Best Questions for Your Case Study

Vocal Video templates give you pre-written questions designed to get detailed and relevant answers for your case study.

In the B2B Case Studies template, the questions create a strong three-act narrative that emphasizes the benefits your customer experienced when they worked with you.

• What problem was your company dealing with before [your product or service]? This first question gets the respondent to set the scene by talking about their previous frustrations. The person watching the case study video may be in the same situation, so this intro makes a strong connection with potential customers.
• How did [your product or service] help resolve this challenge? The second question encourages your respondent to talk about how you improved their life — whether that’s speeding up the processes their team uses to collaborate, saving them money, or filling a gap in the market that no one else was addressing.
• What results did you get with [your product or service]? The final question prompts the respondent to talk about the long-term benefits of working with your company. This is a great way to show the viewer your company represents a solid investment with a loyal customer base, which can make all the difference if they’re still comparing options.

With our Video Collector builder, you’ll be able to customize these questions to suit your business or add more questions to make a longer case study video to use in other parts of your content marketing strategy. Whatever prompts you decide to use, encouraging the respondent to tell this “before, during, and after” story creates a video with a clear, compelling, and easy-to-follow structure.

Find full video tutorials to help you build your collector in the Vocal Video help center .

3 More Industry-Specific Templates to Create Convincing Case Study Videos

If the B2B case study template doesn’t quite fit your needs, get started with one of these templates instead.

B2B Services Reviews Template

Under “Customers & Clients,” you’ll also find the B2B Services Review template designed to build confidence in your brand and convert more of your marketing prospects.

This collector also comes with three template questions to create a business case study with a strong narrative arc.  

• What was the main challenge you needed to overcome with [your product or service]?
• Could you describe a time [your product or service] helped your business, including any metrics that come to mind?
• What has been the most significant impact of working with [your product or service]?

The questions encourage the respondents to analyze their relationship with your company, speaking about their pain points, their experiences, and their overall customer success story . Importantly, this case study template also asks the respondent to give statistics and specific examples. In a B2B context, this is valuable evidence for prospective customers who are still learning about the service you provide.

Customer Success Videos for Internal Communication

As well as acting as marketing tools, Case study videos can motivate your employees by showing the positive impact your team is making. When you send this template to the people on, for example, your sales team, they can explain what they’ve been working on and create a video to share ideas and inspiration with their colleagues.

This case study template also focuses on giving context and measurable results to make the finished video more convincing.

• What challenge was the client facing before [your product or service]?
• How did you help them achieve their goals?
• What results have they realized? Anything else to note?

Beneficiary Testimonials

Testimonials and case studies are essential resources for nonprofits raising funds for important causes — that’s why Vocal Video also provides Video Collector templates designed for donors, non-profit partners, and beneficiaries.

This template keeps things simple, with only two open-ended prompts:

• Please introduce yourself and share how [your non-profit] has helped you.
• Is there anything else you’d like to add?

This invites the beneficiary to tell their story in a way that makes them feel comfortable. The result is an authentic testimonial that can help encourage more people to donate.

Foundation Academies use Vocal Video to produce marketing case study videos for their “Giving Tuesday” campaign . They’ve produced a simple gallery of clips in which beneficiaries describe what makes FA so special.

Customize Your Collector Questions to Hear More of the Story

If you want a video that goes into more detail to appeal to people within your industry, you can customize the questions in our case study templates, and even add two more. Just click “Add a Question” within the Video Collector builder.

You could ask the respondent to speak about what it was like to implement your product by adding a question like “Could you describe the onboarding process?” or “How easy was it to set up [your product or service]? ” before you ask them to talk about the long-term benefits.

For example, SecurEnds uses Vocal Video to power their Customer Testimonials and Case Studies Page . Their additional questions include:

• What has been the impact for you and your team since integrating SecurEnds?
• “What does SecureEnds do differently?
• Now that the tool is up and running, how does your process look different than it used to?

The most effective video collectors use questions like “why”, “what”, and “how” to steer the respondent away from simple yes/no answers. Prompts like “tell us” or “describe” can also encourage people to talk about their experience in more detail.

For more information and sample questions, see 34 Proven Customer Testimonial Questions .

How to Share a Case Study Video Collector to Get More Responses

Once you’re happy with the questions, we’ll automatically generate a link so you can share the collector with your customers and start collecting responses. Simply go to “Get Responses” to copy the URL. You can also edit the URL or create a personalized link to send the collector to a customer with their details pre-filled.

Once you have the URL, you can:

• Send the link in an email
• Share it on any other messaging platforms you use
• Post it on your social media pages
• Use it to make your video collector a permanent feature of your website.

Because Vocal Video works on desktops, smartphones, or tablets, your customers can record their responses wherever they open the link.

The Vocal Video 3-Touch Email Sequence: Proven Email Templates to Get More Responses

With the free Vocal Video plan , you can invite as many customers as you like to record compelling case study videos. When you want to contact a larger number of people , an email template can speed up the process and get more responses.

We recommend this simple 3-touch email sequence to encourage more customers to record engaging video content.

Email # 1 – Pre-ask

The first email is a pre-ask, where you’ll touch base with the customer, thank them, and tell them you’re interested in using their experience to make a case study video.

Thanks so much for being such a great customer! Would you be able to record a short video case study for us in the next week? We’re using a platform called Vocal Video to collect the video, so it should only take 5-10 minutes of your time and can be easily done from your phone or laptop. Let me know if you're open to this and I'll share the link you can record the video with, as well as the questions in advance.

Email # 2 – Invitation

Once they’ve decided they’d like to feature in a case study, send the customer the link to your Video Collector. Giving a short explanation and some tips can help them feel at ease.

Thank you so much in advance for recording a video case study for us. We really appreciate it and are excited to share your story with our community. Here are the details on recording a video — it should take 5-10 minutes altogether. Here's the link to the Vocal Video collector: <paste your collector here> The 3 questions we'd like you to answer are:    ° What problem was your company dealing with before [your product or service]?   ° How did [your product or service] help resolve this challenge?   ° What results did you get with [your product or service]? Here are a couple of tips:    ° Pick a quiet and well-lit place.    ° To prevent glare, avoid having windows or a light source in the background.    ° Look directly at the camera.    ° Relax and be yourself — you’ll do great! Let me know if you have any questions, and thanks again!

Email # 3 – Reminder

The final email in the sequence is a gentle reminder for your customer.

I wanted to bump this to the top of your inbox to see when you might be able to set aside 5-10 mins to record a video testimonial for us. Thank you so much! Here's the link to the Vocal Video collector, which will include all the prompts for you to record your video: <paste your collector here>

Whether you use a CRM platform to automate these messages, or you ask for one case study video at a time, these template emails can help to make collecting case study videos a natural part of your follow-up interactions with your customers.

Read more about our proven template emails and other tips for a higher response rate .

Edit Case Study Videos Without Technical Skills

One of the main benefits of Vocal Video is our automatic editing features. Every video response you get arrives in your library automatically edited and ready to share. This means we’ve already …

• Added the colors and logo you set in your dashboard to align the video with your brand.
• Inserted question cards and text overlays with the customer’s name and title, with smooth animations and transitions between answers.
• Applied default background music and added subtitles so it can be watched with or without sound.
• Created a final slide with a call-to-action.

You can see these automatic editing features in action — with brand elements from Endless Events — in this great case study video:

Additional Features to Expand and Fine-tune Your Case Studies

If you’d like to add more information to your case study, make tweaks to the subtitles, or just try out a new look, the Vocal Video editor makes that easy too.

• Change the order of the scenes and edit the text overlays and slides, including any corrections you want to make.
• Choose a new theme to change the video’s personality by updating the fonts and transitions.
• Include additional video footage, photos, or an infographic from your library.
• Add clips from different speakers to make a highlights reel.
• Try out different background music from our library of licensed tracks.

Whatever type of case study you want to use in your video marketing, we also recommend the following tricks to make the video as informative and convincing as you can.

Use Slider Tools to Trim the Clips

Concise videos can often give the viewer a clearer picture of the value of your business.  You can use slider tools to trim the beginning and end of each answer in your respondent’s video, helping to hold the viewer’s attention by keeping the video on message.

To trim the clips, go to the scene you want, click “Edit this Scene” and then “Trim Video Scene” to bring up the tools you need.

Add Slides with Additional Data

Effective case studies are built on evidence, but it doesn’t always sound natural to have the respondent read statistics from their notes. Instead, try adding extra text slides to your case study video with visuals like graphs, quotes, or survey results to back up what they’re saying. You could also provide additional background information to give context or set the scene at the beginning of the video.

To add supporting data, open the draft video and go to “Add Scene.” You can choose whether to add additional videos from your files or a text slide. If you have a graph to share, you can also upload it to add as a background image on a text slide.

Add Videos From Another Speaker

If you have more than one video in your library, you can also add clips from multiple speakers to a highlight reel. To add another voice to your case study video, go to “Add Scene” and click the “Copy From Another Video” option.

This can be especially effective if you’ve used the video collector to ask more than one person at a company about their experience with your product. For example, if people from different departments have been using your software to collaborate, it’s helpful to ask someone from each department to contribute to the case study.

Adding a scene from another video is also an easy way to include your voice and explain why your company was perfectly placed to help your client.

Share Your Case Studies on All Your Channels

Once your case study is ready to publish, Vocal Video makes it easy to share it across all the channels you use to connect with your customers. Just go to “Share” to either download the video to share on platforms like YouTube, Instagram, or TikTok, or share it directly in a Tweet, LinkedIn post, or an update for your target audience on Facebook.  

You can also embed your video seamlessly on the case study page of your website.

Go to the published video and select the option “Embed.''  Then, choose whether you want to embed “Just the Video” or add extra design flourishes with an eye-catching video card , which includes a featured quote from your transcript. Use the features in the video card builder to find a layout to suit the format of your website.

If you choose the “Just the Video” option, you’ll be able to see a live preview of your video before generating the code you need to embed the video. It’s a simple matter of copying and pasting the code, so even if you’ve never coded before, you can seamlessly and professionally embed a video case study on your site .

Once you’ve copied the embed code, log into the backend of your website, add a new HTML block on the page where you want the case study to appear, and paste the code. Then, just save and refresh the page to see your published video.

Use Vocal Video Templates and Automatic Editing to Create a Case Study Series

Traditionally, marketing departments could burn through a sizable chunk of their budget on one case study. But when you don’t need to pay for the equipment and hire the pros, you can use Vocal Video to collect case study videos from as many customers as you can.

Consider using them as the foundation for a digital marketing campaign, or adding a whole gallery of case studies to your website as a form of convincing social proof — like this carousel gallery from Vocal Video users.

Bonus: Use Your Video Transcript to Create a Written Case Study in Seconds

Video testimonials can make a deep and persuasive connection with a prospective customer in a short time, but written case studies still have their place. Whether you choose to use them alongside your video to make the content more accessible or share written testimonials in printed marketing materials, Vocal Video makes it quick and easy to generate a transcript of what your respondent has shared.

To get a transcript for your video case study, go to the “Published” section of your dashboard to open a video. Then, go to the drop-down menu in the top right of the screen and select “View Transcript.” This brings up the full transcript of your video, which you can copy to your clipboard or download as a txt. file.

Many Vocal Video users use the transcript to turn their case study into a ready-made blog post — something we call two-for-one testimonial writing .

For example, the team at Moki creates a new post in their news section for each testimonial they want to share.

Underneath the video, they include the full transcript for visitors who would rather skim the information, read at their own pace, or use a text reader.

As well as making it easy to generate fresh content for your blog or news feed, there are significant SEO benefits to publishing the written and video testimonials. The text of the transcript is easy for search engines like Google and Bing to crawl, which means they can recognize the cluster of keywords your respondent has used to talk about your product or service. This makes it more likely that the case study page of your website will rank for questions connected to the problems other people are trying to solve.

For a great example of how to use a Vocal Video interview as a summary of a longer and more detailed case study, you can also check out our client Thoropass’ news article on the importance of GDPR compliance .

Vocal Video: An Easy and Affordable Way to Make High-Converting Video Case Studies

When you want a free template for a case study video that raises brand awareness, Vocal Video has all the prompts, customization features, and editing tools you need.

Compared to the laborious process of storyboarding, scouting locations, scheduling filming, and hitting the editing suite, Vocal Video makes it affordable and efficient for businesses of any size to produce a versatile case study video.

With our video templates, you can start gathering case study videos, direct from your happy customers, in minutes.

Register for your free Vocal Video account to start collecting clips, editing, and sharing powerful case studies with your audience today.

Steve Norall

Product strategy, marketing, customer success (oh, and CEO too).

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Your guide to creating customer case studies (+ some show-stopping examples).

Teams are constantly looking for ways to stand out in crowded markets. Customer case studies may be just the differentiator companies have been seeking to give them that competitive edge. Not only do customer case studies showcase the types of pain points that a product or service can address, but they also highlight the results and successes real-life users have seen.

To put it simply, a customer case study is a real-life, detailed story that spotlights a customer’s opinions and achievements based upon the usage of a product or service. 

Typically, customer case studies follow this format:

• Introduction: Setting the stage with situational context 
• Challenge: Evaluating the problem at hand
• Solution: Providing an overview of how the product or service was used
• Benefits: Highlighting the key advantages
• Results: Recapping the aftereffect once the product or service was implemented

Similar to how competitive comparison landing pages provide trust and credibility for a brand through real-life recommendations, customer case studies deliver the same effect. These studies are people-focused, factual, and stray away from the promotional lingo that prospective customers have seen time and time again during their product search. After all, what prospect wouldn’t want some insight on the successes users have seen thus far? 

Now that you have a better understanding of what a customer case study is, let’s dive into why they are important from a competitive standpoint and explore some tips on how to incorporate them into your marketing strategy.  

The importance of customer case studies 

Competition is heating up more quickly than ever before and is not expected to cool off anytime soon. Our 2021 State of Competitive Intelligence Report found that 53% of businesses say that the majority of their deals are competitive–an 8% increase from last year. 

Sales teams need the help of marketers more than ever before to combat the growing number of industry rivals. To be successful in prospective calls, in particular, they need to be equipped with loads of marketing collateral, battlecards to guide them through objection-handling, and more. Customer case studies may be that piece of collateral they didn’t realize was missing from their stack to help seal the deal. 

According to Eccolo Media’s 2015 B2B Technology Content Survey Report , customer case studies rank as the fifth most influential content marketing type in the purchase process for both small technology businesses and large enterprises. That’s an impressive ranking when it's being compared to assets such as product brochures, emails, and white papers. In fact, 42% of respondents said that in the last six months of the survey, they had consumed customer case studies as a way to evaluate a technology purchase. 

As I’m sure you can see, there’s no doubt that customer case studies can help you stand out from your competitors. Let’s take a look at some examples that you can model yours after. 

Successful customer case study examples

While some customer case studies come in the written form (typically distributed as a PDF), other organizations opt to turn it into a video–or do a combo of both. 

Check out these examples from Zoom, Hootsuite, and AT&T below:

1. Zoom featuring Groupon

In this example, Zoom opted for a video case study. It opens up with a multimedia services manager at Groupon discussing the company’s pain points and then goes into how Zoom helped solve them. The video is professional, to-the-point, and highlights how Zoom has provided Groupon with a standardized platform that meets the needs of its video-first culture.

As you can see above, Zoom also has an entire web page dedicated to case study videos–all highlighting different industries but with the same end-goal–streamline companies’ telecommunications needs. It’s clear that the page can resonate with a variety of audiences and that’s the key to success.

2. Hootsuite featuring The British Museum

This case study example from Hootsuite is a combination of both text and video. When you first open the page, it provides some context at the top describing who is being spotlighted and why ( The British Museum ). The page then immediately dives into a video. Following that video are the following sections: “What They Did," “How They Did It," and “The Results." This approach appeals to prospects looking for both a quick synopsis (the video) or more in-depth information (the written portion).

Looking at the example above, the page ends with some impressive statistics bolded to grab a reader's attention and a quote provided by a member of the customer’s leadership team. Prospects will walk away with a comprehensive understanding of how the platform could benefit them and the types of results customers have achieved.

3. AT&T featuring Birkey's Farm Store

AT&T chose a more traditional route for a customer case study with Birkey’s Farm Store –a PDF format. This format ensures that all of the information is organized, clearly displayed and that the key elements are emphasized. This format allows for a visual representation of data and easy scanning for important details. For those in a time crunch, chances are they’ll prefer this format–just be sure you’re engaging readers through graphics, bolded text, colors, etc. 

Historically, customer case studies were in written form but as technology evolves, videos have come into play, stealing the spotlight. While there is no right or wrong format to use (it truly does depend on a reader’s preference), it is important to note that HubSpot estimated that over 50% of consumers want to see videos from brands more than any other type of content. My vote goes to a combination of both like the Hootsuite example!

5 tips for creating a customer case study

Now that you’ve checked out some examples of what a good customer case study looks like, let’s dive into some tips on how to be successful in creating one. 

1. Determine your target persona(s) upfront

Before putting pen to paper, pinpoint the groups within your target audience that your case study should resonate with. Catering your studies to specific personas will ensure that the right audience is reached and that it is relevant to your readers.

2. Connect with your team

Be sure to connect with your company’s customer success and sales teams to hear what customers they think are best to target. After all, they will have great insight since they are the day-to-day contacts. You’ll want to choose customers with whom you have strong relationships and who, of course, have seen great results based upon implementing your solution. While the case study would be “free advertising” for them, there’s no doubt that they’d be doing you a favor by going out of their way to help you bring this asset to life.

3. Create case study interview questions

Once you’ve got your customer(s) selected for the case study (and they’ve agreed to participate), take some time to draft out universal interview questions. Ideally, these questions can be used in the future and are general enough to translate to all industries that would be spotlighted on your page.

Your customer(s) will also be appreciative of your preparedness. It’s important to make the process as easy as possible for them and coming in prepared with a list, will ensure that your conversation is focused and strategic. After all, your case study needs a beginning, middle, and an end–make sure you gather enough information to put it all together into a full story.

4. Utilize statistics

Although your customer’s “results” won’t be revealed until the end of the case study, don’t shy away from using stats throughout it–in fact, it’s encouraged! Statistics stick out to any viewer and can be helpful for those trying to sway decision-makers. For example, when setting the scene, describe how many employees and locations the customer has and make those numbers stand out. Although it may seem minute, these stats can help readers determine whether their company is similar and the results achieved are comparable.

5. Build out a case study web page 

It’s important to showcase your case studies in a strategic, organized, and easily accessible way (scroll back up to the Zoom example as an example). Create a designated case study hub on your website. When building out this page, it’s important to have a plethora of customer case studies–that way there will always be a case study that a prospect can relate to. Be sure that all types of industries you work with are represented and that your page is broad enough to appeal to the masses.

Incorporate case studies into your marketing plan

Marketing teams are always looking for ways to express the benefits of a product or service authentically and creatively. This type of non-promotional collateral can make a major impact on the number of leads generated and can add a new level of credibility to your brand name. It paints a picture of the types of success a prospect could have and that’s the recipe to success for any deal getting closed.

Not only do customer case studies showcase the value of your product or service, but potential customers are provided with a better sense of how real customers leverage it to excel their business. And as a bonus, it’s free publicity for your customers – that's a win-win in my book! 

If you have any other tips for creating a successful customer case study, let us know in the comments below!

Seeing is believing! Check out Crayon for yourself.

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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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How to Create Effective Customer Testimonial Videos (With Examples!)

(Updated 07-10-2024)

The Video Advantage: Trends & Strategies for Content Marketers 2024

Whether you’re a seasoned marketer or just starting out, staying ahead of the curve is crucial. This ebook is designed to help you take advantage of the biggest content and video trends this year.

Picture this: you’ve decided to purchase a luxury sofa for your living room.

After saving up for months, you’re ready to splurge $2k on your dream sofa. You’ve shortlisted options from two different online stores, and now need to make the final decision.

One brand features customer testimonial videos with in-depth reviews on the furniture’s quality, wide range of color and style options, and fast door-to-door delivery. The other brand has a basic review section with simple comments like “nice sofa” and “very good” from anonymous buyers.

Which brand would you buy from?

Most people would choose the former with testimonials, no matter how good the second brand might be. That’s because consumers crave social proof. They want assurance and validation from like-minded buyers that their purchase will be worth the investment.

In today’s digital economy, friends and family are still the most trusted sources for purchasing behavior. 93% of consumers prefer brands that loved ones have recommended to them. That’s followed by 91% who look to online reviews to inform their buying decisions.

On the flip side, 40% of consumers actively dissuade friends and family from doing business with companies they dislike. This goes to show how critical it is to leave your first-time and repeat customers with positive impressions of your brand.

This is where a good customer testimonial comes in.

In this article, we’ll explain how and why customer testimonial videos are one of the most powerful marketing tools for your brand. You’ll also get a look at several examples of effective testimonial video formats – and why they work – to inspire your own marketing campaigns going forward.

Create a stunning video in minutes

Why customer testimonial videos.

We all know a written review is easy to whip up—videos take significantly more time, money and effort to make. Or so it seems... But we'll come back this.

So is it really worth it to invest in customer testimonial videos?

Absolutely. And we’ve got numbers to prove it:

• Video increases organic search traffic on a website by 157% . A website is 53 times more likely to reach the front page of Google if it includes video.
• 59% of executives say they would rather watch a video than read text and 72% of customers would rather learn about a product or service by way of video.
• 85% of consumers want to see even more video content from brands.
• Not to forget, viewers retain 95% of your message when they watch it in a video, and only 10% when reading it in text

And by next year, it’s predicted that online videos will make up more than 80% of all consumer internet traffic.

We’re heading quickly towards a video-first world and brands are catching on fast.

To stay ahead, create a testimonial video with PlayPlay's easy-to-use video maker. Elevate your storytelling and showcase your unique message with engaging visuals and professional production quality.

The challenges of making good customer testimonial videos

While customer testimonial and sales video videos are extremely effective in driving sales, they can be a little challenging to create at first because they are more in-depth than any written review.

A good institutional video needs to be high quality, professionally made, for example using motion design , and well-edited. So from the script to the sound and lighting, everything needs to be spot on.

You also need to get your customers onboard and ensure that they talk about the key characteristics of your product or service, and explain their experience in a way that sounds appealing and genuine.

How to create a good customer testimonial video?

Creating a good customer testimonial video is just like creating any other high-quality video. Think about your intentions. You want to get people to buy your product, but first you have to gain their trust. So keep that in mind when you write your video script.

A simple, but strong script

Creating a strong script is the key to most successful videos. Your customer testimonial video should have a structure and a flow to it.

Here is a basic structure:

• Introduction: Where the customer talks about their pain points and why they need your product or service.
• Middle: The customer describes why they chose your brand out of all the other brands available.
• Conclusion: The customer wraps up by discussing how their needs were met and whether they’re satisfied with your product or not.

Send questions beforehand

Customers are usually not professional actors, so they need time to prepare.

Send them a list of questions that will help them craft a great response. Here are some questions you could ask them include:

• Why were you seeking this product/service?
• What were your frustrations and pain points regarding it?
• How did this product/service make your life easy?
• What tangible results did you get through it? Any specific data would be appreciated.
• What's the one thing you love the most about our product/service?

Brief your client or customer about your plans for the video and how you plan to shoot it. This could be in person or over a video conference call. Suggestions on what to wear, where to look, and how to speak, would also be helpful.

Ensure image and sound quality is spot on

The quality of video is the one thing that can easily make or break your video. So you’ll want to show your audience that you care about every minute detail.

To do this, make sure your visuals are crisp and clear, and the sound is perfectly audible and there’s minimum background noise. Quality microphones can be found at low prices and are definitely worth using.

A recent study shows a 40% increase in views for captioned videos , so you should consider adding subtitles to your video to make it even better.

What makes an awesome customer testimonial video?

So what's the secret sauce for a first-rate customer testimonial video? One that instantly captivates viewers and convinces them this is exactly what they’ve been looking for, and urges them to click the ‘Buy Now’ button?

Here are 3 key characteristics of a high-performing testimonial video:

1) Highlights clear results and benefits

A high-converting customer testimonial video highlights specific results and measurable data. It talks about benefits instead of features.

A vague ‘ it’s a nice product ’ or a monologue describing the various features of a brand doesn't work in this highly competitive world. You need to teach your audience why your product is the best for them, like an educational video !

There are lots of nice services and products, so what does your product or service do extra? How is it better than all the other brands? How does it serve your audience’s individual needs?

It should state explicitly why the customer chose your product and prefers it over your competitors'. It needs to highlight tangible results that your audience can relate to and are looking for.

2) Looks and feels authentic

Authenticity is an essential part of a customer testimonial video that drives conversions.

After all, 86% of consumers say authenticity is important when deciding what brands they like and support.

Consumers are smart—they can easily see through scripted and paid recommendations. So it’s important for brands to create customer testimonial videos that are authentic, genuine, and come from the heart

3) Tells a strong story

People are driven by emotions. A customer testimonial isn't a commercial video about your brand, it’s a way to build trust with your audience.

This is where a strong story comes in.

According to research by Headstream, if people love a brand story, 55% are more likely to buy the product in future, 44% will share the story, and 15% will buy the product immediately.

So a good customer testimonial video has a story, a flow to it—it doesn’t bore the audience. In fact, it makes them take notice and forges a strong connection with them.

5 examples of great customer testimonial videos

When talking about customer testimonial videos, there’s no one-size-fits-all. There are many different types of videos that brands can create, depending on their goals and audience. Some of the popular ones include:

Storytelling videos

Weave a beautiful and emotionally charged story with strong characters that your audience can instantly relate to, like in a mini documentary .

Tesla does a great job at creating a beautiful story.

Results-oriented videos

Create a video that discusses solid facts and measurable data in order to convince new customers of the value your product/service can bring. Get valuable tips on how to integrate data insights in your videos in the post around infographic videos .

Real-time videos

If you have a physical store, you can add a camera to your store front and ask customers to describe their experience when going out. Authenticity is the key advantage of these videos.

Online stores can conduct Live sessions on social media and ask customers to jump in and talk about their experiences.

'Multiple customer' case study videos

A video where multiple customers talk about their experience. They can all talk about one main feature of that brand or highlight different features.

A great example by Amazon.

Customer journey videos

A video that follows a customer on their unique journey with your brand.

It usually starts with a description about the customer’s pain points and frustrations, how they found your brand, and ends with how your brand helped them solve those pain points.

PlayPlay Pro Tip

Producing a customer testimonial video is indeed a good way to kick off your video strategy, but you have much more options.

You have a complex product? Maybe you wonder how to make an instructional video that is clear and concise and makes your user want to engage more with your company? Video tutorials are also a great way to engage with your audience. Or the next quarter is approaching and it's soon relase day? Find your product launch video ideas to introduce key features and products with a lot of noise into the market. Last but not least, you're working in real estate industry and you are looking for a new format to get your offers seen? Check out the blog post around real estate video ideas to learn more.

Wrapping up

All in all, creating one solid, well produced customer testimonial video could be far more powerful—and efficient—than spending hundreds of dollars on paid advertising.

What affects your purchase decision or how you perceive a brand? Are you more likely to buy a product after having watched a customer testimonial video? If yes, it's time for you and your brand to start creating some of your own.

Oh, and don’t forget that you’ll need video creation platform! Luckily, PlayPlay has the perfect solution for making customer testimonial videos—quickly and easily.

Jaymi Onorato

Demand Generation Manager, North America

Jaymi is a growth-focused B2B marketing leader driving demand generation for North America at PlayPlay. Jaymi advocates for inclusivity in tech and women in leadership.

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12 Best Customer Experience Videos to Learn From

The internet is flooded with customer experience videos you can watch and, maybe, learn something new or useful for your job.

The problem is, the average video content tends to be mediocre and lacking in insightful information. You’d need to spend a lot of time finding good content creators if you just decided to learn about CX and customer engagement .

That’s why we’re not only going to recommend high-quality creators you can follow. We’ll also share and summarize 12 videos so you can get into user onboarding, customer service, and retention—right now.

• The best customer experience videos about user onboarding include:
• A Userpilot video about SaaS onboarding (with an AI-generated avatar).
• Malewicz’s take on mobile onboarding screens.
• Ramli John’s best practices on user onboarding .
• Krystal Higgins’s speech on how to do onboarding for the long run.
• The best videos about customer service include:
• Valuetainment stories about great customer service.
• Simon Sinek’s take on the “service” part of customer service.
• Bernard Marr’s customer experience trends .
• Sandra Thompson’s speech on why remote workers have better emotional intelligence.
• Darren Ross’s speech about how he offers memorable customer service.
• The best videos on customer retention include:
• Shopify’s guide about customer retention .
• Yves Van Vaerenbergh’s speech about terrible customer service.
• Jonathan McKay’s talk on how big tech brands offer amazing customer service.
• If you run a SaaS, feel free to book a Userpilot demo to see how you can offer outstanding customer service.

Best customer experience videos in user onboarding

If you work in customer success and product marketing, learning about user onboarding is an essential part of your job.

Let’s take a look at some valuable videos:

Userpilot – How to Create the Best SaaS User Onboarding Experience

At Userpilot, we’ve been spending years building a product that helps customer success managers and product marketers improve their product growth.

Our Youtube channel is full of webinars, expert interviews, SaaS reports, as well as guides presented by AI-generated avatars! One of which is about creating the best SaaS onboarding experience .

In summary, this video explains that:

• The “Aha! moment” varies from user to user. It’s essential to segment users by their jobs-to-be-done (JTBDs) and defines what the moment of value looks like for each of them.
• Once you’ve segmented your user base, you can craft a smooth onboarding process by:
• Removing unnecessary friction across the journey based on customer feedback.
• Minimizing the time it takes to reach the activation stage with in-app guidance.
• Offering self-service support .
• Improving interactivity with the product.
• Offer guidance within context.
• Personalizing the onboarding experience to each segment.

Malewicz – STOP designing onboarding screens!

As of today, Malewicz’s Youtube channel about app design and business has a total of 110,000 subscribers.

This video about onboarding screens on mobile apps is a great representation of Malewicz’s professional videos. It covers:

• Why modern onboarding screens are boring and skippable when they feature generic images.
• Since people downloading your app are probably very knowledgeable about what it does, removing onboarding screens completely might represent an improvement.
• The best way to onboard mobile users is through a short vertical video that’s optional and targeted to new users.

Highly recommended to check that channel if you’re into mobile apps.

ProductLed – 5 Best Practices for Better SaaS User Onboarding

ProductLed is another great Youtube channel that’s all about driving product-led growth through education.

In this video, Ramli John goes over 5 examples of how you can apply his “BJ Fogg” framework to improve user onboarding, including:

• Speaking to your user’s desires instead of showing plain features.
• Show users how they’re progressing through the app.
• Welcome new users with short, personal videos.
• Guide users to their next onboarding step using visual guidance.
• Showing a more helpful empty state that encourages users to take their next step.

Krystal Higgins – User onboarding for the long run

This video is a speech presented by Krystal Higgins— author of the book Better Onboarding—where she talks about the importance of designing your onboarding process for the long run (instead of just focusing on the short term).

In this talk, Krystal asks “Where does onboarding end?”. And her take is that real onboarding is more than the initial setup, and it involves:

• Running multiple events that help users familiarize themselves with the product, learn it, and get proper guidance during the customer journey.
• Offering diverse onboarding methods that are adjusted for each user’s needs and goals. Which involves a guiding experience that’s default and structured, inline within context, reactive to user behavior, proactive, and on-demand—making your product more accessible.

Best customer experience videos for exceptional customer service

For those who are more into customer-facing roles. Let’s watch some customer service videos.

Valuetainment – 10 Best Customer Service Experiences

“No one remembers average and ordinary,” says Patrick Bet-David in this video where he tells 10 real-life examples of outstanding customer service.

These inspiring stories come from very known companies like Disney, Amazon, Lego, etc. And he goes through all of this to give a lesson on why:

• Business owners should set budgets and care more about providing excellent customer experiences.
• Employees should increase their value by going above and beyond.

Simon Sinek – The SERVICE in Customer Service

Simon Sinek starts this video by arguing that “one of the challenges of good times is that it brings laziness.”

When it comes to customer service, established businesses and monopolies tend to overlook the customer experience and take the business for granted. So, Simon elevates this video with an inspirational speech on why we should go back to business basics and treat our customers with actual care and empathy—as if our business depended on it.

If you’re aiming to increase customer loyalty, this video will be very inspiring.

Bernard Marr – The Top 4 Customer Experience Trends In 2023

If you want to get up-to-date with what’s happening in the customer experience world, this will help you.

In this video about customer experience trends in 2023, Bernard Marr goes over four ways to expand and improve customer experience, including:

• Leveraging the metaverse to connect with customers in an immersive environment.
• Personalizing not only the marketing (like promotional videos) but the whole customer’s experience using new technology like AR.
• Achieving a balance between offering better prices/convenience, and being sustainable. As customers start becoming more conscious.
• Keeping it real. Providing an authentic human connection instead of telling your customer service team to read a script.

Sandra Thompson – The Customer Experience Remotevolution

In this inspiring Ted talk, Sandra Thompson explains the relationship between remote work and emotional intelligence. Her thesis is that people who work remotely (and follow the best practices) tend to have better emotional intelligence due to all their correlated traits.

Sandra claims that 93% of customer initiatives fail, but she also believes that we can turn that statistic around as more people adopt remote work, and thus, improve their emotional intelligence.

Darren Ross – Popsicle Moments: Finding A New Flavor of Customer Service

In this other Ted talk, Darren Ross gives a very inspirational speech where he shares two personal stories where he experienced memorable customer service . One as a kid receiving a bag of free Hershey kisses, and another as an adult getting a seat at a fully-booked restaurant.

He argues that those experiences were memorable because he felt like he “got away with something”.

Darren complains about why we rarely receive such experiences from businesses (like retail stores). And he puts his own company as an example—which is an old hotel that has nothing fancy but top-notch customer service.

Best customer experience videos for customer retention

Now, if you’re into improving customer retention and increasing lifetime value, these explainer videos are for you.

Shopify – How To Increase The Lifetime Value Of A Customer

In this video by Shopify, Michelle Bali gives a thorough intro to customer retention , stating that it’s all about building relationships with existing customers.

From a business point of view, she argues that customer retention is important for four reasons: affordability, ROI, loyalty, and referrals (especially if your business sells high-ticket software).

She then gives multiple strategies to boost retention, which include offering great support, sending handwritten notes, following up through email, and more.

We recommend checking this video out to get into the basics of customer satisfaction.

Yves Van Vaerenbergh – Why Companies Fail at Customer Experience

Yves Van Vaerenbergh starts his Ted talk with a personal story about a terrible customer he had when his 2.5-year-old daughter needed to go to the bathroom.

He blames it on the fact that organizations are not made to provide a great customer experience—thus their initiatives end up being too superficial.

Obsession with efficiency, control, and lack of structure are the main reasons customers perceive bad services. We recommend watching it if you want to learn how your customer service shouldn’t be.

Jonathon McKay – The Experience Economy: Rethinking Business

In this video, Jonathon McKay argues why customers and employees are the most important part of any business. He shares how he used to think selfishly, how businesses these days only focus on their own needs, and cites Jeff Bezos saying “Your margins are my competitive advantage”.

Jonathan brings more examples from Uber and Airbnb, explaining what he calls “the experience economy” and how businesses can succeed in it by surpassing customer expectations.

His Ted talk is full of insightful points, so we recommend watching it if you’re figuring out how to offer an outstanding customer experience.

With these customer experience videos, you can hopefully learn one or two valuable things you can apply at your job right now.

If you run a SaaS, one great step you can do is to use a customer success tool to elevate your in-app experience. So feel free to book a Userpilot demo to see how you can offer good customer service.

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• Customer Service

14 Stunning Customer Service Videos to Motivate and Inspire

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Watching customer service videos is a great way to grow your knowledge, be inspired and find tips to share with your eCommerce customer service team. They are often more motivational and entertaining than the written word.

Ranging from two minutes to twenty minutes, here are fourteen inspirational customer service videos to motivate you and your team.

1. Gamechangers: Jeff Bezos on Amazon’s Mission

“You can’t really do the right thing for customers if you’re short-term oriented.”

Amazon founder Jeff Bezos is known for being customer obsessed. In this ten-minute interview, he discusses why Amazon focuses on the customer, rather than the competition. He also explains how this approach can future-proof a business.

2. Meaningful Micro-engagements

“All day long, we’re interacting. We’re interacting with each other, we’re interacting with technology, we’re interacting with machines. And those moments in time actually affect the rest of our day and how we perceive brands and products.”

In this customer service TED talk, CX expert Jeannie Walters discusses creating meaningful micro-engagements. She believes it’s the little things that can make a real impact on customers. This attention to detail and human touch is particularly important when dealing with customers through technology.

3. Dealing with an Unsatisfied Customer

“Every customer you have is a media company.”

Known for his short, but insightful videos, Gary Vee discusses your options when it comes to dealing with angry customers . In this two-minute video, he reminds us that modern consumers can take photos or make videos and amplify their message. As CEO of advertising agency VaynerMedia, it’s safe to say he’s an expert on this subject. He frequently uploads customer service videos for his followers across social media.

4. Netflix Customer Service

“Easy access is really important to us, we want our customers to be able to find us.”

This recent video provides a behind-the-scenes look at Netflix’s customer service team and the work they do. It’s great to get an industry leader’s insight into customer support . But this is also one of the best customer service training videos to inspire your team. It will help them realize the value of their roles and what they can get out of it too.

5. Richard Branson: Put Your Staff First

“My philosophy has always been, if you put your staff first, the customers second and the shareholders third, effectively, the shareholders will do well, the customers will do well and your staff will be happy.”

In 2016, Virgin founder Richard Branson sat down with Inc. to discuss Virgin’s top-class customer service. The logic behind his approach is actually quite simple. Watch him explain his philosophy and discuss some of his management techniques in this short customer service video.

6. Start with Your Customer and Work Backwards to a Product

“It started with what incredible benefits can we give to the customer.”

Back in 1997, Steve Jobs led this fireside chat at the annual Apple Worldwide Developers Conference. This nostalgic 90s video is a little fuzzy and it kicks off with a tough question from the audience. But Steve Jobs manages to turn it into an insightful piece of content explaining his approach to customer experience and product ideation. This is a must-see for Apple lovers.

7. How to Provide Extraordinary Customer Service

“He doesn’t get paid more. There is no compensation. There is no incentive for above-average performance… As a matter of fact, for years I was afraid that if the postal service found out what he was doing, they’d make him stop.”

This keynote speech from entrepreneur Mark Sanborn highlights how memorable and impactful exceptional customer service can be. This brilliant anecdote about his postman Fred is full of humor from start to finish.

8. I Was Seduced by Exceptional Customer Service

“My career has given me the opportunity to visit literally over a thousand companies and meet hundreds of executives and entrepreneurs. And the ones that stand out are the ones that truly focus on delivering exceptional customer experiences.”

In this customer service TED Talk, John Boccuzzi Jr. discusses why great service is actually the best form of marketing a brand can have. Working as a sales, marketing and customer experience executive for over 20 years, he has continually studied why some companies succeed and others fail. He believes customer service has a lot to do with it.

He offers viewers plenty of insights and real-life examples in this tremendous TED Talk on customer service.

9. 7 Essential Customer Support Skills Every Rep Needs

“Every rep should find a solid balance between providing detailed, accurate service and getting the customer back to their life as quickly as possible.”

Ideal for use as one of your company’s customer service training videos, this quick presentation from HubSpot runs through seven essential skills every customer service rep should master. They include:

• Ability to take criticism
• Ability to go off-script
• Persuasiveness
• Product knowledge

This is one of the shortest customer service videos on our list, but HubSpot manages to pack in a lot of value.

10. What Steve Jobs Learned From The Ritz-Carlton

“There are many things Apple learned from the Ritz-Carlton. I’m going to talk about three in particular – three principles that can elevate any business in any industry.”

The Ritz-Carlton is well-known for its legendary customer service. So when Apple prepared to launch its retail stores back in 2001, Steve Jobs looked to the luxury hotel chain for inspiration.

This customer service video for Forbes by author Carmine Gallo explains exactly what the Ritz-Carlton and Apple do to make their customers feel valued. He sums it up in three steps.

• Start with a warm welcome
• End with a fond farewell and an invitation to return
• Empower your employees to do what’s right for customers

11. How To Improve Your Listening Skills

“When a person feels that he or she has been truly heard, it can help calm them and allow for understanding and problem solving to begin.”

Listening skills are essential when it comes to providing first-rate customer service . This animated instruction video is a useful reminder of the role listening has in communication. It then breaks down how to be a good listener into some simple steps, making this one of the most important customer service training videos on this list.

12. Ten ways to have a better conversation

“Be interested in other people.”

Continuing on with content to improve customer communication skills, this customer service TED Talk by radio presenter Celeste Headlee is light-hearted and full of humor. It’s more than just a funny watch though, this customer service video is also extremely insightful. She runs through ten practical rules for having better conversations which includes simple concepts such as honesty, brevity and clarity.

13. Amazing Customer Service Taxi Cab Story

“Are you in a hurry? Is it okay if I do the speed limit?”

This keynote speech by customer service expert Shep Hyken offers another insightful anecdote into the impact excellent customer care can have.

His encounter with a Texan taxi driver on his way to the airport starts off as a moment of misery, but becomes a moment of magic. Offering cola, candy and over-the-top service, it highlights how the element of surprise can make great customer service even more impressive. This is the most popular of Shep Hyken’s customer service videos and strikes a chord with many viewers.

14. Best Customer Service Keynote Speaker 2020

“The biggest risk to loyalty is when you fail or disappoint them.”

Our list of customer service videos ends with this recent keynote speech from comedian turned leadership consultant Ross Shafer. He focuses on why companies need to eliminate ‘POW’ moments rather than concentrate on creating ‘WOW’ moments. He believes always delivering on your brand promise is the key to customer engagement and building brand loyalty.

Looking for more great content like this? We’ve curated a list of related resources for you down below 

How to Get More Sales from TikTok Shop (With Data-Backed Examples)

How to comply with tiktok seller guidelines (2024), how to deliver quality marketplace customer service in 2024, managing slas on prime day: 5 proven strategies, choosing the best ai chatbot for ecommerce: 2024 guide, announcing ava: edesk’s game-changing ai chatbot transforming ecommerce customer service, edesk wins the spring 2024 top performer award from sourceforge, how to sell on allegro.

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for Moto G 5G 2024 Case with HD Screen Protector, 10 FT Military Grade Drop Protection, Anti-Slip Breathable Design, Air Cushion Full-Body Protection Phone Case, Blue

Brand	Vinve
Compatible Phone Models	Moto G 5G 2024
Color	Blue
Compatible Devices	Moto G 5G 2024
Material	Polycarbonate

About this item

• 👍【 Durable and Sturdy】Only compatible with Motorola Moto G 5G 2024. Double-layer structure,with a soft TPU inner shell - for shock absorption, and a hard PC back shell - with strong impact resistance.Double guard protection with reinforced corner, specially designed to protect your Phone. It protects your phone from the damage of accidental drops when you are running, cycling, or skateboarding.
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Moto g 5g 2024 case military grade dual layer protective phone case.

PLEASE NOTE!!! This phone case is only compatible with the Moto G 5G 2024 (released in 2024). It is not suitable for the Moto G power 5g 2024, or Moto G stylus 5G 2024 . Please check your phone model before purchasing.

Frequently Asked Questions:

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Answer: No, it won't be bulky at all due to the compact design. And it adds minimum weight to your phone.

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Question 3: Does the case come with screen protector?

Answer: Yes, every case package comes with 1 piece HD Screen Protector (Plastic).

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Product Features:

Stylish Double Guard Hybrid Cellphone Covers - soft TPU inner Cases with reinforced corners for absorbing shocks; hard PC rear outer shell for strong impact resistant; all these designs make your telephone 360 full body armor protected.

Non slip Texture & Camera Protection & Screen protection - four texturized easy grip stripes design on side and back reduce even prevent drops. 1.5mm Raised Lips on screen and 3.8mm lifted bezel on camera lens prevent daily scratches. This cool fashion phonecase, non-Slip, shock-proof, scratches resistance, convenient.

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Product Dimensions	6.2 x 3.2 x 0.45 inches
Item Weight	2.4 ounces
ASIN	B0CYSCLSSP
Item model number	Moto G 5G 2024
Best Sellers Rank	#22,323 in Cell Phones & Accessories ( ) #8,603 in
Special features	1.3mm raised lips over screen and 1.5mm raised lips over camera relieves impact and protects the phone screen and camera against drop damage,, Unique ergonomic design provides a cozy grip of the phone. Anti-scratched and anti slip premium frosted material solved the problems of leaving fingerprints and marks., 10 FT Military Drop Tested. 2-Layer structure provides 360 degree full body rugged protection
Other display features	Wireless
Color	Blue
Whats in the box	1 HD Screen Protector
Manufacturer	XUYU Co., Ltd.
Date First Available	July 3, 2024

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Jeffrey Epstein secret transcripts: Victim was asked, Do you know 'you committed a crime?'

The Jeffrey Epstein saga began — and could have ended — in Palm Beach County, Florida, in 2006. The Palm Beach Post, part of the USA TODAY Network, sued in 2019 to find out why it didn't. Now, secret documents detailing what happened 17 years ago when Epstein was indicted on only a single prostitution charge are public.

After a nearly four-year court battle to obtain secret grand jury materials in the Jeffrey Epstein case , The Palm Beach Post has documents in hand and reporters are poring over them to see why the serial sexual predator wasn't stopped by the first prosecutor to consider criminal charges against him.

The Post sued for the release of the materials after it found in its 2019 investigation that then-Palm Beach County State Attorney Barry Krischer undermined his own case against Epstein in 2006. His office never spoke with any of the victims, according to state attorney documents, and once Epstein's famous defense attorneys came to town, his office quit communicating regularly with police.

No longer secret: Jeffrey Epstein 2006 grand jury documents are public. Read for yourself what happened

Read the 2019 investigation: How Jeffrey Epstein's first prosecutors failed his victims, seeing them as prostitutes

In a highly unusual move, Krischer convened a grand jury, which is secret except in extraordinary circumstances, to consider criminal charges against Epstein. During the proceedings, prosecutors questioned two victims, the grand jury documents show. Sources told The Post prosecutor Lanna Belohlavek questioned a 14-year-old girl. Belohlavek then undermined her own witness by using her MySpace pages, which were supplied by defense attorneys and appeared to depict drinking, drugs and simulated sex.

Yet that 14-year-old girl, stood up to a man who hobnobbed with the likes of former Presidents Donald Trump and Bill Clinton.

USA TODAY Network exclusive: Never-before-seen Jeffrey Epstein biography surfaces

The grand jury indicted Epstein on only one charge — felony solicitation of prostitution, what a "john" would face propositioning an adult sex worker. The mysterious outcome did not address the fact that police say they found multiple incidents of sexual abuse of about two dozen underage girls.

Palm Beach police thought the crimes were more extensive. They'd found five minors who were victims and whose accusations could prompt criminal charges, according to the law at the time. Seventeen witnesses, many of whom were 16 or 17 when Epstein abused them, could have backed up their stories, which were strikingly similar.

This survivor wanted documents released: Jeffrey Epstein victim goes public: ’I want to know why’

Charges recommended by police could have put Epstein in prison for decades. He ended up spending 13 months in jail and left six days a week, 12 hours a day, on work release.

The outcome of the grand jury proceeding and another prostitution charge that Epstein pleaded guilty to allowed him to traffic, rape and molest underage girls for 11 more years after he pleaded guilty. One victim's attorney estimates Epstein abused at least 500 victims.

Jeffrey Epstein victim was asked, Do you know 'you committed a crime?'

When the Palm Beach County assistant state attorney presenting her case concerning Epstein to a 2006 grand jury, she asked a child testifying whether she was aware "you committed a crime,” according to the secret transcripts made public Monday.

The grand jury came up with only one solicitation of prostitution charge against Epstein that didn't reflect the ages of the victims who testified.

The girl told Belohlavek that she was 14 when she went to Epstein's mansion in Palm Beach and that she was 16 when she testified.

A juror asked the girl: “Do you have any idea, deep down inside of you, that you -- what you’re doing is wrong?” A: “Yeah. I did.”

Juror: “Have you set the goals to not do it anymore?”

Juror: “And you’re well aware that -- what you’re doing to your own reputation?”

A: “Yes. I do.”

Lanna Belohlavek: “You’re aware that you committed a crime?”

A: “Now I am.

What more we could learn from the 2006 Jeffrey Epstein grand jury transcripts

What charges did grand jurors have to choose from? What was the most serious charge on the menu given to them by the prosecutors?

Were the charges that had been recommended by the Palm Beach police on the list? Those included one count of lewd and lascivious molestation and/or four counts of unlawful sex with a minor, all second-degree felonies that had the potential to put Epstein away for 75 years.

The state attorney's office said at the time that grand jurors could choose from the most serious charges to the least serious but has never said what they were.

What about all of the victims Palm Beach police found?

Was there testimony or even questions indicating police found multiple victims?

Two victims took the stand, but did Assistant State Attorney Belohlavek question Palm Beach police detective Joseph Recarey about others? Police had found roughly two dozen young women and girls who described sexual abuse at Epstein's Palm Beach mansion.

What about the age of the victims testifying in the Jeffrey Epstein case?

Was it clear to grand jurors that one of the victims who testified was underage? The question is relevant because the solicitation of prostitution charge did not reflect the fact that she was a minor. It was a charge a "john" would face when soliciting an adult sex worker.

It did, however, label her a prostitute. State law at the time recognized 18 as the age of consent, but also allowed children her age to be charged with prostitution — and Krischer had charged children with prostitution more than once.

Jeffrey Epstein grand jury documents: Read for yourself what happened

Giuliani's bankruptcy case appears likely to be dismissed, opening door for collection of damages

Dismissal would allow his creditors to pursue his money in the courts.

A federal bankruptcy court judge said on Wednesday he is leaning toward dismissing Rudy Giuliani's bankruptcy case after two former Georgia election workers Giuliani defamed agreed it would be the best way for them to collect at least part of a $148 million judgment against the former New York City mayor.

Dismissal would remove the shield surrounding Giuliani's assets and allow the election workers -- Ruby Freeman and Shaye Moss -- and other creditors to pursue his money in the courts.

MORE: Rudy Giuliani files for bankruptcy after $148M defamation judgment

It would also allow Giuliani to appeal the defamation judgment.

Giuliani filed for bankruptcy in December 2023 after a jury ordered him to pay nearly $150 million to Freeman and Moss for defaming them with false accusations that the mother and daughter committed election fraud while the two were counting ballots in Georgia's Fulton County on Election Day in 2020.

The bankruptcy judge signaled he would rule Friday during another hearing.

Court records showed that Giuliani has less than $100,000 cash and a dwindling retirement account. Earlier this month he was disbarred in New York over his "false and misleading" statements about the 2020 election.

He also faces criminal charges in Georgia and Arizona over his efforts to overturn the results of the 2020 election. He has pleaded not guilty to all charges.

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Iran's acting foreign minister says indirect talks with US ongoing via Oman

Iran is still conducting indirect nuclear talks with the United States via Oman, Iran's Etemad newspaper on Thursday quoted Iran's acting foreign minister as saying.