How to create a compelling video case study in 5 steps (...this drives sales on autopilot):

Most businesses struggle to showcase their value effectively. But a great video case study can be your secret weapon for closing deals.

Here's my proven 5-step process for creating powerful video case studies:

?? Choose the right client - Select the BEST “before” vs. “after” client who is willing to be on camera. Look for engaging personalities who can articulate their experience well.? What do I mean by BEFORE vs. AFTER?? This is the typical weight loss advertisement but instead of lbs. lost, you want to show numbers.? Something that is quantifiable.? Best is sales or revenue but if you don’t work with these numbers, what else is impressive?

?? Prepare a strong storyline - Outline the client's journey: their initial challenge, why they chose you, and the solution you provided. Focus on specific, quantifiable results they achieved.? I have a list of questions that I ask each and every client.? Do you want them?? DM me the word “CASE STUDY” and I’ll send it over immediately.

?? Film high-quality footage - This is where most business FREEZE.? Deer in headlights ??.? They figure this is way too much work: sending a video crew.? Getting it shot.? Then edited.? Too much hassle and expense.? What if I told you this is a simple Zoom video interview.? Except the software you want to use is Riverside.fm - much higher quality than Zoom.? Send your client the Riverside.fm link and 3 - 5 minutes later, you have an amazing testimonial and case study. BTW, Riverside.fm is $20 per month.?

?? Edit for maximum impact - Keep it concise (2-3 minutes max). Use graphics to highlight key stats and results. Add music to set the right tone and pace.? If we work together, we do this for you.? If not, you can contract someone from Fiverr or Upwork.? If you have an agency of record, ask them to edit these videos and include them in their ads.

?? Optimize for multiple platforms - Create versions for different channels (e.g., a 60-second teaser for social media). Add captions for silent viewing.

When you follow these steps, you create a powerful sales tool that builds trust and showcases your expertise.

Video case studies work because they provide social proof in an engaging format. They let potential clients see themselves in your success stories.

I've used this exact process to help dozens of clients close deals. One B2B marketing agency landed a $72K deal directly from a case study we created (the client told my client this is what pushed them over the edge).

Want to learn how to leverage video case studies in your sales process? I'm sharing my complete video case study playbook.

DM me "CASE STUDY" and I'll send you the guide for free.