Tell Their Story: 3 Case Study Ideas for Marketing to Clients

Tell Their Story 3: Case Study Ideas for Marketing to Clients

So, what is a case study?

For those who might not be familiar, a case study is basically a story that describes a typical client’s situation before, and the progress and results achieved after, working with you.

Potential clients visit your site and they see what you do, but a lot of times they don’t understand how your service helps them beyond just getting work done. Case studies provide context in a way that helps illustrate the ways in which clients benefit from your support. They help them better visualize and imagine the kind of results you can help them acheive and get excited about the possiblities of working together.

Ideally, a case study uses an actual client as the basis. However, maybe you are a new Administrative Consultant and don’t have clients yet. When that’s the case, what you can do is paint a word picture of the kind of results and benefits a typical client could expect from working with you.

You would tell the story from the perspective of the typical kind of client who would need your services, the kind of needs, challenges and goals they have, and then describe the kind of support you would provide to meet and overcome those needs, goals and challenges. Most importantly, you then describe how that typical client’s business (and life, for that matter) would be improved and all the various benefits and results the client would get as a result.

Here are three case study ideas that each focus on a different angle you can take in developing your own.

  1. Demonstrate how you help. A lot of times, prospects don’t fully understand what you can help them with, and those exhaustive lists of tasks and services don’t help (the eyes glaze over at a certain point). So what you do is describe a typical client in your target market, point out some of the needs, goals and challenges they have, and then outline the kind of support areas and activities you would help them with that would address those needs, goals and challenges. This gives them context to better understand and visualize what you do for them and how you work together with certain objectives in mind.
  2. Demonstrate how you give clients back more time. Another kind of case study you can paint is one that helps prospects realize how much time they can gain back. Most people want more time to what? Work with more clients and make more money? Take vacations? Have more quality time with family and friends and just generally have a life beyond their business? So, use this kind of case study to help illustrate what their life might like with your administrative support. What kinds of things would they do with that newfound extra time? Would they have more time off for relaxing and self-care? Would they have a better quality life? Would they have more time to develop and grow their business (and, thus, make more money)? How would their peronal and family life be improved?
  3. Demonstrate how a client’s business can grow and improve with your support. This kind of case study is about specific facts and figures. Obviously, when clients are trying to do everything themselves in their business, there’s only so much time left to work with clients. By leveraging your support, how many more clients could they work with? How much more free time would they gain back? How much more money could they be earning per year? How many new products, services or programs could they develop? For this case study, you need a client where you’ve taken inventory at the start of the relationship and then again at least six months or a year later. How many clients did they have in the beginning and how many after? How much were they earning annually then and now (i.e., their income persumably increased due to having more time and being able to work with more clients with your support). This is a powerful kind of case study because it directly links your support with growth in their business and income.

There are two products I recommend you get from the ACA Success Store that will help you develop the third type of case study:

Client Profile Sheet (FRM-06)

Client Profile Sheet (FRM-06)

and the

Client Feedback Form (FRM-04)

Client Feedback Form (FRM-04)

These have been designed to work together in collecting the before and after data you need to elicit testimonials and create your own powerful case studies.

3 Responses

  1. Judy Reyes says:

    Good ideas here, Danielle. With a little creativity, the case study could be a short video or powerpoint.

  2. Absolutely! Thanks for adding that idea, Judy. 🙂

  3. Nicola says:

    Hi Danielle, as you know I’ve included a few case studies on my site. However, the third one is a really good idea and a perfect way to provide evidence. So, thanks for that! I’m about to start with a new client next week so I’ll definitely be doing this.

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