#7-case-studies-stories
All Messages
Hi CMAers!
> TLDR; How do you “sell” case studies?
Questions:
- what are the benefits you promote that help you get all the case studies? a. OR do you promote different benefits based on the advocate? If so, what does that look like?
- do you have any case study campaigns setup? a. if so, what channels? b. and what are the trigger for the campaign to kick off?
- Is anyone doing account based targeting for advocacy case studies/what is your approach?
Peerbound!
I love Notebook LM for analyzing call transcripts. I find it's an awesome AI tool to map out key points a customer shared so I can use the strongest quotes in my customer story package
Hey team, hey. Happy Friday. Interested in how you go after the BIG names; especially if you have a smaller footprint. Strategies, insights, tactics, hacks all welcome!
This podcast episode might be up your alley!
Hi all, what's your strategy around case study clean up? Mostly, how do you determine when to sunset a case study from public use? Outside of a customer specifically asking, of course.
Working on a 5 minute interview format for video right now as part of my multiple assets from one interview construct. Will let you know how it turns out.
Who's doing the best pocket stories these days? Thinking super short case studies that highlight impact/voc but with a good design.
Hello All! Does anyone have a simple basic customer approval form for case studies, video's, website, social media etc.?
Hiya, Does anyone have a template or advice on writing a summary report about a Customer Advisory Board?
Thank you!
Peerbound and UserEvidence recently released two really good pieces of content on the state of customer evidence. We are in the wild world of ever changing AI, AEO, GEO, and all things Reddit, and I was wondering if anyone would be interested in talking about customer content and the changes they are seeing.
Also, shoutout to the teams who helped bring these insights to life. These reports take a lot of time, coordination, and effort, and I wanted to give them some props doing this research!
🇯🇵 JAPAN CASE STUDIES 🎌
Does anyone have a good process they use to capture case studies / customer stories from customers in Japan made for global, English speaking audience(s)? Additionally, any vendors you use that do great work in Japan?
Assuming:
• Need to create both a video and written case study
• The customer only speaks Japanese or would expect to do it in Japanese
• Video output to be in Japanese, with English CCs
• Storytelling needs to align with our brand of storytelling
• Written case study needs to be written in both English and Japanese (which may be optimized for different styles - the former for webpage, the latter for Print brochure (common in Japan))
Any experience, recommendations, or thoughts much appreciated!
@Lisa Wilberding yes! Happy to connect!
<@U0806J8HHHR> for all assets, no matter the type, we're required to select whether an asset is internal or external (no download) which then sets those rules for that piece of content. We don't set that automatically for case studies because some are internal only and can't be shared at all. A PDF version will return more metrics than a link to a story will. You can still get some reporting from the link (i.e. if it was used in a closed won opportunity) but, the seller won't get the same level of insights, like what section they spent the most time reading. I've used both in the past (PDF and Link). We also always have a PPT version of every case study.
I may ping you soon <@U09PDDV1SBY> when we are up and running, would love to learn some of these best practices! The locked assets is interesting for sure.
Customer marketer from Seismic here! I've been managing my customer story program and end-to-end case study creation in Seismic for 5 years now. Happy to walk anyone through some of my best practices. Don't hesitate to reach out to me!
Also, we have content locked down so sellers can't download. Everything is sent from Seismic, which preserves our data and gives our GTM team their own custom insights on what they are sending. The case study content also flows into Salesforce, so sellers can send the content to an open opportunity if they are working in the SFDC environment. And we are tracking not just usage but also revenue influence, helping us showcase our impact to the business.
We moved away from PDF all together, so there is only HTML; and an add-on tool set. We deliver these assets to Sales through our AI Sales Assistant within SFDC which recommends appropriate success stories, and other reference material, based on the known opportunity parameters.
Does anyone have any case study/success story slide designs or templates that they're especially proud of? I'd love to get inspiration from people's layouts!
A side question, does your slide change when dealing with more technical folks? Or if you're in a very technical industry?
Ran these with our VoC agent
Just finished two case studies:
1) 2025 B2B Buyer Behavior Study – highlights the new reality of enterprise buying: longer in research mode, shorter in sales conversations. ()
2) Brand Health & Positioning Demo – shows how we track awareness, consideration, and NPS to uncover where perception and experience gaps are holding brands back. ()
Thanks Emily!!!
You can see it in all its glory here!
@Emily Coleman Hi! I'm new to this slack. I love this experiment you did. Do you have an image of the demo request form with the quote? I'd love to have a visual!
They were all named quotes for this one.
Very cool. Did you use named + anonymous quotes, or all named?