How to Make Video Case Studies Without a Production Team

Find out how to create engaging video case studies — no filming or editing experience needed — and share the results on all your marketing channels.

Producing video case studies can be a demanding process of storyboarding, scripting, interviewing, and editing with a Hollywood price tag that would quickly burn through the marketing budgets of most businesses.

We experienced the pain of shelling out tens of thousands of dollars for just one video, which is why we founded Vocal Video. With our platform, you can create an impactful, memorable, and versatile case study video quickly and easily — without the film crew, location scout, or suite of editing software.

Vocal Video case studies are clean, engaging, and easy to follow. Most importantly, our video production process foregrounds the authentic voice of a real customer as they tell the story of how your business helped them succeed. This connection can build trust and drive conversions more effectively than any expensive effects.

Check out this example from a Vocal Video user to see how effective our video case studies can be.

Here, we’ll explain how to…

Choose interview questions that generate the best answers for your videos.
Create a case study video in three easy steps.
Generate written case studies to use alongside your video and increase the return on your investment.
Publish and share your videos with your audience on your website, in social media posts, and through popular messaging channels.

Ready to get started? Sign up for a free Vocal Video account today to start making and publishing case study videos.

How to Make a Powerful Case Study Video

A great case study video has a relatable speaker, data to back up the claims they’re making, and a structure that shows how your company was key to solving the problem the customer faced.

One of the best things to say in a testimonial video is a three-act, “before, during, and after” account of how your business addressed a pain point your clients can relate to — and how you made a lasting difference. You can make this story easier for potential customers to digest by asking the respondent to speak about their experience at each stage of the process.

1. Address the Problem

When you’re planning your case study videos, start by asking yourself who your ideal customer is and what problems they face. Use this knowledge to prioritize which customers you ask to record a case study video.

If a lot of people are struggling with an issue, and there are few potential solutions on the market, your case study can be extremely compelling. To emphasize how beneficial your product or service can be, ask your respondent to explain the issues they were facing before they discovered your business.

Try questions like:

  • What was the main challenge you needed to overcome with [your business]?
  • What problem was your company dealing with before [your business]?

2. Present the Solution

Once you’ve established the problem that needed to be solved, you can show how your business was able to help the respondent.

Questions like, “How did [your business] help resolve this challenge?”, or, “Could you describe a time that [your business] helped to overcome this problem?”, are a good place to start.

You might also find it helpful to ask the respondent to talk about how easy it was to implement your product or how enjoyable it was to work with your team.

3. Prove the Results

This section of the video persuades the viewer that the respondent’s positive experience can be repeated. You should focus on how much better the respondent feels now than they did in the situation they referenced in the first part of the video. If they have a continuing relationship with your company, or if they’re now loyal to your brand, get them to mention it here.

Try a question like “What has been the most significant impact of working with [your business]?” to encourage a detailed and thoughtful response. In addition, you might ask them to describe their experience in three words (and explain why they chose those three).

Ideally, your customer will also be able to give data to prove how much your business has helped them. Survey results, quotes from management, or statistics about increased sales or web traffic can be extremely helpful.

Check out our guide to writing the best customer testimonial questions, watch our 7-minute explainer video, or read on to find out how case study video templates make the process easy.

Vocal Video: Video Case Study Creation Made Easy

With Vocal Video, you can create and publish a case study video in three simple steps:

  1. Customize a case-study-specific video collector to reflect your brand.
  2. Send the collector to the customers whose stories you want to share.
  3. Publish an automatically edited case study video (that you can lightly edit if you want) wherever you touch base with your audience (e.g., your website, emails, social media).

Let’s look at this process step-by-step.

1. Guide Customers through the Questions with a Video Collector

Vocal Video case studies and customer stories are built around authentic user-generated video content gathered with our customizable video collector. The video collector is the interface that will “interview” your customer and record their responses.

When you want to start collecting case study videos, head to your Vocal Video dashboard and create a new video collector for your campaign. Start from scratch or go to “New Video Collector” and choose from one of more than 45 industry-specific templates.

Example: B2B Case Study Video Collector

One of the best templates to use for case studies is the B2B Case Study video collector. The pre-set questions make it easy to create a case study with a strong three-act structure.

Three-act structure of questions.

Vocal Video users keep coming back to this template to record their own videos because the concise questions encourage the respondent to give helpful details while staying on message and holding the viewer’s attention.

Other Video Case Study Templates to Try

As well as the B2B Video Case Study template, you can try out another testimonial or customer success story template to create different types of case study videos.

The Customer Testimonial Videos template asks clients to describe your product in three words, explain how it helped them, and compare it to other products or services on the market.
The Ecommerce Testimonial Videos template focuses on a customer’s experience with your product and your company.
The Employee Video Testimonials template focuses on how your company has helped your staff to develop in their careers. As another use case, this can also provide a useful success story for recruitment.
The Customer Success Story Videos and Sales Success Story Videos templates can produce case studies to motivate and inspire your team.
The template for B2B Review Videos invites the respondent to talk about the challenges your product helped them overcome and explain the most significant impact your service has had.
The Real Estate Testimonial Videos template is designed specifically for real estate brokerages and teams, and individual realtors that need testimonials or case studies from their clients to use on websites and social media.

2. Choose the Right Customer to Contribute to a Case Study

When you’re happy with your collector, send it to the customers you want to feature.

A good case study candidate is approachable and comfortable on camera, but they don’t need any special skills, experience, or equipment to contribute. We’ll generate a URL that takes them straight to the collector. They’ll be able to open the link and record their video on a mobile device or with their webcam without downloading or installing any additional software.

Vocal Video on mobile vs desktop & tablet.

It’s best to ask for case study videos from clients you think your audience will relate to, people who have authority in your field, or influencers with followers in the same demographic as your target audience.

You can send the link by email, post it to your social media pages as an open call for customer stories, or use the link to make your video collector a permanent feature on your website that allows customers to record a case study video at any time. In the dashboard for your video collector, you can also add an incentive — like a discount or entry into a prize drawing — to encourage more people to record a video.

We recommend using a 3-touch email sequence to request testimonials from your happy customers.

  • The pre-ask, where you introduce the customer to the idea of recording a case study video and let them know how quick and easy the process is with Vocal Video.
  • The invitation, where you send the link to respondents who said yes and give a preview of the questions they’ll be asked.
  • The reminder, to follow up with people who received the link to the collector but haven’t recorded their case study yet.

You can read more about our proven email sequence — including a full template text to use —  in the Vocal Video Help Center.

Whenever someone records a case study video, you’ll get a notification that the video has arrived, automatically edited and ready to share, in your library.

3. Edit the Videos to Add More Context and Data

Using Vocal Video to make video case studies means you can skip the time and expense of working with a professional editor to put your case study videos together. You won’t even need to install a video editor like DaVinci or Creative Cloud. Vocal Video makes the process quick and intuitive by automatically editing the video response and giving you easy-to-use tools to tweak the results.

With automatic editing, your case study video arrives in your library with:

  • Your logo and brand colors to identify the case study with your company
  • Question cards and animations for smooth transitions between scenes
  • Text overlays to identify the respondent.
  • Subtitles so the video can be viewed without sound, and the option of using a full AI-generated transcript to support the video
  • Music from our selection of royalty-free tracks

Here’s an example of a video that shows the best video editing features in action:

Vocal Video’s editing suite also lets you change the way your video case study looks and sounds. You can reorder the scenes, add clips from other speakers, trim the clips, or try out different themes, colors, fonts, and music.

You can also use these editing tools to show the viewer extra data to back up the information your respondent has given.

Vocal Video editor.

When you click “Add Scene” in the video editor, you’ll have the choice of adding video footage from your files, a clip from another speaker who recorded a video with your collector, or a slide with text.

Select a scene type.

Text slides can give extra context to set up the beginning of your case study, or you can use them to show statistics, data, graphs, or surveys to prove the results your customer saw when they worked with you.

You can adjust the scene length — which is the amount of time the viewer has to read the information — and the text slide will be smoothly integrated into the video with our animated transitions to create a great video case study that makes a professional and convincing impression.

When your video is finished, you’ll be able to share it with your audience on social media, on your website, or with your mailing list (more on how to do this later).

Generate Helpful Written Case Studies in Seconds

Our research shows marketing teams that use video testimonials see a significant lift compared to those who use written marketing materials alone. This being said, there are some great reasons to use written case studies alongside the videos you produce with Vocal Video.

For example, written case studies let you…

  • Include quotes from customer stories in the printed marketing materials you distribute by mail or in person.
  • Make the case study pages of your website more accessible for people using text readers
  • Make it easier for people scanning your website to find the information they need.
  • Include a cluster of keywords related to your product in a text that can be crawled by search engines, helping to increase organic traffic to your website.

With Vocal Video, you can access an automatically generated transcript to speed up the process of creating written case studies. This makes it quick and easy to generate a blog post, news item, or PDF of your customer’s story, letting you take a two-for-one testimonial writing approach to using your case studies in your marketing.

Every video arrives in your library with a complete, AI-generated transcript. You can edit the transcript in the Vocal Video dashboard before copying or downloading it to use on the platform of your choice. What’s more, Vocal Video’s localization ability means that videos recorded in 23 different languages can be transcribed in full.

Here's a full transcript of your video.

As a final flourish, you can use your favorite line from the transcript as an eye-catching featured quote and present your case study as a video card. Our video cards are great for home pages, landing pages, signup pages, or testimonial galleries. The featured quote acts as a teaser to encourage people to watch the video in full, or as a summary for those who can’t watch right now.

Take a look at this video card with a featured quote from the transcript above.

Find out how to grab attention with testimonial cards in the perfect format for your website.

Use Vocal Video Case Studies at Every Point in Your Marketing Efforts

Case study videos are a versatile resource for your video marketing team. Because they use the authentic voices of your satisfied customers, they’re one of the best ways to convince potential customers of the benefits of your product and build trust in your brand — whether you use them on a permanent website page or in social media marketing campaigns.

With versatile options for sharing and embedding, Vocal Video makes it simple to share case studies on all your digital marketing channels.

Embed Case Study Videos on Your Website

Many B2B companies have a permanent case study section on their website. Take a look at the video examples in this case study gallery from Vocal Video users Atlas Cloud.

"Our latest case studies" webpage.

For each case study, Atlas Cloud seamlessly embeds the customer story they collected with Vocal Video on the webpage.

Vocal Video case study on website.

It’s easy to add testimonials to your own website when you generate them with Vocal Video, even if you’ve never coded before.

Once you’ve published a video from your dashboard, go to “Embed” and decide whether you’d like to embed just the video (as Atlas Cloud did above) or if you’d like to make a video card with a featured quote.

Once you’re happy with the preview, click “Copy Embed Code” and paste the code we generate for you into a new HTML block on the page where you want the case study to appear.

Video embed builder.

Remember, you can also copy and paste the full transcript of your video to create a dedicated case study website page.

Case study transcripts on website.

Send High-Quality Case Study Videos to Your Customers’ Inboxes

To send your case study videos to your customers, publish the video and then go to “Share” to see your options.

Share options.

Let’s start with sharing the URL for the public Vocal Video page where your video is published.

You can edit the URL and give the video a new title, or simply copy the link we generate for you. This is a great way to share your videos in marketing emails, newsletters, or on internal messaging platforms like Slack. When they click the URL, your customer will be taken to the public page, where they can watch the video in full and — if the subtitles are turned on — read the full transcript underneath.

You can see these features in action on the public page for this testimonial for Hexmodal.

Hexmodal public page screenshot.

Post Case Study Videos on Social Media

Vocal Video makes it easier to find new clients by sharing case studies with your audience on social media. After you click “Share,” simply head to Facebook, Twitter, or LinkedIn, write a caption to introduce your video, and post.

For example, the Product-Led Alliance shares Vocal Video testimonials from their employees as part of their LinkedIn marketing strategy.

Product-Led Alliance on LinkedIn.

If you would rather share your video case study as a Reel on Facebook, on your Instagram profile, on TikTok, or on YouTube, Solo, Team, and Pro Vocal Video plans also give you the option of downloading your videos to add to any of these popular platforms.

Vocal Video: An Easy and Affordable Case Study Video Solution

With Vocal Video, you can create beautiful and compelling video case studies to increase brand awareness and reflect the value you bring. Our templates and customization features create videos with the structure and data that makes professionally produced case study videos stand out, giving you a polished and effective marketing tool without the associated price tag.

With Vocal Video, building case studies to use in your video marketing strategy is as simple as:

  • Choosing from one of our customer success story templates to guide your customers through the recording process.
  • Customizing the video responses to clarify how your product helped the customer.
  • Sharing effective case study videos across all your platforms, in a variety of beautiful formats, to reach a wider audience.

Sign up for a free Vocal Video account to create convincing case study videos today — no credit card required.

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