Chances are, your B2B company has created a few — or a few dozen — B2B case studies. These assets connect with potential clients by highlighting the work your business has done with previous clients. But the uncomfortable treadmill of getting new customer stories for your marketing strategies including social media, email marketing, and sales enablement doesn’t stop.
This guide covers how you can dramatically speed up the generation of B2B case studies with specific examples of how you solved an issue for your clients. Our examples show you how to give potential clients their “ah ha” moment, and, if they decide you’re the right solution for them, move them towards a buying decision.
The best B2B case study examples include:
- Engaging three-act structures to explain how you helped customers meet their goals.
- Relatable or aspirational clients to inspire your audience.
- Compelling combinations of personal storytelling and statistics to back up the claims.
- Trust-building quotes that describe your business’ value propositions in the client’s own words.
- Eye-catching visuals to make your case study stand out online.
We’ve gathered 5 examples of B2B case studies made with our platform, Vocal Video, to show all these features in action.
We’ll break each case study down to show what makes it work and explain how you can use our end-to-end testimonial production software to create your own video case studies quickly and affordably.
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Examples of Highly Effective B2B Case Studies
Case studies can be a powerful marketing tool for your business. They can help you create new pages for your website, showcase the high-profile clients, or build authority and brand awareness in your industry.
Because of this, some people believe there’s a fixed formula for writing case studies, or that they have to be long-winded documents filled with statistics and tables, almost like whitepapers.
In reality, the most effective case studies acknowledge a common pain point in an industry, offer a solution, and prove the long-term benefits so the audience wants to see the results for themselves.
Learn more here: How to Write a B2B Case Study: Templates and Examples
We believe that case studies should be accessible whether you’re a small business or an international brand with a full-scale marketing team. That’s why all the examples on this list were created by real Vocal Video customers as part of their content marketing strategy.
1. Digital Edge: Case Studies with a Convincing Three-Act Structure
Digital Edge is a B2B marketing agency in the travel and tourism niche. They’ve gathered dozens of case studies under the “Proof” heading of their website, and they used Vocal Video to collect client interviews to supplement them.
This case study covers Digital Edge’s relationship with the Palm Springs Convention Center (PSCC). It’s the perfect example of a high-converting case study that covers three bases:
- Before: The first act is the problem the customer was facing prior to their partnership with your business. In this case, it was “running lean” after the COVID-19 pandemic and a need for a marketing boost from a team that knew the industry.
- During: The second part of the case study is about the solution your business offered and how the client implemented it. Here, Digital Edge repositioned and rebranded the venue.
- After: The final act describes the immediate results they saw and the long-term benefits of the partnership. For the PSCC, this included an award for the best microsite, a successful awareness campaign, and new leads for their film festival and convention venue.
This structure is easily digestible and engaging. It’s familiar to every viewer, and it grounds the case study in the success your client achieved. This is doubly the case in Digital Edge’s case study, because the three-act structure is reinforced in the client interview section. Rick Leson, Director of Sales and Marketing, answers these questions…
- Before: “What challenges/problems were you needing to solve when you hired Digital Edge?”
- During: “How has Digital Edge helped your convention center sales and marketing efforts?”
- After: “What’s one success story that wouldn’t be possible without your partnership with Digital Edge?” and “How has Digital Edge elevated your convention center’s creative and digital presence?”
You can customize questions like this for your company with the Vocal Video B2B Case Studies video collector, which we’ll discuss in more detail later on.
2. Moki: Case Studies from Relatable Clients
Moki is a tech company that provides activity monitor wristbands and AI-generated physical education lessons. The testimonials and case studies on their website are a vital part of the company’s digital marketing strategy. They build trust by emphasizing that the company is by teachers, for teachers.
Moki builds a particularly deep connection with the potential customer in these case studies There are two main reasons for their success.
First, the videos have been recorded in a location any teacher would recognize. Because Vocal Video works anywhere, on any smart device, these testimonials were recorded in school buildings, and not on a film set or Moki’s central office.
Second, the responses are honest and well-rounded. The teachers talk about the benefits they’re seeing and also the way their doubts have been overcome.
For example, the testimonial page includes headline quotes saying, “It’s two years down the line, and the children are still so keen,” and, “Even the less active children are joining in more.” This answers the implicit questions that potential customers might have about the product and, because they’re coming from real teachers who are understandably focussed on the wellbeing of their classes, the viewer believes their response.
3. Hone: Case Study with Data and Heart
Airtable is a cloud collaboration service. They worked with Hone to provide live training for their employees, and Ellie Busmire, the Director of Learning and Development, spoke about the experience.
During the three-minute case study interview, Ellie speaks to several prompts, including…
- What challenges were you experiencing before?
- What were you looking for in a training solution?
- What feedback have you received from your learners?
- What has been a program highlight for you as a manager?
With these questions, Hone has collected responses that balance the benefits for the managers (the scalability of the product) and the advantages for the students who experienced the course (the community aspect). This means the case study tells a convincing story of how Hone met Ellie’s needs as her staff went through the training, while also conveying how much she cares about her team.
This combination of practical and emotional benefits is emphasized even more when the interview is seen in the context of the wider case study web page.
Here, the stories and the community aspect described in the interview are supported by statistics, which provide hard evidence of a successful partnership (and emphasize what a high-profile client Airtable is for this company).
Finally, if you watch to the end of the video, you’ll see that Hone has included a relatable outtake, which leads the viewer towards the call to action (CTA) on a high note.
4. Time Doctor: Results-Focused Case Study
Time Doctor is a time-tracking tool that SmartBuyGlasses implemented after they went fully remote. Rafael Vazquez, the Head of Customer Service, provided an interview to act as part of a longer case study detailing the benefits.
The interview includes three questions, which all focus on the results of the partnership and create a strong sense of “before and after” that potential customers will also want for themselves. The questions include:
- What is the main benefit of Time Doctor in your company?
- What results have you seen since implementing Time Doctor?
- Which features of Time Doctor do you find most valuable?
In his responses, Raphael first lays out the challenge they were facing. They were aware that, with a fully remote team, they should have the benefit of working with all the top talent in their industry regardless of location. But they still faced difficulties with managing the hours the team was working, their schedules, and tracking the tasks they were working on.
In focusing on the results, Raphael explains the value of the product in a down-to-earth way. The time tracking automation helps them to become more efficient and support the sales team, wherever they are in the world. As the statistics in the rest of the written case study show, they’ve boosted their performance by a factor of 3 and cut compliance issues by 50–75%.
These results, along with the added personality of the video interview, are an essential part of any case study or testimonial. But they’re especially important for SaaS companies like Time Tracker, whose offerings might be competing against multiple platforms, or might be difficult to explain to someone outside the industry.
5. PSTrax: Case Study Gallery to Prove Results
PSTrax provides checklist and inventory software for first responders. They used Vocal Video to collect a gallery of case studies from their real-life fire and EMS “champions.”
Each of these case studies has a very similar structure. The respondents are asked about the community they serve, which acts as a springboard for them to talk about their software needs. They go on to talk about how they’re using PSTrax, and what specific benefits they’ve seen.
While a single case study video would be an asset for this company, the gallery layout heightens the impact of the stories they’ve collected. It’s a powerful form of social proof, as multiple speakers in different locations and roles independently describe the same advantages.
Plus, because every video includes the same colors, introductory slides, and logo, the repetition foregrounds PSTrax’s identity and unifies the case studies under their brand.
Note: We’ll talk more about how to create a testimonial gallery and how to use a video collector to get responses from multiple clients later on.
Key Lessons for Your Business
Your relationships with your clients are unique, so no two marketing case studies will ever be exactly alike. That said, there are still some lessons every business can take from the example videos we’ve discussed here.
- Plan your case study with the viewers’ pain points in mind. When you can show the viewers they’re not alone in their frustrations and that people like them have already found a solution, you’re already halfway to creating a case study page that converts.
- Choose one value proposition to highlight. This will help focus your content and leave the viewer with a clearer idea of how your business can help.
- Answer the viewer’s implicit questions by asking testimonial questions that speak about how your company compares to competitors or how you overcame doubts they might have had in the beginning.
- Ask open questions so the interviewee can put their customer experience into their own words, complementing your other marketing materials but not repeating them.
- Position the client as the hero. Use the same three-act structure as classic stories, but remember that your business is the tool and not the hero. You’re showing how you helped your client meet their goals so that future customers can imagine themselves in the same position.
Now, let’s look at how to put this into action, using one simple tool to create compelling case studies like the ones we discussed earlier.
How to Make a B2B Case Study for Your Company
Vocal Video is the easiest way to collect case study videos from your satisfied customers and clients.
Instead of setting up an appointment for an interview, or waiting for a production team to be available to film you, you set up a video collector, send it to your client, and they’ll be able to record their response and send it back in as little as 5-10 minutes.
And, with our library of case study video templates specially designed to collect client testimonials from different industries, it’s as easy for you to set up as it is for your customers.
Build Your Video Collector
The easiest way to get case study videos is to use one of our specially created templates. Every template includes a pre-written welcome message and questions you can customize to fit the services your company offers.
For example, try:
- B2B Case Study Videos: This template includes three questions to create the perfect three-act structure: “What problem was your company dealing with before?” “How did [your organization] help resolve this challenge?” and “What results did you get?”
- B2B Services Review Videos: This client reviews template also produces informative, versatile case study videos to share on your website and social media. Again, the questions cover the challenges the client needed to overcome, the significant impacts of your partnership, and the metrics that stand out.
- B2B SaaS Testimonial Videos: The stories you get with this template focus on what makes your company unique. In B2B content marketing, the personality these customer quotes can inject is invaluable, especially when your target audience is comparing your business against your competitors.
- Customer Success Stories: This template is designed to collect case studies for internal use — like training and onboarding new staff.
If you want to address a specific aspect of your product or service, you can also add more questions to your video collector to invite the client to speak about their experience in more detail.
To add questions, simply go to “+ Add a Question” in the collector builder and write the prompt.
Before you share the collector, adjust your logo and brand colors in the collector builder or your brand kit. We’ll automatically apply these elements to the slides and animations in the finished video, creating a case study (or even a series of case studies) that your audience can instantly associate with your company.
Share Your Video Collector with Your Clients
Vocal Video collectors are cloud-based, so you can share them simply by sending a link to your clients. We’ll automatically generate a new, customizable URL when you go to “Get Responses”.
You can also personalize your collector links here, which sends the collector with the client’s attribution information pre-filled. We’ve found that this personal touch increases the number of responses video collectors get — especially when you’re asking a valued client who you’ve already built a relationship with.
An Easy Way to Quickly Get More Testimonials
Businesses generally collect case studies from clients when they’re certain they’ve delivered a positive customer experience. Because of this, you’ll likely see a higher response rate when you ask for stories for case study initiatives rather than, for example, customer testimonials from your e-commerce site.
But, if you have a long client list in your CRM or you want to build an entire case study library for your website, you can also use our proven three-touch email sequence to find out who’s interested and collect more case studies quickly.
It’s as simple as…
- The pre-ask, where you touch base with your client list to introduce the idea of recording a case study and tell them how quick and easy the process is with Vocal Video.
- The invitation, where you give the clients who want to take part the collector link, tell them the questions, and give them some tips for creating a high-quality video.
- The reminder, where you nudge the collector to the top of the client’s inbox if they don’t respond within a few days.
Click here to find template texts for every email in the sequence.
Edit Your Case Study Videos
Vocal Video makes case study videos accessible, even if you’ve never put together a digital marketing campaign before. It’s all down to our unique automatic editing process.
Whenever one of your clients records a case study video, we’ll automatically edit their responses to each question together and add eye-catching design elements so their story stands out online. These include…
- Attribution information from the video collector to give credibility to the case study.
- Your company’s logo on every slide.
- Animated transitions.
- Automatically-generated subtitles.
- Music from our library of royalty-free tracks.
If you want to tweak your video before you publish it, you can adjust any of these elements with our easy-to-use editing tools.
For example, to add a slide with statistics to support what the client is saying in the video, go to “Add a Scene” on the left side of the editor dashboard. You can then upload an infographic or type the text you’d like to add.
You can also add video scenes from additional speakers in your video library or upload a video from your computer. This is an easy way to incorporate the perspectives of multiple people from your client’s company or introduce the case study video with a word from the project lead.
Plus, to change the personality of your case study video in a few clicks, we offer…
- 50 fonts for your attributions and question cards.
- 40 options for your backing track.
- 6 themes to choose from.
Note: The Vocal Video free plan includes 10 font options and 2 video themes. Additional options are included on Pro and Enterprise plans.
Publish Your Case Studies
Case studies aren’t a dry, corporate marketing tool; they belong on every platform where you touch base with your potential customers. Vocal Video makes it easy to share your finished videos across your marketing channels and increase the return on the time you’ve invested in creating the videos.
Once your video is published, click on the options below the preview to…
- Copy the link to the public Vocal Video page where your case study is hosted. You can drop the link into an email, newsletter, or even one of your job postings to use case studies in recruitment.
- Share the video directly to your feed on Twitter/X, Facebook, or LinkedIn.
- Generate an embed code to add the video seamlessly to your company’s website or landing page.
- Download the video to upload it to YouTube, as a Reel, or use it on a digital screen at your venue.
Plus, if your goal is to generate a library of customer references and case studies quickly, we have a few more tricks that can help.
Repurpose Your Case Study Transcript
Every Vocal Video case study you publish comes with a full, automatically generated transcript. This is the fastest way to build out a case study page for your website. Simply bring up the video, copy the transcript, and paste it to a new block on your page. We call this process “two-for-one testimonial writing”.
If you turn on subtitles on your video, the full transcript will also be shown under the video on your public Vocal Video page. Displaying the transcript here can also boost your SEO performance because the cloud of keywords around your product is then easily crawlable by search engines.
Create Convincing Case Study Galleries
As your video collection grows, we make it easy to bring your case studies together in powerful galleries that showcase all the results your business has helped your clients achieve.
Simply select “+ Create” and then “New Video Gallery”.
From there, you can choose from five formats to suit the number of videos you have and the layout of your case study webpage. Then, just select the videos you want to include.
Test out interactive versions of all our gallery formats.
Grab Attention with Featured Quotes
Video testimonial cards — like these cards from Vocal Video users — are a great way to pique your website visitors’ curiosity by showing them the headlines of each case study video you produce.
To make a video card, just bring up the video you want to share, click “Embed,” and click on “Embed a Video Card.” In the next screen, you’ll be able to test out 10 different layouts (with a live preview), choose the quote you want to feature, and adjust everything from the font to the shadows at the corners of your video card.
Create Pro-Quality B2B Case Studies, without the Pros
B2B case studies are all about highlighting the things your business does best, the partnerships you’re proudest of, and the clients who were the most fun to work with. So, why should creating them be a chore?
With Vocal Video, you can easily add case studies to your marketing campaigns and lead generation tactics. With our simple video collector system and intuitive editing, you can easily ask for, collect, process, and publish your best client stories wherever you touch base with your potential customers.
Get started today with a free-forever Vocal Video plan. When you’re ready, upgrade to Pro to get even more personalized content to use across your marketing strategy.