How To Capture a Great Customer Case Study

Download: Customer Case Study Creator Worksheet - https://bit.ly/2uXXpPR

Have you ever tried to collect a case study only to find yourself stumbling over the “ask” before mercifully aborting mission?

Yep.

Happens to just about every SaaS founder.

Even when we get epic results for our customers…

… asking for a case study turns otherwise confident SaaS founders into the chess club captain trying to ask the head cheerleader out to prom.

*awkwaaard*

But it doesn’t have to be.

In fact, it can’t be.

If you want to scale up and have case studies that attract and convert new users…

… then collecting case studies is something you NEED to master.

More specifically, it’s something you need to have a repeatable system for.

Not just to do when you’re feeling extra bold after downing an IPA during your lunch meeting.

In this week’s video I cover the 5 steps to capturing impactful case studies that inspire and convert new users.

If you nail down the perfect timing… and go in with a solid plan… the “ask” becomes easy, and you quickly build up a bank of case studies that you can draw on to close more sales.

Here are the 5 steps:

1. The Moment
2. The Problem
3. The Search
4. The Solution
5. The Result

It’s important to remember that a compelling case study includes the ENTIRE customer journey… not just the end result.

A “result” without the full context does nothing to move your prospective customers into taking action.

But follow the entire 5 steps, and you’ll have a smooth process for gradually building up one of your business’ most important marketing assets.

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Dan Martell has advised more startups than his hometown has people and teaches startup founders like you how to scale. (Get the free 3 videos to grow your business here.) He previously created, raised venture funding for and successfully exited two tech startups: Flowtown and Clarity.fm. You should follow him on twitter@danmartell for tweets that are actually awesome.

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